Wall Street sees ‘changing of the guard in AI’ as Intel, AMD shares soar while Nvidia lags
Lisa Su, CEO of AMD speaks with CNBC on May 6, 2026. CNBCSince the launch of ChatGPT in late 2022 ...
Tag: Sandisk Corp
Intel and Micron are poised to break major milestones
Options traders can't get enough of semiconductor stocks. No matter how high they go or how expensive the options get, ...
Big Tech earnings show how big, smart spending can be rewarded by the market
I am growing tired of the endless bubble talk about all of the data center spending. It's obvious from this ...
Apple CEO Tim Cook warns of extended memory crunch. ‘We’ll look at a range of options’
Apple CEO Tim Cook gestures as Apple holds an event at the Steve Jobs Theater on its campus in Cupertino, ...
Micron and Sandisk continue rally as demand for memory expected to persist
The Micron Memory Japan K.K. booth at the Semicon Japan exhibition in Tokyo, Dec. 18, 2025.Kiyoshi Ota | Bloomberg | ...
Micron stock sinks 10%, further cratering in post-earnings sell-off
The Micron Technology offices in San Jose, California, Dec. 16, 2025.David Paul Morris | Bloomberg | Getty ImagesMicron shares plummeted ...
Teradyne stock pops 12% on earnings beat driven by AI demand
Cheng Xin | Getty Images News | Getty ImagesTeradyne stock popped on Tuesday after the company beat fourth-quarter estimates thanks ...
Sandisk stock soars 14% after blowout earnings report showing overwhelming AI demand
Sandisk's stock popped 14% after the company crushed Wall Street's fiscal second-quarter estimates, as the artificial intelligence boom sent demand ...
These 5 infrastructure stocks have more than tripled this year on the AI trade
Wires and cables in a server room. Thomas Northcut | Digitalvision | Getty ImagesNvidia has been the biggest infrastructure winner ...
