Author: jet

Summary AI-driven demand is fueling a broad advance in semiconductor equities, with the PHLX Semiconductor Index outperforming the S&P 500 by its widest margin in over a year. Nvidia holds the most favorable analyst sentiment in the group, with 48

TLDR Innodata’s first-quarter revenue reached $90.1 million, marking a 54% increase compared to the previous year and significantly surpassing Wall Street’s forecast of approximately $76.5 million. Earnings per share (EPS) came in at $0.42, nearly double the $0.22 reported in

TLDR Nvidia reported $215.9 billion in revenue for fiscal 2026, marking a 65% year-over-year increase. Nvidia’s Data Center segment generated $193.7 billion over the full year. AMD posted $34.6 billion in full-year 2025 revenue, with Data Center sales rising 32%

TLDR APH stock dropped 6.29% as traders locked in profits following a strong post-earnings rally Q1 2026 EPS came in at $1.06, beating estimates of $0.95; revenue hit $7.62B vs $7.08B expected Wall Street Zen and Zacks both downgraded APH

TLDR Rocket Lab stock reached a new 52-week high of $105.62 after TD Cowen increased its price target from $90 to $120, maintaining a Buy rating Q1 2026 revenue set a record at $200.3 million, rising approximately 63% year over

TLDR MRAM reached a new 52-week high of $23.10 on May 8, currently trading around $22.59 with a volume of approximately 437,000 shares. Everspin entered into a 10-year manufacturing agreement with Microchip Technology to expand U.S.-based MRAM production at an

TLDR Micron’s stock surged nearly 38% this week — its best weekly gain since December 2008. The stock closed Friday at $746.81, up over 15% on the day alone, hitting a new all-time intraday high of $712.82. Micron’s market cap

TLDR Intel and Apple have reached a preliminary agreement for Intel to manufacture chips for Apple devices. INTC stock closed up nearly 14%, at one point surging over 19% during the session. Apple stock also gained more than 2% on

TLDR AI agents are emerging as a major crypto narrative in 2026, following past cycles of DeFi, NFTs, and meme coins Nearly 1,000 developers built AI agent products at the Consensus Miami EasyA Hackathon, drawing participants from Microsoft and Google

TLDRs; Nvidia’s shares held steady as U.S. authorities ramp up investigations into AI server export pathways across Asia. Allegations indicate a $2.5B network may have funneled advanced AI servers into China via Southeast Asia. Supply chain concerns center on Super

TLDR VanEck’s Matthew Sigel forecasts Bitcoin reaching $1 million within five years, drawing parallels to the video game industry The U.S. Senate Banking Committee plans to examine the CLARITY Act on May 14, legislation aimed at defining crypto token classifications

TLDR Q1 revenue reached $3.0M, marking a 578% increase compared to the previous year and a 238% rise from the prior quarter, surpassing internal forecasts. Earnings per share (EPS) were reported at -$0.65, falling short of the consensus estimate of

TLDR Apple and Intel have reached a preliminary agreement for Intel to manufacture chips for Apple devices Intel stock surged over 14%, hitting a new all-time high above $115 Intel Q1 2026 revenue came in at $13.6 billion, up 7%