Alpha and Omega Semiconductor's stock rose 13% following the launch of new digital multiphase controllers designed to extend laptop battery life by up to an hour. These controllers meet Intel's strict requirements and position the company as a key player in power semiconductors for next-gen mobile processors. The stock shows strong bullish momentum, trading well above key moving averages and up over 120% in the past year. The company is expected to report earnings on August 5, 2026, with analysts maintaining a Buy rating despite a forecasted EPS loss and slightly lower revenue estimates.
Micron Technology's stock surged 20% following UBS analyst Timothy Arcuri's price target increase from $535 to $1,625, driven by strong earnings and long-term supply deals with hyperscalers. The rally also coincided with President Trump's praise and ...
Intel shares have been downgraded from 'Outperform' to 'Market Perform' by Northland Capital Markets due to concerns that the stock is overvalued after a nearly 500% rally in the past year. Despite progress in its recovery strategy and rising earning...
Shares of Advanced Micro Devices (AMD) rose 5% following UBS's massive price target increase for Micron Technology, which lifted the entire semiconductor sector. UBS raised Micron's target from $535 to $1,625, citing strong AI-driven memory demand an...
Intel's stock has tripled this year amid optimism about its foundry business, driven by rising CPU demand and U.S. geopolitical support for domestic chip manufacturing. Intel's new 18A process closes much of the technology gap with TSMC, and its upco...
Bank of America analyst Vivek Arya raised NVIDIA's price target to $350, citing unprecedented demand for semiconductors driven by generative AI and advanced agentic applications. This surge in AI-related computing is causing a supply squeeze and stro...
