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Newest Stories

Micron's $338 Target: The AI Memory Supercycle Is Just Starting

Morgan Stanley’s $338 call reflects surging AI demand for HBM that’s straining capacity and lifting prices across the memory market. With record margins and multi‐year fab lead times, Micron looks set to benefit from a durable AI-driven supercycle.

Dec 2, 2025

How Semtech’s Data Center Chips Are Powering the AI Boom

Ultra‐efficient copper and fiber chips unclog AI data highways, slashing power use and latency. Major hyperscaler design wins and a leaner balance sheet are accelerating Semtech’s AI roadmap.

Nov 30, 2025

Keysight Technologies' Surge: The Market Wakes Up to This AI Play

Robust Q4 beats, a $2.7B backlog and a $1.5B buyback spotlight Keysight as the go-to "shovel seller" for AI, 6G and advanced chips. A strategic push into software promises steadier, higher‐margin growth.

Nov 29, 2025

Palantir Isn’t Just Riding the AI Boom—It’s Orchestrating It

Its Foundry and AIP platforms turn raw AI compute into real-world results, powering rapid commercial growth and expanding margins. A recent pullback near $150 may be a rare entry point for long-term investors.

Nov 28, 2025