Q4 2025 earnings call recap: record 41.2% gross margin, enterprise growth, ARR gains, and 2026 outlook amid memory costs—read ...

Silicon Motion offers leveraged exposure to a memory super-cycle, benefiting from robust data center/AI and advanced device ...

Qualcomm disappoints with Q2 guidance citing memory shortage. Here's why QCOM stock is well positioned to weather the supply ...

DELRAY BEACH, Fla., Feb. 4, 2026 /PRNewswire/ -- According to MarketsandMarkets™, the Spin-on Carbon Market is projected to ...

Explore Apple's record Q1 2026 earnings, staggering iPhone 17 demand, Google Gemini AI partnership, and looming memory pricing challenges.

Micron stock has gained 327% over the last 12 months thanks to soaring demand for memory from data center operators.

Investors may be underestimating the value of this company's AI business.

Qualcomm Incorporated (NASDAQ:QCOM) reported record quarterly revenue for the start of fiscal 2026, yet its shares tumbled 6.6% in after-hours trading on Wednesday. Investors reacted sharply to a ...

Live Updates More on Memory Shortage 45 minutes ago Live The Phrase That Spooked Investors 52 minutes ago Live Memory Supply ...

Databricks claims AI agents have quietly taken over enterprise database creation, pushing its Lakebase product to the center ...

Wireless chipmaker Qualcomm (NASDAQ:QCOM) in Q4 CY2025, with sales up 5% year on year to $12.25 billion. On the other hand, ...