Chips

The hard-disk-drive maker’s second-quarter earnings are the latest bit of good news for the thriving data-storage and memory sector.

Qorvo beats earnings expectations, but issues a disappointing outlook for the current quarter. The print is weighing on its merger partner’s stock.

Orders for the December quarter were nearly double what analysts had forecast amid optimism about artificial intelligence.

Nvidia stock was rising as prospects brightened for sales of its AI chips in China and to ChatGPT-developer OpenAI.

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Healthcare stocks tumble after the Trump administration proposes to keep payments for Medicare Advantage plans roughly flat in 2027.

Nvidia stock was reacting after Microsoft unveiled its new in-house artificial-intelligence chip.

CoreWeave stock was gaining again Tuesday as a $2 billion investment from Nvidia has analysts more convinced on its future trajectory.

Micron Technology is making another major investment amid surging memory-chip demand but it is wary of causing a glut in supply.

Micron stock has surged on excitement around high-bandwidth memory chips but it doesn't have the market to itself.

USA Rare Earth surges on a government investment, while CoreWeave jumps following an announcement that Nvidia is making a $2 billion investment in the AI cloud company.

The shares are positioned to rise after lagging behind the market for several months, J.P. Morgan says.

IonQ announced its latest acquisition, the purchase of SkyWater for $35 a share in cash and stock.

Piper Sandler analyst Harsh Kumar raised his call on the stock price to $300 from $280 and reaffirmed an Overweight rating.

Nvidia stock could rise if technology companies like Microsoft raise their capital expenditure guidance for the year.

Intel shares plummet following disappointing guidance, while rival AMD is poised to add to an eight-day winning streak.

The stake has still notched a 117% return overall since August.

On Friday, AMD stock rose 3.7%, driving its gains this month to 23%. Investors are growing more optimistic about the chipmaker’s business prospects after rival Intel posted its results.

Intel stock was falling as it faces headwinds from soaring memory-chip prices, which could hit other companies such as Apple.

Intel’s CFO told Barron’s that the company is still facing “supply constraints.”

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Nvidia stock was gaining as optimism rose about the sales of its H200 chips in China.

Intel shares traded flat ahead of the chip maker’s fourth-quarter earnings, due out after the close of trading Thursday.

Micron stock has surged on demand for memory chips for use in AI hardware and there's reason to believe it will last, William Blair analysts say.

The chip maker extends its winning streak to eight days, its longest such run since 2020.