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AXT (AXTI) Is Down 11.3% After Major Indium Phosphide AI Deal And Q2 Earnings Beat
Simply Wall St.19d agobullish
AXT (AXTI) Is Down 11.3% After Major Indium Phosphide AI Deal And Q2 Earnings Beat

In the past few days, AXT, Inc. reported sharply higher second-quarter 2026 sales of US$47.59 million and net income of US$11.13 million, and disclosed a long-term indium phosphide supply and capacity-reservation agreement with Lumentum Operations, LLC backed by up to US$87,500,000 in deposits applied as shipment credits. Alongside these results, AXT moved to expand board expertise, lowered its shareholder meeting quorum threshold, and secured multi‑year indium phosphide commitments that tie...

1 AI Stock I’d Buy Before It Hits Another All-Time High
24/7 Wall St.19d agobullish
1 AI Stock I’d Buy Before It Hits Another All-Time High

Taiwan Semiconductor just posted one of the strongest earnings reports in chip-stock history, yet the stock sits 15% below its all-time high. Three specific catalysts could send it to a price Wall Street has not fully priced in yet.

Down 45%, is SanDisk stock a bargain buy or value trap?
TheStreet19d agobullish
Down 45%, is SanDisk stock a bargain buy or value trap?

SanDisk has taken investors on a wild ride in recent months. For instance, SanDisk (SNDK) stock is up roughly 2,240% over the past 12 months, a return that turned a sleepy chipmaker into one of the most talked-about stocks on Wall Street. Then came the drop. The chip stock has fallen 45% from its ...

Bloomberg20d agobullish
SpaceX Short Interest Soars Ahead of Big Share Unlock, Earnings

(Bloomberg) -- Short sellers have piled into SpaceX at a rapid pace ahead of two major milestones next week: the company’s first earnings report as a public company and the release of hundreds of millions of locked-up shares.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesAnthropic AI Models Hacked Three Organizations During TestsMicrosoft’s $450 Billion Jump Is Biggest in Stock Market HistoryChip Stocks Post Biggest Advance Since April 2025: Markets WrapM

NXP in talks to buy chip developer Ambarella, FT reports
Reuters20d agobullish
NXP in talks to buy chip developer Ambarella, FT reports

NXP Semiconductors is in talks to buy chip ‌designer Ambarella, the Financial ‌Times reported on Friday, citing people familiar with the ​matter. Shares of Ambarella, with a market capitalization of $3.25 billion, jumped nearly 17%, while NXP fell over 3% ‌following the ⁠report. Here are a few details: • A potential deal could ⁠bolster NXP's capabilities in software-defined vehicles, radar and electrification, as Ambarella ​develops low-power ​AI chips ​and software for ‌edge devices such as cameras, vehicles and robotics.

Amazon Stock Soars As AI Strategy Sends It To 'Top Of The Cloud Wars'
Investor's Business Daily20d agobullish
Amazon Stock Soars As AI Strategy Sends It To 'Top Of The Cloud Wars'

Amazon stock is racing toward its best trading day in more than a decade following its Q2 results. A strong performance from its cloud-computing division is helping ease fears that the tech giant could lose ground to rival offerings from Microsoft and Google parent Alphabet. "Amazon Web Services finally saw the long-awaited growth inflection, shooting to the top of the cloud wars as AI quarter-to-quarter revenue mimics Anthropic's meteoric rise," Bernstein analyst Mark Shmulik wrote to clients Friday following Amazon's report.

Datadog (DDOG) Jumped 7.7% Following Upward PT Revisions—the Real Story Is Who’s Driving Its Growth
Insider Monkey20d agobullish
Datadog (DDOG) Jumped 7.7% Following Upward PT Revisions—the Real Story Is Who’s Driving Its Growth

Following changes to price targets from multiple analysts, Datadog, Inc. (NASDAQ:DDOG) climbed 7.7%. On July 28, 2026, analysts at Morgan Stanley, BTIG, and Citi raised their price targets on Datadog to $300, $289, and $300, respectively, reflecting changes between 11%-33%, while maintaining bullish ratings. Price targets from analysts usually come after a stock’s fundamentals have […]