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The pre-market session on Thursday was a wall of green. Micron Technology (NASDAQ:MU) ripped 12.32% intraday to $1,177.73 after a fiscal Q3 report that redefined what an AI-cycle blowout looks like. The rest of the memory complex came along for the ride. On CNBC the same morning, Global X’s Seana Smith framed the earnings report ... Micron’s Blowout Sparked a Chip Rally, but the Smart Money Is Already Rotating Into Defense and Space

Qualcomm Inc (NASDAQ:QCOM, XETRA:QCI) outlined higher long-term revenue and earnings targets at its investor day, prompting analysts at Bank of America and UBS to lift their estimates and price targets while maintaining differing views on execution risks. The chipmaker increased its fiscal...

Market Domination Host Josh Lipton tracks several of the day's biggest stories and top trending stock tickers, including Microsoft shares (MSFT) falling to their lowest level in nearly three years, memory chip stocks rallying around Micron Technology's (MU) post-earnings gains, and Qualcomm's (QCOM) latest move into AI data center products.

Its investor day revealed ambitious plans to more than double its non-handset revenue by fiscal 2029.

BlackBerry stock soars after reporting earnings as investors view the company known for obsolete cellphones as an AI play.

JPMorgan Sees Modest Increase Despite Memory Cost Pressure

Arm (NASDAQ:ARM) has been one of the wildest rides in semiconductors this year, and the question on every shareholder’s mind is whether the current run still has gas in the tank. After a vertical move off the spring lows, ARM trades at $347.57, and our proprietary model still sees room to push higher over the ... Is Arm Holdings a Buy Near $347? The Case for Double-Digit Upside

While investors fixate on NVIDIA's dizzying growth rate, a far more telling number lies in its supply commitments, revealing a concrete plan to meet demand that skeptics think is unsustainable.

Qualcomm, known for its smartphone chips, is diving into the hot market for AI data center computers. Qualcomm stock rose Thursday.

Moor Insights & Strategy Founder, CEO & Chief Analyst Patrick Moorhead joins Julie Hyman on Market Catalysts to discuss Qualcomm's (QCOM) increased outlook for data center revenue and what it signals about the company's growing role in the AI infrastructure boom.

Micron Technology (NASDAQ:MU) had signed 16 long-term customer agreements, 14 of them locking in roughly $100 billion in minimum guaranteed revenue through 2030, and the stock was up 16% because, in her words, “Memory has always been just been boom and then bust. But Micron is essentially telling everyone that’s completely over.” That claim matters ... Micron Just Locked In $100 Billion in Sales, and Wall Street Thinks the Boom-Bust Chip Cycle Is Dead

By Karen Roman Nextech3D.AI Corp. (OTCQX: NEXCF | CSE: NTAR | FSE: EP2) said fourth quarter total revenue soared 207% to $939,000 compared to the year prior. Gross profit grew 263% to reach $858,000 in the fourth quarter compared to the year prior, while gross margin reached 91.3% compared to 95% in the third quarter, […] The post Nextech3D.ai Q4 Revenue Jumps 207% as AI Platform Scales appeared first on ExecEdge.

Qualcomm (QCOM) CFO and COO Akash Palkhiwala joins Yahoo Finance Tech Editor Dan Howley to discuss the AI chipmaker's announced acquisition of AI software infrastructure startup Modular.

Qualcomm (QCOM) announced a better-than-expected data center strategy at its investor day, but risin

The chip stocks inside this popular ETF are sending a clear signal about their future, and it's worth listening to.

Qualcomm (QCOM) CFO and COO Akash Palkhiwala joins Yahoo Finance Tech Editor Dan Howley to discuss the AI chipmaker's expansion into the AI data center industry with its new server rack.

NVIDIA’s (NASDAQ:NVDA) setup heading into the back half of 2026 mirrors what drove the stock higher in 2025: revenue accelerating, margins holding, and hyperscaler demand outrunning supply. The pullback has reset expectations, and our model suggests the market is underpricing the next 12 months. Our 24/7 Wall St. price target for Nvidia is $251.55, implying ... Nvidia Price Prediction: The Forecast Climbs Again. Here’s Where the AI Leader Heads Next

Investor Day Points To Bigger Non Handset Revenue

Nvidia was falling early Thursday after rising throughout premarket trading as initial semiconductor cheer from Micron earnings quickly reversed. Nvidia shares were down 2% at $2194.98 in early trading after Micron Technology blowout earnings. As Barron’s has written, Nvidia looked to be establishing a trading range with a floor of roughly $200, after breaking through that level in April.

AI chip rally powers gains as inflation data looms.

Qualcomm (QCOM) has shifted the narrative with its $5 billion guidance for AI data center business i

Morgan Stanley upgraded Qualcomm to ‘Equal Weight’ from ‘Underweight’, while hiking the price target by 58% to $231 from $146.

The chipmaker unveiled its Dragonfly portfolio at an investor day, targeting more than $15 billion in data center revenue by fiscal 2029

Shares of Qualcomm (NASDAQ:QCOM) surged as much as 11% to $219 in early Thursday trading before retreating to $207, up 5% on the session. This volatile price action occurred after the chipmaker landed a marquee data center customer and watched price targets ratchet higher across the Street. The apparently fragile QCOM stock rally comes as ... Qualcomm Jumps 11%, Then Pulls Back Amid Meta Platforms Data Center Deal and Wave of Analyst Target Hikes

Micron's blowout earnings lifted the entire semiconductor complex on Thursday.

Micron's stronger forecast and Qualcomm's AI data-center outlook pushed semiconductor stocks higher in early trading.

Qualcomm forecasts more than $15 billion in annual AI data center sales by fiscal 2029.

A multi-generation Dragonfly C1000 CPU agreement will power Meta's next-generation server fleet

Memory-chip maker Micron underlines its status as a market bellwether as stellar earnings revive the stuttering AI trade.

Investing.com -- Morgan Stanley upgraded Qualcomm to Equal-weight from Underweight and increased its price target to $231 from $146 in a note to clients on Thursday after the chipmaker's investor day revealed a $5 billion data center revenue forecast for fiscal 2027 that the bank said "clearly pushes them into the AI beneficiaries category."