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The stock is trading up nearly 3,640% since Sandisk spun off from Western Digital last year.

JPMorgan just raised its price target on Hewlett Packard Enterprise (NYSE:HPE) to $37 from $27, maintaining an Overweight rating. The firm tied the call to a reversal of memory-related concerns that has powered the recent rally in the IT hardware group. For prudent investors, the price target raise signals that Wall Street sees more room ... JPMorgan Just Hiked Hewlett Packard Enterprise Price Target to $37: Memory Reversal Powers IT Hardware Rally

Does M/A-Com (MTSI) have what it takes to be a top stock pick for momentum investors? Let's find out.

ADI rides AI-driven data center demand and broad-based growth as margins expand despite higher spending and competition.

Barclays raised its price target on Charles Schwab (NYSE:SCHW) to $127 from $117, keeping an Overweight rating after the brokerage giant’s fiscal 2026 revenue and expense guidance came in ahead of consensus. The price target raise reflects continued bullish positioning on a name where the bull thesis hinges on earnings power exceeding Street models. For ... Barclays Hikes Charles Schwab Price Target to $127: 2026 Guidance Crushes Street Expectations

AMAT posts record Q2 results as AI-driven chip demand lifts revenue, margins and customer forecasts for 2027 growth.

Restaurants are facing serious headwinds, but betting against the Greek squad could be a mistake.

Momentum in Bloom Energy stock continues after a strong earnings report.

Cisco Systems (NASDAQ:CSCO) just earned a strong endorsement from HSBC, which upgraded the networking giant to Buy from Hold and lifted its price target to $137 from $77. The trigger is straightforward: management’s AI infrastructure order book is accelerating, and Cisco now expects fiscal 2027 AI revenue of at least $6 billion. For prudent investors, ... HSBC Just Upgraded Cisco to Buy: $6 Billion AI Revenue Goal Resets the Growth Debate

NuScale Power Corporation (NYSE:SMR) is one of the best uranium stocks to buy according to Wall Street analysts. On May 7, NuScale Power Corporation (NYSE:SMR) reported its Q1 FY2026 financial results, posting revenue of just $565,000. This was a massive decline from the $13.4 million recorded in Q1 2025. According to management, the revenue collapse […]

Constellation Energy Corporation (NASDAQ:CEG) is one of the best uranium stocks to buy according to Wall Street analysts. On May 11, Constellation Energy Corporation (NASDAQ:CEG) reported its Q1 FY2026 financial results, in which it posted adjusted operating earnings of $2.74 per share against the $2.54 that Wall Street expected. Quarterly revenue came in at $11.1 […]

Centrus Energy Corp. (NYSE:LEU) is one of the best uranium stocks to buy according to Wall Street analysts. On May 5, Centrus Energy Corp. (NYSE:LEU) released its Q1 FY2026 financial results where it said it recorded $76.7 million in revenue for the quarter. This figure meant the company missed the analyst estimate of $78.4 million, […]

A surplus of cash can mean financial stability, but it can also indicate a reluctance (or inability) to invest in growth. Some of these companies also face challenges like stagnating revenue, declining market share, or limited scalability.

WaterBridge Infrastructure stock is moving toward a new high, not long after a price drop established a new buy area.

Cortrophin Gel is reshaping ANI Pharmaceuticals into a specialty-driven growth story, with 2026 revenue guidance signaling another major leap.

Not all high-yield ETFs are built the same. In the case of the two major high-dividend yield funds from iShares and Vanguard, there's a clear winner.

CIBC Capital Markets maintained its outperformer rating on the shares of Quebecor (QBR-B.TO) and rai

Viasat (NasdaqGS:VSAT) has added technology executive Shekar Ayyar and capital markets specialist Jinhy Yoon to its Board of Directors. Both leaders will also serve on Viasat's Strategic Review Committee, expanding its mix of AI, cloud infrastructure, communications, and financial expertise. For investors tracking Viasat at a share price of $74.3, this board refresh comes after a stretch of strong stock performance, including a 97.4% return year to date and a very large return over the past...

The Philadelphia Semiconductor Index has climbed roughly 64% since late March. Nathan Peterson, Director of Derivatives Research and Strategy at Schwab, framed last week’s action around a single dominant theme on the firm’s Market Update podcast: “The driving engine behind last week’s push higher in stocks continued to be the AI infrastructure plays, especially in ... The AI Chip Rally Is Masking a Dangerous Truth. Half the S&P 500 Is Being Left Behind

Investing.com -- Bank of America reiterated its Buy rating on Taiwan Semiconductor Manufacturing Co. in a note Friday following the chipmaker's technology symposium in Taiwan.

Cisco surged on strong AI demand and upbeat guidance, boosting Cisco-heavy ETFs as AI infrastructure orders topped expectations.

This security technology firm delivers AI-powered touchless screening systems for high-traffic venues and public facilities.

Applied Materials (AMAT) is expected to outperform the wafer fab equipment industry by more than 10

Sandisk insiders are harvesting gains from a blistering stock rally that has been fueled by artificial-intelligence demand for the company’s memory products. A filing with the Securities and Exchange Commission shows Chief Accounting Officer Michael Pokorny sold 2,446 shares on Tuesday for $1,426.18 each, or roughly $3.5 million. Following the transaction, Pokorny directly owned 22,375 Sandisk shares, which were valued at just under $31 million based on Thursday’s closing price of $1,382.72.

NY Empire State Manufacturing Index Jumps in May.

There's a lot to like about Madison Air Solutions, but investors should proceed with caution.

CNBC owner Versant Media Group has posted a strong Q1 release. Options data suggests VSNT shares will extend gains through the remainder of 2026.

Shares of Qualcomm (QCOM) are pulling back this week after a massive post-earnings rally. The semiconductor rally slowed this week, with Qualcomm shares plunging more than 11% on May 12 and another 6% on May 14 amid broader risk-off sentiment sweeping through semiconductor stocks. This week’s ...

The chip equipment maker now expects its semiconductor equipment business to grow more than 30% in calendar 2026

President Donald Trump says the US made great trade deals with China during his meeting with Xi Jinping. He says China will buy over 200 planes from Boeing and possibly 750 more, but he provided no specifics. Trump also said China is buying engines from General Electric. He spoke to reporters on Air Force One Friday.