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Business
from24/7 Wall St.
1 week agoMicron at $420: Buy, Sell or Hold?
Micron Technology presents a strong investment opportunity due to AI-driven memory demand and favorable valuation metrics.
Business
from24/7 Wall St.
1 week agoMicron Has 15.58% Downside Risk to Our $318.89 Target Despite the 485.1% Rally
Micron Technology faces a potential pullback risk despite a 485.1% rise over the past year, with a price target of $318.89.
fromwww.aljazeera.com
3 weeks agoHelium hitch: Why US-Israel war on Iran could cause MRI scan delays
The United States-Israel war on Iran has disrupted about one-third of global supplies of helium, which is critical for medical uses such as MRI scans, as well as in high-tech industries such as the semiconductor sector.
Medicine
World politics
fromSilicon Canals
1 month agoInside the quiet restructuring of global semiconductor supply chains: how TSMC, Samsung, and Intel's subsidy race is creating three separate technological civilisations - Silicon Canals
Governments are investing heavily in semiconductor production, leading to the creation of three distinct technological ecosystems.
from24/7 Wall St.
1 month agoAppLovin Surges 11% While Tempus AI and Micron Also Outpace Most AI Stocks
AppLovin surged to lead the sector after Morgan Stanley raised its price target, maintaining an Overweight rating. That call centers on AppLovin's AXON AI engine, which powers its mobile advertising platform and has been the engine behind a remarkable earnings run. In Q4 2025, AppLovin reported revenue of $1.66 billion, up 66% year over year, with an adjusted EBITDA margin of 84%. Investors sold off the stock despite the strong results, but recent defense of its valuation from Wall Street has led to a bounceback.
Artificial intelligence
from24/7 Wall St.
1 month agoIs Amazon the Most Underrated Chip Stock on the Market?
Investors know Amazon ( NASDAQ:AMZN | AMZN Price Prediction) for its dominance in e-commerce and cloud computing through AWS, and are likely familiar that it has pushed into chipmaking with its Trainium line that is designed for AI training and inference. Yet, their thoughts on its silicon efforts often don't go much beyond that and, in doing so, overlook the deeper significance it holds.
Business
World news
fromFortune
1 month agoIndia joins U.S. 'Pax Silica' semiconductor alliance easing tariff and energy tensions | Fortune
India joined the U.S.-led Pax Silica initiative to strengthen semiconductor and critical-technology supply chains with allies, signaling closer U.S.-India strategic cooperation.
from24/7 Wall St.
2 months agoThe XSD Semiconductor ETF Pops 12%, But Has an Intel Problem
SPDR S&P Semiconductor ETF (NYSEARCA:XSD) offers equal-weight exposure to the semiconductor sector, a structure that amplifies both opportunity and risk. The fund has gained 43.15% over the past year as AI infrastructure spending supercharged demand for chips across the supply chain. The equal-weight structure - which gives smaller names the same influence as giants - has both amplified those gains and introduced drag from legacy players like Intel that have not kept pace with the AI cycle.
Tech industry
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