The deal validates Iren’s shift from Bitcoin mining to AI infrastructure and includes up to 5 gigawatts of data center capacity. Iren (NASDAQ: IREN) announced a $3.4 billion AI cloud contract with Nvidia (NASDAQ: NVDA) to run internal workloads over five years. The agreeme
Tower Semiconductor Ltd. (NASDAQ:TSEM) is one of the On May 14, 2026, Susquehanna raised the firm’s price target on Tower Semiconductor Ltd. (NASDAQ:TSEM) to $330 from $180 and kept a Positive rating on the shares. The firm updated its estimates following the company’s rec
Synaptics Incorporated (NASDAQ:SYNA) is one of the On May 8, 2026, Northland raised the firm’s price target on Synaptics Incorporated (NASDAQ:SYNA) to $123 from $106 and kept an Outperform rating on the shares after the company reported results above consensus expectations and...
The retailer’s expedited delivery sales surged over 50 percent year over year as it expands store-fulfilled logistics. Walmart now delivers to 60 percent of the U.S. population in 30 minutes or less, a milestone highlighted during its earnings call. The company’s Express D
nLIGHT, Inc. (NASDAQ:LASR) is one of the On May 8, 2026, Raymond James raised the firm’s price target on nLIGHT, Inc. (NASDAQ:LASR) to $100 from $75 and kept a Strong Buy rating on the shares. The firm said Q1 results cleared a high bar and strengthened confidence in the c
Diodes Incorporated (NASDAQ:DIOD) is one of the On May 12, 2026, Diodes Incorporated (NASDAQ:DIOD) announced that Keh-Shew Lu retired as Chairman of the Board, effective immediately, after more than 25 years with the company. The Board of Directors elected Angie Chen Butto
Silicon Motion Technology Corporation (NASDAQ:SIMO) is one of the On May 12, 2026, B. Riley raised the firm’s price target on Silicon Motion Technology Corporation (NASDAQ:SIMO) to $312 from $250 and kept a Buy rating on the shares The firm said AI investment contin
Astera Labs, Inc. (NASDAQ:ALAB) is one of the On May 19, 2026, Evercore ISI raised the firm’s price target on Astera Labs, Inc. (NASDAQ:ALAB) to $297 from $215 and kept an Outperform rating on the shares. Following a new round of Q1 AI channel checks, the firm said key the
GLOBALFOUNDRIES Inc. (NASDAQ:GFS) is one of the On May 19, 2026, Evercore ISI raised the firm’s price target on GLOBALFOUNDRIES Inc. (NASDAQ:GFS) to $85 from $58 and kept an Outperform rating on the shares. Following a new round of Q1 AI channel checks, the firm said key t
MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) is one of the On May 19, 2026, Evercore ISI analyst Mark Lipacis raised the firm’s price target on MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) to $427 from $275 and kept an Outperform rating on the shares. <p
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