Quick Read - TSM controls 72% of global foundry market share while MU has surged 263% YTD riding the HBM memory supercycle powering AI accelerators. - While 27 TSMC executives including Chairman C.C. Wei made coordinated share purchases in May, CEO Mehrotra disposed of 31,
Quick Read - CIBR's $14.4 billion market-cap approach returned 32% this year, while BUG's 25-stock equal-weight pure-play fund lagged at just 10%. - HACK, the original cybersecurity ETF from 2014, blends pure-plays with IT services firms and delivered 28% one-year and 81%...
Quick Read - META's capex nearly doubled to $145B in one cycle while free cash flow fell 19%, as CFO Susan Li admitted the company keeps underestimating compute needs. - Meta's Q1 EPS of $10.44 included a $3.13-per-share tax benefit, pushing underlying earnings closer to $7.31...
Barclays raises Advanced Micro Devices' price target by 33% citing strong CPU demand driven by agentic AI expansion. Barclays increased its price target for Advanced Micro Devices (NASDAQ:AMD) to $665 from $500, reflecting a 21.1% upside potential. The firm cited narrowing
Lumentum Holdings retires $650.4 million of convertible notes due 2028, reducing debt while adding modest share dilution. Lumentum Holdings Inc. (LITE) agreed to exchange $650.4 million of its 0.50% convertible senior notes due 2028 for approximately 5 million shares of co
Analysts raise Micron’s price targets to $1,100 and $1,750 on surging AI infrastructure demand and tight memory supply. Micron Technology (NASDAQ:MU) has seen its price targets surge as hedge funds and analysts bet on an 80.2% upside driven by AI infrastructure demand. Ray
Analyst raises AVGO price target citing strong demand for networking and ASICs, with 8.6% upside potential ahead of earnings. Morgan Stanley increased its price target for Broadcom (AVGO) to $485 from $470, maintaining an Overweight rating ahead of its June 3, 2026, earnin
On the back of strong confidence from hedge funds and Wall Street, Alphabet Inc. (NASDAQ:GOOGL) is one of the best AI infrastructure stocks, with upside potential of 11.7%. Alphabet Inc. (NASDAQ:GOOGL) is entering private equity partnerships as AI deployment moves from hyp
The index surged 1.7% as investors shifted from tech to cyclical stocks, marking its highest close ever. The Dow Jones Industrial Average closed at a record 51,230.13, gaining 865 points or 1.7%, after an intraday high near 51,300. The rally followed a rotation out of semi
RBC Capital Reiterates “Outperform” Rating and $810 PT On Meta Platforms (META) Amid Explosion In AI-Enabled Entrepreneurialism With strong hedge fund and Wall Street support, Meta Platforms, Inc. (NASDAQ:META) ranks among the best AI infrastructure stocks and carries an upside...</strong