News
Cadence Design Systems Just Unveiled Its Agentic AI Revenue Model. Here's Why It Could Reset the Stock's Growth Ceiling.
4+ hour, 3+ min ago (823+ words) Cadence Design Systems (CDNS) has built the indispensable infrastructure of modern chip design. Now it is preparing to charge for it in an entirely new way. Speaking at the Nasdaq 54th Investor Conference on June 9, Richard Gu, VP of Investor Relations,…...
Apple Unveils Massive Siri AI Upgrade and Google Gemini Partnership at Developer Conference
1+ day, 17+ min ago (458+ words) Apple (AAPL) held its annual Worldwide Developers Conference on Monday, and the headline was a long-awaited overhaul of Siri. The new version, called "Siri AI," can hold back-and-forth conversations, give detailed answers, and understand what's on your screen. It also…...
Intel Stock Up 450% in 2026: Here's What Investors Need to Know
5+ day, 22+ hour ago (1441+ words) Intel Corporation (INTC) surged more than 4% on June 3 and added to that move on June 4 after announcing a strategic partnership with Foxconn to develop rackscale AI infrastructure, the latest in a string of catalysts at Computex 2026 that have repositioned Intel…...
UBS Tripled Its Micron Target to $1, 625. Here's What the Data Actually Shows
1+ week, 6+ day ago (601+ words) On execution, Bhatia confirmed that Micron's HBM4 production ramp is running at twice the speed of HBM3 E, with yields improving faster than the prior generation. HBM4 ships into NVIDIA's Vera Rubin GPU platform on Micron's 1-beta process node. See historical and forward…...
Intel CEO Just Revealed Why the CPU Is Central to Agentic AI And Why the Stock Could Still Double
2+ week, 6+ day ago (399+ words) See historical and forward estimates for Intel stock (It's free!) >>> The foundry story gets most of the attention, but the JP Morgan presentation revealed that the execution improvement runs deeper. On the next node, Tan confirmed that 14 A's 0. 5 PDK, a…...
AMD Server CPU Market Just Doubled to $120 Billion. Here's What That Means for the Stock
3+ week, 3+ day ago (955+ words) Advanced Micro Devices (AMD) just delivered one of the most significant forecast revisions in recent semiconductor history, and investors focused only on the GPU story are missing the bigger trade. AMD surged 18. 61% on May 6 after the Q1 report and has climbed…...
Seagate Stock Surged 685% in One Year on AI Storage Demand. Is It Still Worth Buying?
3+ week, 5+ day ago (826+ words) Seagate Technology Holdings plc (STX) is the world's largest manufacturer of hard disk drives (HDDs), the high-capacity storage devices that power modern data centers. The stock surged over 685% in the past year, as AI infrastructure buildouts drove unprecedented demand for…...
Qualcomm Launches AI Chip to Compete With Nvidia and AMD, Stock Surges 11%
7+ mon, 1+ week ago (392+ words) Qualcomm stock surged by 11% on Monday after the chip maker announced that it will release new AI accelerator chips....
Western Digital and Intel Have Both Doubled in 2026: Which One Has More Upside Today?
1+ mon, 4+ day ago (1508+ words) Trying to decide between two hardware recovery plays? TIKR lets you pull up WDC and INTC side by side with the same institutional-grade financial data professional analysts use, for free " Western Digital Corporation (WDC) is a pure-play storage company designing…...
AMD vs. Intel: Which Stock Wins the Next Phase of the Chip War?
1+ mon, 1+ week ago (1585+ words) Analyze your favorite stocks like AMD & Intel with TIKR (It's free) >>> The competitive dynamic between AMD and Intel comes down to how each company is built. Advanced Micro Devices designs CPUs and GPUs used in data centers, PCs, and gaming,…...