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Google logo on a computer chip with illuminated circuit lines, set against a blurred data center background.
July 21, 2026 8:05 AM ET

Alphabet Is Planning a New AI Chip. Here's Why It Matters Ahead of Earnings

NASDAQ:GOOGL
Read Alphabet Is Planning a New AI Chip. Here's Why It Matters Ahead of Earnings
Qualcomm logo over a blurred microchip with rising candlestick stock charts.
July 21, 2026 5:10 AM ET

Qualcomm Stock Slides 30%: Buying Opportunity Ahead of July 29 Earnings

NASDAQ:QCOM
Read Qualcomm Stock Slides 30%: Buying Opportunity Ahead of July 29 Earnings
Data center server aisle with a digital globe and shield graphic symbolizing cybersecurity, alongside monitors displaying network data.
July 20, 2026 7:05 AM ET

Cybersecurity Stocks Are Holding Up as the AI Trade Starts to Crack

NASDAQ:CRWDNASDAQ:FTNTNASDAQ:PANW
Read Cybersecurity Stocks Are Holding Up as the AI Trade Starts to Crack
Desk setup with computer monitors displaying stock candlestick charts and financial data, alongside printed reports and a city skyline view.
July 20, 2026 6:30 AM ET

Bank Earnings Are Roaring, But Wall Street Isn't Ready to Celebrate

NASDAQ:AVTNASDAQ:AMDNASDAQ:GOOG
Read Bank Earnings Are Roaring, But Wall Street Isn't Ready to Celebrate
A home office desk with a laptop displaying a Daily Market Pulse financial report, beside a coffee mug and notebook.
July 18, 2026 5:00 AM ET

MarketBeat Week in Review – 07/13- 07/17

NASDAQ:NFLXNASDAQ:GOOGLNASDAQ:MU
Read MarketBeat Week in Review – 07/13- 07/17
Aehr Test Systems semiconductor testing equipment with logo displayed in a cleanroom manufacturing facility.
July 17, 2026 10:05 AM ET

Aehr Test Systems Stock Soars on Earnings, Eyes Over 150% Revenue Growth

NASDAQ:AEHR
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TSMC logo displayed on a silicon wafer against a background of a patterned semiconductor chip surface.
July 17, 2026 9:30 AM ET

TSMC Just Gave AI Chip Bulls Another Reason to Stay Confident

NYSE:TSM
Read TSMC Just Gave AI Chip Bulls Another Reason to Stay Confident
SanDisk logo above a 1TB Extreme Pro microSD memory card resting on a wooden table.
July 17, 2026 8:20 AM ET

Sandisk: What the Chart Is Trying to Tell Us

NASDAQ:SNDK
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Robotics components including a sensor module, circuit board, motors, and a mechanical joint arranged on a table.
July 17, 2026 7:45 AM ET

3 Picks-and-Shovels Stocks Powering the Humanoid Robotics Buildout

NASDAQ:AMBANASDAQ:OUSTNYSE:AME
Read 3 Picks-and-Shovels Stocks Powering the Humanoid Robotics Buildout
Broadcom logo appears on a semiconductor chip inside a data center, underscoring AI infrastructure demand.
July 17, 2026 5:25 AM ET

Has Broadcom Become Too Expensive for Its AI Story?

Read Has Broadcom Become Too Expensive for Its AI Story?
Rows of server racks with blue network cables and storage drives in a data center aisle.
July 16, 2026 5:55 AM ET

Which Storage Stock Is Best Positioned to Win the AI Memory War?

NASDAQ:WDCNASDAQ:STXNASDAQ:SNDK
Read Which Storage Stock Is Best Positioned to Win the AI Memory War?
ASML logo on a semiconductor lithography machine with a robotic arm handling silicon wafers in a cleanroom.
July 15, 2026 11:10 AM ET

Why ASML’s AI Monopoly Is Still Getting Stronger

NASDAQ:ASML
Read Why ASML’s AI Monopoly Is Still Getting Stronger
Nebius logo displayed in a data center aisle lined with illuminated blue server racks.
July 15, 2026 7:10 AM ET

Blueprint for a Billion: Nebius Group Secures the AI Floor

NASDAQ:NBISNASDAQ:METANASDAQ:MSFT
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Tower Semiconductor logo displayed on a screen with a silicon wafer on a stand in a cleanroom hallway.
July 15, 2026 6:00 AM ET

Tower Semiconductor’s AI Rally Is Built on a Light-Speed Bet

NASDAQ:TSEMNASDAQ:MRVL
Read Tower Semiconductor’s AI Rally Is Built on a Light-Speed Bet
SanDisk logo displayed above a SanDisk Extreme portable SSD, cable, and memory cards on a desk.
July 14, 2026 7:35 AM ET

Wedbush Pounds the Table—Buy Sandisk Before August 5 Earnings

NASDAQ:SNDK
Read Wedbush Pounds the Table—Buy Sandisk Before August 5 Earnings
Illustration of colorful fiber optic cables feeding into a metal connector labeled
July 14, 2026 7:00 AM ET

Beyond the Foundry: 5 Infrastructure Stocks Tackling the AI Bottlenecks

NYSE:ANETNYSE:VRTNASDAQ:ALAB
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SK Hynix logo displayed on a lit panel inside a semiconductor manufacturing facility with robotic arms and equipment.
July 13, 2026 1:00 PM ET

The SK Hynix IPO and 2027’s AI Memory Squeeze

NASDAQ:SKHYNASDAQ:NVDANASDAQ:MU
Read The SK Hynix IPO and 2027’s AI Memory Squeeze
Micron logo with a silicon wafer, memory modules, and semiconductor chip stack in a lab setting.
July 13, 2026 9:50 AM ET

Why Micron Is Doubling Down While the HBM Shortage Persists

NASDAQ:MU
Read Why Micron Is Doubling Down While the HBM Shortage Persists
Photorealistic close-up of SSD and HDD drives in a data center, representing AI-driven memory storage demand in semiconductors.
July 13, 2026 8:55 AM ET

Analysts See Major Upside for These 5 Stocks

NASDAQ:NVDANASDAQ:MUNYSE:ET
Read Analysts See Major Upside for These 5 Stocks
AMD logo on a computer chip placed on a circuit board with illuminated gold traces.
July 13, 2026 8:20 AM ET

AMD's 5C Deal Positions It as a Direct NVIDIA Rival

NASDAQ:AMD
Read AMD's 5C Deal Positions It as a Direct NVIDIA Rival
Wolfspeed and Navitas Semiconductor logos displayed above semiconductor chips, wafers, and circuit boards in a lab setting.
July 11, 2026 7:40 AM ET

Power Struggle: Wolfspeed Sues Navitas Over AI Chips

NASDAQ:NVTSNYSE:WOLFNYSE:GE
Read Power Struggle: Wolfspeed Sues Navitas Over AI Chips
Supermicro logo displayed over a data center aisle lined with server racks and networking equipment.
July 11, 2026 5:55 AM ET

Pushing the Edge: Super Micro Computer Reboots the AI Landscape

NASDAQ:SMCINYSE:DELLNYSE:HPE
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A candlestick stock price chart overlaid on a blurred urban skyline at dusk.
July 11, 2026 5:00 AM ET

MarketBeat Week in Review – 07/06 - 07/10

NASDAQ:SPCXNASDAQ:PLTRNASDAQ:MSFT
Read MarketBeat Week in Review – 07/06 - 07/10
Micron logo glows over a neon-lit data center corridor, highlighting the company’s role in high-bandwidth memory.
July 10, 2026 9:10 AM ET

Micron's $250 Billion Bet Could Reshape the AI Memory Race

NASDAQ:MUNASDAQ:GFS
Read Micron's $250 Billion Bet Could Reshape the AI Memory Race
Amazon logo at the center of a glowing digital sphere with data streams in a server room.
July 10, 2026 8:00 AM ET

Amazon’s New Debt Deal Puts Its AI Spending Story on Trial

NASDAQ:AMZNNASDAQ:MSFTNYSE:TSM
Read Amazon’s New Debt Deal Puts Its AI Spending Story on Trial
Illustration of a server unit displaying the Broadcom logo with cables connected, set in a data center.
July 10, 2026 7:25 AM ET

Broadcom's $30 Billion Apple Deal: This Chip Giant Is About More than Just AI

NASDAQ:AVGONASDAQ:AAPL
Read Broadcom's $30 Billion Apple Deal: This Chip Giant Is About More than Just AI
ASML logo over semiconductor equipment, representing AI chip demand surge and EUV lithography dominance.
July 8, 2026 12:00 PM ET

A Market Panic Just Discounted the AI Highway's Tollbooth

NASDAQ:ASMLOTCMKTS:CAJPYOTCMKTS:NINOY
Read A Market Panic Just Discounted the AI Highway's Tollbooth
Intel logo displayed on a metallic wall with circuit-pattern designs in a corporate lobby setting.
July 8, 2026 6:30 AM ET

Stacking Chips: The Hidden Supply Shock Fueling Intel

NASDAQ:INTC
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Semiconductor lithography equipment processes a silicon wafer with a chip pattern under a purple light source.
July 7, 2026 1:40 PM ET

Apple and Broadcom Forge a Decade-Long Silicon Fortress

NASDAQ:AAPLNASDAQ:AVGO
Read Apple and Broadcom Forge a Decade-Long Silicon Fortress
A semiconductor wafer with the SK hynix logo displayed inside a manufacturing fabrication facility.
July 7, 2026 12:10 PM ET

SK Hynix’s Nasdaq Listing Could Reset the AI Memory Trade

NASDAQ:MU
Read SK Hynix’s Nasdaq Listing Could Reset the AI Memory Trade

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