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Jeffrey Neal Johnson, Contributing Author at MarketBeat

Articles by Jeffrey Neal Johnson - Page 3

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
A gloved hand holds a white capsule pill in a pharmaceutical laboratory setting.
July 13, 2026 10:25 AM ET

The Phase 3 Failure That Sent Biotech Winners and Losers in Opposite Directions

NYSE:AZNNASDAQ:IONSNASDAQ:BBIO
Read The Phase 3 Failure That Sent Biotech Winners and Losers in Opposite Directions
Aerial view of an industrial gas processing plant with storage tanks, pipelines, and a tanker truck in a rural setting.
July 13, 2026 8:55 AM ET

China's Helium Ban Could Reshape the AI Supply Chain

NASDAQ:LIN
Read China's Helium Ban Could Reshape the AI Supply Chain
A Starbucks cup with logo sits on a wooden counter inside a coffee shop with espresso equipment visible.
July 11, 2026 8:35 AM ET

Starbucks Builds Sovereign AI to Cut $400 Million in Software Costs

NASDAQ:SBUXNASDAQ:MSFTNYSE:IBM
Read Starbucks Builds Sovereign AI to Cut $400 Million in Software Costs
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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Illuminated AV logo displayed on a riveted metal panel surrounded by cables and machinery components.
July 10, 2026 9:45 AM ET

AeroVironment Flies Under Wall Street’s Radar Toward a $4 Billion Target

NASDAQ:AVAV
Read AeroVironment Flies Under Wall Street’s Radar Toward a $4 Billion Target
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
Interior of a Dollar Tree store aisle with a green Dollar Tree logo sign above shelves of household products.
July 9, 2026 10:45 AM ET

Dollar Tree’s Turnaround Is Starting to Take Root

NASDAQ:DLTRNYSE:DGNASDAQ:WMT
Read Dollar Tree’s Turnaround Is Starting to Take Root
Fighter jet fuselage with cockpit in a hangar displaying the Lockheed Martin logo.
July 9, 2026 9:00 AM ET

Lockheed Martin Secures the Ultimate Defense Moat

NYSE:LMT
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SpaceX logo overlaid on a Falcon 9 rocket standing on the launch pad at sunset.
July 9, 2026 8:25 AM ET

Grounded: SpaceX Stumbles as Grok Fails to Ignite

NASDAQ:SPCX
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Card payment terminal on a shop counter displaying
July 9, 2026 8:25 AM ET

Fiserv’s Debit Network Talks Raise a Bigger Question for Visa and Mastercard

NASDAQ:FISVNYSE:VNYSE:MA
Read Fiserv’s Debit Network Talks Raise a Bigger Question for Visa and Mastercard
DigitalOcean logo illuminated on a metal server panel inside a data center with rows of servers.
July 9, 2026 7:15 AM ET

Catching the AI Wave: DigitalOcean Reels in AI Whales

NYSE:DOCNNASDAQ:AMZNNASDAQ:MSFT
Read Catching the AI Wave: DigitalOcean Reels in AI Whales
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
Read Stacking Chips: The Hidden Supply Shock Fueling Intel
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
Semiconductor wafers and chips on a lab table beside server racks, with a declining stock price candlestick chart overlay.
July 7, 2026 11:35 AM ET

The AI Chip Sell-Off Looks Scary, But the Real Story May Be Liquidity

NASDAQ:NVDANASDAQ:ASMLOTCMKTS:SSNLF
Read The AI Chip Sell-Off Looks Scary, But the Real Story May Be Liquidity
Amazon logo overlaid on rising stock charts and Prime icons, symbolizing AI-driven growth and investor momentum.
July 7, 2026 8:40 AM ET

Silicon Starvation: Amazon Feasts on Legacy GPUs

NASDAQ:AMZNNYSE:TSM
Read Silicon Starvation: Amazon Feasts on Legacy GPUs
SpaceX logo overlaid on a composite image of Earth's curvature with a metallic spacecraft heat shield above.
July 7, 2026 8:05 AM ET

Orbiting Capital: Lawmakers Buy SpaceX Ahead of Index Inclusion

NASDAQ:SPCX
Read Orbiting Capital: Lawmakers Buy SpaceX Ahead of Index Inclusion
TeraWulf and Anthropic logos displayed on a wall between server racks in a data center.
July 7, 2026 6:20 AM ET

How TeraWulf’s Anthropic Deal Booted Up a $19B AI Empire

NASDAQ:WULFNASDAQ:CORZNASDAQ:IREN
Read How TeraWulf’s Anthropic Deal Booted Up a $19B AI Empire
A server rack with an open chassis revealing a stacked computer chip module inside a data center.
July 6, 2026 2:50 PM ET

Flash Crash or Cash? The AI Hardware Reset Investors Can’t Ignore

NASDAQ:MUNASDAQ:STXNASDAQ:WDC
Read Flash Crash or Cash? The AI Hardware Reset Investors Can’t Ignore
Alcoa logo displayed in an aluminum manufacturing facility with coiled sheets and stacked metal ingots.
July 6, 2026 7:15 AM ET

Alcoa's $4.1 Billion South32 Deal: Opportunity Behind the 9% Drop

NYSE:AA
Read Alcoa's $4.1 Billion South32 Deal: Opportunity Behind the 9% Drop
Illustrated stablecoin tokens including Tether (USDT), USD Coin (USDC), Dai, and TrueUSD scattered across a dark background.
July 5, 2026 9:45 AM ET

Visa’s Open USD Push Puts Circle’s Stablecoin Moat Under Pressure

NYSE:VNYSE:CRCLNYSE:MA
Read Visa’s Open USD Push Puts Circle’s Stablecoin Moat Under Pressure