As Micron invests in GlobalWafers, Wedbush believes the move signals the company is preparing for a potential wafer supply bottleneck.

Google Cloud's new U.K. regulatory designation on July 13 highlights both its rising strategic importance to global finance and the greater scrutiny that comes with it.

As Taiwan raises fresh concerns over the AI boom, can Nvidia's AI dominance outweigh mounting bubble fears?

Investors may be doubting Nvidia, but Bank of America sees the pullback as a rare chance to buy an AI leader at a bargain.

A Street-high $200 price target and bullish take on its foundry business are putting Intel's comeback firmly in the spotlight.

Plug Power's major green hydrogen win in Australia gives investors a fresh reason to watch the stock.

Oracle’s AI spending has rattled investors, but Piper Sandler believes the market is overlooking a $2.2 billion cloud growth opportunity.

Apple's foldable iPhone ambitions are raising the stakes in the premium smartphone race and giving investors a fresh catalyst to watch.

Aevex just secured a major $50 million U.S. Air Force contract, putting the newly public defense company firmly on investors’ radar.

Comcast is shaking up its business with a landmark split, giving investors a new reason to take a fresh look at the stock.