Delta’s recent pullback appears to be driven by sector fears, not business weakness, making it a potential dip-buy candidate

AMD stock’s surge highlights growing confidence in its AI story, but AMD may need continued execution to justify further upside.

The CEO share purchase adds a bullish signal for Nike, but investors may still face a slow rebound ahead.

Cathie Wood trimmed AMD holdings as part of portfolio rebalancing, not necessarily a negative call on the company’s long-term outlook.

Analysts see upside in Robinhood, yet negative revisions and premium valuation suggest caution is still warranted

GF Securities remains bullish on TSM stock ahead of April 16, citing strong AI-driven demand and expectations for another earnings beat.

CoreWeave faces a key April 14 milestone as it closes major debt deals to fund its rapid AI infrastructure expansion.

BofA sees Marvell and AMD well positioned as AI demand drives the next wave of chip growth.

Layoffs at GoPro signal a major reset as the company fights weak demand and rising competition.

Alibaba unveiled a 10,000-chip AI cluster in China, marking a major step toward controlling its own AI infrastructure while keeping the bull case intact.