Micron’s upcoming report will show if tight supply and soaring AI demand can support another breakout quarter.

Baidu’s AI ambitions are accelerating, but a chip spinoff adds both upside potential and execution risk.

SoFi’s $1.5B stock raise rattles investors, testing appetite for its high-flying fintech growth.

Palantir expands AI footprint with TWG deal, but sky-high valuation keeps investors cautious.

Meta cuts Reality Labs spending by 30%, focusing on profitable AI and core app projects while maintaining ad growth.

Wells Fargo says Oracle’s $500 billion AI pipeline could supercharge OCI’s growth, setting the stage for a massive stock surge.

Alphabet’s rally looks unstoppable, but chasing a stock near record highs could be a risky move.

Intel’s rally rides on Apple rumors, while profits remain fragile and expectations run ahead of proof.

Lumentum rides the AI surge, delivering robust profits and eye-catching analyst upgrades.

Robinhood’s leap into prediction markets could unlock a powerful new growth engine.