Super Micro shares jumped after the company worked with Taiwanese authorities to crack down on illegal AI server smuggling operations.

The founder deal removes a key distraction, but Lululemon still needs stronger products and steadier growth to win investors back.

Micron crossed the $1 trillion mark as booming AI memory demand, tight supply, and strong earnings kept Wall Street bullish on the stock.

Despite triple-digit gains in 2026, Marvell continues to post strong revenue growth fueled by booming data center demand.

Meta’s soaring AI spending has pressured shares, but analysts believe long-term monetization opportunities remain significant.

AMD’s rally continues as AI demand, cloud spending, and a major Taiwan expansion reinforce its position in the semiconductor boom.

Zscaler is leaning hard into AI security with a new acquisition and fresh product pushes, but the stock still needs stronger execution to justify its premium.

Tesla’s new China hiring push for Full Self-Driving strengthens its autonomy narrative, even as valuation and execution risks remain elevated.

Costco’s strong retail momentum and record-high share price fuel growing speculation about a stock split, even as valuation concerns build.

DRAM prices are rising fast on tight supply and AI demand, giving Micron a strong pricing tailwind through 2027.