Michael Burry’s latest Micron short highlights a long-term bear case that hinges on AI breakthroughs reducing future memory demand.

Microsoft is currently generating stronger growth and cash returns from its AI investments, while Amazon is betting that its custom chips will deliver bigger payoffs over the long term.

AMD's Helios rackscale AI platform marks the company's greatest challenge yet to Nvidia's dominance in integrated AI infrastructure.

Palantir heads into earnings on Aug. 3 with Wall Street divided as bullish growth expectations clash with concerns over commercial demand.

Cognizant is strengthening its AI consulting business by partnering across leading AI models, positioning itself to benefit regardless of which AI platform ultimately wins.

The pullback in SNDK stock reflects growing fears that China’s memory industry could eventually end the shortage that fueled Sandisk's historic rally.

CoreWeave’s partnership with Leidos opens the door to long-term U.S. government AI contracts, easing concerns about customer concentration.

Marvell’s recent selloff has been driven more by valuation than fundamentals, while one of its biggest long-standing risks appears to be fading.

Arm delivered record earnings, but investors are now weighing its fast-growing AI ambitions against an increasingly demanding valuation and rising regulatory scrutiny.

Qualcomm’s earnings disappointed investors on Apple weakness, but its emerging data center business could become the company’s next major growth engine.