Micron (MU) Earnings Loom as Chip Sector Whipsaws
Micron Technology has surged 761% in a year to a $1.19 trillion market cap, and its third-quarter earnings report is set to test whether the AI memory chip boom can…
AI chips
Cerebras IPO Debut Disappoints as Margins Trail AI Rivals
Cerebras Systems dropped 17.89% to $186.10 after its debut earnings report projected full-year gross margins of 38% to 41%, well below Nvidia's mid-70% range, even as revenue nearly doubled year…
Cerebras Sinks 14% on Weak Full-Year Margin Outlook
Cerebras Systems shares collapsed 17.81% to $186.01, just above their 52-week low, after the chip designer's debut earnings showed full-year gross margin guidance well below its first-quarter results and far…
Cerebras (CBRS) Beats Earnings, Stock Falls
Cerebras Systems fell more than 17% to $188.15 on June 21, 2026, just above its $185 IPO price, after guiding for gross margin compression despite a Q1 revenue beat. Morgan…
Nvidia (NVDA) Banned Chips Double in Price in China
Nvidia AI chips are selling at more than double their list price on China's black market, per the Financial Times. With NVDA at $200.04 and an RSI of 42.42, here's…
Better AI Stock: SpaceX vs. Nvidia (NVDA)
Nvidia trades at 200.04 with a 30.49 P/E and 85% revenue growth as a freshly public SpaceX enters the AI conversation. Here's how the numbers, momentum and valuation of NVDA…