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I have covered each of the following four stocks separately over the past few weeks:Micron‘s historic earnings. Intel’s painful turnaround. AMD‘s server CPU advantage heading into August 4. Applied Materials‘ wafer equipment supercycle. On July Read more…
GE Vernova (GEV) raised its 2026 revenue and free-cash-flow forecasts on July 22, but a widening loss in its Wind business sent shares lower. The stock fell about 6.3% to $1,011 in midday trading July Read more…
A report out of South Korea on Tuesday, July 21, claimed SK Hynix was in talks to buy Intel’s unfinished Ohio semiconductor campus, according to Stocktwits. The claim traced back to Korea JoongAng Daily and Read more…