AI and chip stocks have been among the winners this year, despite a crash in April following President Donald Trump's "Liberation Day" tariffs announcement. And Micron (MU 0.10%) has been one of the top performers in the sector.The memory chipmaker has continued to deliver strong growth, especially in artificial intelligence (AI) and the data center. It has also benefited from a return in overall bullishness among investors as the stock rose 46% through the first six months of 2025, according to data from S ...

Wolfspeed files for bankruptcy protectionLate last month, the embattled chipmaker filed for Chapter 11 bankruptcy and will continue to operate through the process. When it emerges from bankruptcy, Wolfspeed expects to have reduced its debt by 70% and its interest payments by 60%, giving the company some breathing room. From the announcement through Tuesday of this week, the stock skyrocketed more than 500%. It's more than natural for it to retreat after a run like that. Wolfspeed also announced earlier this ...

Wolfspeed (WOLF -22.03%) stock is continuing to lose ground Thursday after a big sell-off in yesterday's trading. The company's share price was down 19.4% as of 2:15 p.m. ET today and had been down as much as 22.8% earlier in the session.Wolfspeed has seen incredible volatility this week. The stock kicked off the stretch with massive gains after the company announced on Monday that it had selected Gregor van Issum as its next chief financial officer. The news spurred an incredible surge for the stock, and t ...

Since I wrote my first bullish thesis on Broadcom Inc. ( AVGO ) in April, its stock prices have risen too high and too quickly (see the chart below). In the ~2 As you can tell, our core style is to provide actionable and unambiguous ideas from our independent research. If your share this investment style, check out Envision Early Retirement. It provides at least 1x in-depth articles per week on such ideas.We have helped our members not only to beat S&P 500 but also avoid heavy drawdowns despite the extreme ...

A quiet day on Wall Street turned into a major win for airline investors Thursday, as Delta Air Lines Inc. DAL surged 12% after posting second-quarter results that topped both earnings and revenue expectations, while indicating a strong demand outlook, sparking a broad rally across the sector.Shares of American Airlines Group Inc. AAL jumped 12.5% and United Airlines Holdings Inc. UAL rallied 13.5%. The U.S. Global Jets ETF JETS, which tracks airline stocks, soared 7.2% for its best day since the 90-day tar ...

Key Takeaways MRVL is deploying modular RDL interposer tech to build larger, high-efficiency AI accelerator solutions. The design supports HBM3/3E integration, enables die replacement, and enhances power and latency performance. MRVL sees a $94B data center chip market by 2028, with custom compute offerings witnessing a 53% CAGR.Marvell Technology (MRVL) uses advanced CMOS technologies at 5nm and 3nm nodes and is now shifting toward 2nm and below, which include innovations like gate-all-around transistors ...

The artificial intelligence boom may be just getting started.Tech stocks have led the charge off the April lows as this bull market enters its next phase. Semiconductor stocks and related companies remain at the heart of the movement.Astera Labs has been a major beneficiary. The company designs and manufactures semiconductor-based connectivity solutions for cloud and AI infrastructure. Astera offers an intelligent connectivity platform and high-speed connectivity integrated circuits as well as modules, boar ...

证券代码：300666 证券简称：江丰电子 宁波江丰电子材料股份有限公司 向特定对象发行股票 募集资金使用可行性分析报告 一、本次募集资金的使用计划 在考虑从募集资金总额中扣除 2,000 万元的财务性投资后，本次发行的募集 资金总额不超过 194,782.90 万元（含本数），扣除发行费用后拟将全部用于以下 项目： 序号 项目名称 总投资金额 拟使用募集资金 （万元） （万元） 合计 212,782.90 194,782.90 在董事会审议通过本次发行方案后、募集资金到位前，公司董事会可根据市 场情况及自身实际，以自筹资金择机先行投入募投项目，待募集资金到位后予以 置换。如扣除发行费用后实际募集资金净额低于拟使用募集资金金额，公司将通 过自有资金、银行贷款或其他途径解决。 二、本次募集资金使用的具体情况 （一）年产 5,100 个集成电路设备用静电吸盘产业化项目 本项目旨在充分发挥公司半导体超高纯金属溅射靶材及精密零部件领域所 积累的产研技术及客户优势，实现静电吸盘产品的量产和销售，以缓解我国高端 静电吸盘供求失衡的局面，助力我国半导体产业链的自主可控性。 年产 5,100 个集成电路设备用静电吸盘产业 化 ...

The second-quarter 2025 earnings season will kick off next week, with banking sector players due to report numbers. The overall picture ahead of this reporting cycle is one of continued resilience and a steadily improving outlook. Total S&P 500 earnings are expected to be up 4.9% from the year-ago period on 3.9% higher revenues, per the latest Earnings Trends report. While negative revisions to Q2 estimates have stabilized in recent weeks, estimates for the period have been under significant pressure relati ...

4万亿美元，和2024年日本的GDP相当。仅从市值变化来看，两年前英伟达的市值还不到1万亿美元，随 后开启猛涨模式，2023年6月进入1万亿美元大关。不到一年时间，2024年3月，英伟达突破2万亿，到6 月飚到3万亿美元。 一年后的2025年7月，英伟达市值一度突破了4万亿美元，股价较4月低点已上涨89%。从2万亿到3万 亿，英伟达仅用时3个月，从3万亿到4万亿，英伟达也只用了一年左右的时间。 同时，英伟达的股价自2023年初以来累计涨幅已超1000%，2025年至今也上涨逾20%，其在标普500指 数中的权重接近历史最高水平。 AI热潮依然在以前所未有的力量重塑全球经济格局。7月9日美股开盘后，英伟达股价一路走高，总市 值冲上4万亿美元。这在全球、美股、科技企业历史上，都是新的里程碑。自2022年底ChatGPT引爆AI 浪潮以来，对高性能AI芯片的需求激增，英伟达凭借其领先的GPU技术，坐拥了巨大的市场优势，利 润也随之水涨船高。但狂欢之下，英伟达也并非高枕无忧。在这个算力为王的时代，英伟达面临多家巨 头自研芯片和量子计算的双重威胁。 创造历史 英伟达再次刷新历史。当天开盘，英伟达股价一度上涨2.5%，达 ...