High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Analysts are raising profit estimates for four leaders of the artificial intelligence trade: AI stock Micron is above a trendline entry.
Teradyne's AI-driven test growth and stronger earnings momentum give it an edge over ASE Technology's capacity execution and EMS margin risks.
ASE Technology's LEAP demand is accelerating as AI drives advanced packaging needs, with rising margins and major capacity investments supporting long-term growth.
ASX's LEAP momentum and rising ATM margins support growth, but EMS pressure and a premium valuation warrant caution.
ASE Technology's LEAP growth, improving margins and lower valuation give it an edge over Applied Materials amid strong AI chip demand.
ASX's LEAP demand is driving revenue and margin gains as AI infrastructure needs fuel advanced packaging growth and capacity expansion.
ASX surges 82% in six months as strong AI packaging demand, rising LEAP sales and expanding margins support its growth outlook.
ASE Technology Holding's Q2 earnings beat estimates as AI-driven LEAP and ATM demand boosts revenues, margins and the full-year ATM outlook.
Asian equities traded in the US as American depositary receipts were surging Thursday morning, advan
TER beats Q2 earnings and revenue estimates as record memory-test sales and AI demand fuel a second straight quarter of record revenues.
CSGP Q2 earnings top estimates as revenues rise 18.4%, margins widen and residential EBITDA turns positive despite a lower 2026 outlook.
Skyworks Solutions tops fiscal Q3 estimates as Broad Markets growth, led by AI data center, offsets weaker revenues and margin pressure.
ASX's expanding LEAP mix is lifting margins, with strong AI-driven demand and advanced packaging growth supporting further profitability gains.
ASML tops Q2 earnings and revenue estimates as stronger Installed Base Management sales and lithography shipments drive higher margins and a stronger 2026 outlook.
AEHR beat fiscal Q4 estimates as AI and data-center demand drives 33.7% revenue growth, record bookings, and margin expansion.
ASE Technology gains an edge over Lam Research as strong AI packaging demand and a more attractive valuation support its investment outlook.
ASX surges 169% YTD as strong AI packaging demand, expanding LEAP capacity and improving margins support its long-term growth outlook.
APPS, AOUT, FLXS, ASX and TILE surge on strong momentum, with sharp price gains and rising earnings estimates signaling potential for continued upside.
ASE Technology Hldg (ASX) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Is ASX stock the better buy over AMKOR as AI packaging momentum, stronger earnings growth and lower valuation give it an edge?
SNX delivers a strong fiscal Q2 earnings beat as broad-based growth and surging Hyve demand drive record billings and support upbeat Q3 guidance.
ASX stock soars 77.1% in three months, but AI demand, LEAP growth, margin gains and rising estimates keep its upside case alive.
ASE Technology lifts its 2026 LEAP revenue outlook above $3.5B as AI-linked packaging demand drives capex and 2027 capacity plans.
GLOBALFOUNDRIES jumps 59% in three months as AI, automotive and silicon photonics demand accelerate, but valuation and market risks may warrant patience.
ASE Technology Holding Co., Ltd. (NYSE:ASX) is one of the 15 Most Promising Stocks to Buy Right Now. On May 26, 2026, ASE Technology Holding Co., Ltd. (NYSE:ASX)’s Advanced Semiconductor Engineering announced the development of an automated 310mm x 310mm panel-level packaging production line. The company said the line supports next-generation advanced packaging technologies and […]
AXTI's backlog tops $100M as AI-driven indium phosphide demand surges, with capacity set to double in 2026 and again in 2027.
APPS, VPG, AAON, HLIO and ASX surge on strong momentum, with sharp price gains and rising earnings estimates signaling potential for continued upside.
DIOD shares rise 147.5% in a year as auto, industrial automation and AI data-center demand fuel a growing pipeline of design wins.
AI-driven demand is boosting ASX's advanced packaging, with leading-edge packaging/testing revenues expected to more than double.
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