Micron stock (NASDAQ: MU) jumped more than 8% on Tuesday as investors piled back into memory chip plays following a blistering December earnings beat. The rally reflects a broadening belief that Micron could become the next breakout winner in semiconductors if artificial-intelligence data-center demand continues to tighten memory supply and lift prices. With Micron guiding for record revenue and earnings in the coming quarters, investors are wondering if this is the moment when memory becomes as critical to ...

经营范围含集成电路设计；货物进出口；技术进出口。（除依法须经批准的项目外，凭营业执照依法自 主开展经营活动）自主展示（特色）项目：集成电路销售；集成电路芯片及产品销售；计算机软硬件及 辅助设备零售；计算机软硬件及辅助设备批发；技术服务、技术开发、技术咨询、技术交流、技术转 让、技术推广；电力电子元器件销售。 天眼查显示，近日，上海埃诚攸半导体有限公司成立，法定代表人为徐光煜，注册资本1000万人民币， 由上海智浦欣微电子有限公司全资持股。 序号股东名称持股比例1上海智浦欣微电子有限公司100% 企业名称上海埃诚攸半导体有限公司法定代表人徐光煜注册资本1000万人民币国标行业制造业>计算 机、通信和其他电子设备制造业>电子器件制造地址中国（上海）自由贸易试验区晨晖路88号1幢3层 312室企业类型有限责任公司（自然人投资或控股的法人独资）营业期限2026-1-6至无固定期限登记机 关自由贸易试验区市场监管局 来源：市场资讯 ...

Key Points Wolfspeed has emerged from its corporate restructuring and bankruptcy. The restructured company has far less debt, but still faces some big challenges. 10 stocks we like better than Wolfspeed › Wolfspeed (NYSE: WOLF) stock has taken investors on a wild ride over the last year. Last June, the company announced that it was receiving Chapter 11 bankruptcy protections as it moved forward with a corporate restructuring. The bankruptcy news actually rekindled some of the meme stock energy tha ...

Photographer: Bridget Bennett/Bloomberg Nvidia Corp. Chief Executive Officer Jensen Huang, the world’s ninth-richest person and head of the most valuable company, said he isn’t concerned about a billionaires tax under consideration in his home state of California. “I’ve got to tell you, I have not even thought about it once,” Huang said Tuesday when asked about the proposed tax on Bloomberg Television. “We chose to live in Silicon Valley, and whatever taxes I guess they would like to apply, so be it. I’m ...

Veteran investor, CIO and founder of Navellier & Associates, Louis Navellier, has warned against chasing the recent “junk rally” in low-quality stocks, urging investors to pivot back to stocks with strong earnings growth as the 2026 financial year begins. A ‘Big Flip’ Back To Quality In his latest Navellier Market Buzz video, Navellier argued that the fourth-quarter mean reversion—where the worst-performing stocks suddenly led the market—is unsustainable. He believes January will mark a “big flip” where ...

Key Points Broadcom's customizable AI chips are experiencing strong demand. These ASICs (also called "XPUs") offer significant energy savings for AI processing. New customer additions could drive the stock even higher in 2026. 10 stocks we like better than Broadcom › Shares of Broadcom (NASDAQ: AVGO) surged in 2025, gaining 49% for the year. Like many of its peers in the semiconductor and technology spaces, the company has become a key player in the growing adoption of artificial intelligence (AI ...

NVIDIA Corp (NASDAQ:NVDA) is among the companies showing off new products and sharing company announcements at the 2026 CES. Here's what analysts are saying about Nvidia's new products and the keynote given by CEO Jensen Huang, along with commentary on several other companies at the annual event. • NVIDIA stock is showing upward bias. What’s next for NVDA stock?The Nvidia Analysts: Bank of America Securities analyst Vivek Arya maintained a Buy rating on Nvidia with a price target of $275.Rosenblatt analyst ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

Key Points Micron is well-positioned to benefit from the demand-supply mismatch in the memory market. Alphabet is monetizing its AI technologies at a global scale. Both companies saw significant share price gains in 2025 and still trade at reasonable valuation levels compared to their future growth prospects. 10 stocks we like better than Micron Technology › The most durable artificial intelligence (AI) investments for the next decade will not be defined by a few earnings beats or a short-term g ...

Investors with a lot of money to spend have taken a bullish stance on NXP Semiconductors (NASDAQ:NXPI).And retail traders should know.We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with NXPI, it often means somebody knows something is about to happen.So how do we know what these investors just did? Today, Benzinga's options scann ...