Editor's note: Seeking Alpha is proud to welcome ZK Research as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access.I am an independent retail investor with a deep, specialized focus on the broader technology sector, specifically the semiconductor value chain and artificial intelligence infrastructure. While I do not come from a traditional Wall Street insti ...

Nvidia has become the most notable stock success story in the current artificial intelligence (AI) boom. Last year, the company had reported several quarters of triple-digit revenue growth, a notable accomplishment for a company with a $4 trillion market cap.Even in the current quarter, revenue grew by an astounding 73% from a year ago. This feat is difficult to match even for much smaller companies that can grow revenue at a higher percentage rate more easily.Still, a few tech stocks have revenue growth ra ...

Wall Street is witnessing a historic rally today, Tuesday, March 31, 2026, as major indexes surge to close out the first quarter with significant momentum. Investors are shrugging off recent volatility, fueled by a massive breakout in the technology sector and a sharp decline in the "fear gauge," the CBOE Volatility Index (^VIX), which plummeted 17.51% to 25.25. The shift in sentiment suggests a renewed appetite for risk as the market prepares for a fresh batch of economic data and high-profile corporate ea ...

Intel to Report First-Quarter 2026 Financial Results Mar 31, 2026 5:02 PM Eastern Daylight Time Intel (Nasdaq: INTC) designs and manufactures advanced semiconductors that connect and power the modern world. Every day, our engineers create new technologies that enhance and shape the future of computing to enable new possibilities for every customer we serve. Learn more at intel.com. © Intel Corporation. Intel, the Intel logo and other Intel marks are trademarks of Intel Corporation or its subsidiaries. Other ...

Sandisk to Report Fiscal Third Quarter Results on April 30, 2026 Mar 31, 2026 1:00 PM Eastern Daylight Time Sandisk to Report Fiscal Third Quarter Results on April 30, 2026 Share MILPITAS, Calif.--(BUSINESS WIRE)--Sandisk Corporation (NASDAQ: SNDK) announced today that it will hold its fiscal third quarter earnings conference call on Thursday, April 30, 2026, at 1:30 p.m. Pacific Time. A live webcast and a webcast replay of the conference call will be available at investor.sandisk.com. About Sandisk Sandisk ...

Arrow Electronics Introduces Omnichannel Platform for Its Components Business on arrow.com Mar 31, 2026 12:36 PM Eastern Daylight Time Arrow Electronics Introduces Omnichannel Platform for Its Components Business on arrow.com Share CENTENNIAL, Colo.--(BUSINESS WIRE)--Arrow Electronics this month completed a broad shift of the customer-facing digital platforms for its global components business to a singular user experience under a redesigned arrow.com. "This is a practical change focused on helping technolo ...

The Goldman Sachs trading desk has circulated a note flagging what it describes as a significant disconnect in Nvidia stock. The core observation is that NVDA is now trading at a forward price-to-earnings ratio below the S&P 500 for the first time in more than a decade, even as the company continues to deliver some of the strongest earnings growth in the index. According to the Goldman Sachs trading desk note, Nvidia is trading at approximately 19.7 times forward earnings. The S&P 500's forward multiple ...

Jim Cramer gave top insight on NVIDIA Corporation (NYSE:NVDA), sharing a game plan of what to buy, sell, and hold right now. A club member asked how the company’s multi-billion-dollar investments in other companies affect shareholders and whether owning the stock provides indirect exposure to those holdings. Cramer replied: Okay, this is a really important question. First of all, I know NVIDIA’s going down. Like, I’m not an idiot. I mean, you look, and the stock’s going down. They did have a great meeting, ...

行情速递 / Part 01 国内新闻 / Part 02 ①艾邦ARAI眼镜资讯，诺视科技正式发布新一代微显示屏芯眸®（Chimo®）M06/该产品已完成终端眼镜验证并实 现量产交付/该量产级2.5μm硅基微显示产品芯眸®M06以极致轻量化、超低功耗与高性能表现/ ②AI芯天下，摩尔线程披露重大合同公告/公司于近日与某客户签订了产品销售协议/合同标的为摩尔线程夸娥 （KUAE）智算集群/合同总价款为6.6亿元/ ③半导体行业观察，全球前三大、中国台湾省最大频率元件厂晶技（3042）日发函通知客户/4月1日起调涨频率元件 价格/涨幅约5%至10%/ ④半导体芯闻，中微公司公告称拟通过发行股份及支付现金的方式购买杭州众硅64.69%股权/通过本次交易/中微公司 将成为具备"刻蚀+薄膜沉积+量检测+湿法"四大前道核心工艺能力的厂商/成功实现从"干法"向"干法+湿法"整体解决 方案的关键跨越/ 海外新闻 / Part 03 ①大盘指数，上证指数(-0.80%)/北证50 (-0.99%)/深证成指(-1.81%)/科创50 (-2.59%)/创业板指(-2.70%)/ ②TMT领涨板块，SW通信线缆及配套(+0.9 ...

Wall Street Thinks Western Digital Stock Price Will Soar Higher This Year - 24/7 Wall St. S&P 5006,426.70 +1.22% Dow Jones45,685.20 +0.93% Nasdaq 10023,258.40 +1.32% Russell 20002,450.13 +1.50% Stock Market Live March 31, 2026: S&P 500 (SPY) Pops on News Trump Could End War Investing Wall Street Thinks Western Digital Stock Price Will Soar Higher This Year By Joel SouthPublished Mar 31, 9:27AM EDT Follow 24/7 Wall St. on Google This post may contain links from our sponsors and affiliates, and Flywheel Pu ...