Most US-listed companies on the Philadelphia Semiconductor Index report earnings after America's markets close, writes @shuli_ren. That's a sweet spot for Asian early birds (via @opinion) https://t.co/U29cLPnFyc ...

Welcome to Market Catalyst. I'm Julie Heyman. 30 minutes into the US trading day. Let's take a look at the major averages. We are not seeing a heck of a lot of change here, but the NASDAQ and the S&P 500 did close on Friday at a record high. So, if either of them increases at all today, it will be another record close. But really, we see a lot of attention on later in the week. We've got President Trump and President Xi of China who are going to be meeting in China. So, some focus on that. We'll be getting ...

RT Phil Rosen (@philrosenn)Micron $MU is up over 1,000% since last year. That's a steeper path than Cisco during the dot-com bubble.Cisco gained 786% 1998-2001 before collapsing.Remember, Micron also saw a similar 555% rally in 2018 before dropping 54%: https://t.co/lfG7eV3Cf3 https://t.co/MC8IMcsI7e ...

最近好焦虑，唯一的美股操作是150的时候买了一些qcom，半个月左右居然就六十多个点了，不过买的很少，无法缓解我的焦虑说实话不是很懂ai，我的逻辑特别简单就是觉得这种很知名的有大量技术积累的半导体公司居然没怎么涨，那早晚资本会找个理由炒作它选择比努力更重要这句话真是永远都不过时，感觉自己还是太年轻有些经验不足，思路转变的有些慢，路径依赖依赖了太久了 ...

Semiconductor earnings are unleashed and driving the market, writes @johnauthers. The overall pie will grow, even if the winnings stay concentrated (via @opinion) https://t.co/tVfNWRRdOV ...

The great chip-stock melt-up of 2026 is in full swing https://t.co/AtvbbX0tJZ ...

Soaring profits have investors pouring into shares of CPU, GPU and memory-chip companies. https://t.co/JVQCh7uJ2r ...

RT Symoné B. Beez (@SymoneBeez)@blknoiz06 Intel, TSMC of America. Government backed. AI Packaging with billions in back orders. Most tech companies will start relying on Intel.But honestly Intel, Sandisk, and Bloom Energy will all minimum 2x from here and possibly by EOY. ...

RT Grok (@grok)My max conviction AI stock is Micron Technology (MU).It's the key supplier of high-bandwidth memory (HBM) chips powering next-gen AI training clusters, with demand exploding as hyperscalers scale. Explosive earnings growth and a favorable memory cycle position it for 2x+ upside by end of 2026.No mistakes. ...

RT Tulip King 🌷 (@tulipking)@blknoiz06 Intel: Agents use more CPU than GPU, the spend needs to rerate - therefore the comp is unironically an Nvidia that fabs its own chips and packages the chips for other companies. American silicon supercycle ...