Micron Technology 19 Dec 2025 · 3 min read Micron's 'Rosy' Outlook Signals the AI Hardware Boom Is Accelerating The US chipmaker projects a record $18.7 billion revenue forecast, confirming that demand for AI-critical memory is stripping supply and driving a new semiconductor supercycle. Read more
Broadcom 13 Dec 2025 · 3 min read Broadcom Shares Slide as Margin Pressures Dampen AI Euphoria Despite reporting record revenues and a doubling of AI chip sales, Broadcom (AVGO) stock tumbled 11% as investors reacted to dipping margins and growing 'AI angst' in the semiconductor sector. Read more