— Topic
Tech Earnings
2 briefings
Micron Technology
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.
Dec 19, 2025
3 min read
Broadcom
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.
Dec 13, 2025
3 min read