Tech Stocks Radar

Earnings & Supply Contracts

• 🔥 Micron Post-Earnings: Micron reported fiscal 2026 Q3 earnings that smashed guidance and confirmed over 20%...

EU semiconductor firms confront a bleak outlook from Chinese export controls, US tech dependence, and domestic structural weaknesses, according to an EU-funded report.

Amazon is pursuing vertical integration in AI silicon, designing end-to-end custom chips for consumer hardware to enable on-device AI.

• Current...

Private equity is steering Korea's M&A market toward semiconductors, especially materials, parts and equipment, as the sector meets both AI-driven...

• Deutsche Bank sees semiconductor profits jumping 148% YoY in Q2, powering S&P earnings growth
• Critics flag severe market imbalance, calling...

China's power battery industry launched a voluntary 60-day payment cap to curb cash-flow pressure on small suppliers.

• Key pledge: CATL, EVE Energy...

Sandisk posted stronger growth than Micron in comparable quarters—251% YoY revenue versus 196%, and 97% sequential versus 75%—while riding the same...

U.S. export controls on Anthropic’s Claude Fable 5 and Mythos 5 were lifted just 18 days after imposition, with the industry now bracing for recurring regulatory cycles as new models emerge.

A Swedish court ruled Google must pay Klarna-owned PriceRunner roughly $1.5-1.97 billion for favoring its own shopping results over rivals for over a...

Zacks highlights Micron, FormFactor, Texas Instruments and TSMC as stocks positioned to benefit from the AI infrastructure boom.

• Hyperscalers are...

Stripe, Visa, and Mastercard are joining forces with Shopify and Mercado Pago in a new consortium to launch a regulated USD stablecoin backed by...

FBN Securities raised its Palo Alto Networks price target to $330 from $200 while keeping an Outperform rating, citing strong third-quarter results...

Grab has completed its 100% acquisition of Stash Financial, Inc., paying 50.1% at the July 1, 2026 closing and the remainder over three years at fair market value.

Meta is forming a new cloud unit to monetize surplus AI infrastructure by selling access to hosted models and raw compute capacity, directly competing...

Apple is accelerating its silicon roadmap, targeting first M7 chips in H1 2027 to handle demanding AI workloads—much sooner than the usual cadence...

The US Commerce Department has lifted export controls on Anthropic's Fable and Mythos models less than three weeks after ordering their suspension...

Alibaba will pay $600 million after admitting it failed to stop ~80,000 illegal pharmaceutical and controlled-substance sales into the U.S. from...

Micron and GM signed a semiconductor supply agreement, underscoring how memory chip makers are locking in long-term deals with automakers to secure critical components amid rising vehicle electronics demand.

BlackBerry has shed its phone legacy to focus on QNX, a real-time OS now in 275 million vehicles and expanding into robotics and medical devices for...

Ardian Semiconductor took a minority stake in VSORA, the France-based fabless firm developing Jotunn8, an AI inference accelerator aimed at cutting...