reports
Micron Announces Participation in Investor Event
Micron Announces Participation in Investor Event BOISE, Idaho, April 29, 2026 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) announced today that company executives will participate at the J.P. Morgan Global Technology, Media and Communications Conference in Boston, Massachusetts on Wednesday, May 20, at 6:40 a.m. Mountain time. Live webcasts and subsequent replays of presentations can be accessed from Micron’s Investor Relations website at . About Micron Technology, Inc. Micron Technology, Inc. is an industry leader in innovative memory and storage solutions transforming how...
- Pierre FerraguÊ
Who will spend all this money on WFE equipment?
WFE spending expectations have surged over the last six months, with consensus for 2027 up 24% since December, from $142bn to $176bn. This reflects well AI capex plans accelerating in recent months, with silicon taking a growing share of total spending. Please see the link below for our updated AI forecast, the implications for WFE spending, and our latest semicap investment recommendations.
- Antoine Legault
- Matthew Bryson
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
SMCI SUPER MICRO COMPUTER
STX INC.
SEAGATE TECHNOLOGY HLDGS PLC
- Antoine Legault
- Matthew Bryson
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
TSEM TOWER SEMICONDUCTOR LTD
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
VRNS VARONIS SYSTEMS INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
ORCL ORACLE CORPORATION
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
FB FACEBOOK INC. CLASS A
BIIB BIOGEN INC.
AXTI AXT INC.
ACRS ACLARIS THERAPEUTICS INC.
OSTK OVERSTOCK.COM INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
CCRN CROSS COUNTRY HEALTHCARE INC.
WVE WAVE LIFE SCIENCES
PTGX PROTAGONIST THERAPEUTICS
AMD ADVANCED MICRO DEVICES INC.
GM GENERAL MOTORS COMPANY
AAPL APPLE INC.
RCKT ROCKET PHARMACEUTICALS
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
KNSA KINIKSA PHARMACEUTICALS
DT DYNATRACE INC.
SMCI SUPER MICRO COMPUTER
PLTR INC.
CGEM PALANTIR TECHNOLOGIES
STX CULLINAN ONCOLOGY INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
ARTV GLOBALFOUNDRIES INC
GETY ARTIVA BIOTHERAPEUTICS INC
SYRE GETTY IMAGES HOLDINGS INC
DBD SPYRE THERAPEUTICS INC.
SNDK DIEBOLD NIXDORF INCORPORATED
TRAX V SANDISK CORP
FIRST TRACKS BIOTHERAPEUTICS INC
- Antoine Legault
- Matthew Bryson
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
STX SEAGATE TECHNOLOGY HLDGS PLC
GFS GLOBALFOUNDRIES INC
- Antoine Legault
- Matthew Bryson
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
SEAGATE TECHNOLOGY HLDGS PLC
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Upgrading Technology to Overweight We remain bullish (as of last week's 4/21/26 Compass) on the S&P 500 (SPX), Nasdaq 100 (QQQ), and Russell 2000 (IWM). Market dynamics continue to improve ever since the major bullish false breakdowns at 6480-6520 on the SPX, 24,000 on Nasdaq futures (NQ), and $245 on the IWM, with all of them now breaking out to all-time highs and holding above bullish gaps from April 17. Everything that we see suggests bulls remain firmly in control, so we want to be buying a...
CSX CSX CORPORATION
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
HAL HALLIBURTON COMPANY
CDNS CADENCE DESIGN SYSTEMS INC.
ANDE ANDERSONS INC.
UNP UNION PACIFIC CORPORATION
CNR. CANADIAN NATIONAL RAILWAY COMPANY
UAMY UNITED STATES ANTIMONY CORP.
BKR BAKER HUGHES COMPANY CLASS A
XLK SELECT SECTOR SPDR-TECHNOLOGY
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
MP MP MATERIALS CORP (A)
LAC. LITHIUM AMERICAS CORP NEW
CRML CRITICAL METALS CORP.
ASML reports transactions under its current share buyback program
ASML reports transactions under its current share buyback program ASML reports transactions under its current share buyback program VELDHOVEN, the Netherlands – ASML Holding N.V. (ASML) reports the following transactions, conducted under ASML's current share buyback program. DateTotal repurchased sharesWeighted average priceTotal repurchased value20-Apr-2612,863€1,233.94€15,872,21121-Apr-2612,668€1,252.94€15,872,30022-Apr-2612,694€1,250.41€15,872,69323-Apr-2612,975€1,223.27€15,871,86724-Apr-2612,823€1,237.82€15,872,598 ASML’s current share buyback program was announced on 28 January 2026, ...
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
OSTK OVERSTOCK.COM INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
ANAB ANAPTYSBIO INC.
AMD ADVANCED MICRO DEVICES INC.
GM GENERAL MOTORS COMPANY
SMCI SUPER MICRO COMPUTER
STX INC.
JANX SEAGATE TECHNOLOGY HLDGS PLC
ARTV JANUX THERAPEUTICS INC
SYRE ARTIVA BIOTHERAPEUTICS INC
TRAX V SPYRE THERAPEUTICS INC.
FIRST TRACKS BIOTHERAPEUTICS INC
- Antoine Legault
- Matthew Bryson
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
SMCI SUPER MICRO COMPUTER
STX INC.
SEAGATE TECHNOLOGY HLDGS PLC
- Pierre FerraguÊ
- Wedbush Research
XENE XENON PHARMACEUTICALS INC
WDC WESTERN DIGITAL CORPORATION
SRPT SAREPTA THERAPEUTICS INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NVCR NOVOCURE LTD.
NTAP NETAPP INC.
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
IMAX IMAX CORPORATION
CNK CINEMARK HOLDINGS INC.
BIIB BIOGEN INC.
ARDX ARDELYX INC
AJX GREAT AJAX
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
WVE WAVE LIFE SCIENCES
ROKU ROKU INC. CLASS A
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
SRRK SCHOLAR ROCK HOLDING CORPORATION
KNSA KINIKSA PHARMACEUTICALS
STOK STOKE THERAPEUTICS
STTK SHATTUCK LABS
NUVB NUVATION BIO INC (A)
STX SEAGATE TECHNOLOGY HLDGS PLC
ELYM ELIEM THERAPEUTICS INC
TTD THE TRADE DESK
EWTX INC.
ARTV EDGEWISE THERAPEUTICS INC
SYRE ARTIVA BIOTHERAPEUTICS INC
DBD SPYRE THERAPEUTICS INC.
ORKA DIEBOLD NIXDORF INCORPORATED
SNDK ORUKA THERAPEUTICS INC
TRAX V SANDISK CORP
FIRST TRACKS BIOTHERAPEUTICS INC
- Antoine Legault
- Matthew Bryson
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
STX SEAGATE TECHNOLOGY HLDGS PLC
DBD DIEBOLD NIXDORF INCORPORATED
SNDK SANDISK CORP
ASM announces resignation of Supervisory Board member Mr Van den Brink
ASM announces resignation of Supervisory Board member Mr Van den Brink Almere, The NetherlandsApril 27, 2026, 8:00 a.m. CET ASM International N.V. (Euronext Amsterdam: ASM) today announces that Mr Martin van den Brink has resigned as a member of ASM’s Supervisory Board with immediate effect. The resignation follows an assessment that Mr Van den Brink’s other professional activities could, over time, give rise to overlapping interests. To avoid any such situation, or any appearance of it, arising in the future, the decision was taken by mutual understanding and agreement. Mr Van den Brink ...
- Wedbush Research
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
PEGA PEGASYSTEMS INC.
ORCL ORACLE CORPORATION
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A
AXTI AXT INC.
OSTK OVERSTOCK.COM INC.
HNSA HANSA BIOPHARMA AB
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
GLOB GLOBANT SA
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
RBLX INC.
STX ROBLOX
GFS SEAGATE TECHNOLOGY HLDGS PLC
ALCC GLOBALFOUNDRIES INC
GETY ALTC ACQUISITION CORP
MAZE GETTY IMAGES HOLDINGS INC
TRAX V MAZE THERAPEUTICS INC
FIRST TRACKS BIOTHERAPEUTICS INC
- Antoine Legault
- Matthew Bryson
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
Applied Materials to Report Fiscal Second Quarter 2026 Results on May ...
Applied Materials to Report Fiscal Second Quarter 2026 Results on May 14, 2026 SANTA CLARA, Calif., April 23, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that it will hold its fiscal second quarter 2026 earnings conference call on Thursday, May 14, 2026, at 4:30 p.m. ET / 1:30 p.m. PT. The call will be webcast live at: . A replay will be available on the same day beginning at 8:00 p.m. ET / 5:00 p.m. PT. About Applied MaterialsApplied Materials, Inc. (Nasdaq: AMAT) is the leader in materials engineering solutions that are at the foundation of virtually every new sem...
- Antoine Legault
- Matthew Bryson
Daily Views on Tech Headlines | Memory, INTC
Samsung, NAND: Xi'an transition slows bit outputView: Chosun Biz suggests that process upgrades at Xi'an (moving from 1289 layer NAND to newer nodes) are weighing on total output (even if the shift to higher layer counts eventually should yield greater bit output).With NAND supply already unsustain
- Wedbush Research
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
PEGA PEGASYSTEMS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2303 UNITED MICROELECTRONICS CORP.
ARGX ARGENX ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
SMCI SUPER MICRO COMPUTER
RBLX INC.
STX ROBLOX
GFS SEAGATE TECHNOLOGY HLDGS PLC
IONQ GLOBALFOUNDRIES INC
IONQ INC
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