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Memory Chips Become a Critical AI Infrastructure Market as DRAM Stocks Rally on Data Centre Demand

Memory semiconductors have moved closer to the centre of the artificial intelligence supply chain as demand for advanced computing infrastructure accelerates. The recent rally in memory-related equities reflects growing market attention toward DRAM, high-bandwidth memory (HBM) and data storage components required for large-scale AI …

Nitish Kishor | 23 July 2026

Asian Chipmakers Rally as AI Infrastructure Spending Drives Semiconductor Demand

Asian semiconductor stocks moved higher as investors increased exposure to companies linked to artificial intelligence infrastructure expansion, with memory chip manufacturers leading regional gains.

Nitish Kishor | 23 July 2026

SpaceX (NASDAQ:SPCX) First Earnings Call Puts Revenue Growth, Starlink Economics and AI Ambitions Under Market Focus

SpaceX(NASDAQ: SPCX)is preparing to publish its first quarterly earnings report as a publicly traded company, creating a major financial disclosure milestone for one of the world’s most closely watched technology and aerospace businesses. The company will release second-quarter 2026 results after market close on …

Nitish Kishor | 23 July 2026

U.S. Stocks Gain 0.89% as Semiconductor Index Jumps 5.2%

The U.S. equity market posted a broad-based rally on Tuesday, with the Nasdaq leading the charge after chip makers posted a 5.2% surge in their sector index.

Vinay Lochav | 23 July 2026

Quantum Computing Inc. (NASDAQ: QUBT) Appoints Susan Hunt as CRO, Highlighting Ongoing Leadership Refresh

Quantum Computing Inc. This leadership adjustment aligns with the firm’s broader plan to accelerate the commercialization of its photonics‑based quantum offerings and to reinforce the connection between product innovation and market execution.

Vinay Lochav | 23 July 2026

ServiceNow (NYSE: NOW) Posts 24.5% Revenue Rise to $3.877 Billion

ServiceNow (NYSE: NOW) delivered earnings per share of $0.90 for the quarter ending June 30, 2026, comfortably above the $0.86 consensus forecast. The company’s subscription revenue surged 24.5% year‑over‑year to $3.877 billion, driving total revenue to $3.987 billion, a 24% increase. Shares rose in …

Vinay Lochav | 23 July 2026

Synaptics Insider Sells Shares at $114.32 Amidst 72% Stock Surge

The recent sale of 1,502 shares by Lisa Bodensteiner, Synaptics Incorporated’s Senior Vice President and Chief Legal Officer, highlights significant momentum in the semiconductor market. Selling at a weighted average price of $114.32 per share, this positive activity reflects investor confidence in Synaptics. The …

Vinay Lochav | 23 July 2026

QuantumScape (NASDAQ: QS) Reports Q2 Loss Narrowing to $-0.16 per Share

QuantumScape Corp. (NASDAQ: QS) reported its second-quarter earnings on July 22, revealing an EPS loss of $-0.16. This figure is an improvement over the $-0.19 consensus estimate.

Vinay Lochav | 23 July 2026

ServiceNow (NYSE: NOW) Stock Surges 7.1% After Earnings Exceed Expectations

ServiceNow Inc. (NYSE: NOW) saw its stock rise by 7.1%, reaching a price of $102.20, driven by a strong second-quarter earnings report that beat market expectations. The company reported an earnings per share (EPS) of $0.90 for the quarter, exceeding the consensus estimate of …

Vinay Lochav | 23 July 2026

Texas Instruments (NASDAQ: TXN) Shares Slip in Early Trade, Market Capitalization Adjusts

Texas Instruments (NASDAQ: TXN) experienced a noticeable drop in its share price during early trading, leading to a reduction in its overall market valuation. Despite the recent pullback, the company has sustained a solid performance over the course of the year, even as it …

Vinay Lochav | 23 July 2026
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