Tokyo Electron sees order softness but eyes recovery and growth in AI and memory, with 30% upside and strong positioning.

Navitas Semiconductor shifts focus to AI data centers, aiming for $615M revenue by 2030. Read how NVTS' GaN & SiC tech drives potential amidst near-term challenges.

Super Micro Computer ($SMCI) disappointed investors with its dismal results for the fourth quarter of Fiscal 2025. While SMCI bulls see the ...