Semis dominate the afternoon read — a new storage partnership, a sector ETF setup worth watching, and two very different reactions to AI earnings — plus a travel name stepping up to the plate after the close.
Microchip Pairs With Micron on PCIe Gen 6 Storage
Microchip makes microcontrollers and connectivity chips, and it's pairing its PCIe Gen 6 switches with Micron drives for AI data centers. Watch whether the tie-up wins design slots against entrenched switching rivals.
Read More →Chip ETFs Look Oversold After a Brutal July
These funds hold the big semiconductor names, and they just came off one of their worst months in years as AI valuations reset. Watch whether momentum buyers step back in as the sector stabilizes.
Read More →Arista Rallies as AI Networking Demand Beats Expectations
Arista builds the switches that tie AI data centers together, and results plus guidance landed well ahead of Wall Street. Watch whether hyperscaler orders keep pace with a stretched valuation.
Read More →Analysts Raise AMD Targets Despite Post-Earnings Selloff
AMD sells CPUs and AI accelerators, and shares fell on guidance that beat estimates but not the buyside's raised bar. Watch data-center accelerator adoption and margins as new products ramp.
Read More →Airbnb Heads Into Q2 Earnings With Bar Raised
Airbnb runs the online short-stay booking platform, and it reports after the close with growth expected to accelerate from last year. Watch booking demand commentary against peers that already reported.
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