News

Rambus (NASDAQ:RMBS) has become one of the more interesting names in the AI infrastructure supply chain, and it remains under the radar for most investors. This is the memory bandwidth IP company sitting underneath the entire AI buildout, yet awareness outside semiconductor circles is limited. That gap between fundamentals and recognition is what makes the ... Every AI Chip on Earth Needs This Company’s Technology. It Has an 80% Gross Margin. And You’ve Probably Never Heard of It

UBS raised its MU price target to $1,625, lifting semiconductor stocks broadly. These 3 stocks rallied in sympathy, but are the gains warranted?

Sandisk insiders are harvesting gains from a blistering stock rally that has been fueled by artificial-intelligence demand for the company’s memory products. A filing with the Securities and Exchange Commission shows Chief Accounting Officer Michael Pokorny sold 2,446 shares on Tuesday for $1,426.18 each, or roughly $3.5 million. Following the transaction, Pokorny directly owned 22,375 Sandisk shares, which were valued at just under $31 million based on Thursday’s closing price of $1,382.72.

Earlier this month, Rambus announced its PCIe 7.0 Switch IP with Time Division Multiplexing, aimed at easing bandwidth, latency, and scalability bottlenecks in AI, cloud, and high‑performance computing systems by improving link utilization and supporting disaggregated, pooled compute architectures. This launch strengthens Rambus’ broader PCIe and memory interface portfolio at a time when investors are weighing product momentum against royalty pressures and insider selling trends. We’ll now...

The space tracked by the VanEck Semiconductor exchange-traded fund could be showing signs of slowing down.

Our Rambus (NASDAQ:RMBS) call lands on the cautious side after a powerful run. The memory interface and semiconductor IP designer has more than doubled in a year as AI infrastructure spending pours into DDR5, HBM, and high-bandwidth memory controllers. Our model says the easy money has already been made. The 24/7 Wall St. price target ... 8 Out of 9 Analysts Say Buy Rambus. We Say Hold. Here Is the Case for Stepping Aside

In the blink of an eye, Rambus stock went from hitting new all-time highs to shedding more than one-fifth of its value overnight.

AMD has announced its upcoming flagship event, "Advancing AI 2026," scheduled for July 23, 2026, at the San Francisco Moscone Center. This event will serve as a platform to showcase the latest advancements in AMD's AI solutions, offering blueprints for building, deploying, and scaling AI technologies. Bringing together developers, customers, enterprise leaders, and partners, the event aims to illustrate AMD's comprehensive approach to AI, from silicon to software. The gathering will highlight...

Rambus Inc. (NASDAQ:RMBS) is one of the 10 Stocks Reeling From Huge Losses. Erasca Inc. plunged by 48.30 percent on Tuesday to close at $9.90 apiece, as investors sold off positions following the death of a patient enrolled in the first phase of clinical trial testing the efficacy of its pancreatic and lung cancer treatment […]

Rambus Inc. (NASDAQ:RMBS) is one of the 10 Stocks Reeling From Huge Losses. Rambus dropped for a second day on Tuesday, slashing 21.17 percent to close at $111.27 apiece, as investors took path from an investment firm’s rating downgrade amid the ongoing shortage of memory products. In a market note, Baird downgraded its rating for […]

Stock Market Today: The Dow Jones index dipped, as the Nasdaq sold off. Tesla stock pulled back while Nucor rallied.

Oracle stock slumps following a report that major partner OpenAI missed its own user and revenue targets.

Reports that OpenAI (OPAI.PVT) missed its internal targets have been hitting the larger tech space on Tuesday. Yahoo Finance Senior Reporter Brooke DiPalma, Yahoo Finance Breaking Business News Reporter Jake Conley, and Yahoo Finance Markets and Data Editor Jared Blikre discuss the impact on Nvidia (NVDA), Intel (INTC), and other semiconductor stocks.

Despite strong demand for AI-related memory products, the DRAM interface product and IP company plunged after a strong run.

The chip sell-off is not random. The pressure is hitting the names that had already run the hardest.

Rambus Inc (NASDAQ:RMBS) shares plunged nearly 23% to around $109.63 on Tuesday after the semiconductor intellectual property company reported first-quarter 2026 results that fell short of revenue expectations, compounded by an analyst downgrade citing mounting risks from tightening DRAM...