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SK Hynix (SKHY): Can Solidigm Become a Bigger Part of the Story? - Insider Monkey

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www.insidermonkey.com 2026-09-28

The proposed Solidigm IPO represents a pivotal strategic inflection point for SK Hynix, transforming a 2021 acquisition into a standalone capital-markets event with potentially 16x value creation. The timing is deliberate: with Q2 2026 results showing a 76% operating margin driven by HBM4 and enterp

SK Hynix Solidigm NAND Flash IPO Enterprise SSD AI Memory HBM4 Semiconductor Cyclicality

Is Synopsys (SNPS) a Breakout Play as Headwinds Subside and BNP Paribas Upgrades? - Insider Monkey

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www.insidermonkey.com 2026-09-28

BNP Paribas's upgrade of Synopsys to Neutral reflects a meaningful shift in the risk-reward calculus for the EDA leader. The core thesis is that the three structural headwinds—AI disruption fears, Intel-related demand softness, and China export restrictions—are simultaneously moderating, creating a

EDA Electronic Design Automation Artificial Intelligence Agentic AI M&A Integration Design IP Semiconductor Design Institutional Positioning

NVIDIA (NVDA) vs. Broadcom (AVGO): Which AI Chip Stock Has the Stronger Moat? - Insider Monkey

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www.insidermonkey.com 2026-09-26

Qualcomm (QCOM) Renews its Global Patent License With Apple (AAPL) - Insider Monkey

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www.insidermonkey.com 2026-09-26

ASML vs. Applied Materials: Which AI Chip-Equipment Stock Is the Better Buy? - Insider Monkey

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www.insidermonkey.com 2026-09-25

Is Taiwan Semiconductor (TSM) Stock a Better Bet than ASML Holding (ASML) as Advanced Chipmaking Accelerates? - Insider Monkey

0.95

www.insidermonkey.com 2026-09-25

SK Hynix Is Eyeing Intel’s (INTC) Ohio Site. Why Micron (MU) Should Pay Attention - Insider Monkey

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www.insidermonkey.com 2026-09-23

Google Is Taking Its AI Chips Outside the Cloud. Nvidia Just Got a New Sovereign-AI Rival - Insider Monkey

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www.insidermonkey.com 2026-09-23

Apple May Return to Servers With Its Own AI Chips. Nvidia Could Still Get Paid - Insider Monkey

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www.insidermonkey.com 2026-09-22

Cadence (CDNS) Expands Collaboration with HPE for AI Data Center Modernization - Insider Monkey

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www.insidermonkey.com 2026-07-10

Cadence Design Systems Inc. (NASDAQ:CDNS) has expanded its collaboration with Hewlett Packard Enterprise (HPE) to accelerate AI data center modernization using digital twin technology. By integrating Cadence’s Reality Digital Twin Platform into HPE’s AI-focused modular data centers, the partnership

Semiconductor Design AI Data Center Digital Twin Technology HPE Collaboration EDA Software Data Center Optimization Energy Efficiency Computing Infrastructure

Jim Cramer’s 22 Stock Calls Including Meta, NVIDIA, and AI Opportunities in the Neocloud Space - Insider Monkey

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www.insidermonkey.com 2026-07-08

In a July 8, 2026 article, Insider Monkey analyzed 22 stocks recommended by Jim Cramer on CNBC’s 'Mad Money,' with a focus on AI and neocloud investment opportunities. Cramer emphasized that current market rotation presents opportunities to buy high-quality companies, especially in AI and cloud comp

Jim Cramer NVIDIA AI Investment Neocloud Cybersecurity Data Centers Hedge Funds Market Rotation

Here is Why Synopsys Inc. (SNPS) is Amongst the Top 10 AI Stocks That Will Skyrocket - Insider Monkey

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www.insidermonkey.com 2026-07-07

Synopsys Inc. (SNPS), a leading provider of electronic design automation (EDA) tools, has launched its first Multiphysics Fusion solution, marking a significant advancement in AI and high-performance computing (HPC). This innovation combines Synopsys' AI-enhanced EDA tools with Ansys' golden signoff

Semiconductor EDA Tools AI Chip Design Multiphysics Fusion Chip Design Complexity Electronic Design Automation AI Acceleration HPC Systems Multi-die Design

UBS Remains Bullish on Texas Instruments (TXN) – Here’s Why - Insider Monkey

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news.google.com 2026-07-07

Amkor Technology (AMKR) Expected to Benefit From Pivot Toward Advanced Packaging Technologies - Insider Monkey

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news.google.com 2026-07-06

ASML Holding NV (ASML) A Top AI Stock to Buy on Soaring Order Backlog and Wafer Market Expansion - Insider Monkey

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news.google.com 2026-07-06

Anthropic’s Claude Available in Microsoft Corporation (MSFT) Foundry Powered by Nvidia GPUs - Insider Monkey

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news.google.com 2026-07-06

How NVIDIA Corporation’s (NVDA) AI Factory Model Could Turn Blackwell Demand Into Usage-Linked Revenue - Insider Monkey

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news.google.com 2026-07-05

Why Micron Technology, Inc.’s (MU) Memory Tightness Is Turning AI Demand Into Cleaner Earnings Momentum - Insider Monkey

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news.google.com 2026-07-05

Jim Cramer Says Applied Materials “Is in a Long-Term Bull Market” - Insider Monkey

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www.insidermonkey.com 2026-07-04

Jim Cramer stated that Applied Materials is in a long-term bull market, citing the persistent global chip shortage as a key driver for sustained demand in semiconductor manufacturing equipment. During his discussion, Cramer highlighted CEO Gary Dickerson's insights on the company's critical role in

Semiconductor Equipment Applied Materials Jim Cramer Market Rotation Chip Shortage AI Investment Stock Analysis Capital Equipment

B. Riley Raises PT on Applied Materials (AMAT) Stock - Insider Monkey

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news.google.com 2026-07-04

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