MarketPulse

semiconductor supply

4 articles
Investing.comInvesting.com··Ali Merchant

Tesla's Earnings Crossroads: Can AI and Robotics Offset EV Demand Slump?

Tesla reports Q1 2026 earnings April 22 amid EV demand collapse and AI pivot debate, with stock down 20% from December despite recent 15% rally.
TSLAAI infrastructuresemiconductor supply
BenzingaBenzinga··Badar Shaikh

Ives Sees SpaceX-Tesla Merger Signal in Terafab Project, Targets 55% TSLA Upside

Wedbush analyst Dan Ives links Tesla's Terafab AI chip venture to potential SpaceX merger, maintaining $600 price target. Investor Gary Black warns of 20-25% dilution risk.
MUTSMTSLAstock valuationsemiconductor supply
Investing.comInvesting.com··Itai Smidt

Micron's HBM Windfall Sets Stage for Historic Earnings Rerating

Micron's sold-out 2026 HBM supply and early HBM4 production support $33 EPS projections, but DRAM inventory risks could derail the rerating narrative.
MUearnings growthAI data centers
The Motley FoolThe Motley Fool··Harsh Chauhan

Arista Networks Eyes 25% Growth as AI Data Center Demand Accelerates

Arista Networks forecasts 25% growth in 2026, buoyed by surging AI data center demand and a $5.4 billion backlog. Strong Q4 results exceeded expectations with 29% YoY revenue growth.
ANETstock valuationAI infrastructure