Chris Ciaccia

coffeekai AXT's ( AXTI ) deal to supply China's Nanjing Casela with Indium Phosphide substrates is “significant” for multiple reasons, Wedbush Securities said.

Arsenii Palivoda AppLovin ( APP ) was in focus on Monday as Citi removed a 90-day catalyst watch on the enterprise software and mobile gaming company.

JHVEPhoto Micron Technology ( MU ) was in the spotlight on Monday as Needham upped its price target on the memory giant ahead of its upcoming third-quarter results, set to be released on June 24.

Robert Way Nvidia ( NVDA ) was in focus on Monday as Dell Technologies ( DELL ) and Super Micro Computer ( SMCI ) unveiled new artificial intelligence servers with the tech giant's Vera Rubin line of GPUs.

Tony Studio/iStock via Getty Images Credo Technologies ( CRDO ) is likely to stay a key beneficiary of the artificial intelligence buildout, amid its copper and optical interconnects, BNP Paribas said.

SuikaArt Apple's ( AAPL ) annual developer conference, held earlier this month, is a “material positive reset” for its artificial intelligence ambitions, notably Siri AI, Bank of America said.

AI is reshaping the NAND market, boosting Sandisk’s cloud demand and TLC/QLC shift.

hocus-focus Appearing at the Cannes Lions Film Festival, Apple's ( AAPL ) Eddy Cue gave further insight on why the tech giant did not acquire library content for its Apple TV streaming service.

rattanavan Baunoi MKS ( MKSI ) gained more than 3% on Monday as the semiconductor company announced it has opened its factory in Malaysia.

cookelma AXT ( AXTI announced on Monday that it has added Tracy Liu to its board of directors.