Necip Sayiner

October 5, 2026

Rambus Gains Attention as AI Demand Drives Interest. Rambus is highlighted in several recent articles as a potential beneficiary of rising AI demand, especially in CPU spending. Analysts note the company’s strong fundamentals and a 52‑week range that suggests room for upside. Technical data shows the stock is near a key support level and trading above its 200‑day moving average, indicating a high‑beta environment.

October 10, 2026

Axcelis Reports Q2 2026 Results; Shares Slide as Market Rises. Axcelis Technologies released its Q2 2026 earnings and held a call that is now available as a transcript. The shares fell a few points after the market moved higher. The drop comes while the stock is near a support level that has been touched ten times. Analysts have a target range of $140 to $198, with an average of $161.

October 15, 2026

SanDisk (SNDK) Faces Oversold Pressure Amid Vicious Memory Chip Cycle. Recent commentary from Cathie Wood notes that memory chip demand is rising but the industry cycles are described as “vicious.” Several analysts have labeled SanDisk and its peers as oversold, pointing to a low RSI around 30. Concerns about an AI‑related correction and tighter financing for chip makers are adding pressure to the sector. The stock is currently near a long‑standing support level around $1,722.

October 17, 2026

Teradyne (TER) Shares Fall, Fundamentals Show Growth. Recent articles note that TER's stock has fallen more sharply than the broader market and is listed among the worst‑performing chip stocks this week. At the same time, other coverage highlights earnings revisions and a surge in sales that point to strong growth fundamentals. The price action occurs while the RSI is near the low‑30s and the stock is testing a support level around $364. Analysts maintain an average target near $446, suggesting expectations of recovery.

October 16, 2026

Power Integrations to Report Q3 Results, AI Data Center Tie‑up. The company will release its third‑quarter earnings soon, giving investors fresh insight into recent performance. At the same time, Power Integrations announced a partnership with Ideal Power to supply solid‑state circuit breakers for 800 VDC AI data centers, a market that values high efficiency and continuous protection. The news arrives as semiconductor stocks have been gaining after recent sector weakness, providing a broader positive backdrop.