All 30 stocks in the PHLX Semiconductor index are down in recent trading, helping drag the Nasdaq composite lower. Here are some of the biggest decliners: Coherent, down 11.4% Credo Technology, down 11.

Top hedge funds quietly rotated out of one chip giant and piled into another last quarter, and the price action since then suggests they knew something. Here is what Druckenmiller, Loeb, and Tepper actually did with their semiconductor books.

Rambus plunged nearly 30% from its June peak even as it posted record revenue and landed a hyperscaler design win, leaving investors to figure out whether the selloff signals a broken story or a rare entry point.

A record quarter and a guide above expectations met a stock that had already climbed for four straight sessions, and the mix underneath that growth is what actually changed.

Memory bandwidth and GPU processing power have been a key hardware bottleneck for AI infrastructure advancement. As server designs move to high-density DDR5 standards and High Bandwidth Memory configurations to support AI workloads, specialized memory interface designers like Rambus Inc. (NASDAQ:RMBS) are key to data center design. That said, as semiconductor companies pivot their business models […]

Rambus just beat earnings on every single line and still cratered more than 14% over two sessions, leaving investors wondering whether the selloff created an opportunity or a warning sign worth heeding.

Rambus Inc. recently reported second-quarter 2026 results showing revenue of US$207.39 million and net income of US$67.61 million, alongside the completion of a multi-year share repurchase program totaling 14,484,994 shares for US$466.93 million since its November 2020 authorization. The company reinforced its position in high-speed, AI-focused memory solutions by launching complete DDR5 9600 chipsets, securing a key next-generation HBM IP design win with a Tier-1 U.S. hyperscaler, and...

RMBS tops Q2 earnings and revenue estimates as record product sales, fueled by AI and data center demand, help drive growth and support upbeat Q3 guidance.

Rambus posts record Q2 results as AI-driven memory demand, DDR5 momentum and expanding silicon IP opportunities support another quarter of projected growth.

Rambus Inc (RMBS) achieves all-time high revenue and earnings, driven by strong product demand and strategic partnerships, despite ongoing supply chain challenges.

Moby summary of Rambus Inc.'s Q2 2026 earnings call

Rambus (NASDAQ:RMBS) reported record second-quarter fiscal 2026 revenue and non-GAAP earnings, supported by growth in its memory-interface chip business and contributions from royalties and silicon IP. The company’s revenue surpassed $200 million for the first time, while management said demand tren

Rambus (RMBS) delivered earnings and revenue surprises of +8.45% and +4.27%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

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Rambus just shed nearly 30% from its June peak while two major Wall Street firms initiated coverage with aggressive buy ratings. Before the July 27 earnings report arrives, here is what the disconnect reveals about the AI memory trade.

The company is pushing a new AI-driven future, but you'll have to pay up to own a piece of it, even after the recent drop.

After a violent June rally sent Rambus shares soaring and a brutal July pullback erased nearly a third of those gains, the memory interface specialist sits at a crossroads between AI-driven growth and mounting bearish signals that insiders may already be acting on.

Wall Street analysts are reshuffling their bets on Thursday, sending some of the market's biggest names in opposite directions as geopolitical tensions and inflation crosscurrents cloud the outlook. Find out which stocks got upgraded, downgraded, or newly covered today.