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Jacob Funds, a mutual fund company, released its third-quarter 2026 investor letter. The letter can be downloaded here. In Q3, persistent macro headwinds—rising oil prices, multi-decade high interest rates, and exceptionally narrow market…
SAN JOSE, Calif., October 05, 2026--(BUSINESS WIRE)--Rambus Inc. (Nasdaq: RMBS), a premier chip and silicon IP provider making data faster and safer, today announced that it will hold a conference call on Monday, October 26, 2026, at 2:00…
Rambus Inc. (NASDAQ:RMBS) designs memory chips for data centers and licenses chip technology to other companies. Its main chips help data move between a server's processor and its memory. This business is gaining importance as AI servers h…
Rising interest rates, sticky inflation and an AI spending surge are pulling markets in different directions, and that mix is forcing you to think harder about which growth stories can handle tighter money. Some businesses may feel the str…
This article first appeared on GuruFocus. Goldman Sachs is pointing investors toward a different way to hunt for opportunities in expensive growth stocks: find companies where Wall Street cannot agree on how fast revenue will grow. Chief U…
Investors in Rambus Inc. RMBS need to pay close attention to the stock based on moves in the options market lately. That is because the Jan. 15, 2027 $185.00 Call had some of the highest implied volatility of all equity options today. What…
[Aerial View of a Fog-Filled, Pacific Northwest Landscape Near Portland, Oregon] Velvetfish/iStock via Getty Images Goldman Sachs says investors should focus on stocks where they see a differentiated view on long-term revenue growth as val…
A new White House "AI tsar," an AI Force, and a clear pledge to avoid rules that could slow artificial intelligence have pushed this theme from niche talking point to front-page story for anyone watching US tech. Policy tailwinds can resha…
As the artificial intelligence buildout enters its next phase, investors are weighing the explosive growth of Astera Labs (NASDAQ:ALAB) against the massive scale of Arm (NASDAQ:ARM) to find the best buy. Astera Labs provides the critical h…
Earlier in September 2026, Rambus announced its CryptoManager Root of Trust supporting the open-source Caliptra specification, aiming to provide production-ready, hardware-level security for mission-critical data center and AI SoCs. This m…
Rambus has seen a sharp reset in sentiment over the past year, even after a very strong multi year run. This puts fresh focus on whether the current share price lines up with what its earnings can justify. With the stock closing at US$85.8…
HSINCHU, Sept. 17, 2026 /PRNewswire/ -- M31 Technology (M31), a global silicon intellectual property (IP) provider, today unveiled a technology collaboration with Rambus Inc. for its MIPI CSI (Camera Serial Interface) Controller and MIPI D…
CryptoManager Root of Trust for use with Caliptra specification provides a production-ready Root of Trust and security orchestration solution that accelerates deployments and enables advanced security for mission-critical data center and A…
As artificial intelligence matures, investors must decide between the high-growth niche players and the foundational giants. Choosing between Astera Labs Inc (NASDAQ:ALAB) and Taiwan Semiconductor Manufacturing Co (NYSE:TSM) involves weigh…
Netlist NLST had $40.7 million in cash, cash equivalents and restricted cash with minimal debt at the end of the second quarter of 2026. This is significant, as the company continues investing in growth. The company also received $10.5 mil…
Netlist, Inc. NLST has been one of the standout performers of 2026, with shares soaring a staggering 667.2% year to date ("YTD"). That triple-digit gain raises a difficult question for investors: has the market already priced in too much o…
Quick Read RMBS posted record product revenue of $99 million with 22% growth yet dropped 9% on earnings day and sits near its 52-week low at $89. Wall Street's consensus target of $148 implies 64% upside, while even the bear-case model lan…
Rambus (RMBS) closed the last trading session at $89.86, gaining 2.4% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price tar…
Quick Read Three major hedge funds piled into TSM while dumping AVGO, with TSM gaining 41% YTD versus AVGO's 8% single-week drop. Druckenmiller exited Intel and Micron while opening new positions in LRCX, AMD, and Entegris, signaling selec…
Quick Read Rambus earns a BUY at $113 on record Q2 revenue of $207 million, 20% growth, and a Tier 1 hyperscaler HBM design win. Credo Technology offers faster AI-connectivity growth but commands a premium valuation, while Lattice Semicond…
Image from Pixabay 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. Astera Labs (ALAB), which sells connectivity s…
SAN JOSE, Calif., August 05, 2026--(BUSINESS WIRE)--Rambus Inc. (NASDAQ: RMBS), a premier chip and silicon IP provider making data faster and safer, today announced that it initiated an accelerated share repurchase program with Mizuho Mark…
Company Logo Security IP, hard IP and RISC-V are expected to be the fastest-growing segments, while Asia-Pacific leads regional expansion. Key players include Arm, Synopsys, Cadence, Rambus, Alphawave Semi and SiFive. Semiconductor Intelle…
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, specia…
Quick Read RMBS crashed 33% despite beating every Q2 estimate, and now trades at $83 with a BUY target of $116 and 90% confidence. RMBS trades at a forward P/E of 24, which is half of MRVL at 47 and well below CRDO at 35, despite deliverin…
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 m…
Rambus RMBS reported second-quarter 2026 non-GAAP earnings of 77 cents per share, which increased 24.2% year over year and beat the Zacks Consensus Estimate of 71 cents by 8.45%. Total revenues increased 20.4% year over year to $207.4 mill…
Rambus Inc. RMBS delivered a strong second quarter as management highlighted expanding opportunities across AI infrastructure, memory interface chips and silicon IP. While record financial performance underscored the company's operational…
Check out the companies making headlines before the bell: Coca-Cola — Shares popped 2% after the beverage company topped earnings expectations and hiked its full-year outlook. Coca-Cola posted adjusted earnings per share of 97 cents, more…
Earnings Call Insights: Rambus (RMBS) Q2 2026 MANAGEMENT VIEW * CEO Luc Seraphin said Rambus “deliver[ed] a new all-time high in revenue and non-GAAP earnings and beating the high end of our guidance ranges,” adding that Q2 marked “the fir…
This article first appeared on GuruFocus. Revenue: $207.4 million, up 20% year-over-year and 15% sequentially. Product Revenue: $99.2 million, up 22% year-over-year and 13% sequentially. Royalties Revenue: $84.2 million. Contract and Other…
Rambus Inc. Q2 2026 Earnings Call Summary - Moby Strategic Performance and Market Dynamics Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap h…
Rambus (RMBS) came out with quarterly earnings of $0.77 per share, beating the Zacks Consensus Estimate of $0.71 per share. This compares to earnings of $0.6 per share a year ago. These figures are adjusted for non-recurring items. This qu…
Check out the companies making headlines after hours. Cadence Design Systems — Shares of the chip design company popped more than 4% after Cadence Design posted second quarter earnings of $2.11 per share, excluding items, topping the LSEG…
Record quarterly revenue of $207.4 million, up 20% year over year, exceeding revenue guidance range GAAP diluted earnings per share of $0.61 and non-GAAP diluted earnings per share of $0.77, exceeding non-GAAP diluted earnings per share gu…
The S&P 500 Index ($SPX) (SPY) today is up +0.11%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.54%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.46%. September E-mini S&P futures (ESU26) are up +0.11%, and September E-mini…