Rambus

RMBS

Market cap $10.9B

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Few small-cap semiconductor names have ridden the AI infrastructure wave as cleanly as Rambus (NASDAQ:RMBS | RMBS Price Prediction).

SAN JOSE, Calif.--(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, July 27, 2026, at 2:00 p.m. Pacific Time to discuss its second quarter fiscal year 2026 results. This call will be webcast and can be accessed via Rambus' website at investor.rambus.com. A replay will be available following the call on the Rambus Investor Relations website or for one week at the followi.

Semis put in a powerful performance in Q2 2026 thanks to things going its way, which more than made up for what happened in Q1 2026. It is not the only thing that matters, but if semis are to add to gains in H2 2026, AI will need to keep driving growth forward. The AI thesis remains intact, but recent developments leave open the possibility the thesis could still turn out to be flawed.

Memory chipsets are required in every AI data center, and Rambus is one of the leaders in making them. Its product segment includes memory chipsets and is the fastest-growing part of the business.

After a rally that has lifted Rambus (NASDAQ:RMBS | RMBS Price Prediction) 133.15% over the past year, the memory interface IP leader trades at $141.17.

NEW YORK--(BUSINESS WIRE)-- #creditratingagency--KBRA releases a recap of IMN's Non-QM Forum, held on June 15-16 at the Waldorf Astoria Monarch Beach in Dana Point, California, which brought together market professionals across the residential mortgage-backed securities (RMBS) space. The forum featured a range of discussions about how one of the most active sectors of private label RMBS is evolving against a more complex macroeconomic and regulatory backdrop. With non-qualified mortgage (non-QM) issuance at post-glo.

Shares of Rambus, Inc. (RMBS) have risen 149% in the last year due to strong institutional support.

Our Rambus (NASDAQ:RMBS | RMBS Price Prediction) call is a tough one to make, because this stock has been a runaway winner.

The raging semiconductor rally received another boost this week when UBS analyst Timothy Arcuri raised his price target on Micron Technology Inc. NASDAQ: MU to a stunning $1625, nearly triple its previous target.