Palantir's Alex Karp went on CNBC to blast OpenAI and Anthropic for overselling AI, and his frustration touches a real nerve as enterprises burn cash on tokens without clear returns. But his proposed fix…
SpaceX is tantalizing early investors with an $800 analyst price target while Tesla quietly pivots toward a robotics revolution that could reshape daily life faster than any orbital data center. Picking the right Elon…
Jensen Huang has been placing bold bets on optical connectivity firms that could define the next chokepoint of the AI race, and a recent market pullback may have just handed investors a rare entry…
Michael Burry built his reputation betting against the crowd at exactly the right moment, and his latest wager targets a beaten-down sector most investors have already written off. The question is whether his contrarian…
John Ternus is stepping into the Apple CEO role at a moment that could define the company's next decade, but whether his product instincts and a bold on-device AI strategy are enough to outrun…
Chip stocks just staged a vicious reversal that punished the shorts and rattled the bulls, and long-term investors now face a critical question: which semiconductor names actually deserve a spot in your portfolio before…
Taiwan Semiconductor is quietly ramping a technology that could make today's AI chip bottlenecks look minor by comparison, and the window for investors to position ahead of the shift may be narrowing fast.
SK Hynix is bringing its ADR to the U.S. market with a reputation as the more explosive memory chip play, but whether its debut pricing leaves any room for gains is the question every…
The semiconductor scene is going through an intense period of volatility again, but nothing much has changed when it comes to Wall Street analysts who stand by their targets. With the broader semiconductor names…
It’s been an unforgiving past week for the iShares Semiconductor ETF (NASDAQ:SOXX), down just over 8%, even with the 3.6% bounce on Wednesday. Meanwhile, shares of Nvidia (NASDAQ:NVDA | NVDA Price Prediction) are up…
It’s been the big question on the minds of tech investors in the past few weeks: have Micron (NASDAQ:MU | MU Price Prediction) and the broad basket of semiconductor stocks finally peaked out? And…
It’s been brutal to be a semiconductor investor lately, with the iShares Semiconductor ETF (NASDAQ:SOXX) tanking 11% in the past week and around 16% from all-time highs seen at the end of June. At…
Mad Money host Jim Cramer has been a vocal fan of shares of Intel (NASDAQ:INTC | INTC Price Prediction). And in spite of the red-hot rally that’s in the rearview, I do think Mr.…
With Space Exploration Technologies (NASDAQ:SPCX | SPCX Price Prediction) touching down on the Nasdaq 100, it’s no longer a wash when investors are choosing between the S&P 500 and Nasdaq 100. Undoubtedly, there’s a…
Intel‘s (NASDAQ:INTC | INTC Price Prediction) historic breakout came fast and from out of nowhere, as the chip laggard made massive leaps to win back many investors amid the AI revolution. With a competitive…
Space Exploration Technologies (NASDAQ:SPCX | SPCX Price Prediction) is the blue-chip stock to bet on the future of the space economy. With the promise of satellite connectivity and orbital data centers, Elon Musk’s space…
DRAM makers have arguably been the in the hottest corner of the semi trade so far this year, and while a wave of increased volatility has made the names tough to buy on weakness,…
Michael Burry of The Big Short fame has been making quite a few bearish bets across many of the pricier-looking names fitting the AI theme. While it’s too soon to tell whether or not…
Shares of Palantir (NASDAQ:PLTR | PLTR Price Prediction) have been bouncing back, now up close to 18% in a week, and it might be a good idea to step out of the way if…
It’s getting tougher to reach for yields within the telecom sector, especially when you have a company like Space Exploration Technologies (NASDAQ:SPCX | SPCX Price Prediction) out there with its disruptive satellite connectivity business,…
