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Everyone racing to own AI chip stocks may be buying into the wrong part of the supply chain. The real…
Applied Materials has doubled in a year, analysts see another 18% upside, and the crowd gives a 92.5% chance of…
Applied Materials has surged 22% off its July lows, yet still sits nearly $200 below its recent peak with a…
Applied Materials just handed investors a brutal one-month loss, yet one prominent Wall Street analyst sees the selloff as a…
While the S&P 500 just hit a record high and the AI trade roars back to life, one famous short…
Goldman Sachs just handed Microsoft its most coveted endorsement while cutting three other tech giants loose, and the reasoning behind…
KLA Corporation just cratered 40% from its highs despite beating earnings five quarters in a row, leaving Wall Street torn…
Geopolitical relief triggered a sharp selloff in oil and a Treasury retreat, handing bulls an opening to reclaim momentum at…
Jensen Huang just called AI infrastructure the largest expansion in human history, yet NVIDIA shares sit $20 below a $5…
Lam Research reports Q4 earnings on July 29, and the setup heading into that print looks unlike anything its closest…
Michael Burry has placed a targeted short against Applied Materials, but Wall Street analysts keep piling on upgrades as memory…
Coatue Management's latest 13F reveals Philippe Laffont stacking chips on a single concentrated AI infrastructure bet, and one of his…
A wave of selling swept through semiconductor stocks Friday as investors began questioning whether the AI spending boom can justify…
Tech stocks buckled under the weight of soaring AI costs and a high-profile earnings stumble, sending chip ETFs into a…
AI capex is pulling forward lithography demand faster than Wall Street expected, and ASML just raised guidance again, putting a…
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