Lam Research reports Q4 earnings on July 29, and the setup heading into that print looks unlike anything its closest rivals can match right now. Three factors separate this semiconductor equipment name…
Michael Burry has placed a targeted short against Applied Materials, but Wall Street analysts keep piling on upgrades as memory chip demand surges. Find out whether the Big Short legend has spotted…
Coatue Management's latest 13F reveals Philippe Laffont stacking chips on a single concentrated AI infrastructure bet, and one of his five picks has nothing to do with semiconductors at all.
A wave of selling swept through semiconductor stocks Friday as investors began questioning whether the AI spending boom can justify chip valuations built on optimism alone. The forces driving this rotation reveal…
Tech stocks buckled under the weight of soaring AI costs and a high-profile earnings stumble, sending chip ETFs into a steep slide and leaving investors to decide whether this selloff is a…
AI capex is pulling forward lithography demand faster than Wall Street expected, and ASML just raised guidance again, putting a price level few analysts have publicly named within striking distance.
Two chip equipment giants both crushed earnings on the back of AI infrastructure spending, but their business models point in opposite directions. Choosing the right one now could mean the difference between…
A cooler-than-expected inflation reading sent tech and chip stocks surging in premarket trading, but earnings from IBM and the big banks are pulling the market in a very different direction.
A single analyst note out of Seoul just erased billions from Korean chip stocks, and the same logic points straight at Micron. Whether that makes MU a buying opportunity or a warning…
A prominent AI investor argues that the real winners of the AI boom are not the labs building the models, and the cash flow numbers already suggest a massive redistribution is quietly…
Trump just claimed the right to charge every ship on Earth a 20% toll to pass through one of the world's most critical waterways, and oil markets are already reacting to what…
A surprise profit warning out of South Korea sent shockwaves through the chip sector Monday, and the fallout is hitting equipment makers and AI hardware names in ways that point to a…
While the biggest names in tech burn through a historic spending spree, a small cluster of suppliers is quietly printing cash at a pace that has no precedent in this industry. Understanding…
Own ASML Holding (NASDAQ:ASML | ASML Price Prediction) before the opening bell on July 15 when the company reports Q2 results and almost certainly reiterates a raised full-year outlook the market is…
Applied Materials just blew past its own growth forecast, and the companies supplying every HBM stack and gate-all-around node are collecting the checks. Five picks-and-shovels stocks sit directly under that spending fire…
