I keep hitting the buy button on AMD because Lisa Su has stopped chasing NVIDIA and started co-designing the next phase of AI infrastructure alongside it. Every few months I tell myself…
Alex Sirois Chip stocks are catching a strong risk-on bid at midday Tuesday, with mega-cap semiconductors leading the broader tape higher. Intel (NASDAQ:INTC | INTC Price Prediction) stock is up 7% to $140.56, while…
There has been a great deal of discussion about whether the stock market will eventually start to sell off the Magnificent Seven. In June, as a group, their market cap dropped $2.3…
The ARK Innovation ETF (NYSEARCA:ARKK) has barely moved this year, gaining about 2% year to date through late June and sitting at roughly $78 per share. That stasis hides a violent tug…
Intel (NASDAQ:INTC | INTC Price Prediction) stock is trading at $130.60 midday Monday, up 2% on the session. The move follows a major price-target hike from Cantor Fitzgerald, which raised its target…
Cristiano Amon walked into Qualcomm’s (NASDAQ:QCOM | QCOM Price Prediction) Investor Day on June 24, 2026 with a number designed to be repeated. Over $15 billion in annual data center AI chip sales by…
Omor Ibne Ehsan Shares of ON Semiconductor (NASDAQ:ON | ON Price Prediction) are down 20% in early Friday trading, sliding to $95 after the chipmaker unveiled an all-stock acquisition of Synaptics (NASDAQ:SYNA). The drop erases…
Our Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) call sits on a strong analyst tailwind and a stretched multiple. After a 148.68% year-to-date rally, the question is whether the next leg…
Vandita Jadeja The ARK Space Exploration & Innovation ETF (CBOE:ARKX) has become a popular parking spot for investors seeking space exposure without waiting for the SpaceX IPO. With Elon Musk’s rocket company reportedly headed toward a…
Memory stocks rarely produce 84% gross margins. Commodity DRAM is the business school case study for cyclical pain, where pricing power goes to die. So when Micron Technology (NASDAQ:MU | MU Price…
Melius Research’s head of tech research, Ben Reitzes, told CNBC to lean into chip-stock weakness and stay clear of the cloud giants paying for the buildout. “I’m telling them to buy on…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and Advanced Micro Devices (NASDAQ:AMD) both posted earnings confirming AI infrastructure dominates semis. NVIDIA reported a $75.246 billion Data Center quarter. AMD reported $5.775 billion. The…
Arm Holdings (NASDAQ:ARM | ARM Price Prediction) and Advanced Micro Devices (NASDAQ:AMD) both reported earnings within 24 hours of each other in early May. Arm sells the blueprints. AMD ships the silicon.…
Four straight down sessions have erased more than $900 billion in equity value, with the proximate cause tracing to Seoul. The Kospi fell nearly 10% in its worst session in years, and…
CNBC’s Dominic Chu opened Tuesday’s market coverage with a familiar tape pattern that has not shown up much in 2026. “The tech sell-off that began Monday building momentum this morning after memory…
