Arm shares have shed nearly a third of their value since mid-June, and investors now face a fork in the road between a bargain and a value trap. Our proprietary model points…
Taiwan Semi just posted a blowout quarter, yet chip stocks are getting hammered anyway. The reason traces back to a capex number that is rattling investors and raising questions about who actually…
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 investors chase GPU names, a quieter group of semiconductor companies is absorbing the real capital flowing into AI data centers, and five of them are already posting triple-digit revenue growth that…
Arm Holdings (NASDAQ:ARM | ARM Price Prediction) has been one of 2026’s most dramatic stories, ripping from a January low near $105 to a record $452.70 in June before giving back gains.…
Vandita Jadeja Live Updates Apple Falls12:38pm ETApple (NASDAQ:AAPL) is bucking the broader tech rally Monday, slipping 1.2% after Senator Tom Cotton issued a warning against the company using blacklisted Chinese chips, a development that…
Arm (NASDAQ:ARM | ARM Price Prediction) has been one of the wildest rides in semiconductors this year, and the question on every shareholder’s mind is whether the current run still has gas…
Vandita Jadeja 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.…
Artificial intelligence is reshaping the semiconductor industry in ways few investors anticipated just a few years ago. The early winners were obvious: Nvidia (NASDAQ:NVDA | NVDA Price Prediction) dominated AI accelerators, while…
Rich Duprey Shares of Arm Holdings (NASDAQ:ARM | ARM Price Prediction) stock are down 10% today, trading near $367 in Tuesday afternoon action. The slide pulls Arm shares well below their June 17 all-time…
David Moadel Stanley Druckenmiller’s Duquesne Family Office disclosed positions in Arm Holdings (NASDAQ: ARM | ARM Price Prediction), Sea Limited (NYSE: SE), and STMicroelectronics (NYSE: STM) in its Q1 2026 13F, filed May 15,…
Stanley Druckenmiller sold his entire Alphabet (NASDAQ:GOOG | GOOG Price Prediction) stake in the first quarter of 2026 and rotated the proceeds into SanDisk (NASDAQ:SNDK), Seagate Technology (NASDAQ:STX), Micron Technology (NASDAQ:MU), Broadcom (NASDAQ:AVGO), and…
The semiconductor sector ripped 8.8% in a single week, with the SMH ETF closing at $619.96 on June 12, 2026, reclaiming levels above both Tuesday’s and Friday’s highs after getting hard hit…
Brad Gerstner's Altimeter Capital fully exited its entire 519,290-share Alphabet (NASDAQ:GOOGL) position in Q1 2026, according to the firm's 13F filed May 15, 2026 (SEC CIK 0001541617). In its place, Gerstner opened…
Shares of Arm (NASDAQ:ARM | ARM Price Prediction) are up 11% in midday trading on Friday, June 12, changing hands near $379. Qualcomm (NASDAQ:QCOM) stock is also rallying, climbing 5% to trade…
