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Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) keeps grabbing headlines as the consensus “NVDA alternative” in AI GPUs, the…
Bernstein Research’s Stacy Rasgon has been making the rounds with a deceptively simple thesis: stop arguing about market share. On…
Palantir (NASDAQ:PLTR | PLTR Price Prediction) is back atop every retail watchlist, riding a 70% revenue quarter and a CEO…
Global WFE Market Share and Competitive Positioning Chinese semiconductor equipment vendors continue to gain share within the global WFE market,…
Dylan Patel, founder and chief analyst at SemiAnalysis, laid out a blunt thesis on the Invest Like the Best podcast…
“Once you can build one, you can build 10. And once you can build 10, you can build a million.”…
ASML and TSMC just handed the AI bull case its strongest validation yet, reporting results and guidance that confirm hyperscaler…
Three semiconductor ETFs are competing for the same investor dollar in 2026, each built on a different philosophy for capturing…
The semiconductor equipment business keeps humming along the AI boom, where every new data center and accelerator chip demands ever-more-precise…
Quantum computing is no longer a physics experiment. Google’s Willow chip, IBM’s quantum roadmap expansion, and IonQ’s commercial contracts have…
This article will be updated throughout the day, so check back often for more daily updates. President Trump has placed…
AI chip demand keeps climbing, but chipmakers hit a brick wall without the right tools to crank out the next…
This article will be updated throughout the day, so check back often for more daily updates. Markets got a jolt…
ASML Holding (NASDAQ:ASML | ASML Price Prediction) reports Q1 2026 results on April 15 before the market opens. As the…
Applied Materials (NASDAQ: AMAT | AMAT Price Prediction), ASML (NASDAQ: ASML), KLA (NASDAQ: KLAC), and Lam Research (NASDAQ: LRCX) have…
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