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208 Articles
Wall Street has rediscovered the stock-split playbook. KLA (NASDAQ: KLAC | KLAC Price Prediction) announced a 10-for-1 forward stock split in…
Samsung and the memory chip cohort, riding a euphoric wave of HBM pricing and AI memory demand, have become the…
Hyperscaler AI budgets have to land somewhere. They land at the chip designers and at the one company whose tools…
Intel is having a moment again, with the Intel (NASDAQ:INTC | INTC Price Prediction) turnaround story dragging retail money back…
Although the chip complex has spent the last six months looking unstoppable, Wall Street is starting to whisper that the…
The semiconductor sector continues to absorb capital at a pace tied to the AI infrastructure buildout, and three exchange-traded funds…
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…
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