Intel is having a moment again, with the Intel (NASDAQ:INTC | INTC Price Prediction) turnaround story dragging retail money back into a name that has spent the past four years as a…
Although the chip complex has spent the last six months looking unstoppable, Wall Street is starting to whisper that the heat may finally be coming out of the trade. A Reuters analysis…
The semiconductor sector continues to absorb capital at a pace tied to the AI infrastructure buildout, and three exchange-traded funds offer distinct angles on it: iShares Semiconductor ETF (NASDAQ:SOXX), VanEck Semiconductor ETF…
Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) keeps grabbing headlines as the consensus “NVDA alternative” in AI GPUs, the trade every retail account and hedge fund analyst seems to be piling…
Bernstein Research’s Stacy Rasgon has been making the rounds with a deceptively simple thesis: stop arguing about market share. On a recent Marketplace Morning Report segment titled Chipping away at Nvidia’s chip…
Palantir (NASDAQ:PLTR | PLTR Price Prediction) is back atop every retail watchlist, riding a 70% revenue quarter and a CEO who keeps reminding everyone he runs an “n of 1” business. The…
Global WFE Market Share and Competitive Positioning Chinese semiconductor equipment vendors continue to gain share within the global WFE market, although the absolute level remains modest. Global leaders such as Applied Materials…
Dylan Patel, founder and chief analyst at SemiAnalysis, laid out a blunt thesis on the Invest Like the Best podcast (EP.468): “People are like, oh, the memory story is overplayed. Everyone gets…
“Once you can build one, you can build 10. And once you can build 10, you can build a million.” That is how NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang…
ASML and TSMC just handed the AI bull case its strongest validation yet, reporting results and guidance that confirm hyperscaler infrastructure spending is accelerating, not cooling. For anyone still wondering whether the…
Three semiconductor ETFs are competing for the same investor dollar in 2026, each built on a different philosophy for capturing growth in the chip industry. The backdrop is hard to ignore: Deloitte…
The semiconductor equipment business keeps humming along the AI boom, where every new data center and accelerator chip demands ever-more-precise tools to shrink transistors. Demand for cutting-edge processors shows no slowdown, yet…
Rich Duprey Quantum computing is no longer a physics experiment. Google’s Willow chip, IBM’s quantum roadmap expansion, and IonQ’s commercial contracts have pushed the technology from research labs toward real enterprise applications. Markets are…
Live Updates AI Spending Spree12:55pm ETOpenAI and Anthropic are both projected to dramatically ramp up model training spending through the end of the decade, with OpenAI alone expecting to direct $121 billion…
AI chip demand keeps climbing, but chipmakers hit a brick wall without the right tools to crank out the next generation of processors. Only one company’s machines can unlock it: ASML Holding‘s(NASDAQ:ASML…
Rich Duprey 
