Jim Cramer called it “the greatest time in the history of the industry” on Mad Money Thursday night, and the data is screaming the same thing: Applied Materials (NASDAQ:AMAT | AMAT Price…
In this piece, we’ll have the battle of the semi firms with monopolistic firms atop the semiconductor market. Undoubtedly, both firms are absolutely critical to the production of semis. Without them, none…
Goldman Sachs just named NVIDIA and Micron Technology the biggest AI winners of the next earnings cycle, and the stock is already moving. Micron is up 214% year-to-date. If you are still…
The iShares Core MSCI EAFE ETF (NYSEARCA:IEFA) has quietly become one of the year’s standout core holdings, trading near $97 after a 8% year-to-date run and a 22% one-year gain. With $169.6…
If you bought Amplify CWP International Enhanced Dividend Income ETF (NYSEARCA:IDVO) for the monthly checks, the prospectus detail that matters most this year is the one you probably skimmed: IDVO is unhedged.…
The stock-split conversation is heating up again. KLA announced a 10-for-1 forward split in May 2026, and Booking Holdings completed a 25-for-1 split announced in February 2026. With two marquee names in…
The Amplify CWP International Enhanced Dividend Income ETF (NYSEARCA:IDVO) has quietly become one of the more interesting income vehicles in the international space, with the ETF returning 35% over the past year…
Wall Street has rediscovered the stock-split playbook. KLA (NASDAQ: KLAC | KLAC Price Prediction) announced a 10-for-1 forward stock split in May 2026 alongside a fiscal Q3 earnings beat and a roughly 21%…
Samsung and the memory chip cohort, riding a euphoric wave of HBM pricing and AI memory demand, have become the loudest trade in tech right now. But the smarter seat is upstream,…
Hyperscaler AI budgets have to land somewhere. They land at the chip designers and at the one company whose tools make advanced chips physically possible. That is the entire thesis behind Invesco…
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…
