Intel's stock is surging while the rest of the chip sector sits flat, and the reasons behind that split tell a much bigger story about where the semiconductor race is actually headed.
Coatue Management's latest 13F reveals Philippe Laffont stacking chips on a single concentrated AI infrastructure bet, and one of his five picks has nothing to do with semiconductors at all.
Vanguard's flagship growth ETF has spent a decade crushing the market, but something shifted in 2026 and the two signals now driving its fate have nothing to do with stock picking.
AMD just added Microsoft to a customer roster that already includes OpenAI and Meta, and the stock is sitting 8% below its 52-week high with a Q2 guidance number that should make…
Marvell collapsed 34% from its June peak while reporting accelerating AI bookings and raising its full-year outlook, a contradiction that points to either a rare buying opportunity or a value trap hiding…
Vanguard's most popular dividend ETF screens for companies with decades of consistent payouts, yet its single largest position is an AI semiconductor giant up over 700% in five years. What the fund's…
Jim Cramer compared owning tech stocks to being tied to railroad tracks while a freight train approaches, and he has a very specific set of sectors in mind as the escape route.
SK Hynix surged 14% Tuesday without a single company-specific headline, and the real test comes July 29 when its earnings either confirm or shatter the bullish memory narrative Micron just set.
Wall Street sees SpaceX doubling from here while one prominent analyst calls it worth half the current price, and the gap between those two targets is wider than almost any large-cap stock…
Wall Street keeps punishing Broadcom while its cash registers keep ringing, and one investor believes the gap between those two facts is the trade of the decade.
Hock Tan turned a struggling chip company into a trillion-dollar AI powerhouse through relentless acquisitions and brutal capital discipline. What that journey actually returned to patient investors since day one will make…
Trey Thoelcke A single analyst preview note sent Intel surging and pulled the entire chip sector with it, but the same firm kept a price target well below where the stock trades today. Here…
Nvidia just posted 85% revenue growth and raised its buyback to $80 billion, yet the stock sits 28% below its 52-week high and Wall Street is split on whether the AI trade…
Four battered AI infrastructure stocks are staging a violent Monday morning bounce after losing up to 43% in a single month, but the question dividing bulls and bears is whether the buying…
One fabless chipmaker keeps showing up in my AI data center research, and its financials look nothing like the household names dominating the conversation. Here is why I keep adding shares instead…
