Arm's CEO just doubled a key pipeline figure in a single quarter, and the stock is already priced like the bet pays off. Here is what the numbers say about whether bulls…
David Tepper just posted a 32% return in six months riding memory chips, then quietly dumped his winners and moved the money somewhere most AI investors are completely ignoring.
Two AI chip giants moved in opposite directions Friday as Wall Street put a massive dollar figure on a financing structure that Broadcom and Nvidia both use, raising questions about which companies…
Jim Cramer is calling a special Investing Club session on semiconductors, and the timing is no accident. Chip earnings this quarter have split the sector into clear winners and laggards, and Cramer…
Jim Cramer is hosting a semiconductor-focused call Thursday, and the AI capex cycle is running hotter than any point in the last two years. Five names define the trade right now, but…
Wall Street keeps punishing Qualcomm for its handset headaches while ignoring two growth engines quietly building toward a $40 billion target. The valuation gap between what the market prices in and what…
Qualcomm has spent five years watching rivals soak up AI excitement while its stock went nowhere, but a shift toward on-device inference could make that stagnation look like the setup for something…
Memory costs are already squeezing Apple hard enough that Tim Cook called it a once-in-a-century event, but the worst may still be ahead for iPhone buyers and Apple shareholders alike.
SCHD charges just 0.06% per year, but taxable investors who lived through the March reconstitution discovered a second bill arriving in a very different form. Here is what the expense ratio line…
Qualcomm's stock just took a brutal post-earnings hit despite beating revenue estimates, and the reason the market sold off so hard tells you almost nothing about where this company is actually headed.
Rivian just posted its cleanest quarterly beat in months and lifted full-year guidance, so why are shareholders waking up to an 8% drop while Lucid bleeds in sympathy and Tesla quietly holds…
Arm sits 34% below its 52-week high after a brutal month, yet hyperscalers are quietly handing it control of their AI infrastructure. The question is whether this pullback is a warning or…
Qualcomm reports tonight with CEO Cristiano Amon calling this the trough quarter for Chinese handset revenue, but a new data center push and hyperscaler silicon ramp mean the real question is whether…
Thomas Richmond Qualcomm reports Q3 earnings on July 29 with Polymarket odds heavily favoring a beat, yet the stock still trades at a fraction of its chip rivals' valuations. Whether that gap closes depends…
Arm stock has shed nearly a third of its value in just one month, yet the company's AI data center pipeline tells a very different story heading into Wednesday's earnings report.
