BlackRock's semiconductor fund has been quietly outpacing the one most chip investors default to, but the longer you look back at the numbers, the more complicated the story gets.
Two Wall Street price target raises built on separate arguments are lifting Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) stock, and the market is treating the bullish case as one that…
David Moadel Custom chips anchor the Investor Day pitch from Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction). The argument is lifting shares of both Marvell and Broadcom (NASDAQ:AVGO), the other major design partner hyperscale…
Options traders are betting on a market milestone no company has ever reached, and the window closes at the end of October. A single catalyst could tip the scales either way.
A key Taiwanese supplier’s best month ever has handed NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) a fresh artificial intelligence (AI) demand signal, and the chip designer’s record rally now has to answer…
Early-stage, unconfirmed talks with Terafab, a chip-manufacturing venture planned for Texas, have sent Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) stock to a record. Taiwan Semiconductor stock is up 2% to…
A weekend comment about a Texas chip venture is testing the most visible outside endorsement of Intel‘s (NASDAQ:INTC | INTC Price Prediction) foundry turnaround. Intel stock is at $114.52, down 4% in…
The optics trade is running hot again. Applied Optoelectronics (NASDAQ:AAOI) stock is leading it as buying spreads across the companies building high-speed connections for artificial intelligence data centers. Applied Optoelectronics stock is…
Semiconductor shares are extending their recent run, and Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) stock is moving with a chip complex that buyers are bidding up across the board. AMD…
A revised takeover agreement is lifting both the buyer and the target in a chip deal that just got simpler. On Semiconductor (NASDAQ:ON | ON Price Prediction) stock is at $86.64, up…
Few hardware names have kept pace with Applied Optoelectronics (NASDAQ:AAOI) stock this year. Shares of the optical transceiver maker have outrun its closest industry rivals and the chip sector, driven by demand…
Intel (NASDAQ:INTC | INTC Price Prediction) stock rose 3% to $119.23 on Wednesday, capping a surprisingly strong September for the chip contender. NVIDIA (NASDAQ:NVDA) shares ticked up 1% to $230.48, while Advanced…
Hewlett Packard Enterprise (NYSE:HPE | HPE Price Prediction) stock jumped 5% to $64.55 on Wednesday after the company secured its first order for Advanced Micro Devices (NASDAQ:AMD) Helios AI Rack systems. The…
Michael Burry just swapped unlimited-horizon short positions for expiring put contracts on Micron, accepting a hard deadline to be right before a stock up 550% in a year reports earnings in hours.
Few large chip names have delivered a year like Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction), and the scale of that run now forces a real decision on shareholders. Marvell stock is…
