Piper Sandler just put a fresh bullish stamp on Marvell with a new price target, and CEO Matt Murphy is calling the company the Switzerland of AI silicon. Whether that neutrality is…
A report of Intel raising chip prices sent shares surging 3% and erased the prior session's Piper Sandler-driven selloff, but the real question is whether the company has genuine pricing power or…
Skyworks CEO Phil Brace just went on the record at an investor conference with a statement that sent both SWKS and QRVO surging, and it shifts the entire risk calculus on one…
Skyworks and Qorvo are surging while the rest of the chip sector bleeds red, and the divergence points to something specific happening behind the scenes of their proposed merger. Here is what…
GoPro is surging double digits while its supposed optical-sector peers sit flat or fall, and no deal update has hit the wire. Something is driving this stock, and it may not be…
After a 188% year-to-date surge, Intel is suddenly retreating hard on a Thursday that turned risk-off fast, and NVIDIA and AMD are getting dragged down with it. Here is what is driving…
AMD's CFO just reshaped how big the AI chip market could get, and investors sent the stock surging past a key technical level while quietly slamming a door on one of Intel's…
David Moadel AI datacenter spending has turned optical networking into one of 2026's hottest trades, but the three biggest U.S. optics stocks have performed so differently that picking the wrong one meant leaving triple-digit…
Semiconductors are ripping while the broader tape barely moves, and that gap is splitting three major AI server stocks in completely different directions at midday Friday.
A blowout jobs report pushed September rate hike odds past 60%, which should have hammered high-multiple chip stocks. Instead, the semiconductor complex ran straight into the headwind and left the rest of…
Broadcom's AI revenue just posted a triple-digit surge, yet the stock is getting punished while its biggest rival is trading higher on the same report. The reason comes down to a margin…
Applied Materials just posted record revenue and raised its guidance, yet the stock keeps falling while its closest peers barely flinched. Understanding why that gap exists changes everything about what you should…
NVIDIA and Dell are both surging on separate catalysts today, but the chip sector fund is barely moving, and that split reveals something important about where the real AI buildout money is…
A global bond selloff sent long-term yields surging to levels not seen in over a year, and the chips sector is bearing the brunt as traders reprice the market's most ambitious AI…
Qualcomm stock has clawed back from a post-earnings collapse and then some, but the recovery hides a complicated mix of shrinking handsets, unproven data center bets, and margin pressure that makes the…
