Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) stock received an analyst downgrade from HSBC on Monday, May 4, with the firm cutting its rating to Hold from Buy while nudging the…
Palantir (NASDAQ:PLTR | PLTR Price Prediction) is back atop every retail watchlist, riding a 70% revenue quarter and a CEO who keeps reminding everyone he runs an “n of 1” business. The…
The standard way to own semiconductors is to buy a cap-weighted fund and accept that NVIDIA, Broadcom, and TSMC will dominate the returns. SPDR S&P Semiconductor ETF (NYSEARCA:XSD) takes the opposite approach.…
The Global X Artificial Intelligence & Technology ETF (NASDAQ:AIQ) tries to solve a problem most retail investors run into when they try to express an AI thesis: picking the right name. Buy…
The chip cycle that investors have grown accustomed to (boom, glut, correction, repeat) may be giving way to something different. According to IDC analyst Jeff Janochowicz, speaking on Marketplace’s “All-in-One” segment about…
Joel South For investors who want exposure to the artificial intelligence buildout without trying to pick the next NVIDIA, the iShares Future AI & Tech ETF (NASDAQ:ARTY) pitches a single-ticket solution: spread chips across…
I am opening with the bottom line. Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) trades at $392.34 after a 143% one-year run, and our 24/7 Wall St. price target points to…
Vandita Jadeja Taiwan Semiconductor Manufacturing Company (TSMC) (TSM) is a semiconductor foundry, which means it manufactures chips for other companies like Advanced Micro Devices, Inc. (AMD) and NVIDIA Corporation (NVDA) and 530 other companies.…
Shares of Taiwan Semiconductor (NYSE:TSM | TSM Price Prediction) recently hit fresh, new all-time highs as the semiconductor trade heats up, while investors digest that outstanding quarterly earnings report. Of course, the…
Joey Frenette NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and Taiwan Semiconductor Manufacturing (NYSE:TSM) just delivered the two most consequential earnings reports in AI hardware. NVIDIA closed fiscal 2026 with a 73.21% revenue surge, while…
When a fund advertises a yield above 50%, the number may not be wrong, it just isn’t telling the whole story. The YieldMax AMD Option Income Strategy ETF (NYSE:AMDY), the YieldMax PYPL…
WisdomTree Emerging Markets High Dividend Fund (NYSEARCA:DEM) offers a 4% yield at a trailing P/E near 11x, less than half the S&P 500 multiple. The catch is where that yield originates. This…
Philippe Laffont built Coatue Management by spotting major technology shifts early and betting on them with size. His fund has consistently leaned into the biggest platform changes in tech, from cloud computing…
Shares of NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) closed Thursday at $199.64, leaving the AI chip leader up just 7% year to date. NVIDIA shares trade only slightly above $200 on Friday…
Dylan Patel, founder and chief analyst at SemiAnalysis, laid out a blunt thesis on the Invest Like the Best podcast (EP.468): “People are like, oh, the memory story is overplayed. Everyone gets…
