One of a Kind Opportunities Monopolies often carry a negative connotation, viewed as market-dominating giants that stifle competition and invite regulatory scrutiny. Governments worldwide, from the U.S. to the EU, have historically…
Government Stake in Intel Sparks Surge Reports yesterday that the Trump administration is exploring a potential equity stake in Intel (NASDAQ:INTC | INTC Price Prediction), a move that could significantly reshape U.S.…
A Long Slog Lower Once a darling of the AI boom, Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) was a standout performer in the stock market, riding the wave of demand…
Political Meddling Overshadows Strategic Win Intel (NASDAQ:INTC | INTC Price Prediction) stock is down 2.2% in morning trading today after President Trump publicly called for CEO Lip-Bu Tan’s resignation, citing a “conflict…
Gaining an Investment Edge Living up to his reputation for unpredictability, President Trump surprised the market yesterday by announcing a staggering 100% tariff on imported semiconductors, a move aimed at bolstering U.S.…
Strong Quarter, Weak Outlook British semiconductor designer Arm Holdings (NASDAQ:ARM | ARM Price Prediction) delivered a solid fiscal 2026 first-quarter, posting revenue of $1.053 billion, up 12% year-over-year, marking its second straight…
In a historic milestone, Nvidia (NASDAQ:NVDA | NVDA Price Prediction) has become the first company to reach a staggering $4.3 trillion market valuation, eclipsing the second-largest company, Microsoft (NASDAQ:MSFT), by $500 billion…
In a recent episode of the AI Investor Podcast (embedded above), host Austin Smith and technology analyst Eric Bleeker discussed the implications of the Big Beautiful Bill on the tech industry, particularly regarding artificial…
Eric Bleeker Though we’ve only gotten a small glimpse of the second-quarter moves made by the smart money crowd, it’s looking like shares of Taiwan Semiconductor (NYSE:TSM | TSM Price Prediction) are an early favorite…
Joey Frenette Ready for Takeoff The semiconductor industry is a high-stakes arena where innovation and execution dictate dominance. Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) has just made a pivotal move that could…
Determining the “best” stock to buy in a particular sector is a difficult exercise, particularly because there are simply so many options for investors to choose from with very different business models…
Live Updates More Job Cuts at Amazon12:08pm ETIn an exclusive report, Reuters is reporting that Amazon.com (Nasdaq: AMZN | AMZN Price Prediction) has “made the difficult business decision to eliminate some roles…
Live Updates Taiwan Semiconductor Price Target Raised2:36pm ETEric BleekerTaiwan Semiconductor’s price target was raised by Goldman Sachs to $274. The bank has the stock on its ‘conviction buy’ list. Mid-Day Check-In: Taiwan…
Eric Bleeker A Better Path to Growth and Profits Artificial Intelligence (AI) is revolutionizing industries, from healthcare to autonomous vehicles, driving unprecedented demand for advanced chips and infrastructure. Nvidia (NASDAQ:NVDA | NVDA Price Prediction)…
Beating the S&P 500 over the long run has become the yardstick for measuring truly outstanding investors. Most investors fail to beat this index, including professional investors and hedge funds. Over a…
