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…
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…
The AI Boom and Hidden Opportunities The artificial intelligence (AI) industry is booming, driven by soaring demand for advanced chips that power everything from generative AI models to data center infrastructure. While…
Without the leadership of the red-hot U.S. tech sector, the S&P probably wouldn’t be making new highs right about now, especially as the tariff deadline looms while new tariff threats are made.…
A Monster AI Stock Now and Tomorrow Palantir Technologies (NASDAQ:PLTR | PLTR Price Prediction) is a leading artificial intelligence (AI)-driven data analytics firm that has transformed decision-making for governments and corporations. Its…
Taiwan Semiconductor (NYSE: TSM | TSM Price Prediction) keeps smashing expectations as it gains market share and becomes an essential stock to own for investors focused on the growth of AI. In the segment below,…
With over $5 trillion of new investment commitments to date, the U.S. is experiencing a business renaissance being incentivized by President Trump. So far, $1.4 trillion has been committed by U.A.E., $600…
