The setup is almost too neat. South Korea’s Kospi just had what local press called a “Black Tuesday,” dropping nearly 10% as foreign investors dumped semiconductor shares and tripping circuit breakers. American…
Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) just put the rest of the chip sector on notice. Monthly revenue for May 2026 hit NT$416.98 billion, up 30.1% year over year, and…
Vandita Jadeja Four billionaire portfolio managers who almost never end up on the same side of a trade quietly converged on Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction). Chase Coleman’s Tiger Global added…
D.A. Davidson’s head of technology research, Gil Luria, used a CNBC “Closing Bell Overtime” appearance to argue that the chip rally has produced a valuation contradiction investors should not ignore. His framing:…
I keep buying Taiwan Semiconductor and I am not going to stop, because every dip the market hands me looks like a gift I refuse to refuse. Taiwan Semiconductor Manufacturing (NYSE:TSM |…
Strategy, the company formerly known as MicroStrategy (NASDAQ:MSTR | MSTR Price Prediction), is back in every feed because Michael Saylor turned a sleepy software vendor into a $43.6 billion leveraged bitcoin proxy…
Intel (NASDAQ:INTC | INTC Price Prediction) stock is ripping higher Thursday morning, up 10% to around $133 in early trading. The catalyst is a high-profile announcement out of Washington that ties the…
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang clearly wasn’t fazed when AI stocks tanked after the overheated U.S. jobs numbers, which seemingly fanned fears of rate hikes to come. In…
Shares across the AI infrastructure complex are trading mixed after well-known short seller Jim Chanos publicly compared today's artificial intelligence capital spending boom to the 1999-2000 telecom build-out. NVIDIA (NASDAQ:NVDA) stock is…
Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) is the most important company in the AI supply chain that nobody can replace. CEO C.C. Wei told investors that “global chip supply will…
Vandita Jadeja Holding only NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) has been the easiest trade in markets for the better part of three years. The case is hard to argue with: a $5.06 trillion…
Live Updates ChatGTP Loses Market Share12:46pm ETChatGPT’s grip on the AI chatbot market is loosening, with its global market share dropping below 50% for the first time, according to TechCrunch. Sensor Tower…
Here is a fact that will annoy anyone who has been told NVIDIA is the only way to play artificial intelligence. Over the past year, the Global X Artificial Intelligence & Technology…
A Redditor shared the kind of story that makes everyone reach for the calculator. A friend put roughly $1 million into Direxion Daily Semiconductor Bull 3X Shares (NYSEARCA:SOXL), watched the position bleed…
Oracle (NYSE:ORCL | ORCL Price Prediction) recently reported blockbuster earnings, with both the top and bottom lines coming in above estimates. Revenue came in at $19.2 billion ($100 million higher than estimated), and…
