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KLA Corporation just cratered 40% from its highs despite beating earnings five quarters in a row, leaving Wall Street torn…
Geopolitical relief triggered a sharp selloff in oil and a Treasury retreat, handing bulls an opening to reclaim momentum at…
Jensen Huang just called AI infrastructure the largest expansion in human history, yet NVIDIA shares sit $20 below a $5…
Lam Research reports Q4 earnings on July 29, and the setup heading into that print looks unlike anything its closest…
Michael Burry has placed a targeted short against Applied Materials, but Wall Street analysts keep piling on upgrades as memory…
Coatue Management's latest 13F reveals Philippe Laffont stacking chips on a single concentrated AI infrastructure bet, and one of his…
A wave of selling swept through semiconductor stocks Friday as investors began questioning whether the AI spending boom can justify…
Tech stocks buckled under the weight of soaring AI costs and a high-profile earnings stumble, sending chip ETFs into a…
AI capex is pulling forward lithography demand faster than Wall Street expected, and ASML just raised guidance again, putting a…
Two chip equipment giants both crushed earnings on the back of AI infrastructure spending, but their business models point in…
A cooler-than-expected inflation reading sent tech and chip stocks surging in premarket trading, but earnings from IBM and the big…
A single analyst note out of Seoul just erased billions from Korean chip stocks, and the same logic points straight…
A prominent AI investor argues that the real winners of the AI boom are not the labs building the models,…
Trump just claimed the right to charge every ship on Earth a 20% toll to pass through one of the…
A surprise profit warning out of South Korea sent shockwaves through the chip sector Monday, and the fallout is hitting…
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