Jim Cramer called it “the greatest time in the history of the industry” on Mad Money Thursday night, and the data is screaming the same thing: Applied Materials (NASDAQ:AMAT | AMAT Price…
Tucked inside SpaceX’s pre-IPO S-1 filing are two project names most investors have never heard. Macrohard is an agentic AI software platform, and Terafab is a vertically integrated chip fabrication initiative. Tesla…
Samsung and the memory chip cohort, riding a euphoric wave of HBM pricing and AI memory demand, have become the loudest trade in tech right now. But the smarter seat is upstream,…
If you are picking a U.S. technology ETF, the choice almost always narrows to Fidelity MSCI Information Technology Index ETF (NYSEARCA:FTEC) and The Technology Select Sector SPDR Fund (NYSEARCA:XLK). Both look like…
Pre-Market Stock Futures: Futures are trading lower after a spectacular week came to an abrupt end Friday, as all the major indices were absolutely hammered. Voices across financial media were busy pointing out…
Eight Wall Street firms hiked their price targets on Applied Materials (NASDAQ:AMAT | AMAT Price Prediction) in a single coordinated wave on May 15, following the chip equipment giant’s record Q2 FY2026…
David Moadel Live Updates Applied Materials Q2 Earnings Coverage Wrap-Up4:52pm ETThat wraps up our initial coverage of Applied Materials’ Q2 results. Thank you for stopping by! Check out management’s earnings call tonight for more…
Thomas Richmond Although Wall Street is sitting at fresh record highs, with the benchmark S&P 500 up 8% year to date and the technology-packed NASDAQ Composite riding a relentless AI capex wave, the bond…
The AI semiconductor trade has a passport, and lately it has been stamped more often in Seoul than in San Jose. On a recent Reuters Morning Bid podcast segment titled Chip stock…
Pre-Market Stock Futures: Futures are trading higher as we get set to end what has been one of the wildest weeks on Wall Street in some time. After blowing through all-time highs…
Taiwan and South Korea sit at the center of the global chip supply chain, and three exchange-traded funds offer the most direct way to hold that exposure: the iShares MSCI Taiwan ETF…
The semiconductor sector continues to absorb capital at a pace tied to the AI infrastructure buildout, and three exchange-traded funds offer distinct angles on it: iShares Semiconductor ETF (NASDAQ:SOXX), VanEck Semiconductor ETF…
Pre-Market Stock Futures: Futures are trading higher on Tuesday after new highs on Friday turned into a risk-off Monday, triggered by rising oil prices, a report that Iran attacked the UAE, and…
KLA (KLAC) is not like other semiconductor equipment companies, and that difference is becoming more important as AI drives a shift in how chips are manufactured. Specifically, KLAC primarily designs and sells…
Semiconductor stocks ripped higher in April, with several names posting one-month gains that would outperform one-year returns for most portfolios. On CNBC’s Halftime Report episode “Can the Market Move Higher in May?”…
