Stifel just blew past Wall Street's AMD consensus with a target that would push the chipmaker into trillion-dollar territory, and the conditions required to get there are more specific than most investors…
Our Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) 24/7 Wall St. price target points to $258.16 over the next 12 months, implying 41.1% upside from the $182.97 close on July 7, 2026. Our…
The memory-chip complex has sold off hard from recent peaks. In light of this, investors are asking which of Micron Technology (NASDAQ:MU | MU Price Prediction), SanDisk (NASDAQ:SNDK), or Applied Materials (NASDAQ:AMAT)…
Shares of Intel (NASDAQ:INTC | INTC Price Prediction) are down 10% in Tuesday morning trading to $110, while Advanced Micro Devices (NASDAQ:AMD) stock is off 8% to $508. The moves cap a…
Momentum investing sounds like a physics law and behaves like a mood ring. The iShares MSCI USA Momentum Factor ETF (BATS:MTUM) has ridden the AI-chip surge to a 29% year-to-date gain through…
SK Hynix, the world’s second-largest memory-chip maker, is coming to the NASDAQ on Friday with the largest stock sale anyone has priced in years, and the chip complex is already pricing it…
Michael Burry, the Scion Asset Management founder popularized in The Big Short, disclosed a new short position against Micron Technology (NASDAQ:MU | MU Price Prediction) in a Substack post dated July 2.…
Savita Subramanian, Bank of America Securities’ head of US equity and quantitative strategy, took to CNBC this week with a simple message. Corporate earnings are “gangbusters”, and the trade you actually want…
ASML Holding (NASDAQ: ASML | ASML Price Prediction) and Applied Materials (NASDAQ: AMAT) both posted strong results into the AI capex wave. ASML’s Q1 FY2026 showed lithography dominance translating into pricing power,…
Applied Materials (NASDAQ:AMAT | AMAT Price Prediction) stock is ripping again. Shares are up 11% today to $697.61 in Monday trading, marking a fresh high, after KeyBanc Capital Markets issued a bullish…
David Moadel Live Updates Tech Headwinds10:27am ETJPMorgan is flagging a potential headwind for tech stocks, warning that retail investors are pulling back on leverage in options and margin accounts after reaching extreme levels. The…
At $567.25, Applied Materials (NASDAQ:AMAT | AMAT Price Prediction) looks extended for fresh capital, with the setup improving meaningfully on any retest of structural support near $460. After a brutal June flush,…
Alex Sirois I keep hitting the buy button on Applied Materials (NASDAQ:AMAT | AMAT Price Prediction) because the company sells the picks and shovels for every leading-edge AI chip the world is racing to…
Alex Sirois The iShares Semiconductor ETF (NASDAQ:SOXX) has gone vertical. SOXX trades near $569, up 89% year to date and 174% over the past year, a run powered less by valuation re-rating than by…
The Roundhill Memory ETF (CBOE:DRAM) is the first U.S.-listed pure-play memory-chip ETF, and it landed in the middle of one of the most violent upcycles the industry has ever seen. DRAM launched…
