A surprise profit warning out of South Korea sent shockwaves through the chip sector Monday, and the fallout is hitting equipment makers and AI hardware names in ways that point to a…
While the biggest names in tech burn through a historic spending spree, a small cluster of suppliers is quietly printing cash at a pace that has no precedent in this industry. Understanding…
Own ASML Holding (NASDAQ:ASML | ASML Price Prediction) before the opening bell on July 15 when the company reports Q2 results and almost certainly reiterates a raised full-year outlook the market is…
Applied Materials just blew past its own growth forecast, and the companies supplying every HBM stack and gate-all-around node are collecting the checks. Five picks-and-shovels stocks sit directly under that spending fire…
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…
