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A single report on Chinese memory chip makers sent Micron tumbling and pulled Intel, AMD, and Marvell down with it,…
Three years ago AMD had almost no presence in AI data centers. Today hyperscalers treat it as a strategic partner…
Intel reports earnings on July 23, and something unusual is happening ahead of that print: prediction markets, insider activity, and…
SOXL just shed 30% after a stunning run, and two very specific pressure points will decide whether holders walk away…
A CleanSpark data center lease so large it dwarfs the company's own market cap sent shares surging Tuesday, while every…
A cooler-than-expected inflation print sent chip stocks surging Tuesday, but AMD sitting at a 185x P/E after a 150% year-to-date…
NVIDIA, AMD, and Broadcom are all chasing the same AI silicon gold rush, but their valuations tell wildly different stories…
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…
Trump just claimed the right to charge every ship on Earth a 20% toll to pass through one of the…
TSMC posted a blowout quarter while memory stocks cratered, and the split signals something important about where AI hardware demand…
AppLovin is cratering 12% on Monday with no company-specific news to blame, leaving investors to wonder whether the selloff signals…
When Taiwan Semiconductor reports earnings on July 16, its commentary on CoWoS packaging and advanced-node capacity will ripple through five…
Nvidia, AMD, Palantir, and Tesla are all riding the AI wave in 2026, but the gap between their valuations, momentum,…
Jim Cramer keeps pounding the table on one chip stock even as rivals flood the AI market with competing silicon.…
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