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AMD's two-day AI summit could jolt a sector that investors are losing their nerve on, but the real story has…
SanDisk, Western Digital, and Micron are surging for a second straight session as a Bank of America upgrade and a…
AMD keeps landing on the buy list every quarter, and the reasons have less to do with hype than with…
A single analyst preview note sent Intel surging and pulled the entire chip sector with it, but the same firm…
Intel's stock has surged nearly 323% over the past year on a turnaround narrative, but the GAAP numbers behind that…
Memory stocks are staging a sharp Monday afternoon reversal after weeks of brutal selling across the chip complex, but the…
Nvidia just posted 85% revenue growth and raised its buyback to $80 billion, yet the stock sits 28% below its…
Palantir bears have called the stock overvalued at every step, yet the company keeps silencing them with results that strain…
A surprise lease announcement just sent one battered energy infrastructure stock soaring 10% while dragging its crypto mining peers along…
Oil prices are pulling back and Middle East diplomacy is flickering back to life, giving stocks room to run Monday…
A surprise addition to AMD's AI customer roster has analysts scrambling to revise their price targets, and the chipmaker's upcoming…
Korea's stock market just became the most important indicator for U.S. chip stocks, and the connection runs straight through SK…
A Korean brokerage downgrade lit a fuse under chip stocks Monday, sending a controversial leveraged ETF surging while NVIDIA, AMD,…
Bears keep recycling the same China narrative about Nvidia, but each earnings report dismantles it faster than they can rebuild…
SMH has turned semiconductor investing into a mainstream trade, but most holders have never done the math on what they…
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