Goldman Sachs models $765 billion in annual AI capital spending for 2026, climbing toward $1.6 trillion by 2031. That kind of multi-year buildout is the backdrop for three actively managed (or active-leaning)…
If you put $10,000 into Invesco PHLX Semiconductor ETF (NASDAQ:SOXQ) on the last trading day of 2025, you are sitting on about $19,400 this morning. The same $10,000 in the S&P 500…
Shares of three of the most explosive semiconductor names of 2026 are sliding hard in Friday morning trading. Micron Technology (NASDAQ:MU | MU Price Prediction) stock is down 5% to $942, SanDisk…
Shares of Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) are pulling back slightly midday Thursday, but the stock’s run over the past month has been historic. AMD stock is up 55%…
The hosts of The AI Daily Brief dropped a line this week that should reframe how every investor thinks about the AI capex cycle. “Part of the reason that they were opposing…
You can argue about almost every line in a NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) earnings release. The size, the margins, the customer concentration, the China hole. What you cannot argue about…
Shares of Broadcom (NASDAQ:AVGO | AVGO Price Prediction) are down 14% in Thursday morning trading, sinking to around $410 after closing Wednesday at $479.23. The reversal follows the company’s fiscal Q2 2026…
Ten years ago, AMD (NASDAQ:AMD | AMD Price Prediction) was a punchline. The stock traded around $4.16 in June 2016, the company was bleeding share to Intel, and bankruptcy chatter was still…
The Magnificent 7 has a new challenger. Strategist Ben Emons, in a post amplified by Bloomberg’s Joe Weisenthal on X, has dubbed a basket of seven semiconductor and AI-hardware names the “Parabolic…
Intel (NASDAQ:INTC | INTC Price Prediction) is dominating semiconductor headlines again, riding CHIPS Act drama, a U.S. government equity stake, and CEO Lip-Bu Tan’s sweeping turnaround narrative. Intel’s Financials Tell a Different…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) or Advanced Micro Devices (NASDAQ:AMD): Which AI chip stock belongs in a retirement-focused portfolio right now? Both ride the same AI infrastructure wave, yet they offer…
ASML (NASDAQ:ASML | ASML Price Prediction) has positioned itself in the enviable position of being the only equipment supplier capable of manufacturing lithography systems that can delineate patterns on semiconductor wafers at…
Nvidia (NASDAQ: NVDA | NVDA Price Prediction) stunned the tech world when it launched its RTX Spark chip for PCs. The company called it “the most efficient PC chip ever built.” In…
Ten thousand dollars dropped into the YieldMax AMD Option Income Strategy ETF (NYSEARCA:AMDY) on the last trading day of 2025 was worth about $20,144 by the close on May 29, 2026. The…
At $516.10, Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) is a hold. The stock sits roughly 10% below its 52-week high of $527.20 after one of the most violent rerates in…
Vandita Jadeja 
