The AI boom has turned semiconductors into geopolitical bargaining chips. One minute, Washington is tightening export controls. The next, trade delegations are back in Beijing trying to reopen markets worth tens of…
Rich Duprey Walk through a typical retail brokerage account in 2026 and the AI sleeve looks like a teenager’s bedroom. A little NVIDIA (NASDAQ:NVDA | NVDA Price Prediction), a little Palantir (NASDAQ:PLTR), a few “AI-adjacent” small…
Intel is having a moment again, with the Intel (NASDAQ:INTC | INTC Price Prediction) turnaround story dragging retail money back into a name that has spent the past four years as a…
Shares of Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) are trading near $396 in early action Tuesday. The move caps a stunning run that has the AI chip designer up 50%…
The question on every Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) shareholder’s mind is whether the stock can stretch from the low $400s to $500 before year-end. After running the numbers…
Vandita Jadeja Cameron Dawson, chief investment officer at NewEdge Wealth, dropped a statistic on Thoughtful Money with Adam Taggart that should reframe how investors think about diversification in 2026. “10 years ago, the semiconductor…
The leading AI chip names are dominating every AI headline, and for good reason: their chips and platforms sit at the center of the buildout. But here’s what you should actually be…
Citi just made a bold reassessment of the CPU story in the AI era. Analyst Atif Malik raised the firm’s price target on Intel to $130 from $95 and kept a Buy…
An analyst firm just put a much bigger number next to Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction), yet stopped short of telling clients to buy. Citi raised its price target…
Intel (NASDAQ:INTC | INTC Price Prediction) has more than tripled this year on a turnaround story that is real, and that is precisely the problem for anyone trying to put fresh money…
On a recent TBPN segment, host John Coogan walked listeners through what he framed as the most consequential industrial policy intervention in semiconductors since the CHIPS Act, namely Commerce Secretary Howard Lutnick…
Jim Cramer went on Mad Money Friday with a counterintuitive pitch: “You buy NVIDIA not for China, not because of the Cerebras IPO, but because it’s actually a cheap stock, cheaper than…
Meta’s (NASDAQ:META | META Price Prediction) Chief Financial Officer, Susan Li, said in the earnings call that they anticipate 2026 capital expenditures “…to be in the range of $125-145 billion, increased from our…
Shares of Microsoft (NASDAQ:MSFT | MSFT Price Prediction) are climbing in midday trading on Friday, up 4% to around $424.65 while the broader NASDAQ slides. The move stands out because nearly every…
The Philadelphia Semiconductor Index has climbed roughly 64% since late March. Nathan Peterson, Director of Derivatives Research and Strategy at Schwab, framed last week's action around a single dominant theme on the…
