Every quarter, one chipmaker hands its shareholders a stronger reason to own it than the previous quarter, and most investors are still scanning the wrong names for AI exposure.
Cerebras CEO Andrew Feldman says AI compute suppliers are not building on speculation but chasing orders already under contract, including a $20 billion-plus deal with OpenAI, and the companies moving fastest to…
The SPDR S&P Semiconductor ETF (NYSEARCA:XSD) and the VanEck Semiconductor ETF (NASDAQ:SMH) both offer exposure to semiconductors, yet they are two very different bets. XSD spreads chips money almost evenly across roughly…
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…
AMD has nearly tripled in a year on the back of exploding Data Center revenue and Lisa Su's boldest guidance yet, but the stock sits 12% off its highs with analyst targets…
Vandita Jadeja NVIDIA (NASDAQ:NVDA | NVDA Price Prediction), Palantir (NASDAQ:PLTR), and Advanced Micro Devices (NASDAQ:AMD) are the three names that defined this AI cycle. AMD is up 141.6% YTD. NVIDIA is up 9.58%. Palantir…
Six gigawatts. That is the total AMD Instinct GPU capacity AMD (NASDAQ:AMD | AMD Price Prediction) will deploy for Meta under a partnership disclosed alongside its most recent earnings, with the first…
Shares of Marathon Digital (NASDAQ:MARA | MARA Price Prediction) are up 18% in midday trading Thursday, changing hands at $14.27. The move puts Marathon Digital stock at the top of the crypto…
Shares of Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) are up 7% to $555.26 in early trading Thursday, leading a broad semiconductor rebound. Intel (NASDAQ:INTC) shares are up 5% to $116.14,…
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…
Broadcom (NASDAQ:AVGO | AVGO Price Prediction) stock is outperforming the semiconductor sector today, climbing 5% to $390 after Apple announced an expanded multiyear chip agreement with the company. Meanwhile, Intel (NASDAQ:INTC) stock…
A printed circuit board just pushed NVIDIA’s most powerful AI system into 2028 — at least according to one research firm. Semiconductor research firm SemiAnalysis reported on July 5–6, 2026 that NVIDIA’s…
The chip trade is having one of those days where every bull’s favorite narrative and every bear’s favorite chart are both correct at the same time. On Tuesday’s CNBC Morning Call Sheet…
Bank of America Securities Senior Semiconductor Analyst Vivek Arya believes the AI-driven semiconductor boom is still in its early stages. In a recent CNBC interview, he argued that demand for AI infrastructure…
Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction | AMD Price Prediction) is finally getting the AI story it has been chasing for a decade. Q1 2026 revenue landed at $10.25B, up…
Vandita Jadeja 
