The 2026 tape has split in two. Semiconductor stocks have ripped higher on AI infrastructure demand, while software names that powered the last cycle have stalled or rolled over. NVIDIA (NASDAQ:NVDA |…
The Fast Money panel on CNBC zeroed in on the question every AI investor is asking: How much longer can NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) keep printing? One panelist captured the…
Introduction Over more than three decades, Arm evolved into a leading CPU architecture supplier for smartphones and embedded devices, licensing CPU architectures and core designs to customers such as Apple (AAPL), Qualcomm…
Shares of Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) are heading higher Friday, trading at around $215 intraday and up roughly 6% on the session. The move caps a parabolic stretch that has…
Shares of Intel (NASDAQ:INTC | INTC Price Prediction) are ripping higher again in Friday afternoon trading, with the stock changing hands near $125, up roughly 14% on the session. The move caps…
Daiwa upgraded Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) to Outperform from Neutral on May 8, 2026, raising its price target to $225 from $140. Analyst Louis Miscioscia argues that Qualcomm’s identity is…
The question for retirement-focused investors weighing Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) against NVIDIA (NASDAQ:NVDA) is no longer abstract: which AI chip story belongs in a long-duration portfolio right now?…
Taiwan and South Korea sit at the center of the global chip supply chain, and three exchange-traded funds offer the most direct way to hold that exposure: the iShares MSCI Taiwan ETF…
Shares of Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) gained 8% and hit $223 in midday trading on Thursday, May 7, before coughing up some of the day’s gains. The move extends one…
In a revealing April 2026 interview on the Dwarkesh Podcast, NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang delivered a stark warning about the competitive landscape. He stated that if global…
Live Updates Stocks Stall 12:47pm ETThe wind has gone out of the market’s sails this afternoon, with the Nasdaq Composite barely eking out a slight gain while the S&P 500 has turned…
The Nasdaq Composite (^IXIC) etched a fresh all-time high and shows little sign of slowing down, with the tech-heavy benchmark up roughly 14% over the past month alone. Semiconductors have carried much…
The S&P 500 (^GSPC) punched to a fresh record Wednesday, with the broader market index now perched above 7,300. With a 7.6% YTD gain in the S&P 500 (^GSPC), bulls are back…
Qualcomm trades like a legacy modem company while quietly building the cheapest exposure to AI silicon in the entire Trump bull market, and that mispricing is the core investment thesis. Qualcomm (NASDAQ:QCOM…
The semiconductor sector continues to absorb capital at a pace tied to the AI infrastructure buildout, and three exchange-traded funds offer distinct angles on it: iShares Semiconductor ETF (NASDAQ:SOXX), VanEck Semiconductor ETF…
