TSMC posted a blowout quarter while memory stocks cratered, and the split signals something important about where AI hardware demand is actually holding up and where it is starting to crack.
AppLovin is cratering 12% on Monday with no company-specific news to blame, leaving investors to wonder whether the selloff signals real trouble or just a high-beta name taking the brunt of a…
When Taiwan Semiconductor reports earnings on July 16, its commentary on CoWoS packaging and advanced-node capacity will ripple through five chip giants with billions of dollars riding on what the world's largest…
Nvidia, AMD, Palantir, and Tesla are all riding the AI wave in 2026, but the gap between their valuations, momentum, and math needed to reach bold 2029 targets reveals which name deserves…
Jim Cramer keeps pounding the table on one chip stock even as rivals flood the AI market with competing silicon. The reason he gives sounds almost too simple, but the financials suggest…
A surprise profit warning out of South Korea sent shockwaves through the chip sector Monday, and the fallout is hitting equipment makers and AI hardware names in ways that point to a…
Geopolitical friction is rattling semiconductor stocks and sending oil prices climbing just as corporate earnings season heats up. Here is what traders are watching as the pressure spreads across chips, space, and…
When Perplexity chose silicon for its AI coding stack, the decision exposed a fault line running beneath two blockbuster earnings reports and raised a question neither company wants asked out loud: is…
The ARK Innovation ETF (NYSEARCA:ARKK) remains one of the most recognizable thematic funds on the market, marketed as a bet on disruptive innovation across AI, genomics, fintech, and autonomous technology. Investors hold…
The Amplify Transformational Data Sharing ETF (NYSEARCA:BLOK) is the go-to actively managed vehicle for investors who want one ticker that covers the entire blockchain economy. BLOK owners get miners, exchanges, treasury holders,…
One brutal week and one chaotic Thursday left Rackspace investors staring at a guidance cut, a shareholder investigation, and a last-minute AI gamble with Palantir. Now the stock is bouncing hard, and…
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…
