Artificial intelligence has become one of the biggest investment themes of the decade, but leadership inside the industry isn’t standing still. Nvidia (NASDAQ:NVDA | NVDA Price Prediction) has dominated AI accelerators for…
Rich Duprey Shares of Broadcom (NASDAQ:AVGO | AVGO Price Prediction) are up 6% to $381 in early Monday trading after the company said it agreed to expand its custom-chip partnership with Apple (NASDAQ:AAPL) through…
Live Updates Auto AI 12:12pm ETMicron Technology (NASDAQ:MU | MU Price Prediction) and Ford (NYSE:F) announced a long-term Strategic Customer Agreement to secure memory and storage supply for Ford’s next-generation vehicle production.…
NVIDIA’s fundamentals have never looked stronger, yet its stock is limping through 2026. NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) is up just 3.2% year to date, a striking laggard in a sector…
AMD (NASDAQ:AMD | AMD Price Prediction) and Palantir (NASDAQ:PLTR) both delivered blockbuster Q1 2026 results in early May, attacking the AI opportunity from different angles. AMD sold the silicon that trains and…
Artificial intelligence continues to reshape the technology industry at a pace few expected. What began as a race to build faster AI chips has expanded into a massive infrastructure buildout spanning data…
Invesco’s Fiona Lim says the AI-fueled semiconductor surge is shifting from a broad, momentum-driven rally to a tougher phase where stock picking and profitability will separate winners from laggards. Speaking on Bloomberg’s…
Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) has become the semiconductor story of 2026. Shares are up 152.56% year-to-date, driven by an AI infrastructure buildout that keeps expanding faster than the…
Vandita Jadeja Shares of Broadcom (NASDAQ:AVGO | AVGO Price Prediction) have gone almost nowhere in 2026, up just 4.15% year to date (YTD) while the rest of the AI chip complex has ripped higher.…
On June 30, Jim Cramer told Mad Money viewers his favorite stock is a company most people wrote off two years ago. "Intel, currently my favorite stock. CEO Lip-Bu Tan has turned…
Intel (NASDAQ:INTC | INTC Price Prediction) shares are down 6% to $119.83 at midday Thursday, leading a sharp pullback across chip names. Advanced Micro Devices (NASDAQ:AMD) stock is off 5% to $511.67,…
The first half of 2026 handed investors a split-screen market. The Dow rose roughly 8% in the first half of 2026, while the Nasdaq-100 gained about 26% in Q2, powered almost entirely…
Dom Rizzo runs T. Rowe Price’s Global Technology Fund, and the numbers he brings to the table force even skeptics to sit up. His fund has compounded at more than 40% a…
Our NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) 24/7 Wall St. price target for the next 12 months is $252.14, implying 27.62% upside from the current price of $197.58. NVIDIA has slipped hard…
On CNBC’s Closing Bell Overtime the evening of June 30, 2026, a guest said the quiet part out loud about AI hardware: “the AI memory hardware food chain is still trading as…
