China has reportedly indicated willingness to approve NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) H200 chips for import. The timing, conditions, and competitive dynamics present a complex situation for the company’s China market…
Live Updates Cathie Woods Just Bought Shares of Broadcom9:02am ETCathie Wood, who created the ARK Invest funds, is well known as a Tesla bull. However, her funds have been selling the stock…
Shares of USA Rare Earth (NASDAQ: USAR) are up about 20%, or $3.88, with volume spiking to 14 million, as compared to its daily average volume of 11.1 million. Fueling upside, the…
Live Updates SpaceX IPO 11:38am ETElon Musk’s other company, SpaceX, is inching closer to making its listed market debut. The company has reportedly enlisted a cohort of investment banks to underwrite the…
With the lithium supply-demand story heating up again, Albemarle (NYSE: ALB | ALB Price Prediction) is still exploding higher. In fact, since Friday, ALB ran from about $162 to $179 and could…
Most investors on Wall Street are aware of Nvidia (NASDAQ:NVDA | NVDA Price Prediction), AMD (NASDAQ:AMD), Broadcom (NASDAQ:AVGO), and the like. However, have you looked into ACM Research (NASDAQ:ACMR)? Very few will…
NVIDIA CEO Jensen Huang just told us what the market already knew but few wanted to price in: we need trillions more dollars for AI infrastructure buildout. Not billions. Trillions. His timing…
There has been a loss of momentum for Nvidia (NASDAQ:NVDA | NVDA Price Prediction) in recent months, which has been the case for many other stocks leading the AI rally. Investors are…
Tuesday morning brings five major stories, and five ways to profit. Here’s what happened and how you make money from it. 1. Netflix Goes All-Cash: Warner Bros Deal Gets Real Netflix revised…
Shares of Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) gained 10.83% over the past month after losing 12.69% the month prior. That brings the chipmaker’s stock to a 95.74% one-year gain.…
Live Updates Fed Chair Uncertainty 12:45pm ETWith the Fed’s Jerome Powell’s chairmanship term in the final stretch, rumors of his successor have the ability to move the markets. U.S. National Economic Council…
U.S. AI stocks extended their rally in pre-market trading Friday, riding momentum from TSMC’s blowout earnings that validated the infrastructure buildout thesis. But beneath the surface, cracks are forming. Stanley Druckenmiller just…
Trump’s 25% tariff on AI chips landed the same day Taiwan Semiconductor Manufacturing Company (TSMC) posted blowout earnings and dismissed AI bubble fears. TSMC’s stock surged 8% Thursday, pulling AMD up 12%…
Live Updates No AI Bubble11:42am ETLarry Fink, CEO of BlackRock, the biggest asset management firm on the planet, said he sees zero signs of an AI bubble “by any imagination,” bursting the…
1. Wells Fargo crowns AMD the new chip king. The bank upgraded semiconductor stocks this morning with AMD as its top pick—a bold call considering Nvidia’s dominance. AMD crushed both the market…
