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Cameron Dawson, chief investment officer at NewEdge Wealth, dropped a statistic on Thoughtful Money with Adam Taggart that should reframe…
The leading AI chip names are dominating every AI headline, and for good reason: their chips and platforms sit at…
Citi just made a bold reassessment of the CPU story in the AI era. Analyst Atif Malik raised the firm’s…
An analyst firm just put a much bigger number next to Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction), yet…
Intel (NASDAQ:INTC | INTC Price Prediction) has more than tripled this year on a turnaround story that is real, and…
On a recent TBPN segment, host John Coogan walked listeners through what he framed as the most consequential industrial policy…
Jim Cramer went on Mad Money Friday with a counterintuitive pitch: “You buy NVIDIA not for China, not because of…
Meta’s (NASDAQ:META | META Price Prediction) Chief Financial Officer, Susan Li, said in the earnings call that they anticipate 2026 capital…
Shares of Microsoft (NASDAQ:MSFT | MSFT Price Prediction) are climbing in midday trading on Friday, up 4% to around $424.65…
The Philadelphia Semiconductor Index has climbed roughly 64% since late March. Nathan Peterson, Director of Derivatives Research and Strategy at…
The semiconductor sector is selling off at the open on Friday, with all three major U.S.-listed chipmakers giving back a…
This article will be updated throughout the day, so check back often for more daily updates. U.S. stocks stumbled into…
Intel (NASDAQ:INTC | INTC Price Prediction) has roughly tripled this year on a turnaround narrative wrapped around AI inference workloads,…
AMD (NASDAQ:AMD | AMD Price Prediction) and Intel (NASDAQ:INTC) both reported Q1 fiscal 2026 results within two weeks of each…
Here is the trade of the decade: hyperscalers are spending hundreds of billions on AI infrastructure, and almost all of…
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