ASML and TSMC just handed the AI bull case its strongest validation yet, reporting results and guidance that confirm hyperscaler infrastructure spending is accelerating, not cooling. For anyone still wondering whether the…
Three semiconductor ETFs are competing for the same investor dollar in 2026, each built on a different philosophy for capturing growth in the chip industry. The backdrop is hard to ignore: Deloitte…
Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) at $250 is a Buy. The stock has staged a remarkable recovery and sits at a price where the AI growth story is real,…
Four years ago, Nvidia (NASDAQ:NVDA | NVDA Price Prediction) sat at the dawn of the AI revolution. Its data center revenue hit $10.61 billion for fiscal 2022. Investors who spotted the GPU…
Rich Duprey Tech company Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) has staged a dramatic reversal in the semiconductor sector over the past year. With the stock trading at $245.04, our model points…
People who want to outperform Nvidia (NASDAQ:NVDA | NVDA Price Prediction) usually buy stocks like Broadcom (NASDAQ:AVGO) or AMD (NASDAQ:AMD), but this stock may be a smarter choice for you, and you’ve probably never heard…
There’s a semiconductor stock in the market that Wall Street is quickly learning to appreciate, and the sooner you get in, the better. That stock is Taiwan Semiconductor (NYSE:TSM | TSM Price Prediction).…
The AI chip rally is proving something important this Friday afternoon: the opportunity in artificial intelligence silicon is wide enough to reward very different business models simultaneously. Advanced Micro Devices (NASDAQ:AMD |…
Tech giant Nvidia (NASDAQ:NVDA | NVDA Price Prediction) and AMD (NASDAQ:AMD) both delivered powerful earnings beats in early 2026, yet are running fundamentally different races. The question for investors is which architecture,…
Quantum computing is no longer a physics experiment. Google’s Willow chip, IBM’s quantum roadmap expansion, and IonQ’s commercial contracts have pushed the technology from research labs toward real enterprise applications. Markets are…
After sickening sell-offs in February and March. Amazon’s (NASDAQ: AMZN | AMZN Price Prediction) stock has suddenly bested the S&P 500 year to date. One tipping point, which turned out not to…
Some tech stocks are struggling today, particularly in the software sector. However, CoreWeave (NASDAQ:CRWV) stock is bucking the trend with help from Meta Platforms (NASDAQ:META | META Price Prediction). CRWV shares rose…
Memory chips, GPU accelerators, and AI cloud infrastructure are posting some of the most explosive earnings numbers in semiconductor history, yet the ETF built around them has barely moved this year. That…
Warren Pies of 3Fourteen Research has been one of the clearer voices cutting through the macro noise lately, and a recent TV appearance gave me a line I haven’t been able to…
Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) is drawing fresh institutional attention ahead of its next earnings report. Wells Fargo added AMD to its Q2 Tactical Ideas List with an Overweight…
Eric Bleeker 
