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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…
Hours before lifting a glass with President Trump at a state banquet in Beijing’s Great Hall of the People on…
Shares of Intel (NASDAQ:INTC | INTC Price Prediction) are trading at $115 in midday action Thursday, down 4% on the…
Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) is in the middle of a textbook AI-driven breakout, with the stock up…
Lisa Su’s pitch on the Q1 call had a specific shape. She’s arguing that the ratio of CPUs to GPUs…
President Trump’s delegation to Beijing this week included 17 American chief executives. Fifteen flew commercial or on corporate jets. Two…
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