Carter Worth, the founder of Worth Charting and a regular on CNBC’s Closing Bell, told viewers this week that the memory chip trade has gone too far, too fast. His call: trim,…
Goldman just named its next-wave AI winners, and the picks go far beyond the usual chip suspects. Five stocks sit directly in the blast radius of a trillion-dollar infrastructure buildout, and the…
Holding only NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) has been the easiest trade in markets for the better part of three years. The case is hard to argue with: a $5.06 trillion…
Here is a fact that will annoy anyone who has been told NVIDIA is the only way to play artificial intelligence. Over the past year, the Global X Artificial Intelligence & Technology…
Broadcom (NASDAQ:AVGO | AVGO Price Prediction) is in the middle of the most aggressive AI ramp in semiconductor history, yet shares trade nowhere near their 52-week high. CEO Hock Tan told investors…
Vandita Jadeja A Redditor shared the kind of story that makes everyone reach for the calculator. A friend put roughly $1 million into Direxion Daily Semiconductor Bull 3X Shares (NYSEARCA:SOXL), watched the position bleed…
AI infrastructure stocks have given investors a textbook entry window this month. The trio that anchors the spending cycle has all pulled back from spring highs, even as the underlying revenue trajectory…
Semiconductor leaders are coming into June 2026 with a fresh dent in the chart after a spring run that pushed valuations to uncomfortable levels. The trigger was Broadcom’s Q3 AI revenue guide,…
The pitch behind the Dan Ives Wedbush AI Revolution ETF (NASDAQ:IVES) was simple when it launched. Wall Street’s loudest AI bull would put his name on a basket of the companies he…
Broadcom (NASDAQ:AVGO | AVGO Price Prediction) beat both lines last week and still got punished, which shows how this AI cycle now grades the report card. Broadcom is the second-largest AI chip…
Omor Ibne Ehsan Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) screens favorably at $427.92, with shares sitting roughly 4% below the 52-week high of $450.16 after a historic run higher. The question is whether…
Wall Street’s verdict on Broadcom (NASDAQ:AVGO | AVGO Price Prediction) is unambiguously bullish, with the analyst consensus price target now sitting above the stock’s own 52-week high after a brutal post-earnings selloff.…
David Moadel Shares of Intel (NASDAQ:INTC | INTC Price Prediction) are up 8% to $115 and change in early Thursday trading, while Advanced Micro Devices (NASDAQ:AMD) stock is rising 4% to $470. Both chip…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) has plunged 15% from its peak and closed at $200 yesterday. Multiple AI stocks have pulled back in the past week in the Broadcom (NASDAQ:AVGO)-led AI…
Peter Boockvar, Chief Investment Officer at One Point BFG Wealth Partners, told CNBC on June 10 that the technical setup under the AI trade has gotten silly. “Stocks in the AI trade…
