Every quarter, one chipmaker hands its shareholders a stronger reason to own it than the previous quarter, and most investors are still scanning the wrong names for AI exposure.
Meta Platforms is quietly repositioning itself to compete with Amazon Web Services and CoreWeave on AI compute, and Wall Street is starting to believe the economics actually work. But a billion-dollar regulatory…
Tim Cook inherited Steve Jobs's shadow and a skeptical Wall Street, then quietly engineered one of the most stunning wealth-creation runs in stock market history. With his tenure now officially ending on…
Shares of Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) are up 7% to $247 and change in midday trading Thursday, riding a broad semiconductor rebound that’s lifted the entire AI chip complex.…
Shares of Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) are up 7% to $555.26 in early trading Thursday, leading a broad semiconductor rebound. Intel (NASDAQ:INTC) shares are up 5% to $116.14,…
Broadcom (NASDAQ:AVGO | AVGO Price Prediction) and Marvell Technology (NASDAQ:MRVL) both sell custom AI silicon and networking chips to hyperscalers. Broadcom trades near $370, roughly 25% below its 52-week high after a…
Broadcom (NASDAQ: AVGO | AVGO Price Prediction) and Apple (NASDAQ: AAPL) both posted strong quarters, but the more interesting story sits in the contract between them. Broadcom’s newly finalized custom silicon extension…
Broadcom (NASDAQ:AVGO | AVGO Price Prediction) stock is outperforming the semiconductor sector today, climbing 5% to $390 after Apple announced an expanded multiyear chip agreement with the company. Meanwhile, Intel (NASDAQ:INTC) stock…
Tim Cook has less than two months left as Apple CEO. On Wednesday, he announced the largest domestic manufacturing commitment in company history: a multi-year deal with Broadcom expected to exceed $30…
On The AI Investor Podcast, one point kept resurfacing when the panel discussed index concentration risk: “Nvidia is 8.5% of the NASDAQ, but it’s expected to contribute 37% of next year’s profits…
The battle between JPMorgan’s two flagship covered-call income ETFs comes down to a simple trade-off: JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) offers the smoother ride, while JPMorgan Nasdaq Equity Premium Income ETF…
Broadcom (NASDAQ:AVGO | AVGO Price Prediction) is now being talked about in $200 billion increments. That figure represents forward AI opportunity framing, surfaced on the company’s Q2 FY2026 earnings call, when JPMorgan…
Chris MacDonald Live Updates Nvidia's Eastward Tailwind 11:10am ETNvidia is back in focus. The Information reported that China plans to let domestic “leading AI” companies buy a pre-determined amount of Nvidia’s H200 chips. The…
Turning $500,000 into $100,000 of annual income requires a 20% yield, and no durable, diversified income portfolio should be built around that assumption. Anyone quoting a number that high is usually taking…
A printed circuit board just pushed NVIDIA’s most powerful AI system into 2028 — at least according to one research firm. Semiconductor research firm SemiAnalysis reported on July 5–6, 2026 that NVIDIA’s…
