A 35-stock equal-weight fund has been quietly outrunning the Nasdaq-100 for years, and the structural reason behind that gap changes how you think about building a tech position.
Chip stocks have staged a historic run in 2026, and Bank of America's latest fund manager survey reveals just how extreme the crowding has become. Before you chase or fade the four…
Meta keeps beating expectations by wider margins than almost anyone predicted, and a single event on the September calendar shifts the investment case in a way most coverage ignores entirely.
Broadcom's AI semiconductor revenue just surged 143% and CEO Hock Tan is promising numbers that sound almost too big to believe, so the real question is whether the stock has already priced…
Broadcom's AI revenue is compounding at a pace that has Wall Street running out of superlatives, but a retail investor putting $5,000 in today faces a valuation and customer-concentration risk that could…
Broadcom dominated every AI headline in 2026 while retail investors kicked themselves for missing it. But the actual dollar returns tell a story that should make those investors feel a lot better…
A cooler-than-expected inflation print sent chip stocks surging Tuesday, but AMD sitting at a 185x P/E after a 150% year-to-date run raises a sharp question: is this a breakout toward $600 or…
NVIDIA, AMD, and Broadcom are all chasing the same AI silicon gold rush, but their valuations tell wildly different stories about who actually has room to run before 2027.
A prominent AI investor argues that the real winners of the AI boom are not the labs building the models, and the cash flow numbers already suggest a massive redistribution is quietly…
SK Hynix crashed into bear-market territory in Seoul just days after a blockbuster U.S. debut, and Jim Cramer thinks Korean investors are missing something fundamental about where AI memory demand is actually…
Wedbush's Dan Ives is calling one corner of the semiconductor market the single most important asset in the AI buildout, and he says the supply crunch powering it will not let up…
AppLovin is cratering 12% on Monday with no company-specific news to blame, leaving investors to wonder whether the selloff signals real trouble or just a high-beta name taking the brunt of a…
Every other Magnificent 7 stock sits far below its all-time high, yet Apple kept climbing while rivals splurged on AI. Whether that gap reflects genuine strength or a valuation trap worth avoiding…
Broadcom just posted 143% AI revenue growth, yet its stock shed a quarter of its value in a single month while a founder quietly dumped over a million shares. The hyperscaler quietly…
When Taiwan Semiconductor reports earnings on July 16, its commentary on CoWoS packaging and advanced-node capacity will ripple through five chip giants with billions of dollars riding on what the world's largest…
