Shares of NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) closed Thursday at $199.64, leaving the AI chip leader up just 7% year to date. NVIDIA shares trade only slightly above $200 on Friday…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang recently appeared on the Dwarkesh Podcast and made one of his most direct competitive claims yet: “NVIDIA’s computing stack is the best performance…
Micron Technology (NASDAQ:MU | MU Price Prediction) shares are up 6% in midday trading, leading a broad-based rally across AI chip names. Advanced Micro Devices (NASDAQ:AMD) stock gained 4% and Broadcom (NASDAQ:AVGO)…
The Nasdaq Composite (^IXIC) looks set to recapture gains on Tuesday with all eyes on Apple (Nasdaq: AAPL) after CEO Tim Cook announced he would be stepping down. Tech futures are rising…
Passive index investing has a concentration problem. The seven largest technology companies now account for roughly 35% of the S&P 500, which means owning a standard index fund today is less “broad…
Shares of Broadcom (NASDAQ:AVGO | AVGO Price Prediction) have been spiking alongside the rest of the market in recent weeks, and with new highs and a breakout in sight, questions linger as…
Joey Frenette AI infrastructure spending has continued to accelerate into 2026. Bank of America recently raised its 2026 semiconductor market forecast to $1.3 trillion, highlighting NVIDIA, Broadcom, and Marvell as the primary beneficiaries. Capital…
Jim Cramer made a pointed call this week: in the context of Meta Platforms (NASDAQ:META | META Price Prediction) partnering with Broadcom (NASDAQ:AVGO) to produce tens of millions of custom AI chips,…
Jeremy Phillips 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…
Broadcom (NASDAQ:AVGO | AVGO Price Prediction) continues to attract long-term investor interest, and after reviewing the data quarter after quarter, the case for accumulation keeps getting stronger. This is a position built…
Vandita Jadeja 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…
CoreWeave (NASDAQ:CRWV) stock is surging 12% in Friday’s session, climbing from a prior close of $92 to $103, after the company announced a multiyear agreement with Anthropic to provide cloud computing capabilities…
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 |…
David Moadel 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…
