TSMC just posted its biggest profit surge in years while the stock quietly slipped from its highs, and that gap between operating momentum and share price tells a complicated story about what…
The AI optics trade just handed back a chunk of its parabolic gains in a single afternoon, and the question now is whether the stocks leading this year's most crowded hardware rally…
A single report on Chinese memory chip makers sent Micron tumbling and pulled Intel, AMD, and Marvell down with it, raising a question traders need to answer fast: is this a sector-wide…
Ron Paul just compared a sitting Republican president to Bernie Sanders and Zohran Mamdani, and his argument is structural rather than partisan, which is why investors in government-backed equities like Intel should…
Joel South Cooler wholesale prices hit the tape just as chipmakers are flexing their earnings muscle, and the combination is reshaping how traders are thinking about the Fed, the AI trade, and what PayPal…
Intel reports earnings on July 23, and something unusual is happening ahead of that print: prediction markets, insider activity, and a major rival's capital are all pointing in the same direction at…
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…
Trump just claimed the right to charge every ship on Earth a 20% toll to pass through one of the world's most critical waterways, and oil markets are already reacting to what…
A surprise profit warning out of South Korea sent shockwaves through the chip sector Monday, and the fallout is hitting equipment makers and AI hardware names in ways that point to a…
Geopolitical friction is rattling semiconductor stocks and sending oil prices climbing just as corporate earnings season heats up. Here is what traders are watching as the pressure spreads across chips, space, and…
The SPDR S&P Semiconductor ETF (NYSEARCA:XSD) and the VanEck Semiconductor ETF (NASDAQ:SMH) both offer exposure to semiconductors, yet they are two very different bets. XSD spreads chips money almost evenly across roughly…
Intel is staking its survival on a capital program approaching $200 billion, and the operating results are starting to answer a question that once seemed unanswerable: can the company actually pull this…
Intel’s turnaround is starting to look real. Intel (NASDAQ:INTC | INTC Price Prediction) has ripped 198.75% year to date, and CEO Lip-Bu Tan just posted a sixth consecutive quarter of revenue above…
Vandita Jadeja Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) presents one of the cleanest large-cap setups heading into next Thursday’s earnings report, and the setup gives retirement-focused investors a rare combination of visible…
Micron Technology (NASDAQ: MU | MU Price Prediction) and Intel (NASDAQ: INTC) both delivered earnings that reframed how investors think about AI silicon. Micron posted record fiscal Q3 results powered by memory…
