Nvidia (NASDAQ: NVDA | NVDA Price Prediction) stunned the tech world when it launched its RTX Spark chip for PCs. The company called it “the most efficient PC chip ever built.” In…
The semiconductor industry has a funny way of changing the rules just when companies think they have figured them out. A few years ago, the hottest chip businesses were processors and foundries.…
Rich Duprey For most of the last decade, Intel (NASDAQ:INTC | INTC Price Prediction) was the stock you didn’t want to own. NVIDIA crushed it on AI accelerators, TSMC ate its foundry lunch, and…
Jeremy Phillips The meteoric rise in Intel (NASDAQ:INTC | INTC Price Prediction) stock has arguably been the biggest story of the past year. Now up 486% in a year, questions linger as to whether…
Joey Frenette Live Updates Anthropic IPO1:47pm ETAnthropic, the AI company behind chatbot Claude, has confidentially filed an S-1 with the SEC, setting the stage for what could be one of the most closely watched…
NVIDIA (NASDAQ: NVDA | NVDA Price Prediction) has announced a plan to do the unimaginable, particularly going back a year ago. It plans to put AI chips in almost every PC on…
Tracking generative AI as a daily beat means watching dozens of funds slap the “AI” label on portfolios that look suspiciously like a Nasdaq-100 mirror. After cutting through that noise, three names…
Somewhere along the path that made Nvidia (NASDAQ: NVDA | NVDA Price Prediction) the world’s most valuable company, Jensen Huang became the world’s 8th richest person at $176 billion. That is up…
The market’s AI arms race is no longer just about chatbots and software. It’s becoming a battle over electricity, data centers, and perhaps most importantly — chips. That’s why Elon Musk’s next…
Rich Duprey Defense drone stocks are surging at midday Thursday after a Wall Street Journal and CNBC report indicated the Pentagon is in talks with drone manufacturers about funding deals that could include direct…
A recent episode of Reuters Morning Bid focused on one of the strangest signals in the AI market right now. NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) announced an $80 billion stock buyback,…
At $121.77, Intel (NASDAQ:INTC | INTC Price Prediction) is a Hold. After a year that turned a left-for-dead semiconductor name into one of the market’s loudest comeback stories, the question is whether…
Intel (NASDAQ:INTC | INTC Price Prediction) and AMD (NASDAQ:AMD) both reported Q1 2026 earnings in the past month, and the results tell two very different stories about how x86 chipmakers are riding…
Intel (NASDAQ:INTC | INTC Price Prediction) is the comeback story of the decade so far. Shares are up 224.77% year to date and 483.16% over the past year, riding foundry wins, NVIDIA…
Vandita Jadeja Everyone’s chasing obvious AI semiconductor names. NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) sits at a $5.15 trillion market cap. Taiwan Semiconductor Manufacturing (NYSE:TSM) is up 39% year to date. And Micron Technology…
