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Intel's stock has surged nearly 323% over the past year on a turnaround narrative, but the GAAP numbers behind that…
Tesla heads into Wednesday's Q2 earnings report with a 17% year-to-date loss and a valuation that assumes autonomy will eventually…
TSMC and Intel both beat earnings expectations this quarter, but one company is compounding billions while the other is still…
A surprise addition to AMD's AI customer roster has analysts scrambling to revise their price targets, and the chipmaker's upcoming…
Korea's stock market just became the most important indicator for U.S. chip stocks, and the connection runs straight through SK…
Bears keep recycling the same China narrative about Nvidia, but each earnings report dismantles it faster than they can rebuild…
SK Hynix stock just staged a dramatic reversal after touching a fresh low, but the forces behind the bounce raise…
A wave of selling swept through semiconductor stocks Friday as investors began questioning whether the AI spending boom can justify…
Marvell has surged over 100% this year, but a sudden wave of AI spending fears is now erasing billions in…
Nvidia dominates the headlines, but the real battleground of the AI chip revolution is hiding inside a 50-year-old technology that…
Intel shed nearly 20% in a month while most of Wall Street shrugged and called the stock fairly valued. One…
TSMC just posted its biggest profit surge in years while the stock quietly slipped from its highs, and that gap…
The AI optics trade just handed back a chunk of its parabolic gains in a single afternoon, and the question…
A single report on Chinese memory chip makers sent Micron tumbling and pulled Intel, AMD, and Marvell down with it,…
Ron Paul just compared a sitting Republican president to Bernie Sanders and Zohran Mamdani, and his argument is structural rather…
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