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…
Semiconductors have been the trade of 2026, and the Direxion Daily Semiconductor Bull 3X Shares (NYSEARCA:SOXL) has been the vehicle retail traders keep reaching for. SOXL is up about 291% year to…
On Friday May 22, President Trump publicly praised Micron Technology (NASDAQ:MU | MU Price Prediction) with three words: “Micron is great.” Today Micron stock is up 20%, trading around the $902 area…
Shares of Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) are up 5% in early Tuesday trading, leading a broad lift across the chip complex. Intel (NASDAQ:INTC) is up 2%, while NVIDIA…
Pre-Market Stock Futures: Futures are trading higher as investors return to a holiday-shortened trading week after a record-setting Friday, when the S&P 500, which posted its eighth straight weekly gain, and the…
Bank of America’s Vivek Arya walked onto CNBC with a number that sits well above consensus. His price target on NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) is $350, against a stock trading…
CNBC’s Dominic Chu opened Friday’s market coverage by noting that “the stocks are looking like they may open higher today, rounding out what could be the eighth straight winning week for the…
Shares of Intel (NASDAQ:INTC | INTC Price Prediction) are trading near $119 in Thursday afternoon action, essentially flat on the session, while Advanced Micro Devices (NASDAQ:AMD) stock hovers near $446, down only…
Intuitive Surgical’s da Vinci 5 surgical platform, which began shipping in earnest on April 1, 2026, runs on 10,000 times the computing power of the da Vinci Xi and was co-engineered with…
