SanDisk just dropped a multi-year financial model at its Investor Day, and the ripple hit equipment stocks hard and fast. Here is what the targets signal about memory capital spending through 2030…
Jim Cramer is hosting a semiconductor-focused call Thursday, and the AI capex cycle is running hotter than any point in the last two years. Five names define the trade right now, but…
SpaceX just unveiled plans for a factory 15 times the size of the Pentagon, and its stated goal is to shatter the memory chip oligopoly. That ambition forces a hard choice for…
A single Chinese headline erased weeks of gains from one of the semiconductor world's most irreplaceable companies, but Wall Street's most bullish analysts are treating the dip as a gift. Here is…
KLA Corporation just delivered a clean earnings beat and bullish forward guidance, yet the stock plunged double digits anyway. One top Wall Street analyst sees that panic as the setup of the…
Everyone racing to own AI chip stocks may be buying into the wrong part of the supply chain. The real toll booth sits one step behind the GPUs, and one company collects…
Applied Materials just handed investors a brutal one-month loss, yet one prominent Wall Street analyst sees the selloff as a setup for gains that would dwarf the broader market. The reasoning behind…
KLA Corporation just cratered 40% from its highs despite beating earnings five quarters in a row, leaving Wall Street torn between a China-risk nightmare and a structural AI story that one analyst…
Lam Research reports Q4 earnings on July 29, and the setup heading into that print looks unlike anything its closest rivals can match right now. Three factors separate this semiconductor equipment name…
Coatue Management's latest 13F reveals Philippe Laffont stacking chips on a single concentrated AI infrastructure bet, and one of his five picks has nothing to do with semiconductors at all.
A wave of selling swept through semiconductor stocks Friday as investors began questioning whether the AI spending boom can justify chip valuations built on optimism alone. The forces driving this rotation reveal…
Tech stocks buckled under the weight of soaring AI costs and a high-profile earnings stumble, sending chip ETFs into a steep slide and leaving investors to decide whether this selloff is a…
AI capex is pulling forward lithography demand faster than Wall Street expected, and ASML just raised guidance again, putting a price level few analysts have publicly named within striking distance.
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…
A cooler-than-expected inflation reading sent tech and chip stocks surging in premarket trading, but earnings from IBM and the big banks are pulling the market in a very different direction.
