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On The AI Investor Podcast, one point kept resurfacing when the panel discussed index concentration risk: “Nvidia is 8.5% of…
President Trump rang the opening bells of the NYSE and NASDAQ from the Oval Office on July 4, 2026, officially…
On the June 27 episode of the Animal Spirits podcast, Michael Batnick and Paul Schroeder of Invesco spent a segment…
Samsung Electronics just did something no company has done before. Its operating profit last quarter came in roughly 19 times…
The chip trade is having one of those days where every bull’s favorite narrative and every bear’s favorite chart are…
Jim Cramer went on CNBC’s Squawk on the Street Tuesday morning to defend the memory names getting hammered after South…
Micron Technology (NASDAQ: MU | MU Price Prediction) and Apple (NASDAQ: AAPL) just delivered earnings that expose opposite ends of…
Palantir (NASDAQ:PLTR | PLTR Price Prediction) and Google (NASDAQ:GOOGL) both just delivered blowout Q1 2026 reports, yet their businesses look…
Bank of America Securities Senior Semiconductor Analyst Vivek Arya believes the AI-driven semiconductor boom is still in its early stages.…
U.S. stocks ripped more than 15% higher in the second quarter of 2026. For retirees and those who remain fully…
Micron Technology (NASDAQ:MU | MU Price Prediction) has become the memory story of the AI cycle. Cloud Memory revenue hit…
Memory and storage stocks are selling off sharply in early trading Tuesday, reversing Monday’s rebound. Micron Technology (NASDAQ:MU | MU…
This article will be updated throughout the day, so check back often for more daily updates. The Nasdaq Composite is…
Micron insiders have sold more than $100 million in company stock over the past 24 months, and they’re not slowing…
Asia’s markets open a pivotal week with one question hanging over the semiconductor tape: how durable is the memory trade?…
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