Broadcom just posted its ninth straight earnings beat while AI revenue exploded triple digits year-over-year, yet the stock has barely moved in 2026. Something has to give, and our model has a…
NVIDIA and Eli Lilly both shattered expectations this quarter, but picking the better stock for the next decade means choosing between two very different growth machines at very different levels of risk.
Shares of Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) are rising Monday morning after a supply-chain report indicated AMD has notified partners of a 10% price increase planned for the fourth…
Oracle's co-CEOs oversaw one of the fastest contract buildouts in enterprise software history, yet the stock cratered anyway. The question investors are wrestling with now cuts to the heart of the AI…
Marvell has dropped 20% in three months even as AI peers held steady, and one analyst sees that disconnect as the setup for gains that leave the Wall Street consensus looking timid.
AMD has surged 254% in a year and just posted triple-digit Data Center growth, yet our price target sits below the current stock price. One segment either justifies the valuation or exposes…
China headlines, a tech selloff, and a $279 billion supply commitment that could go sideways if AI demand fades: here is why one investor keeps adding to Nvidia anyway.
The IRS draws a hard income line around Roth IRA contributions, but a gap buried in the tax code since 2010 lets high earners sidestep it entirely through a two-step move most…
Joel South Artificial intelligence has become more than a technology story. It is increasingly a race for computing power, data centers, energy, cybersecurity capabilities, and economic influence, with the U.S. and China competing for…
Rich Duprey XLK markets itself as diversified large-cap tech exposure, but a closer look at the holdings reveals a chip bet so large that even a quarterly rebalance may do nothing to shrink it.
Every AI boom crowns a new king, and betting on the current one at peak valuation is how investors get caught holding the bag when the throne shifts. There is a quieter…
Micron just pulled off a server memory breakthrough that has both AMD and Intel on board, but the revenue from it sits two fiscal years away while the stock already trades near…
A brand-new US-listed ETF promises to double the pain whenever SK Hynix rallies, collapsing a complex Korean short trade into a single ticker. But the mechanics that make it powerful are the…
A brand-new ETF promises to carve pure Korean semiconductor exposure out of a market where most funds bury Samsung and SK Hynix under banks and automakers, but with three days of trading…
Steve Eisman highlighted a subscriber email arguing the safest way to play the AI buildout is owning upstream suppliers rather than betting on any one chip designer. The key insight: “In this…
