A printed circuit board just pushed NVIDIA’s most powerful AI system into 2028 — at least according to one research firm. Semiconductor research firm SemiAnalysis reported on July 5–6, 2026 that NVIDIA’s…
Samsung Electronics just did something no company has done before. Its operating profit last quarter came in roughly 19 times what it was a year ago, revenue more than doubled to a…
The chip trade is having one of those days where every bull’s favorite narrative and every bear’s favorite chart are both correct at the same time. On Tuesday’s CNBC Morning Call Sheet…
One line from Microsoft (NASDAQ:MSFT | MSFT Price Prediction) CEO Satya Nadella on the April earnings call reframed the entire debate over how quickly generative AI can turn into a real profit-and-loss…
Jim Cramer went on CNBC’s Squawk on the Street Tuesday morning to defend the memory names getting hammered after South Korea’s market dropped nearly 5% overnight. Samsung posted a record quarter, missed…
Palantir (NASDAQ:PLTR | PLTR Price Prediction) and Google (NASDAQ:GOOGL) both just delivered blowout Q1 2026 reports, yet their businesses look nothing alike. Palantir rebounded 14.55% in the past week after touching a…
Bank of America Securities Senior Semiconductor Analyst Vivek Arya believes the AI-driven semiconductor boom is still in its early stages. In a recent CNBC interview, he argued that demand for AI infrastructure…
I keep hitting the buy button on NVIDIA (NASDAQ:NVDA | NVDA Price Prediction), and after the June pullback I hit it again. I bought near $225 in May, I bought near $212…
Alex Sirois Very recently, there have been more than suspicions that China has been stealing US AI secrets to build their own models, inexpensively. Several American companies, led by Anthropic, say it is so.…
YieldMax NVDA Option Income Strategy ETF (NYSEARCA:NVDY) monetizes NVIDIA‘s (NASDAQ:NVDA | NVDA Price Prediction) volatility through a synthetic covered-call strategy, converting option premiums into weekly cash distributions. The fund once ranked among…
Our NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) call comes at a moment when the stock has cooled off but the underlying business is still accelerating. The 24/7 Wall St. price target for…
Vandita Jadeja For three weeks in June 2026, the most-talked-about AI company in the world went dark. Then it came back, and a panel of tech veterans started arguing about whether the Trump administration…
Musashi Energy Solutions Technology might be the missing piece in power distribution for datacenters One of the sectors with highest growth in the stock market since 2025, has been electrical power related…
Asia’s markets open a pivotal week with one question hanging over the semiconductor tape: how durable is the memory trade? On Bloomberg TV’s The Asia Trade this morning, analyst Anthony Stephens framed…
Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) looks compelling because the market is only now pricing in a durable second act in custom AI silicon. The stock has nearly tripled year to…
