A major analyst just made a bold bull case for memory. Micron Technology (NASDAQ:MU | MU Price Prediction) stock picked up one of the most dramatic price target hikes a large-cap semiconductor…
The optical components complex is extending its powerful run again in early trading Wednesday, with three of the group’s bellwethers building on Monday’s massive rip. Applied Optoelectronics (NASDAQ:AAOI) shares are up 8%…
Intel (NASDAQ:INTC | INTC Price Prediction) is the stock of the moment, riding a 250.79% year-to-date melt-up and dominating every chip headline. But here is what you should actually be watching. The…
Artificial intelligence has become the market’s version of an industrial revolution. Every corner of the economy — cloud computing, utilities, networking hardware, data centers, and even power generation — is being reshaped…
Rich Duprey On a recent episode of My First Million, Sam Parr told his co-host Shaan Puri that he keeps 80% of his portfolio in the S&P 500, which would not be remarkable except…
For much of 2026, the chip trade has been the only show on Wall Street. The iShares Semiconductor ETF (SOXX) is still up 77% year to date through May 11, Advanced Micro…
The optics complex has been one of 2026’s most rewarding corners of the AI infrastructure trade, and the spread among the three leaders is surprisingly wide. Applied Optoelectronics (NASDAQ:AAOI) shares are up…
Shares of Intel (NASDAQ:INTC | INTC Price Prediction) are down 10% in Tuesday trading, changing hands near $116 after closing at $129.44 on Monday. Advanced Micro Devices (NASDAQ:AMD) is sliding alongside, off…
At $390, Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) finally earned its place alongside Nvidia (NASDAQ:NVDA) in the AI conversation is now trading its fortress balance sheet for the right to spend like a utility.…
On Bloomberg Businessweek Weekend’s May 8th segment, AMD chief Lisa Su delivered a forecast that should make GPU-only investors uncomfortable. The current ratio of 4 to 5 GPUs per CPU in AI…
The iShares MSCI South Korea ETF (NYSEARCA:EWY) is up 80% year-to-date and about 200% over the past year, which is not what a country fund is supposed to do, especially one that…
At current prices, Microsoft (NASDAQ:MSFT | MSFT Price Prediction) at $413.96 screens as attractive, Dell Technologies (NYSE:DELL) at $238.80 looks fully valued, and Intel (NASDAQ:INTC) at $113.01 looks overextended. All three have…
Mizuho raised its price target on Intel (NASDAQ:INTC | INTC Price Prediction) stock to $124 from $100 on May 12, keeping a Neutral rating as the firm cited agentic AI continuing to drive…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) stock just earned a fresh endorsement from Wells Fargo, which raised its price target to $315 from $265 and reiterated its Overweight rating on NVIDIA. The…
David Moadel Mizuho just turned more bullish on Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction), raising its price target to $515 from $415 while keeping an Outperform rating. The firm cited agentic AI…
