Warren Pies of 3Fourteen Research has been one of the clearer voices cutting through the macro noise lately, and a recent TV appearance gave me a line I haven’t been able to…
Jeremy Phillips I’ve been watching the memory semiconductor cycle for years now, and I can’t stop thinking about a comment from a market analyst this week. On a recent TV segment, the analyst argued…
Cisco Systems (NASDAQ:CSCO | CSCO Price Prediction) shares are trading around $77, down 4.7% over the past week, even as the business story looks stronger than it has in years. Cisco posted…
Still a giant in its field, GE Aerospace (NYSE:GE | GE Price Prediction) shares are down nearly 14% over the past month and nearly 5% year to date, even as the business…
Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) shares are up 7% in Wednesday trading, climbing above $106 after opening at $99.05. The catalyst is unmistakable: NVIDIA‘s (NASDAQ:NVDA) $2 billion strategic investment in…
Tech giant Nvidia (NASDAQ:NVDA | NVDA Price Prediction) and Broadcom (NASDAQ:AVGO) both just reported blockbuster AI-driven quarters. Nvidia posted Q4 revenue of $68.13 billion, up 73.2% year-over-year, while Broadcom delivered Q1 FY2026…
Micron Technology (NASDAQ:MU | MU Price Prediction) shares are up 9% in Wednesday morning trading, climbing from an opening price of $337.84 to around $370. The bounce follows a brutal stretch in…
Rocket Lab (NASDAQ:RKLB | RKLB Price Prediction) was worth a mere $4.1 per share back in late March 2024. Today, the stock is worth over $64. This isn’t an overnight increase, but rather…
Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) and Broadcom (NASDAQ:AVGO) are both major winners of the AI rally. Both of these companies specialize in data center components, and both have a custom AI focus…
The chip sector is rallying Wednesday morning, with Intel (NASDAQ:INTC | INTC Price Prediction) shares up 8% and Advanced Micro Devices (NASDAQ:AMD) stock rising 3% in early trading. The two moves reflect…
Live Updates Market Gains Hold12:50pm ETThe markets are holding onto their gains across the major indices: Dow Jones Industrial Average: 46,752 Up 0.89% Nasdaq: 21,964 Up 1.73% S&P 500 6,602 Up 1.13%…
Live Updates US FDA Just Approved Eli Lilly’s GLP-1 Pill11:49am ETShares of LLY are up about $40 a share after the US FDA approved its GLP-1 pill for weight loss. That comes…
CNBC just said something that caught my eye: “This month alone, Nvidia has committed $2 billion each to Lumentum, Coherent, before that $2 billion into Synopsys, a billion into Nokia, stakes in…
Jensen Huang said something that should reframe how you think about Nvidia’s growth story. It did for me. “We gained share the number of customers outside of the clouds. The top five…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) dropped a catalyst on March 31 that reordered the AI infrastructure investment conversation: a $2 billion direct investment in Marvell Technology (NASDAQ:MRVL) paired with a deeper…
