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…
Nvidia shares have already delivered 900% over five years, but a specific multiple applied to a rising earnings estimate points to a price target that Wall Street has not yet penciled in.…
Vandita Jadeja NVIDIA just posted triple-digit growth and Broadcom matched it with a custom chip story that has hyperscalers quietly betting billions against the GPU. Something has to give, and the timeline is closer…
Recently, Jim Cramer interviewed OpenAI’s CFO Sarah Friar, noting that both OpenAI and Anthropic had backed calls to slow development on the most powerful AI models so safety protocols could catch up.…
QQQ turned $100,000 into a million dollars faster than most retirement plans dare to model, but the math depends entirely on which decade you believe comes next.
Jim Cramer opened a recent Mad Money segment by focusing on the companies driving the AI buildout. “Trust, once destroyed, is very hard to restore,” he said. While referencing OpenAI and Anthropic’s…
Bloomberg ETF analyst Eric Balchunas praised bitcoin ETF holders for holding through a brutal drawdown, noting that lifetime cumulative net flows sit at $55 billion, down from a peak of $63 billion…
Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) is leading a third consecutive session of gains for semiconductor stocks, with AMD stock up 7% to $548.76 in Thursday afternoon trading. The move…
ON Semiconductor scheduled an investor day to make its case to Wall Street and watched its stock sink 9% through the presentation. Now the CEO is explaining a $30 billion gap in…
Shares of NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) are trading higher Thursday, up 2% to $219 in late-morning trading, after CEO Jensen Huang told an audience at a Scotland tech gathering that…
Rich Duprey 
