Shares of Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) are up 8% today, trading at around $273 in midday action on Thursday, June 11. The move extends a remarkable run that has…
Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) screens favorably at $427.92, with shares sitting roughly 4% below the 52-week high of $450.16 after a historic run higher. The question is whether…
At $475.51, Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) is a Hold. The stock has roughly doubled in five months on accelerating AI demand, and the gap between the operating story…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) just delivered the kind of quarter that should have sent shares to new highs. Revenue of $81.6 billion grew 85.2% year over year, Data Center clocked…
Vandita Jadeja The market has entered an unusual phase where investors are no longer rewarding every company tied to artificial intelligence. Instead, capital is becoming more selective. High-profile opportunities are competing directly for investor…
Rich Duprey Shares of Intel (NASDAQ:INTC | INTC Price Prediction) are up 8% to $115 and change in early Thursday trading, while Advanced Micro Devices (NASDAQ:AMD) stock is rising 4% to $470. Both chip…
AIQ has quietly outperformed QQQ this year while charging triple the fee, an inversion of the usual thematic-ETF trap where investors pay up for a story and underperform the index. The Global…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) has plunged 15% from its peak and closed at $200 yesterday. Multiple AI stocks have pulled back in the past week in the Broadcom (NASDAQ:AVGO)-led AI…
Susquehanna analyst Mehdi Hosseini recently slapped a $1,750 price target on Micron (NASDAQ:MU | MU Price Prediction). The stock is trading at below $900, which means the call implies the shares would have…
Although Wall Street has rewarded every hyperscaler willing to pledge more silicon, more concrete, and more megawatts over the past 24 months, the math behind the AI data center boom is finally…
The Defiance Large Cap ex-Mag 7 ETF (NASDAQ:XMAG) and the Roundhill Magnificent Seven ETF (NASDAQ:MAGS) are photographic negatives of one another. MAGS holds only the seven mega-caps driving the AI cycle, while…
Wall Street has never met an acronym it didn’t like. FAANG gave way to the Magnificent 7, and now a fresh label is making the rounds among investors trying to capture the…
I keep buying NVIDIA, Eli Lilly, and Johnson & Johnson, and if a fire took my brokerage statement to zero tomorrow, those are the three tickers I would start typing in again…
Semiconductor stocks are under renewed pressure midday Wednesday. Shares of Broadcom (NASDAQ:AVGO | AVGO Price Prediction) are down 4% to $375, Advanced Micro Devices (NASDAQ:AMD) stock is off 4% to $457, and…
Optical-networking stocks are catching a bid in midday trading on Wednesday, with the group rallying together as the AI infrastructure trade reasserts itself. Applied Optoelectronics (NASDAQ:AAOI) stock is leading the pack, up…
