Lisa Su's latest earnings call left me convinced the market still has not priced what AMD is actually building, and I added to my position again this week to get ahead of…
NVIDIA trades at a multiple more typical of a mature chipmaker than a company growing revenue north of 100% year over year, and that gap between perception and reality is exactly where…
Vandita Jadeja The U.S. and China extended their trade truce, but the deal treated soybeans and semiconductors very differently. Which sector actually has something to gain, and which is already priced as if China…
AMD just crossed a threshold that only a handful of chip companies have ever reached, but the same rally that created a trillion dollar milestone may have put the stock in an…
NVIDIA is already shipping Vera Rubin while AMD's Helios rack barely leaves the gate, and the next six months will separate a compounding platform giant from a challenger with gigawatt contracts but…
Record Quarter, Record Sell-Off TD SYNNEX (NYSE:SNX | SNX Price Prediction) posted its best quarter ever before the open on Sept. 24, 2026, and investors sold it anyway. The stock dropped 8.74%…
Micron has handed investors a spectacular run, but concentrating that bet on one company's fab schedule carries risks that most MU bulls haven't fully priced in. A $26 billion fund quietly packages…
One rival semiconductor ETF has quietly lapped the most popular chip fund on the market over the past year, and the reason comes down to a single position that most investors never…
Quantum computing stocks are extending their recent rebound Thursday as investors continue to digest a series of technical developments across the industry. IonQ (NYSE:IONQ | IONQ Price Prediction) stock is up 4%…
IonQ just pulled off a quantum computing first that the entire industry has been chasing for years, yet its stock remains deep in the red and its losses dwarf its revenue. Something…
Arm's IP now sits inside the AI hardware powering every major hyperscaler, yet the market may still be treating it like a chip company from the smartphone era. Here is why that…
Intel (NASDAQ:INTC | INTC Price Prediction) shares are sliding in morning trading, giving back a slice of one of this year’s most extraordinary runs among large-cap technology names. Shares are down 3%…
A federal disclosure quietly buried inside a batch of monthly trades reveals the president holds a stake in one of his administration's most powerful contractors, raising a question investors cannot yet price.
Wall Street's consensus target already implies strong gains for NVIDIA, but one bull case pushes far beyond what analysts are willing to say publicly. The path there hinges on three catalysts that…
IonQ just claimed a genuine quantum computing breakthrough, but its stock tells a bleaker story and its financials tell a bleaker one still. Before you chase the headline, there is a quieter…
