From Gaming Chips to the Center of the AI Universe A decade ago, NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) was still primarily known for GeForce gaming cards. The data center business existed,…
Alex Sirois If you have a decade-long retirement horizon and one slot left for an AI semiconductor name, the choice between Arm Holdings (NASDAQ:ARM | ARM Price Prediction) and NVIDIA (NASDAQ:NVDA) is the question…
The Schwab Fundamental International Equity ETF (NYSEARCA:FNDF) has ~900 holdings across Europe, Japan, the UK, and the rest of the developed world. Over the past year FNDF has returned 46%, with 22%…
ASML (NASDAQ:ASML | ASML Price Prediction) has positioned itself in the enviable position of being the only equipment supplier capable of manufacturing lithography systems that can delineate patterns on semiconductor wafers at…
Retirement investors hunting AI chip exposure face a simple binary: NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) or Intel (NASDAQ:INTC). Both sit at the center of the AI buildout, both trade on the…
Artificial intelligence has become one of the strongest investment themes in technology history. Since the emergence of generative AI, investors have poured billions of dollars into companies positioned to benefit from the…
Shares of Texas Instruments (NASDAQ:TXN | TXN Price Prediction) are up 4% at midday Tuesday, trading near $304, while NVIDIA (NASDAQ:NVDA) stock is down 1% near $222. The intraday divergence is small,…
Two AI chip giants, one retirement portfolio slot, and a clear question: Should income-focused investors own NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) or Broadcom (NASDAQ:AVGO) right now? Both ride the same secular…
Two of the world’s largest companies are walking on stage over the next two weeks, and they aren’t just showcasing new tech, they are quietly building execution docks for independent software applications.…
The optics complex is rallying together at midday Tuesday, and the leadership has flipped from yesterday. Coherent‘s (NYSE:COHR | COHR Price Prediction) stock is up 16% to $422, leading the group after…
CoreWeave (NASDAQ:CRWV) at $124.82 screens as a wait-and-see setup over the next 12 months, with a working reference value near $138.56. The stock has whipsawed since its 2025 IPO, with tension between…
Alex Sirois Editor’s Note: a prior version of this article incorrectly stated the Eaton acquisition of Boyd Thermal was pending when the acquisition closed in March. This article has been reflected to reflect this…
From Crisis to Comeback in Twelve Months A decade ago, Intel (NASDAQ:INTC | INTC Price Prediction) was still the quiet king of PC and server silicon. By mid-2025, that crown looked broken.…
Live Updates SpaceX IPO Kick Off 12:34pm ETSpaceX is taking its IPO show on the road Thursday, with Reuters reporting the Elon Musk-led space company has set its sights on a valuation…
Shares of Hewlett Packard Enterprise (NYSE:HPE | HPE Price Prediction) are up 25% in early Tuesday trading, changing hands near $59 after a blowout fiscal Q2 2026 report. Super Micro Computer (NASDAQ:SMCI)…
