Broadcom just posted its strongest quarter in company history and the stock barely moved. Understanding why the chart looks broken is the first step toward seeing where it actually goes from here.
A $24 Billion Forecast That Changes How IREN Looks $24 billion. That is how much annual revenue JPMorgan (NYSE:JPM | JPM Price Prediction) projects IREN (NASDAQ:IREN) will bring in by 2030. It…
AMD just cracked a $1 trillion market cap and its Data Center business is exploding, but whether a steady $500 monthly stake turns into a windfall or a disappointment by 2030 depends…
Fidelity's actively managed large cap growth fund is doubling down on AI chips and a single search giant, creating a portfolio where two companies can make or break your returns. Whether that…
After a 200-plus percent run this year, Marvell sits at a crossroads where one upcoming investor day could either justify its stretched valuation or expose a critical flaw at the heart of…
Nvidia sits at the heart of a $2 trillion cloud backlog, and a simple monthly contribution strategy could turn that tailwind into a dramatically different number by 2030. The spread between the…
A $15,000 bet split across three Nasdaq giants could look very different by 2030 depending on which of them ends up dragging the whole portfolio down.
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…
