Arm sits 34% below its 52-week high after a brutal month, yet hyperscalers are quietly handing it control of their AI infrastructure. The question is whether this pullback is a warning or…
Qualcomm reports tonight with CEO Cristiano Amon calling this the trough quarter for Chinese handset revenue, but a new data center push and hyperscaler silicon ramp mean the real question is whether…
Thomas Richmond Qualcomm reports Q3 earnings on July 29 with Polymarket odds heavily favoring a beat, yet the stock still trades at a fraction of its chip rivals' valuations. Whether that gap closes depends…
Arm stock has shed nearly a third of its value in just one month, yet the company's AI data center pipeline tells a very different story heading into Wednesday's earnings report.
Intel just posted the kind of quarter that rewrites a narrative, but the stock has already pulled back sharply from its recent peak, leaving investors to decide whether this is a second…
Tesla heads into Wednesday's Q2 earnings report with a 17% year-to-date loss and a valuation that assumes autonomy will eventually justify everything. Whether this week's call rebuilds confidence or deepens the skepticism…
Qualcomm just watched a massive post-Investor Day rally evaporate in weeks, leaving the stock flat on the year and investors questioning whether management's bold $40 billion non-handset target is a roadmap or…
AI hype has pushed most tech stocks into nosebleed territory, but a handful of legacy names keep raising dividends quarter after quarter while quietly plugging into the same buildout everyone else is…
Tech stocks buckled under the weight of soaring AI costs and a high-profile earnings stumble, sending chip ETFs into a steep slide and leaving investors to decide whether this selloff is a…
Arm shares have shed nearly a third of their value since mid-June, and investors now face a fork in the road between a bargain and a value trap. Our proprietary model points…
Intel shed nearly 20% in a month while most of Wall Street shrugged and called the stock fairly valued. One HSBC analyst just broke from the crowd in a dramatic way, and…
Chip stocks have staged a historic run in 2026, and Bank of America's latest fund manager survey reveals just how extreme the crowding has become. Before you chase or fade the four…
When Taiwan Semiconductor reports earnings on July 16, its commentary on CoWoS packaging and advanced-node capacity will ripple through five chip giants with billions of dollars riding on what the world's largest…
Lawmakers are buying and selling stocks in the exact industries they regulate, and nothing about it breaks the law. Here is what the latest filings reveal about where congressional money is moving…
Silicon content per handset is quietly repricing as on-device AI and RF complexity collide with the next refresh cycle, and five chip names are already splitting into winners and losers before most…
