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A Wall Street Journal report about NVIDIA potentially backstopping OpenAI's compute ambitions at a staggering scale has triggered a broad…
Intel's stock is surging while the rest of the chip sector sits flat, and the reasons behind that split tell…
A leaked investor call from a Chinese AI CEO contains a pointed argument about the one assumption holding up NVIDIA's…
A single analyst preview note sent Intel surging and pulled the entire chip sector with it, but the same firm…
Jensen Huang is making a bold prediction about semiconductors that makes Michael Burry's AI bubble warnings look shortsighted, and the…
Korea's stock market just became the most important indicator for U.S. chip stocks, and the connection runs straight through SK…
SK Hynix stock just staged a dramatic reversal after touching a fresh low, but the forces behind the bounce raise…
A wave of selling swept through semiconductor stocks Friday as investors began questioning whether the AI spending boom can justify…
Marvell has surged over 100% this year, but a sudden wave of AI spending fears is now erasing billions in…
Chip stocks have staged a historic run in 2026, and Bank of America's latest fund manager survey reveals just how…
The AI optics trade just handed back a chunk of its parabolic gains in a single afternoon, and the question…
A single report on Chinese memory chip makers sent Micron tumbling and pulled Intel, AMD, and Marvell down with it,…
A Pearland, Texas groundbreaking sent shockwaves through the AI optics sector Tuesday, lifting three optical transceiver stocks simultaneously and reigniting…
A cooler-than-expected inflation print sent chip stocks surging Tuesday, but AMD sitting at a 185x P/E after a 150% year-to-date…
A surprise profit warning out of South Korea sent shockwaves through the chip sector Monday, and the fallout is hitting…
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