Optical connectivity stocks have handed some investors gains that dwarf the broader market this year, but a 9% pullback in just the past month signals the window for a clean exit may…
Marvell stock has left Broadcom and NVIDIA in the dust this year, but a gain that steep raises a sharper question than most investors want to answer about what happens next.
Semiconductor equipment stocks are giving back ground after a strong year powered by artificial intelligence (AI) spending. Applied Materials (NASDAQ:AMAT | AMAT Price Prediction) stock is at $461.91, down 7% in afternoon…
Intel and AMD have each tripled their value in a matter of months, leaving shareholders staring down a decision that cuts both ways. The case for staying in is compelling, and so…
ASML (NASDAQ:ASML | ASML Price Prediction) will report Q3 earnings on October 14, and its booming order book suggests Wall Street may be in for a surprise. The company holds a near-monopoly…
Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) reports earnings on October 15, and Wall Street may be underestimating just how powerful its AI-driven growth has become. Despite soaring demand for advanced…
Arm Holdings (NASDAQ:ARM | ARM Price Prediction) stock is at $266.01, up 143% year to date. That surge reflects the artificial intelligence (AI) data center buildout, and it has carried Arm stock…
Apple (NASDAQ:AAPL | AAPL Price Prediction) stock is at $331.22, down 3%, after a report that the company has cut component orders for its iPhone 18 Pro lineup. The pressure is landing…
Chip stocks are under pressure as rising long-term Treasury yields and a sharp jump in oil prices revive inflation worries, with the selling reaching the artificial intelligence (AI) trade hardest. Intel (NASDAQ:INTC…
A conditional federal financing commitment is drawing heavy buying into Wolfspeed (NYSE:WOLF | WOLF Price Prediction), while larger power chipmakers drift lower with the rest of the semiconductor group. Wolfspeed stock is…
BlackRock's semiconductor fund has been quietly outpacing the one most chip investors default to, but the longer you look back at the numbers, the more complicated the story gets.
Two Wall Street price target raises built on separate arguments are lifting Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) stock, and the market is treating the bullish case as one that…
Custom chips anchor the Investor Day pitch from Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction). The argument is lifting shares of both Marvell and Broadcom (NASDAQ:AVGO), the other major design partner hyperscale…
Options traders are betting on a market milestone no company has ever reached, and the window closes at the end of October. A single catalyst could tip the scales either way.
A key Taiwanese supplier’s best month ever has handed NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) a fresh artificial intelligence (AI) demand signal, and the chip designer’s record rally now has to answer…
