Michael Burry just swapped unlimited-horizon short positions for expiring put contracts on Micron, accepting a hard deadline to be right before a stock up 550% in a year reports earnings in hours.
Few large chip names have delivered a year like Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction), and the scale of that run now forces a real decision on shareholders. Marvell stock is…
Chip stocks are clawing back ground after a sharp selloff in the prior session, and Arm Holdings (NASDAQ:ARM | ARM Price Prediction) stock is leading the recovery. Arm stock is up 5%…
Chip stocks are under pressure across the group, and Arm Holdings (NASDAQ:ARM | ARM Price Prediction) is the worst performer among large semiconductor names. Arm stock is down 9% to $282.46 in…
Chip stocks are splitting in two directions, with Intel (NASDAQ:INTC | INTC Price Prediction) handing back part of an enormous year while NVIDIA (NASDAQ:NVDA) rises on its own company news. Intel stock…
A record buyback commitment lifts NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) stock only slightly. The gap between the scale of that headline and the size of the move is the tension at…
Chip buyers are stepping back into Arm Holdings (NASDAQ:ARM | ARM Price Prediction) stock. The rebound follows a steep drop and is running well ahead of the rest of the semiconductor group.…
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…
Shares of Coherent Corp. (NYSE:COHR | COHR Price Prediction) are up 59% year to date (YTD) in 2026, a striking run for a stock leveraged to the shift from copper to optical…
Intel (NASDAQ:INTC | INTC Price Prediction) shares are sliding in morning trading, giving back a slice of one of this year’s most extraordinary runs among large-cap technology names. Shares are down 3%…
Shares of Palantir Technologies (NASDAQ:PLTR | PLTR Price Prediction) are trading higher in Wednesday morning action even after investor Michael Burry disclosed adding to a short position against the company, along with…
Momentum in radio frequency chips has a clear name this month. Skyworks Solutions (NASDAQ:SWKS | SWKS Price Prediction) stock has been the standout story, running past its merger partner, its larger listed…
An AI interconnect demonstration by Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) and two optical infrastructure partners has broadened the chipmaker’s story past its long-standing handset business, and the market is repricing that…
Semiconductor names are surging Monday as investors reprice the CPU demand thesis. Meta Platforms (NASDAQ:META | META Price Prediction) and its Muse artificial intelligence agent are driving the move, signaling that inference…
Shares of Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) are rising Monday morning after a supply-chain report indicated AMD has notified partners of a 10% price increase planned for the fourth…
