Shares of Intel (NASDAQ:INTC | INTC Price Prediction) are catapulting 14% in Tuesday morning trading, changing hands near $109.60 after Bloomberg reported that Apple (NASDAQ:AAPL) is exploring Intel’s foundry services for future…
The iShares A.I. Innovation and Tech Active ETF (NYSEARCA:BAI) solves a problem that has tripped up most thematic funds: how to own the AI build-out without locking yourself into a static index…
Bernstein Research’s Stacy Rasgon has been making the rounds with a deceptively simple thesis: stop arguing about market share. On a recent Marketplace Morning Report segment titled Chipping away at Nvidia’s chip…
The April 2026 scoreboard for the artificial intelligence (AI) chip trade is in, and the winner is not the most-watched name on Wall Street. Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) stock surged…
Shares of Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) are sinking 6% in midday trading Monday, changing hands near $340 after closing Friday at $360.54. The selloff stands out because AMD’s…
Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) stock received an analyst downgrade from HSBC on Monday, May 4, with the firm cutting its rating to Hold from Buy while nudging the…
Palantir (NASDAQ:PLTR | PLTR Price Prediction) is back atop every retail watchlist, riding a 70% revenue quarter and a CEO who keeps reminding everyone he runs an “n of 1” business. The…
The standard way to own semiconductors is to buy a cap-weighted fund and accept that NVIDIA, Broadcom, and TSMC will dominate the returns. SPDR S&P Semiconductor ETF (NYSEARCA:XSD) takes the opposite approach.…
The Global X Artificial Intelligence & Technology ETF (NASDAQ:AIQ) tries to solve a problem most retail investors run into when they try to express an AI thesis: picking the right name. Buy…
The chip cycle that investors have grown accustomed to (boom, glut, correction, repeat) may be giving way to something different. According to IDC analyst Jeff Janochowicz, speaking on Marketplace’s “All-in-One” segment about…
Joel South For investors who want exposure to the artificial intelligence buildout without trying to pick the next NVIDIA, the iShares Future AI & Tech ETF (NASDAQ:ARTY) pitches a single-ticket solution: spread chips across…
I am opening with the bottom line. Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) trades at $392.34 after a 143% one-year run, and our 24/7 Wall St. price target points to…
Vandita Jadeja Taiwan Semiconductor Manufacturing Company (TSMC) (TSM) is a semiconductor foundry, which means it manufactures chips for other companies like Advanced Micro Devices, Inc. (AMD) and NVIDIA Corporation (NVDA) and 530 other companies.…
Shares of Taiwan Semiconductor (NYSE:TSM | TSM Price Prediction) recently hit fresh, new all-time highs as the semiconductor trade heats up, while investors digest that outstanding quarterly earnings report. Of course, the…
Joey Frenette NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and Taiwan Semiconductor Manufacturing (NYSE:TSM) just delivered the two most consequential earnings reports in AI hardware. NVIDIA closed fiscal 2026 with a 73.21% revenue surge, while…
