Watching what the hedge funds and top investment managers do in any given quarter can be a great source of ideas in just about any market. Instead of keeping tabs on just…
Intel (NASDAQ:INTC | INTC Price Prediction) has roughly tripled this year on a turnaround narrative wrapped around AI inference workloads, a fresh Google partnership, and selection as the host CPU for NVIDIA‘s…
Let me cut to the chase. Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) trades at $404.54, and our 24/7 Wall St. price target for TSMC is $473.33 over the next 12…
Vandita Jadeja Mizuho raised its price target on Intel (NASDAQ:INTC | INTC Price Prediction) stock to $124 from $100 on May 12, keeping a Neutral rating as the firm cited agentic AI continuing to drive…
Apple (NASDAQ: AAPL | AAPL Price Prediction) and Alphabet (NASDAQ: GOOGL) both just reported, and the contrast runs deeper than the headline numbers suggest. Apple posted its best March quarter ever. Alphabet…
Jeffrey Gundlach, the DoubleLine Capital CEO known as the “Bond King,” has spent recent months hammering one message across his webcasts, CNBC appearances, and social posts: U.S. federal debt is on an…
The 2026 chip war is over. Apple (NASDAQ:AAPL | AAPL Price Prediction) won it in procurement meetings, well before product launches. The market is just catching up. Apple’s $287.44 share price and…
The first wave of the AI boom rewarded the most obvious names. The next wave spreads wealth across the entire infrastructure stack: foundries, custom silicon, networking fabric, and enterprise deployment tools. Hyperscaler…
Most dividend ETFs make you pick a lane. You can chase yield with funds packed full of utilities, telecoms, and tobacco names that throw off cash but barely grow, or you can…
Advanced Packaging Has Become the Bottleneck Intel (INTC) is attempting to reposition itself in the semiconductor value chain by leveraging one of the few areas where it still holds a differentiated capability—advanced…
Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) is the headline name in every AI portfolio chatroom, and after a 143% one-year run that carried the world’s most valuable chipmaker to a…
The Direxion Daily Semiconductor Bull 3X Shares (NYSEARCA:SOXL) made a 160%-plus move in thirty days, and the fund added another 15% today to trade near $146. Returns like that show up when…
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…
