Taiwan Semiconductor appears to be borrowing a page from one of Intel's most underappreciated playbooks, and the reasons behind that move reveal something surprising about where the real AI bottleneck actually sits.
Jensen Huang just called AI infrastructure the largest expansion in human history, yet NVIDIA shares sit $20 below a $5 trillion market cap. Here is what would need to go right and…
Wedbush's most vocal AI bull thinks investors keep flinching at the wrong signals, and he has a map of five stocks that traces where the real money is moving before the crowd…
A chip ETF just posted one of its best years on record, and the stock everyone expected to lead it barely showed up. The real story is which names hijacked the rally…
Viking Global just filed its 13F, handing retail investors a five-stock shortlist that spans AI chips, streaming turnarounds, and a rate-cycle trade, and four of them are flashing buy signals before the…
NVIDIA just committed to a spending package that dwarfs the budgets of most nations, and the market reacted by punishing the stock. Whether that reaction reflects legitimate bubble fears or a historic…
Intel's stock is surging while the rest of the chip sector sits flat, and the reasons behind that split tell a much bigger story about where the semiconductor race is actually headed.
Semiconductor stocks just took a bruising, but the companies powering every major AI buildout are nowhere near done growing. Three ETFs offer very different ways to position for the rebound, and the…
Intel shares have shed more than a quarter of their value since June, but a quiet breakthrough inside its foundry operation may force Wall Street analysts to rethink everything they thought they…
Coatue Management's latest 13F reveals Philippe Laffont stacking chips on a single concentrated AI infrastructure bet, and one of his five picks has nothing to do with semiconductors at all.
TSMC just posted 77% profit growth and Wall Street still calls its stock cheap, yet shares have dropped 8% in the past month. Here is whether the world's most powerful chipmaker can…
Vandita Jadeja Morgan Stanley's latest roundtable reveals a structural gap between the U.S. and Europe in AI investment that no single policy fix can close, and the timeline for when this imbalance reshapes global…
Chip stocks surged and early Q2 reports crushed expectations, but the bigger question is whether this momentum can hold as the week's heaviest hitters prepare to report.
A single analyst preview note sent Intel surging and pulled the entire chip sector with it, but the same firm kept a price target well below where the stock trades today. Here…
Most AI investors are gambling on which chip designer comes out on top, but there is a quieter way to profit from the revolution no matter who wins. One manufacturer sits at…
Rich Duprey 
