Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) has been one of the defining AI infrastructure trades of the past year, and after a sharp 9.42% pullback in the past week, the…
Vandita Jadeja Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) presents one of the cleanest large-cap setups heading into next Thursday’s earnings report, and the setup gives retirement-focused investors a rare combination of visible…
The VanEck Fabless Semiconductor ETF (NASDAQ:SMHX) has ripped higher in 2026, gaining 58.48% year to date through July 6, and it does not own a single share of the world’s largest chipmaker.…
The Invesco Semiconductors ETF (NYSEARCA:PSI) has roughly doubled this year, gaining 102.37% from December 31, 2025 through July 6, 2026. The surprise: the fund carries the word “semiconductors” in its name yet…
Bank of America Securities Senior Semiconductor Analyst Vivek Arya believes the AI-driven semiconductor boom is still in its early stages. In a recent CNBC interview, he argued that demand for AI infrastructure…
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) and Taiwan Semiconductor (NYSE:TSM) delivered blockbuster Q1 2026 reports exposing different paths to AI silicon profit. One scales custom TPU volume and pulls packaging leverage in-house.…
Invesco’s Fiona Lim says the AI-fueled semiconductor surge is shifting from a broad, momentum-driven rally to a tougher phase where stock picking and profitability will separate winners from laggards. Speaking on Bloomberg’s…
Dom Rizzo runs T. Rowe Price’s Global Technology Fund, and the numbers he brings to the table force even skeptics to sit up. His fund has compounded at more than 40% a…
On CNBC’s Closing Bell Overtime the evening of June 30, 2026, a guest said the quiet part out loud about AI hardware: “the AI memory hardware food chain is still trading as…
Morningstar is warning investors to brace for a reckoning in AI stocks, with memory-chip names sitting on the biggest gains facing the most downside. In a Bloomberg TV segment, Morningstar director of…
At $455.10, Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) looks compelling. The stock sits within striking distance of its $476.79 52-week high after a blistering run, and the question is whether…
Vandita Jadeja Nancy Pelosi’s husband is a venture capitalist who has been highly successful in the stock market for nearly four decades, and all his trades (attributed to Pelosi due to their marriage) have…
Intel (NASDAQ:INTC | INTC Price Prediction) stock is under heavy pressure today, falling 7% as semiconductor stocks retreat across the board. The weakness extends beyond Intel stock, with Advanced Micro Devices (NASDAQ:AMD)…
Apple (NASDAQ:AAPL | AAPL Price Prediction) rarely raises prices. That has been a working assumption on Wall Street for roughly two decades. The company absorbs component costs, squeezes suppliers, redesigns around the problem,…
Sarah Kunst of Cleo Capital went on CNBC Friday morning and said what a lot of portfolio managers have been muttering to themselves all week. “People are wondering if putting all of…
