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President Donald Trump announced that AMD and Nvidia will face 25% tariffs on certain chip imports.
TSMC shares are continuing their ascent in 2026. The company's Jan. 15 earnings release revealed solid beats and guidance that strongly surpassed expectations.
Sandisk has been on a massive tear in the past year, but it makes up a tiny fraction of the S&P 500. How should investors play SNDK? Let's take a look.
Analysts at big banks are bullish on Broadcom in 2026. At least three have named the stock a "top pick" for the new year.
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Multiple insiders, including Hock Tan, sold stock in Broadcom last week.
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Bernstein named Applied Materials as one of its top five chip stock picks.
These three international semiconductor stocks boomed in 2025. See why the outlook on these names remains solid going forward.
The acquisition of Groq by NVIDIA signals a shift toward AI inference that investors can capture through specific semiconductor ETFs focused on growth.
In the face of a huge sell-off in Broadcom, Wall Street analysts are expressing bullishness, with price targets moving up significantly.
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