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What exactly does Broadcom do, and why are Wall Street’s biggest investors loading up on shares?
Money continues to move into the market, raising hopes for a Santa Claus rally; however, the macro story remains mixed, which could bring more volatility
Investors focusing on seasonal revenue fluctuations are missing the bigger picture of structural growth driven by the expanding artificial intelligence market.
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In a new note, Wedbush reiterates its optimism on Tesla's autonomous and AI projects.
Semiconductor expert Marc Chaikin breaks down why Credo Technology, Lam Research and Taiwan Semiconductor could benefit from strong chip demand.
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Teradyne’s valuation looks full, but Stifel’s upgrade, growing ties to TSMC and potentially Nvidia’s Blackwell chips, and double‑digit earnings growth estimates suggest the AI infrastructure cycle...
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Intel’s rally rides on Apple rumors, while profits remain fragile and expectations run ahead of proof.
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ASML wins top-pick status as AI drives demand, but its premium value leaves little room for mistakes.
A holiday stock surge fueled by credible Apple partnership rumors signals that the market is finally repricing Intel's manufacturing value.
CEO Elon Musk has declared that the number of chips that Tesla will design will outnumber the combined strength of all chip-making rivals.