semiconductors

Broadcom Inc. (NASDAQ:AVGO) stock has a timing problem. Just as its AI story looks bulletproof, the chart is starting to crack — and not in a subtle way. The kind of setup forming here doesn't usually resolve quietly, especially when momentum begins to slip beneath the surface. • Click...

A stock that's already up over 1,600% since February 2025 doesn't usually play defense. But that's exactly what SanDisk Corp (NASDAQ:SNDK) is doing — and it may be the most important signal in the AI hardware trade right now. Instead of chasing momentum, the company is locking in supply. •...

U.S. equities are retreating on Thursday, snapping this week’s tentative rebound, as Iran’s rejection of Washington’s latest ceasefire proposal drove Brent crude above $107 per barrel, pushed Treasury yields to fresh multi-session highs and sent gold lower again on intensifying...

A surge in chip stocks like Advanced Micro Devices Inc (NASDAQ:AMD) and Intel Corp (NASDAQ:INTC) is providing semiconductor ETFs with fresh impetus. But beneath this rally, structural risks are beginning to emerge. • Advanced Micro Devices stock is trading near recent highs. What should...

NVIDIA Corp (NASDAQ:NVDA) CEO Jensen Huang highlighted $1 trillion in orders for AI chips at the company's recent GPU Technology Conference. The large figure and future demand for the company's AI chips did little to win over investors, something that tech investor Gene Munster says might show...

The AI story is changing. For the past two years, it's been about models, chatbots, and copilots. But as Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang recently framed it, the real opportunity ahead isn't digital—it's physical. Robots, autonomous vehicles, factories, logistics systems. A market he pegs...

Super Micro Computer, Inc. (NASDAQ:SMCI) stock isn't just down—it's dislocated. SMCI stock had crashed to around $22.22 by 11:30 a.m. ET on Friday, leaving the stock roughly 64% below its 52-week high and nearly 86% below the average recent analyst price target of $42.67. That kind of gap usually...

The much-vaunted Magnificent Seven stocks are starting to look a lot less magnificent as a group. In 2026, the market's favorite mega-cap tech cohort is no longer moving with the same force or direction that once defined it. The idea that Apple Inc (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT),...

Tesla, Inc. (NASDAQ:TSLA) isn't just choosing a chip supplier. It's choosing where its future lives. By tapping Samsung's new Texas fab to produce next-gen AI chips, Elon Musk is making a move that looks less about performance — and more about control. Because in AI, supply chains are strategy...

Your next Uber Technologies, Inc (NYSE:UBER) driver might not just be AI—it might be running from space. At roughly 250 miles above Earth, low-Earth orbit (LEO) satellites are emerging as the next frontier for AI compute. Companies like Nvidia Corp (NASDAQ:NVDA) aren't just pushing intelligence...

Micron Technology (NASDAQ:MU) is one of the hottest stocks over the last year, a trend that could be continued or come to a halt when the company reports second-quarter financial results Wednesday after market close. Here are the earnings estimates, what experts are saying ahead of the report and...

Nvidia Corp.'s (NASDAQ:NVDA) historic ascent has turned it into the poster child of the AI boom, but hitting a $1 trillion annual revenue run rate by 2027 sets a mathematical bar that might even stretch Silicon Valley's laws of growth.  NVDA stock is moving. See the chart and price action...

NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang surprised some analysts and investors with the announcement of $1 trillion in bookings through 2027 for AI chips during his keynote speech at GTC 2026. Analysts break down what the figure means and where Nvidia stock could be headed over the short...

Nvidia Corp. (NASDAQ:NVDA) and Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) are central to the AI boom, but a crucial vulnerability in their supply chain runs through the Strait of Hormuz — and it is made of helium, not oil. TSM stock is moving. See the chart and price action here.  The...

Speaking at the NVIDIA Corp (NASDAQ:NVDA) 2026 GTC Conference on Monday, CEO Jensen Huang provided more details on the company's AI chip demand and more heightened revenue forecasts for the future. Nvidia's $1 Trillion Opportunity Huang has been bullish on opportunities such as data centers and AI...