LATEST ARTICLES
Snowflake Stock and 2 More Software Plays to Buy on a ‘Too Harsh’ Software Drop
The recent drop in software sector stock prices is creating buying opportunities, according to Jefferies.
1 minute read
Amazon Stock Drops After It Projects $200 Billion in Spending
The company reported revenue ahead of Wall Street’s estimates, but capex blows past estimates.
2 minute read
OpenAI Introduces a New Platform for AI Agents
Frontier will help companies build, deploy, and manage AI agents.
2 minute read
Qualcomm Gives Weak Guidance. The CEO Blames Memory Crunch.
Qualcomm forecast lower than expected revenue for the current quarter.
1 minute read
4 Investing Lessons as a Tech Columnist Bids Farewell
As investors fret about the impact of AI on stocks, Barron’s tech columnist reminds readers that panic never pays.
4 minute read
AMD Stock Falls After Earnings. Why It's One of the S&P 500's Worst Performers Today.
An earnings beat wasn’t enough to keep the stock rallying. Shares of AMD were down sharply after the report.
1 minute read
Sandisk Stock Soars 25% After Earnings Crush Estimates. Why 1 Analyst Raised Target to $1,000.
Sandisk’s chip-based storage has become increasingly important in data centers and consumer devices.
2 minute read
IBM Stock Jumps After Strong Earnings Results
For the December quarter, IBM reported earnings per share of $4.52, compared with the consensus call for $4.31 among Wall Street analysts tracked by FactSet
1 minute read
Chip Makers Point to Accelerating Demand. It’s a Big Deal.
Robust earnings commentary suggests chip makers are seeing rising demand and are willing to invest to add capacity going into next year.
3 minute read
Texas Instruments Stock Rises on Strong Outlook
The chip maker provided a strong earnings forecast for its March quarter.
1 minute read
AMD Gets a Price-Target Raise on Its Strong 2026 Prospects
Piper Sandler analyst Harsh Kumar raised his call on the stock price to $300 from $280 and reaffirmed an Overweight rating.
1 minute read
AMD Is a Big Winner So Far This Earnings Season. And It Hasn't Even Reported.
On Friday, AMD stock rose 3.7%, driving its gains this month to 23%. Investors are growing more optimistic about the chipmaker’s business prospects after rival Intel posted its results.
2 minute read
Intel Stock Falls on Disappointing Outlook
Intel’s CFO told Barron’s that the company is still facing “supply constraints.”
2 minute read
Tech Execs in Davos Sound More Bullish Than Ever on Artificial Intelligence
Tech CEOs used Davos forums to extol the future of AI, both in the enterprise and for helping better the world.
3 minute read
Chris Hohn Posts Biggest Hedge Fund Gain Ever at $18.9 Billion. How He Did It.
The founder of TCI Fund Management ranks No. 1 for the net gain achieved in 2025, according to a ranking from the investment firm Edmond de Rothschild.
2 minute read
3 Chip Stocks to Buy for 2026, According to an Analyst
Jefferies expects earnings upside for Nvidia, Broadcom and Marvell as AI demand accelerates.
1 minute read
Taiwan to Invest $250B in U.S. in New Trade Deal
The agreement will lower tariffs, boost semiconductor manufacturing in the U.S., and provide credit guarantees for Taiwanese companies.
1 minute read
Nvidia Stock Rises. How TSMC and Trump Are Helping the AI Chip Maker.
The semiconductor sector was getting a big boost Thursday.
2 minute read
TSMC Pops After Earnings Beat in a Test for AI Boom
The chip maker works with Nvidia, AMD, Qualcomm, and other major artificial-intelligence companies.
2 minute read
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