Chips
Cathie Wood Is Selling Tesla. Here’s the Chip Stock She’s Buying.
ARK funds have been trimming Tesla holdings while adding positions in Broadcom and Klarna.
2 minute read
Nvidia Stock Jumps. Trump, TSMC Are Boosting the AI Chip Maker.
Nvidia stock was gaining with the chip sector in general being boosted by consensus-beating earnings from Taiwan Semiconductor Manufacturing.
2 minute read
TSMC Earnings Beat Expectations in First 2026 Test for AI Boom
The chip maker works with Nvidia, AMD, Qualcomm, and other major AI companies.
2 minute read
TSMC Earnings Don’t Tell What You Really Need to Know About the AI Boom
Beyond technology providers, who will make any money from AI?
4 minute read
Intel Is Getting Better. That Doesn’t Make the Stock a Buy, This Analyst Says.
Intel stock has risen 34% over the past month but RBC's Srini Pajjuri is cautious on its prospects.
2 minute read
AI Stocks Give Mixed Messages. But There’s One Clear Takeaway for Markets.
Trump puts 25% tariffs on chips, oil prices slide, consumers continue to borrow and spend despite affordability concerns, and more news to start your day.
Long Read
Trump Puts 25% Tariffs on Chips. It Only Matters to Nvidia and AMD—for Now.
The levies apply to a “very narrow category” and codifies Trump’s plan to take a cut of chip sales to China. A broader tariff could still come.
3 minute read
Intel Stock Hits Highest Level in Nearly 2 Years. What Has the Market Excited.
Intel stock is closing in on levels above $50 for the first time since late 2023.
2 minute read
Bank of America, Wells Fargo, Citigroup, Tesla, Rivian, Intel, Netflix, and More Stock Market Movers
Shares of Bank of America, Citigroup, and Wells Fargo tumble after reporting earnings, a day after JPMorgan Chase posted a decline in quarterly profit.
3 minute read
Nvidia Stock Drops. U.S. Rules on China Chip Sales Might Not Please Beijing.
The Trump administration had finalized the requirements for Nvidia to sell its H200 chips for the Chinese market.
1 minute read
This Chip Maker Stock Is Falling. Investors Wanted Perfection From Its Earnings Guidance.
The Internet of Things player raises its profit and revenue forecasts—but investors were looking for more.
1 minute read
JPMorgan, Delta, Intel, AMD, Adobe, Moderna, Super Micro, and More Stock Market Movers
JPMorgan Chase falls after quarterly profit at the bank declines 7%.
3 minute read
Intel Stocks Surges. It’s Shaping Up to Be a Good Year for Chip Makers.
Intel and AMD gained after being upgraded by KeyBanc analyst John Vinh.
2 minute read
Super Micro Computer Is an AI Winner. Sell the Stock Anyway, Goldman Sachs Says.
Goldman Sachs reiterates a Sell rating for Super Micro stock and slashes its price target.
3 minute read
Arm Stock Is Falling. Its Biggest Customer Might Be Masking Larger Problems.
Japan’s SoftBank owns around 90% of Arm, and it is also the company’s cornerstone customer.
2 minute read
SK Hynix Plans $13 Billion Memory-Chip Plant. What It Means for Micron Stock.
SK Hynix and Micron Technology are rivals in making high-bandwidth memory for AI chips.
2 minute read
Nvidia Stock Is Stuck. Why This Analyst Still Expects Gains.
Nvidia could sell up to two million chips to China this year but questions remain over when licenses will be approved.
2 minute read
TSMC to Expand $165 Billion U.S. Investment, Says Report. It’s Part of a Trump Tariffs Deal.
Taiwan Semiconductor Manufacturing could build as many as a dozen plants in Arizona, according to The Wall Street Journal.
1 minute read
Capital One, Amex, Citigroup, JPMorgan, Walmart, Moderna, Affirm, and More Stock Market Movers
Capital One and American Express stocks decline after President Donald Trump calls for a cap of 10% on credit-card interest rates.
3 minute read
Nvidia Stock Closes Flat. The Chip Maker Is Launching an AI Lab with Eli Lilly.
The shares are down 1.8% over the past month.
2 minute read
Intel Stock Gets a Price-Target Raise. Why Wall Street Doesn’t Trust the Gains.
The chip stock has rallied hard following President Donald Trump's praise for its CEO. Analysts still see issues for the company.
2 minute read
Apple and Google Strike AI Deal
The next generation of Apple Foundation Models will be based on Google’s Gemini models and cloud technology,
3 minute read
TSMC’s Revenue Outlook ‘May Disappoint,’ Says Analyst. There’s a Silver Lining.
The company, which dominates the market for manufacturing high-end chips, is scheduled to report its earnings on Thursday.
1 minute read
Cathie Wood’s ARK Takes a New Stake in Broadcom—and Sold Another Hot Stock
Two ARK Invest funds made changes to their holdings on Jan. 8, a trading disclosure shows.
2 minute read
These Stocks Moved the Most Today: Oklo, Vistra, Opendoor, Intel, GM, Revolution Medicines, Tilray, and More
Vistra and Oklo stocks surge following agreements to provide nuclear power to Meta’s data centers.
3 minute read
