Chips
Qualcomm Stock Falls After Downgrade. The Apple Supplier Has an iPhone Problem.
Mizuho Securities downgrades Qualcomm stock to Neutral from Outperform.
2 minute read
For Micron Stock, History May No Longer Apply
For the first time ever, Micron and other cyclical memory makers could see sustained sales growth, giving the stocks another year of gains.
Long Read
TSMC Stock Rises After Bumper Sales. What That Says About a Potential AI Bubble.
Taiwan Semiconductor Manufacturing stock has risen strongly on the AI boom and its latest sales figures should support the rally.
1 minute read
Nvidia Stock Is Stuck. Why It's Still This Analyst's Top Pick.
Nvidia has hired Google marketing executive Alison Wagonfeld to be its first chief marketing officer.
2 minute read
This ‘Well Positioned’ Stock Can Win Regardless as Broadcom and Nvidia Square Off
Broadcom and Nvidia can both win in the AI chip maker but there's one stock which could benefit from either coming out on top, according to Mizuho.
3 minute read
This ‘AI Tiger’ Stock Just IPOed—and Doubled on Its First Day of Trading
MiniMax shares more than doubled as investors carried on piling into Chinese artificial-intelligence start-ups.
1 minute read
Archer Aviation Stock Pops. Nvidia’s AI Chips Will Fly Air Taxis.
The aircraft maker will work with Nvidia to develop AI for its flying taxis. The goal is safety.
2 minute read
Lockheed, Northrop, Alphabet, Applied Digital, Bloom Energy, Neogen, and More Stock Market Movers
Lockheed Martin and Northrop Grumman rally after President Donald Trump says he would hike the defense budget to $1.5 trillion next year.
4 minute read
Samsung Guides to Record Profit. That’s Good News for Micron Stock.
Micron could get a boost from Samsung's blowout profit forecast.
2 minute read
Nvidia Stock Falls. China Chip Sales Are a Big Question.
Nvidia stock was reacting to reports China plans to approve some H200 chip imports.
2 minute read
Chasing Sandisk and Micron May Be Hazardous to Your Portfolio
Traders are jumping over themselves to buy the riskiest, highest-beta AI momentum plays: commodity memory stocks.
3 minute read
Stock Market Fundamentals Look Great. But Trump, Again, Is the Wild Card.
President Donald Trump has played stock market activist before. The results were mixed.
4 minute read
Strategy, Sandisk, Alphabet, First Solar, GameStop, Cal-Maine, and More Stock Market Movers
Shares of Western Digital and Seagate Technology Holdings fall after racking up dazzling gains in the previous session.
2 minute read
Why Micron Stock Is Winning Big in the AI Memory Boom
Micron received a series of price target hikes as analysts doubled down on shares of the memory chip maker.
3 minute read
Apple and Dell Face Soaring Memory Prices. How the Stocks Can Handle the Threat.
Soaring memory prices are good news for SanDisk, Seagate Technology and Western Digital but not so cheerful for hardware companies such as Apple and Dell.
3 minute read
Nvidia Stock Sits Out Latest AI Surge. What Higher Memory Prices Mean for the Chip Maker.
Nvidia stock isn't participating in the AI rally moving companies like Sandisk. But resumed China sales could change that.
2 minute read
TSMC Stock Can Keep Winning From AI, J.P. Morgan Says. It’s Not Good for Intel.
Taiwan Semiconductor Manufacturing is the dominant AI chip manufacturer. Intel won't challenge it any time soon, according to J.P. Morgan.
3 minute read
Sandisk Replaces Nvidia as the New AI Chip Darling. Why That’s a Big Risk.
Supreme Court says opinions are coming Friday, extracting Venezuela’s oil might not be easy, robot euphoria is taking CES by storm, and more news to start your day.
Long Read
Sandisk, Nvidia, AMD, Palantir, OneStream, SoFi, Microchip, and More Stock Market Movers
Nvidia CEO Jensen Huang says the chip maker’s next big AI graphics processing unit, Vera Rubin, is in ‘full production.’
3 minute read
This AI Stock Battles Back After Nvidia Rubin Announcement Causes Nosedive
Shares of Amphenol briefly plummet after Nvidia unveils cable-less Rubin platform.
1 minute read
Microchip Stock Surges 10%. Texas Instruments and Other Chip Makers Are Rising With It.
The chip maker boosts sales guidance for the second time for the quarter ended Dec. 31.
2 minute read
Nvidia’s CFO Sees ‘Tremendous’ Demand for AI. She’s Upbeat About the Year.
Colette Kress said demand for chips keeps rising and that she is confident the company’s suppliers have enough capacity to keep up.
1 minute read
Nvidia Investors Shrug at 'Physical AI' Push. The Stock Needs More Than Robots.
Nvidia stock wasn’t boosted by the chip maker’s unveiling of a suite of products designed for robotics and autonomous driving.
2 minute read
Marvell Stock Pops as It Gears Up for the Next Generation of AI With XConn Acquisition
Marvell Technology is buying AI interconnect company XConn Technologies in a cash-and-stock deal.
1 minute read
If Intel Builds a Foundry, Will They Come? Why the Stock Depends on the Answer.
Intel stock rose after the launch of its Core UltraSeries 3 processors, the “most advanced semiconductor process ever developed and manufactured in the U.S.”
2 minute read
