Chips
Soaring Oil Prices, Surging Inflation, Fed Rate Fears. It’s Déjà Vu for Markets.
Powell’s Fed press conference brought the unexpected, Micron smashes expectations, Trump temporarily waives the Jones Act, and more news to start your day.
Long Read
Micron, Swarmer, Lumentum, Trade Desk, Macy’s, Williams-Sonoma, and More Stock Market Movers
Micron shares rise after the memory-chip maker tops a $500 billion market cap for the first time ahead of the release of its quarterly earnings.
3 minute read
Why a Tesla Semiconductor Fab Would Be a ‘Herculean Task’
Tesla CEO Elon Musk teased a semiconductor fabrication project over the weekend, which has Wall Street wondering what he is planning.
2 minute read
Sure, Nvidia Stock Is Stuck. But Don’t Ignore Its Huge Cash Returns.
Nvidia chips are still dominant in the artificial-intelligence sector but the prospect of the $4.42 trillion company being able to double in size again seems distant
2 minute read
Lumentum Stock Jumps. This Is More Important Than Nvidia’s Mixed Messages.
Lumentum stock and Coherent were moving following Nvidia CEO Jensen Huang’s comments that his company will continue to use copper cables.
3 minute read
Amazon CEO Sees Cloud Reaping $600 Billion, Report Says. There's One Big Problem.
Amazon CEO Andy Jassy has big hopes for artificial intelligence to drive cloud-computing revenue but the stock will likely need more catalysts.
2 minute read
Nvidia, Eli Lilly, Oklo, Swarmer, Delta, Semtech, Uber, and More Stock Market Movers
Nvidia stock pares back gains following a solid jump on the first day of the chip maker’s annual developer conference.
2 minute read
Nvidia Just Blew a Big Hole in the Case to Buy Tesla Stock
Commoditized self-driving technology might be a boon for drivers and not for Tesla.
2 minute read
Nvidia’s Jensen Huang Used to Be the Stock’s Best Salesman. Now He Can Barely Make It Budge.
Nvidia stock didn't move much after CEO Jensen Huang said the company expects to sell at least $1 trillion worth of Blackwell and Rubin chips.
3 minute read
Stocks Can’t Recover While Oil Prices Surge. Why the Fed’s Unlikely to Help.
Nvidia’s Huang predicts $1 trillion in hardware sales, government bonds will keep selling off, Nebius strikes a second big AI deal, and more news to start your day.
Long Read
Nvidia, Nebius, Meta, Micron, Strategy, Structure Therapeutics, Dollar Tree, and More Stock Market Movers
Nvidia stock rises as the chip maker kicks off its annual GTC Technology Conference.
3 minute read
Tesla Nears Launch of ‘Terafab’ Chipmaking Factory. What It Means for the Stock.
Tesla plunges into the world of semiconductors—this week—to help make its AI dreams come true.
2 minute read
Micron Stock Jumps Ahead of Earnings. It's Planning a Huge Increase in Chip Output.
Micron stock has surged on the memory-chip shortage. It is investing heavily in Taiwan to boost its manufacturing capacity.
2 minute read
Qualcomm Gets Another Sell Rating. Why the Stock Could Drop 23%.
Seaport Research Partners downgrades Qualcomm stock to Sell from Neutral with a price target of $100.
2 minute read
The Market’s Seen This Movie Before. It’s Not an Oscar Winner for Investors.
Nvidia’s big AI event is this week, Fed’s Powell likely to stay on board if investigation continues, Berkshire’s stock buybacks could reach $50 billion, and more news to start your day.
Long Read
Foxconn Earnings Miss, Raising AI Fears. What It Means for Apple, Nvidia.
The Taiwanese electronics manufacturer is best known for making iPhones, but it also produces servers that house Nvidia chips.
1 minute read
Micron Drums Up Support Into Earnings. Rising Memory Prices Are a Boon to the Stock.
Micron Technology has surged 302% over the past 12 months. Those gains might continue, say analysts.
2 minute read
Nvidia Chips Are Reaching China’s ByteDance. It’s a Good Thing for the Stock.
ByteDance is set to get access to around 36,000 of Nvidia’s B200 chips, The Wall Street Journal reported,
2 minute read
Apple Reduces China App Store Fees as It Fends Off Pressure From Beijing
The company will lower the cut it takes from app developers for China App Store transactions to 25% from 30%.
1 minute read
Iran War: 5 Charts That Reveal the Market Chaos It's Caused
From energy to supposed havens, Barron’s lays bare the economic fallout from the conflict through the following five charts
2 minute read
Qnity Drops 7.9%. It Was a Bad Day for Semiconductor Stocks.
Stocks in the semiconductor value chain were weak on Thursday.
2 minute read
Morgan Stanley, Bumble, CF Industries, Rivian, UiPath, Firefly Aerospace, and More Stock Market Movers
Morgan Stanley and shares of alternative asset managers slide amid renewed private-credit fears.
2 minute read
Nvidia Stock Faces Broadcom Threat. Why Micron’s a Winner.
Nvidia stock has been held back by concerns about custom chips. Meta Platforms and Broadcom are working on multiple generations of in-house hardware.
2 minute read
Foreign Stocks Are Reeling From the Iran War. It’s Time to Buy the Dip.
The energy shock has hit markets in Europe and Asia, but their growth drivers are intact. Where to find bargains.
Long Read
Stock Markets Have Shifted From AI. The New List of Concerns Could Break Them.
Oil prices continue to rise, February inflation report won’t help Fed’s next decision, Kevin Warsh’s Fed nomination is stuck, and more news to start your day.
Long Read
