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Anthropic just signed a compute bill so large it reshapes the math behind every NVIDIA forecast on Wall Street, and the number arriving ahead of the company's IPO raises a question Jensen Huang's own team has not fully answered yet.
Advanced Micro Devices, Inc (NASDAQ:AMD) has set its sights on capitalizing on the growing demand for workstations capable of running large artificial intelligence models. On September 4, the company unveiled the Threadripper Halo Station, expanding its AI strategy beyond data centers and into high-end local AI computing. AI Workstation Opportunity Designed for AI development and inference, […]
Jim Cramer spotted gigantic flex-call buying across a basket of tech and energy names on live television and openly asked who was behind it. A House disclosure filed weeks earlier quietly named two of those same stocks.
With demand remaining solid and AMD’s earnings growth set to speed up, the stock has room to advance despite higher valuation metrics.
Qualcomm is watching Apple walk out the door with its modem business, but a surprise Amazon partnership promises a $60 billion lifeline built on unproven silicon in a market already owned by rivals. Whether that door holds the weight is the real question.
The top of the chip designer's 2030 market forecast grew by as much as a trillion dollars in one conference appearance. How much of it was already in the stock price?
Can anything stop the company's momentum?
Shares of semiconductor designer Power Integrations (NASDAQ:POWI) jumped 6.3% in the morning session after macroeconomic relief from declining Treasury yields and lower oil prices, coupled with robust artificial intelligence demand projections, boosted sentiment across the chip industry.
A number of stocks jumped in the morning session after macroeconomic relief from declining Treasury yields and lower oil prices, coupled with robust artificial intelligence demand projections, boosted sentiment across the chip industry.
A number of stocks jumped in the morning session after macroeconomic relief from declining Treasury yields and lower oil prices, coupled with robust artificial intelligence demand projections, boosted sentiment across the chip industry.
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) reported a record August just as Advanced Micro Devices, Inc. (NASDAQ:AMD) is pushing deeper into the AI accelerator market. TSM’s August revenue reached NT$514.81 billion, up 53.3% from a year earlier and 10.1% sequentially. Revenue for January through August increased 39.3%. The growth is a powerful signal for advanced […]
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) just delivered another hard-data point showing that the AI semiconductor boom remains very much alive. TSM reported September 10 that August revenue reached NT$514.81 billion, up 53.3% year over year and 10.1% from July. Revenue for the first eight months of 2026 climbed 39.3% to NT$3.39 trillion. That is […]
Marvell has outperformed every major chip stock, from NVDA and AMD to Broadcom, over the past year.
A position that started as a small allocation now controls your retirement, and selling everything creates its own disaster. Three ETFs offer a way to stay in the trade without betting the nest egg on a single design team.
JEPQ's near-14% distribution rate makes a $2,400 monthly paycheck sound almost effortless, but the fund hides concentrated megacap tech bets, bank credit exposure, and a payout that swings sharply with market volatility in ways most income investors never see coming.
Former OpenAI researcher Leopold Aschenbrenner is betting on AI stocks again just weeks after his fund’s $35 billion collapse.
What is the most expensive habit a new investor can pick up? Taking quick profits on a company worth owning for decades.
Qualcomm (QCOM) grew revenue just 1.9% over the last twelve months, against a compound pace of about 6.2% a year over five years and 4.5% over three. The quarterly path is worse. Across the last four quarters, year-over-year growth slid from 10.0% to 5.0%, then to declines of 3.5% and 4.0%. That turn to shrinking quarterly sales is the risk to weigh.
Advanced Micro Devices (NASDAQ:AMD) executives said the company is expanding its role in artificial intelligence from a semiconductor supplier toward a provider of rack-scale systems and software, while positioning its server CPU portfolio for increased demand from agentic AI workloads. Speaking at
Broadcom and AMD both posted explosive AI growth and both have hyperscalers locked in as customers, but only one makes a convincing case for actually unseating Nvidia as the king of AI compute.
According to a CNBC report on Friday, Situational Awareness was also active in names like SK Hynix, SanDisk and the Roundhill Memory ETF.
AMD's data center momentum clashes with Qualcomm's valuation discount, but customer concentration and geopolitical risks complicate both bets.
Semiconductors are the silicon backbone of the digital revolution. Compute-intensive AI workloads are also priming them for the next wave of secular growth, so it’s no wonder the industry has outperformed the market over the past six months, delivering returns of 46.2% compared to 12.7% for the S&P 500.
Broadcom's custom AI chips are becoming more popular with AI hyperscalers.
The fund, which lost roughly $35 billion in assets after a forced sale this summer, has been active in options markets late last week and early this week
A report of Intel raising chip prices sent shares surging 3% and erased the prior session's Piper Sandler-driven selloff, but the real question is whether the company has genuine pricing power or is simply charging scarcity rent that evaporates the moment supply loosens.
Intel (INTC) stock fell 5.6% on September 10 and trades near $100, about 29% below its 52-week high. Even so, it has returned 310.5% over the past year. The question is how much of that a market shock could take back, and on average Intel has fallen harder than the S&P 500 when shocks hit.
Marvell Technology is riding on AI infrastructure growth with custom silicon, interconnect and optics, but faces trade risks and rising competition.
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