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The fundamentals say boom. The stock price says the boom is ending. One of them is wrong.

Oil may not be the big driver of stocks that it was a few months ago -- and the market's pullback may simply be a healthy breather for hot stocks.

TSMC is seeing strong, multi-year demand for its AI chips as it invests a further $100 billion to expand its Arizona facilities, but it needs to address several challenges, such as a shortage of construction workers there, a top ‌executive said. Speaking after blockbuster second-quarter results on Thursday, Chief Financial Officer Wendell Huang said the company is "very happy" with progress in Arizona, which is ‌why it decided to ramp up investment to $265 billion. "We continue to see customers' strong demand — ​multi-year structural demand."

Why opt for speculation when you could grab a 6.3% dividend yield that's been paid for 127 years in a row?

Despite churning out incredible numbers, semiconductor stocks still seem to somehow “miss expectations.” The team digs into Wall Street's expectations game.

Maybe you should, too.

The rocket maker's slide has come with almost no insider supply hitting the market. That changes within weeks.

Netflix shares sank yet again after it reported its second-quarter results.

AMD looks like a buy ahead of its Advancing AI event.

As countries around the world drastically expand nuclear energy capacity, these two stocks could be huge winners.

Jensen Huang left Tokyo with deals spanning Japan's entire tech ecosystem.

As AI data centers outgrow copper networking, these two optical technology companies could become major beneficiaries of the industry's shift to silicon photonics.

The search giant promised its most powerful AI model in June. It's still not here.

Wood's ETFs sell stocks that have had strong runs to pay for other positions.

They can help stabilize your portfolio in these otherwise volatile times.

Hype-based cryptos backed by politicians have a history of leaving holders poorer.

Nvidia could actually lose a meaningful slice of its market share and still hit that milestone by 2030.

Will Musk's "dogged determination" help Tesla beat expectations?

An investment in Oklo requires patience and may take years to pay off.

Nvidia’s (NVDA) newest Japan project looks like an enormous chip sale. It is a lot more important to U.S. investors. A Japanese group aims to construct anAI factory made up of about 27,500 of Nvidia's Rubin GPUs and 13,750 Nvidia Vera central processing units. The 140-megawatt system will be used ...

The recent sell-off stings a lot less when the cost basis is $10 a share.

Sandisk is an early candidate for stock of the year.

Sometimes, a promising stock that's down 45% still isn't a bargain.

Apple is riding a wave of momentum led by strong sales and a different AI approach.

The team discusses SK Hynix’s upcoming U.S. IPO and explains which companies could benefit from its IPO proceeds.

The AI data center build-out is driving up prices for some consumer goods.

Of Berkshire Hathaway's five biggest stock holdings, one company stands above the rest thanks to a powerful business model that's built to compound for decades.

Amazon is burning through tens of billions in capex to own the AI backbone while Shopify spends almost nothing and still accelerates growth faster. Which strategy survives contact with a softening consumer and a skeptical market?

Investors willing to embrace interest rate risk may enjoy the income benefits of the Vanguard Long-Term Corporate Bond ETF or the Vanguard Long-Term Treasury ETF.

Tech companies are on the hunt for more efficient technologies to reduce memory costs.