Goldman Beats, JPMorgan Misses: 8 Key Items Shaping the Stock Market Tuesday
Domino’s weak comp sales, Applied Materials sees its top-line doubling, and other headlines moving the market this morning.
AMD’s ‘Very High’ Chip Demand Sets Up Marvell’s Investor Day: 8 Key Items Shaping the Stock Market Tuesday
Zscaler reiterates guidance, Boeing’s Lockheed Martin win, and other headlines moving the market this morning.
Chart of the Day: AMD Proves Its Worth
Another solid breakout on big volume has this semiconductor stock poised for a bigger move.
Why Fast AI Chips Still Have to Wait
Storage, networking and optical infrastructure may be less glamorous in the world of AI, but these 8 names keep the traffic moving.
Why August PCE Shouldn’t Be the Focus: 8 Key Items Shaping the Stock Market Wednesday
Boeing’s Navy win, iPhone Duo expectations, and other headlines moving the market this morning.
Keeping My Price Target as AMD Lands ‘AI Godmother’ in Bold $8.2B Move
After AMD’s parabolic rise, Lisa Su is making an aggressive acquisition, while analysts raise the bar for the stock.
Meet the Chips Behind Every AI Answer
You asked AI a question. These are the companies and chips that went to work.
Nvidia Is the Cheapest It’s Been in a Decade. But Is It Cheap for a Reason?
Elite fundamentals, a decade-low multiple, solid technicals, and analyst enthusiasm all point the same way. So why don’t I own more?
As Semis Soar, I’m Upping Price Targets for AMD, Intel
INTC and AMD ran up big Monday on the sudden popularity of Meta’s Muse AI agent. Let’s chart where these two stocks could be headed.
VIDEO: Energy Overhang, Diplomacy Catalysts Set Stage for Earnings Season
Plus, revisiting the connection between the Magnificent Seven and chip stocks.