ASML Holdings Rallied in June: Key Drivers and Outlook
ASML Holdings rode a broad wave of positive signals in June, even without a fresh earnings release. This article brea...
Semiconductors
Discover six Semiconductors-focused articles covering Nvidia, AMD, Intel and more to evaluate earnings, AI demand, and stock momentum for smarter wallets.
745 articles
Signals That Will Determine EWY’s Year Ahead: AI Memory
EWY’s 12-month trajectory hinges on two volatile signals: AI memory demand and the concentration risk tied to Samsung...
Chip Stocks Have Soared: 2 Top Picks Ahead of AI Boom
AI demand is lifting the semiconductor sector to new highs. This guide highlights two strong chip stocks to buy now, ...
Applied Materials Silently Powering the AI Boom: Why It Matters for Investors
The AI boom relies on more than chips. It hinges on the invisible backbone—equipment that enables chipmakers to scale...
Micron’s Says Even Customers Spark $200B Memory Bet
Micron unveils a $200 billion expansion to meet AI memory demand, and the company says even customers couldn’t foreca...
Palantir Sandisk: Paths Riches in the AI Buildout Era
Two market behemoths, two roadmaps: Palantir’s enterprise AI software and SanDisk’s hyperscale memory hardware race t...
This 40%-A-Year Fund Manager Sees Semis Still in Play
A veteran fund manager who compiles a 40%-a-year track record remains bullish on semiconductors, arguing the next wav...
Lip-Bu Tan’s Magic Worn? Intel’s Gains Slip Back Sharply
Intel shares retreat after a rally fueled by Lip-Bu Tan’s turnaround plan, as investors await Q2 results and the AI d...
Apple's Rumored China Chip Deal Could Reshape Memory Markets
A reported plan for Apple to source memory chips from a Chinese supplier could upend Micron’s mobile business and cha...
XSD’s 0.35% Hides Four-Figure Gap vs Cheaper Rivals
Despite a modest headline fee, the SPDR S&P Semiconductor ETF trails cheaper rivals on longer horizons, signaling a h...
Memory Shortage Just Entered Year Two: 3 ETFs to Watch Now
As the AI memory crunch enters its second year, three ETFs map different angles of the supply squeeze—from DRAM to br...
Advanced Micro Devices vs Marvell in the AI Chip Race
AMD and Marvell released quarterly results centered on AI infrastructure, highlighting different strategic bets in da...