Applied Optoelectronics Surges 439% in 2026, Outpacing Peers
Applied Optoelectronics has rocketed higher in 2026, delivering a 439% year-to-date gain as hyperscale AI data center...
Semiconductors
Discover six Semiconductors-focused articles covering Nvidia, AMD, Intel and more to evaluate earnings, AI demand, and stock momentum for smarter wallets.
754 articlesMicron Rises, Western Digital Climbs in Memory Rally
Memory stocks extend their surge with Micron rising about 7% and Western Digital up around 4%, as AI-driven demand su...
AI Growth: We’re First Second Inning, Analyst Says
A top AI analyst argues the AI revolution is still in its early stages, with ASML’s hefty backlog and robust Q1 2026 ...
NVIDIA Rallies on Spark Launch as AI PC Rivalry Intensifies
NVIDIA rose about 5% after unveiling the RTX Spark superchip at Computex 2026, setting the stage for a heated AI PC r...
History Warns Advanced Micro: AMD at a Critical Crossroads
AMD faces a high-stakes test as the AI buildout accelerates and competition intensifies. History warns advanced micro...
This Smart‑Money Legend Bets Big on Intel, Portfolio Reveals
A prominent smart-money investor boosted bets on Intel as the AI-driven semiconductor rally intensifies. The rest of ...
Infineon Emerges as Top Stock for AI’s Next Megatrend
Infineon is attracting attention as the market bet grows on AI-driven data-center power needs. The company’s edge in ...
Hidden Trade Already Just: AI Chip Rally Up 31% This Month
Markets are chasing a quiet AI hardware rotation. The hidden trade already just rallied 31% in a month, led by memory...
NVIDIA Plans Take Control of the PC Market with AI Push
NVIDIA unveiled a bold plan to embed AI chips in nearly every PC, signaling a turning point for the way computers are...
Marvell Technology Stock After Strong Outlook: Buy or Hold?
Marvell Technology surprised the market with a stronger revenue outlook. This in-depth guide examines what that means...
Prediction: This AI Inference Stock Is Set to Soar
A bold investment thesis hinges on the AI inference niche. After June 3, the market could reward execution as much as...
Prediction: Nvidia Stock Going Higher — a 1-Year Outlook
Nvidia sits at the crossroads of AI demand and high-performance computing. This article dives into why prediction: nv...