Prediction: Taiwan Semiconductor Could Be the AI Bet
TSMC delivered a stronger-than-expected Q1 2026, lifting full-year targets as AI demand powers the cycle, fueling the...
Semiconductors
Discover six Semiconductors-focused articles covering Nvidia, AMD, Intel and more to evaluate earnings, AI demand, and stock momentum for smarter wallets.
751 articles
Next Phase Chip Supercycle: A Clear Growth Pick Ahead
The AI chip rally is shifting from training to real-world inference. This article explains why the next phase chip su...
This Stock Could Easiest 10x Trade in 2026 for AI Bulls
A niche AI hardware stock is drawing investors as hyperscale data centers surge. Analysts say this stock could easies...
Onsemi Facing Continued Slowdown as SiC Slows Globally
Onsemi posted weaker Q1 2026 results amid a slowing silicon carbide market and rising competition from Sony in image ...
Stock Market Today: IonQ Soars as SkyWater Vote Advances
Investors react to a key vote in the semiconductor space as IonQ jumps on the SkyWater deal. Here’s what it means for...
Strong Demand Boosts NVIDIA: Cerebras IPO Rivalry Ahead
A wave of AI compute demand is reshaping the chip landscape. While Cerebras eyes an IPO, the market shows that strong...
Semiconductor Market Could Double by 2030: Best Chip Stock
The semiconductor market could double by 2030 as AI, data centers, and EVs push demand higher. This guide breaks down...
Qualcomm Jumps, Micron Pops as AI Chip Rally Surges
Qualcomm and Micron lead another leg higher in the AI semiconductor rally, as data center demand and memory tightness...
Broadcom's Future $100 Billion Chip Drive: Buy Now
Broadcom is shifting from a broad tech portfolio to a focused AI chip powerhouse. If the company can turn custom AI c...
Investor Backed Nvidia 2016 Eyes Third Conviction Call
A veteran venture investor who backed Nvidia in 2016 reveals a third high-conviction call to lift hardware stocks, ty...
Intel AMD: Which Stock Is Best for the AI Boom in 2025
As AI agents expand their role in business and everyday life, the race between Intel and AMD intensifies. This guide ...
Chip Stocks Soaring While Software Slows: Reversal Looms?
Chip stocks are rising on AI infrastructure strength even as software names sag, hinting at a broader market rotation...