Which Optics Stock Dominated in 2026: AAOI, LITE, COHR
As AI data centers expand, three optics names have led the charge in 2026. Through May, AAOI has surged, while LITE a...
Semiconductors
Discover six Semiconductors-focused articles covering Nvidia, AMD, Intel and more to evaluate earnings, AI demand, and stock momentum for smarter wallets.
313 articles
Ambiq Micro (AMBQ) 2026 Q1 Earnings Outlook and Analysis
Ambiq Micro is navigating a crowded IoT market with its ultra-low power chips. This article breaks down what to expec...
Lisa Su Signals CPUs Will Match GPUs in AI's Next Phase
AMD CEO Lisa Su warned that AI workloads will push CPU demand higher, compressing the GPU-to-CPU ratio toward parity ...
Intel Crashes 10%, Slides as Chip Rally Pauses Today
Chip stocks pause after a blistering run, with Intel crashing 10%, slides as investors take profits and reassess AI m...
Sandisk Micron Fall Western Stocks Hit Pause Button
SanDisk, Micron and Western Digital nosedived as investors cash in after a rapid AI memory rally, signaling a pause i...
Mizuho Hikes Intel Price Target as AI Server Demand Accelerates
A fresh Mizuho note raises Intel's price target to $124 on AI server demand, signaling renewed confidence in the turn...
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...
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...