The Number That Sets Record on AI Chip Demand: $75B
NVIDIA posted a record-breaking $75.25 billion in Data Center revenue for its fiscal Q1 2027, a 92% year-over-year su...
Semiconductors
Discover six Semiconductors-focused articles covering Nvidia, AMD, Intel and more to evaluate earnings, AI demand, and stock momentum for smarter wallets.
982 articles
Chip Rally as Cooling Inflation Lifts Intel and AMD
A cooler June CPI print sparked a risk-on bid in semiconductors, with AMD surging and Intel climbing as investors bet...
Investors Wanted Billion More: SK Hynix Record Sale
When SK Hynix opened its largest-ever share sale, demand overwhelmed the supply, and investors wanted billion more. T...
Price Prediction: Semiconductor’s Rally Extends Further
ON Semiconductor rides AI data-center demand and EV silicon trends to extend its rally, but analysts warn that valuat...
Korean Chip Stocks Trading Slump as AI Hype Fades This Week
Korean chip equities are wavering after a blistering AI-driven rally, with the KOSPI retreating and memory peers weig...
Hynix Traded Discount Micron: Is the Gap Narrowing?
For years, SK Hynix has traded at a discount to Micron. This article explains why the gap exists, what could close it...
Should Taiwan Semiconductor Stock Before Investor Update
As an investor, timing updates can boost or trim returns. This guide breaks down whether should taiwan semiconductor ...
TSMC Sales Jump Signals AI Demand Strength Amid Memory Slump
Taiwan Semiconductor Manufacturing Co. reports a 36% quarterly sales increase, with June revenue surging as memory eq...
Analyst Ives Calls Memory the AI Golden Child in 15-to-1 Gap
A top tech analyst argues memory chips are the AI backbone, with a widening 15-to-1 demand-to-supply gap shaping mark...
Coatue Baillie Gifford Circling SK Hynix Nasdaq Debut
When blue-chip allocators signal interest in a landmark IPO, it reshapes how individual investors view the stock. Thi...
Why Direxion Daily Semiconductor Bull Dropped: Key Insights
A sharp drop in the direxion daily semiconductor bull 3x ETF highlights the risks of leveraged bets in volatile secto...
Generational Transfer Happening: Chip Makers Surge
A major capital shift is unfolding as chipmakers gain ground while hyperscalers slow. NVIDIA and Micron are set to be...