Qualcomm is one of the biggest semiconductor companies making chipsets. Nurphoto | Nurphoto | Getty Images Chip stocks dropped on Tuesday, pulling back from a massive rally that broadened the artificial intelligence trade beyond Nvidia and propelled the sector to new highs. Qualcomm plummeted more than 11% and headed for its worst session since 2020….
Nvidia founder and CEO, Jensen Huang, speaks during the 29th annual Milken Institute Global Conference at the Beverly Hilton in Beverly Hills, California on May 4, 2026. Patrick T. Fallon | AFP | Getty Images Nvidia stepped on the gas last year, putting cash into companies up and down the AI infrastructure stack and helping…
Nvidia, the chipmaker at the center of the artificial intelligence boom, is partnering with glassmaker Corning for three new advanced manufacturing facilities in North Carolina and Texas dedicated entirely to optical technologies for the world’s most valuable semiconductor company. The factories will lead to the creation of at least 3,000 jobs and increase Corning’s U.S….
I am growing tired of the endless bubble talk about all of the data center spending. It’s obvious from this quarter that the bubble talk has been proven wrong; try getting someone to say that, though. So, who do I think I am to go there? Just an observer. One who believes that this was…
Investors are grappling with elevated oil prices and persistent geopolitical tensions, but those who can ignore short-term noise may be better positioned for the long run. An opportunity to pick some attractive stocks with solid long-term growth potential is emerging, and investors can use the ratings of top Wall Street analysts to inform their search….
The busiest week of earnings season is here. But that’s not all investors have on their plate. There’s a Fed meeting, and a still-uneasy situation in the Middle east. Let’s get right into it. All estimates for revenue and earnings per share are sourced from LSEG. 1. Earnings Optical cable maker Corning kicks off our…
A trader works on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., April 23, 2026. Jeenah Moon | Reuters Something interesting is happening in the options market. The S&P 500 touched record highs Thursday morning, but the Cboe Volatility Index (VIX) remained stuck near 20 and is up from…
Intel’s latest earnings report showed big demand for central processing units, or CPUs, as companies rush to build out their artificial intelligence capabilities, sending its stock surging. The numbers led investors to scoop up shares of another major chipmaker: Advanced Micro Devices. AMD shares soared more than 12% on Friday as Wall Street analysts were…
Marvell Technology Group Ltd. headquarters in Santa Clara, California, on Sept. 6, 2024. David Paul Morris | Bloomberg | Getty Images Shares of Marvell Technology gained nearly 6% on Monday amid reports that Google will use the chip design firm for two new chips to power artificial intelligence workloads. Until now, Google has relied on…
When the stock market opens on Monday, we will once again face the interaction between bonds and oil. Over the weekend, we saw the breakdown of the Strait of Hormuz opening deal and the ramp-up of President Donald Trump ‘s willingness to go back to bombing mode. I read that there are no more targets,…
