The logo of an Apple Store is seen reflected on the glass exterior of a Samsung flagship store in Shanghai, China Monday, Oct. 20, 2025. Wang Gang | Feature China | Future Publishing | Getty Images The cost of your smartphone might rise, analysts are warning, as the AI boom clogs up supply chains and…
Intel stock mostly held a sharp hike on Monday, after the stock surged on Friday when an analyst predicted the chip giant was nearing a deal to supply Apple in 2027. Shares in Intel rose 10% on Friday after TF International Securities analyst Ming-Chi Kuo posted on X that he expected Intel to begin shipping…
Nvidia outperformed all expectations, reporting soaring profits Wednesday thanks to its graphics processing units that excel at AI workloads. But more categories of AI chips are gaining ground. Custom ASICs, or application-specific integrated circuits, are now being designed by all the major hyperscalers, from Google’s TPU to Amazon’s Trainium and OpenAI’s plans with Broadcom. These…
The logo of Japanese company SoftBank Group is seen outside the company’s headquarters in Tokyo on January 22, 2025. Kazuhiro Nogi | Afp | Getty Images A sector-wide pullback hit Asian chip stocks Friday, led by a steep decline in SoftBank, after Nvidia‘s sharp drop overnight defied its stronger-than-expected earnings and bullish outlook. SoftBank plunged more…
C. C. Wei, chief executive officer of Taiwan Semiconductor Manufacturing Co. (TSMC), left, and Jensen Huang, chief executive officer of Nvidia Corp., during the TSMC sports day event in Hsinchu, Taiwan, on Saturday, Nov. 8, 2025. Bloomberg | Bloomberg | Getty Images Asian chip stocks rallied in early trading Thursday after American AI chip darling…
Industrial and infrastructure stocks may soon share the spotlight with the artificial intelligence trade. According to ETF Action’s Mike Atkins, there’s a bullish setup taking shape due to both policy and consumer trends. His prediction comes during a volatile month for Big Tech and AI stocks. “You’re seeing kind of the old-school infrastructure, industrial products that have not done…
“Let’s start with something simple. I cannot recall a time this year when it feels this good to be diversified among a whole host of terrific growth stocks, because growth of all kinds always works. Until now, it’s been terrific for all of 2025 to own nothing but data center, AI, nuclear, and quantum stocks….
Call us believers in the Qnity Electronics story. We’re instituting a buy-equivalent 1 rating and price target of $110 a share on the newly public DuPont spin-off — betting there’s plenty of upside ahead thanks to Qnity’s exposure to secular trends such as artificial intelligence and high-performance computing. Qnity is a key supplier of chemicals…
Qnity Electronics — now spun off from DuPont — moved higher in its public debut on the New York Stock Exchange on Monday. The stock quickly earned an endorsement from Jim Cramer. “We have a nice position in Qnity, but we don’t own enough,” Jim said during Monday’s Morning Meeting . The Club received 812…
The TSMC logo is displayed on a building in Hsinchu, Taiwan April 15, 2025. Ann Wang | Reuters Taiwan Semiconductor Manufacturing Company on Thursday reported a 39.1% increase in third-quarter profit from last year, beating estimates and hitting a fresh record as demand for artificial intelligence chips stayed strong. Here are the company’s results versus…
