What happened: Semiconductor stocks rose on Thursday. Qualcomm (QCOM) rose 9% in pre-market trading, while peers Broadcom (AVGO), Intel (INTC), and AMD (AMD) also rose higher. What’s behind the measure: Big tech earnings from companies like Meta Platforms (META) and Microsoft (MSFT) showed that hyperscalers plan to increase their capital expenditures on AI infrastructure. Wall…
The first quarter of 2026 has been tough for artificial intelligence (AI) stocks…or has it? For one thing, the stock prices of some of the biggest AI companies, after years of explosive growth, are actually down so far this year. NVIDIA (NASDAQ: NVDA)For example, it is down almost 5% so far this year. Will AI…
If you have $5,000 available to split between two chip stocks before their next earnings reports, I would use those funds to invest in Advanced microdevices (NASDAQ:AMD) and Broadcom (NASDAQ:AVGO). Both companies are experiencing strong growth that should continue this current quarter and beyond. AMD typically reports its fiscal first-quarter results in early May, while…
We’re just a month away from 2026 and it already looks like artificial intelligence (AI) stocks are poised for another year of strong gains. As hyperscalers continue to expand their data center capacity, investors understand that semiconductor stocks in particular will benefit. However, smarter investors are realizing that AI budgets are no longer limited to…
As AI continues to dominate the markets, advisors are trying hard not to burst anyone’s bubble. Sure, the S&P 500 Index is up a respectable 14% so far this year, but nearly half of all U.S. stocks are in negative territory, and 70% of those stocks are lagging the index, which is leaving some advisors…
We came across a bullish thesis on Fluence Energy, Inc. in Oguz Erkan’s Capitalist Letters Substack. In this article we will summarize the bulls’ thesis on FLNC. Shares of Fluence Energy, Inc. were trading at $19.39 on December 1. FLNC’s Forward P/E was 93.46 according to Yahoo Finance. Microvast (MVST) Hits New Record on China’s…
Micron Technology, Inc. (NASDAQ:MU) is one of the Popular AI Stocks to Keep on Your Radar. On Nov. 24, Morgan Stanley reiterated that the stock was “overweight” and raised its price target to $338 from $325. The company has named Micron as its “Top Pick.” The price target increase reflects “increasing shortages across the board”…
The S&P 500 Index ($SPX) (SPY) today rose +0.10%, the Dow Jones Industrials Index ($DOWI) (DIA) rose +0.85% and the Nasdaq 100 Index ($IUXX) (QQQ) fell -0.31%. US stock indices are trading mixed, with the Dow Jones Industrials hitting a new all-time high. It is anticipated that the US government shutdown could end as early…
Hamas launched a surprise attack on Israel, sending shockwaves through global markets. As the conflict unfolds, various sectors with ties to Israel are witnessing significant impacts. Below is a breakdown of how different industries are responding: The technology sector feels the tremors The technology sector, particularly semiconductor giants such as Nvidia Corp. and Applied Materials…
