The stocks featured in this article have all approached their 52-week highs. When these price levels hit, it typically signals strong business execution, pos...
What Happened? A number of stocks jumped in the afternoon session after the VanEck Semiconductor ETF jumped nearly 5% in response to the de-escalation of the...
Applied Materials shares rally after the company launches two new depositions systems. Here’s why Wall Street continues to recommend owning AMAT stock in 2026.
Automatic Data Processing is approaching its third-quarter earnings release in a few weeks, and Wall Street is forecasting a single-digit percentage rise in earnings.
AUSTIN, TX — Shares of Intel (NASDAQ:INTC) surged on Tuesday as the tech giant officially confirmed its central role in the "TeraFab Project," a colossal $25 billion semiconductor infrastructure partnership with Elon Musk’s portfolio of companies, including Tesla (NASDAQ:TSLA), SpaceX, and xAI. The announcement, which promises to bring
As the global semiconductor industry enters the second quarter of 2026, the traditional "boom and bust" cycle of memory chips appears to be evolving into a structural "supercycle" driven by generative AI. Micron Technology, Inc. (NASDAQ: MU) has signaled its supreme confidence in this new reality through a massive, multi-billion-dollar
As of April 2026, the global semiconductor landscape has been irrevocably altered by a "structural upgrade" in memory technology. Micron Technology (NASDAQ: MU) has shocked Wall Street with a fiscal second-quarter earnings report that defies historical cyclicality, posting a staggering 771% increase in GAAP net income. This explosive growth, driven
The semiconductor landscape witnessed a day of intense turbulence on April 2, 2026, as the "Spring Awakening" of the tech sector brought with it a wave of high-beta volatility. Two of the industry’s most critical infrastructure plays, Micron Technology (NASDAQ: MU) and Western Digital Corp (NASDAQ: WDC), became the
AMAT and LRCX still look like high‑conviction ways to play the AI and advanced‑node capex cycle, but they sit firmly in “quality growth at a premium” territory rather than obvious bargains.
The artificial intelligence (AI) boom has been a powerful engine for the stock market, rewarding investors who targeted the companies building its foundation. Yet a sudden, sharp selloff recently hit the semiconductor sector, with industry leaders like Micron (NASDAQ: MU) and Western Digital (NASDAQ: WDC) seeing declines from their recent highs. This downturn was not triggered by a weak earnings report or a cut in guidance, but by what seemed like good news: a technology breakthrough from Alphabet’s (NASDAQ: GOOGL) Google.
SANTA CLARA, CA – Shares of NVIDIA (Nasdaq: NVDA) surged 6.1% today, April 1, 2026, as the semiconductor giant finalized a series of aggressive strategic investments that market analysts are calling a "moat-building masterstroke." The company, already the dominant force in artificial intelligence hardware, confirmed it has taken a $5
What Happened? A number of stocks fell in the afternoon session after rising geopolitical tensions from the Iran war, threatened to disrupt critical supply c...
SAN JOSE, CA – Shares of Lumentum Holdings (NASDAQ:LITE) experienced their sharpest single-day decline in over two years on Thursday, March 26, 2026, falling 11.37% to close at $164.42. The sell-off followed the company’s formal announcement of a massive, multi-billion dollar expansion of its U.S.-based
What Happened? A number of stocks fell in the afternoon session as investors reacted to news of Google's new TurboQuant algorithm, a tool that threatens to s...
