Altimetry's Joel Litman and Rob Spivey flag MP Materials and Lithium Americas as government-backed traps, favoring GE Vernova, KeyCorp and ProPetro instead.
NVIDIA's new AI safety platform could boost demand for inference infrastructure, with analyst Luke Lango pointing to Marvell, Arm Holdings and Lumentum as key beneficiaries.
Qualcomm's royalty base, STMicroelectronics' Starlink exposure and Oura's $15 billion IPO give investors three ways to trade the next personal device cycle.
The end of the earnings season is always a good time to take a step back and see who shined (and who didn’t). Let’s take a look at how processors and graphic...
Intel is in the middle of a dramatic turnaround with revenue growing at its fastest pace in 15 years. Qualcomm is the more profitable business today, navigating smartphone headwinds while building new growth engines in automotive and data centers.
What Happened? A number of stocks fell in the morning session after OpenAI paused training of its frontier artificial intelligence models following a securit...
What Happened? A number of stocks fell in the morning session after OpenAI paused training of its frontier artificial intelligence models following a securit...
As the Nasdaq-100 nears its all-time high, QQQ, XLK, SMH, QQQI, and SOXX offer distinct ways to gain tech and semiconductor exposure, from low-cost to income-focused options.
