Strong demand for advanced cloud SoCs powering training and inference is breaking assumptions about how fast the ...

Three mid-sized firms are building capabilities in semiconductor-linked areas like OSAT, ESDM, and equipment ...

ON Semiconductor stock surged 80%, but our analysis flags risks from supplier earnings and EV demand. Click for why we ...

ASML Holding N.V. Q2 earnings results may surprise the Street's expectations. Click here to find out why I upgraded ASML ...

Twilio and ASML have both witnessed a nice acceleration in growth thanks to AI. The stock market has gained impressive ...

Bitcoin breached US$120,000 for the first time, with investor enthusiasm showing few signs of dimming as the US House of ...

On Wednesday, Nvidia became the first company to hit $4 trillion in market capitalization. The chipmaker is the face of the ...

The Zacks Electronics - Manufacturing Machinery industry players are benefiting from increased demand for highly complex ...

The Q2 earnings season gets going in earnest this week, with almost 100 companies on deck to report results, including 38 S&P ...

Should You Still Be Investing Into The Magnificent 7? (36:30) - Episode Roundup: SMCI, HWM, TPR, RCL, PANW, URI, AVGO ...

While insider selling can be a headwind for these markets, there are offsetting factors that drive them higher. The takeaway is that insider selling, at worst, will induce much-needed volatility to ...

The company is seeing strong growth in the data center segment. Micron is in an advantageous position as the only memory chip ...