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One fabless chipmaker keeps showing up in my AI data center research, and its financials look nothing like the household names dominating the conversation. Here is why I keep adding shares instead of moving on.
(Bloomberg) -- Bearish bets across US stocks are surging to a record in the face of market gains, reflecting anxiety about the staying power of a rally that has seen the S&P 500 jump 18% from late March. Most Read from BloombergUS Strikes Iran in Escalating Campaign After Troops KilledThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz LegacyUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsTrump Silent So Far on Iran Plans as US Death Toll Hits 17FCC Near Rulings Aga
Investing.com -- Morgan Stanley told investors in a note Monday that it believes the recent selloff in U.S. memory stocks presents a buying opportunity, arguing that data center memory shortages continue to intensify even as mixed signals emerge elsewhere in the market.
Helport AI has reached a significant commercial milestone with its AI Labor platform in the consumer finance sector, specifically within overseas markets. By integrating AI-driven processes across consumer finance collections and customer acquisition, the company has validated its platform's capability to perform complex tasks traditionally managed by human teams, including intelligent outbound calling and real-time engagement through WhatsApp. The AI Labor system successfully handled large...
By Caroline Valetkevitch NEW YORK, July 20 (Reuters) - Chipmakers are in focus on Wall Street, with their shares turning mercurial this month and investors banking on a few dozen newly valuable
Both AI chip giants are on sale. Only one of them looks cheap.
Morgan Stanley has emerged as Wall Street’s chief architect of the financing structures underpinning the AI boom, devising new debt and equity...
While several uber-popular semiconductor stocks are tanking, you may be wondering if you should buy the dip or hedge your bets against these names. Here's what I'd recommend.
Standard Chartered has entered a major partnership with Broadcom (NasdaqGS:AVGO) to modernize its global banking infrastructure. The bank is rolling out VMware Cloud Foundation as the core of its global private cloud across 54 markets. This agreement affects a significant share of Standard Chartered’s IT operations and centers on Broadcom’s infrastructure software. For investors tracking Broadcom, this partnership highlights how the company’s infrastructure software, via VMware Cloud...
Marvell shares collapsed more than 32% in a single month even as its data center business explodes and NVIDIA bets billions on its future, leaving investors to decide whether this dip is a gift or a warning sign.
A Korean brokerage downgrade lit a fuse under chip stocks Monday, sending a controversial leveraged ETF surging while NVIDIA, AMD, and Broadcom shed billions in market cap. Here is what connected those two moves and why the math behind the trade is more treacherous than the single-day gain suggests.
Most retirees chase the bigger check and never realize the smaller one could eventually pay them twice as much. The yield tier you choose today locks in a trajectory that plays out for decades.
The fund that tracks the 30 biggest U.S.-listed chip companies no longer has the biggest one on top.
A sub-1% yield sounds like a reason to scroll past, but three companies are quietly compounding their payouts at rates that turn today's modest income into a serious cash stream within a decade.
TSMC's earnings announcement should light a fire in the AI investment theme.
The market is busy arguing about which AI chip designer wins. I'd rather own the company that gets paid either way.
The easy gains from AI may be over, but few companies still stand to benefit from the next wave of AI infrastructure spending.
Qualcomm just watched a massive post-Investor Day rally evaporate in weeks, leaving the stock flat on the year and investors questioning whether management's bold $40 billion non-handset target is a roadmap or a mirage.
Chip stocks are down sharply again, but history suggests this AI-driven sell-off could be another buying opportunity.
Moonshot's Kimi K3 tops coding charts and hits chip stocks as investors question America's AI lead over China.
(Bloomberg) -- Apollo Global Management Inc. is using a new confectionary-based metaphor to reiterate its longstanding claim that investors are vastly underestimating how much of the private-credit market carries an investment-grade rating.Most Read from BloombergFCC Near Rulings Against Disney Over ‘The View,’ TV LicensesChipmakers Bounce After Plunge to Bear-Market Edge: Markets WrapGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsChina’s Moonshot Unveils AI Model That Narrows
The tech selloff has spread beyond semiconductor stocks to many of this year’s biggest listings, even as some Wall Street analysts argue the pullback is a healthy reset rather than the end of the AI boom.
SK Hynix stock just staged a dramatic reversal after touching a fresh low, but the forces behind the bounce raise as many questions as they answer about whether this is a genuine recovery or a technically driven squeeze running out of road.
AI hype has pushed most tech stocks into nosebleed territory, but a handful of legacy names keep raising dividends quarter after quarter while quietly plugging into the same buildout everyone else is chasing at a premium.
Capital Group's active growth ETF loads up on the same megacap giants driving every major index, charges almost nothing by active fund standards, and still finds a way to leave investors with a complicated story to tell.
TSMC posted record Q2 2026 revenue and profit, raised its full-year growth outlook to over 40%, and boosted 2026 CapEx plans, signaling robust AI chip demand.
Broadcom Chief Legal Officer Mark Brazeal sold nearly $20 million of stock after shares rebounded following Apple’s expanded manufacturing partnership with the chip maker.
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