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The sector is getting supercharged by the AI revolution.

Wedbush sees opportunities in general-purpose computing and networking.

A Phase 3 trial failure has erased a year of gains for Ionis Pharmaceuticals in just days, and the ripple effects are rattling rivals across the RNA and rare-disease biotech space with more catalysts still ahead.

SK Hynix (SKHY, SKHYV) was rallying 14% on Friday as the South Korean chipmaker listed its American

The streaming stock has been in a funk for nearly a year. What's going on?

Sometimes, little-known stocks are worth buying.

The US-Iran ceasefire is fracturing, Brent is climbing, and energy stocks are repricing fast. Whether this is a temporary spike or the beginning of a sustained oil shock will reshape the Fed's next move and every duration-sensitive position in your portfolio.

A rule change quietly reshaping who can day trade in America just handed Webull a potential unlock that most investors have not priced in yet, and the window to act ahead of the market may be narrower than it looks.

Jim Cramer just made his first bearish call in 25 years, and the trigger was not a market crash or a recession signal but a single bond deal that he says proves the AI spending machine is quietly running out of fuel.

Jim Cramer says the SK Hynix mega-listing clears the biggest threat hanging over AI stocks in 2026, but one scenario could blow that thesis apart before summer ends.

The most anticipated public debut ever comes from a company that has drawn incredible investor enthusiasm.

Oklo crashed from nearly $200 to a 52-week low while its operational milestones kept piling up, creating a gap between price action and reality that our model says the market has badly mispriced.

Cerebras CEO Andrew Feldman says AI compute suppliers are not building on speculation but chasing orders already under contract, and the companies moving fastest to secure power and pour concrete may be sitting on the greatest opportunity since the internet itself.

It may not seem like a lot of money, but over time, it could have a huge impact.

Nvidia stock hit an all-time high on May 14, 2026. Since then, it has lost roughly $1 trillion in market value. The stock is down about 16% from that peak, trading around $204, while the broader market has mostly moved higher. For investors who bought in during the spring run-up, it has been a ...

AWS just posted its fastest growth in 15 quarters while free cash flow collapsed 95%, and that contradiction is exactly what makes Amazon's setup so compelling right now.

After a brutal year that sent shares sliding nearly 40%, Netflix is posting numbers that have Wall Street scrambling to explain how a business this large is still accelerating. The question now is whether the market is finally catching up or still getting it wrong.

In recent days, Lam Research has been swept up in a broader rebound in semiconductor and AI infrastructure stocks, helped by reports that China may ease restrictions on advanced Nvidia AI chip imports and by strong institutional interest in AI-focused chip offerings such as SK Hynix’s oversubscribed US ADR. This sector-wide enthusiasm, reinforced by analysts tying Lam’s tools to the buildout of AI data center capacity and custom chips at hyperscalers like Meta, highlights how macro policy...

The major indexes barely budged Friday, but a $26.5 billion IPO stole the show. The AI chip battle just got a lot more interesting.

King Yuan Electronics could invest up to $1.4 billion as chip production expands closer to U.S. customers.

Jim Cramer is furious that investors keep dumping one of the most proprietary chip companies ever built while rewarding a commodity memory stock with a higher forward multiple. The numbers behind his argument are harder to dismiss than you might expect.

Coinbase and MicroStrategy both reported ugly Q1 numbers amid a brutal bitcoin drawdown, but the reasons behind each loss reveal a fundamental split in how these companies are built to survive a crypto winter.

The SPDR S&P Semiconductor ETF (NYSEARCA:XSD) and the VanEck Semiconductor ETF (NASDAQ:SMH) both offer exposure to semiconductors, yet they are two very different bets. XSD spreads chips money almost evenly across roughly 40 U.S. semiconductor names. SMH funnels most of its dollars into the 25 largest, tilting hard toward the AI mega-caps. Over the last ... XSD vs. SMH: Should Your Semiconductor ETF Be Equal-Weight or Cap-Weight?

Moby summary of Delta Air Lines, Inc.'s Q2 2026 earnings call

A Korean memory giant just pulled off the biggest foreign U.S. listing ever and blew past the year's most hyped debut on its first morning of trading, leaving investors to decide whether the AI hardware frenzy priced into this deal can actually survive contact with reality.

Rapidus hopes to mass-produce 2 nm chips in 2027.

Ciena's optical networking systems became essential AI infrastructure in 2026. But the rally came with a hefty dose of valuation risk.

Meta keeps beating on revenue and margins while its stock sits well below last year's peak, and the gap between operational strength and share price performance raises a question most investors are getting wrong right now.

SK Hynix just shattered a decades-old US listing record, and Bloomberg's desk thinks it signals something much bigger than one blockbuster IPO for the companies already supplying the AI buildout.

These companies sport recent dividend yields of 5.1%, 5.6%, and 6.6%.