Nvidia (NVDA) Looks Expensive Heading into Earnings. I Think the Market Has It Wrong
Artificial intelligence (AI) has been the dominant force behind the market's rally for nearly two…
Nvidia Reports Q1 Earnings Wednesday Should You Buy These 3 Vanguard ETFs with Heavy NVDA Exposure
Chipmaker Nvidia (NVDA) is set to report its fiscal first-quarter results on Wednesday, May 20.…
China's No. 2 chip foundry HHGrace says it has 'always been compliant' with U.S. export controls
Daniel Wang, CFO of Shanghai Huahong Grace Semiconductor Manufacturing Corporation, says demand from AI, industrials…
AI might make your company faster, but at what cost?
Artificial intelligence may be driving rapid results, but it could lead to the quiet erosion…
As AI redraws chip industry, TSMC faces its first real rivals
The global map of semiconductor manufacturing is beginning to shift. For years, the market for…
Potential US China Chip Talks Reframe Lam Research Risk And Opportunity
US and Chinese leaders reportedly met with major US chip CEOs to discuss semiconductor trade…
Taiwan ICT firms push global AI supply chain expansion with TEEMA Science Park 3.0
Taiwan's information and communications technology (ICT) sector has reinforced its central role in the global…
Memory crunch is CXMT's best shot at a major China IPO
China's top DRAM maker ChangXin Memory Technologies is entering its Shanghai IPO push with a…
Microchip Tech (MCHP) Reports Strong Q4 and FY 2026 Results, Exceeding EPS Guidance
Microchip Technology Inc. (NASDAQ:MCHP) is one of the best large cap stocks to buy under…
Samsung and union enter new round of talks ahead of planned strike
Samsung Electronics and its labor union in South Korea began a new round of negotiations…
Rajasthan Opens Semiconductor Packaging Facility in Bhiwadi
India inaugurated Rajasthan's first semiconductor plant with the launch of the semiconductor ATMP/OSAT facility of…
DIGITIMES Insight: Intel and AMD diverge as TSMC prepares price hikes
Global server markets may shift as DIGITIMES analyst Luke Lin says Intel's revenue gains stem…
China's CXMT expects revenue to surge as memory chip demand soars - Reuters
China's CXMT expects revenue to surge as memory chip demand soars  Reuters
Ennoconn outlines Kontron integration and physical AI push to target 20% ROE by 2030
Ennoconn Technology held a quarterly investor briefing, during which executives said the first-quarter results were…
Is CCC (CCC) Buybacks Plus Alfreton's Big Bet Quietly Rewriting Its Capital Allocation Story?
In recent weeks, Alfreton Capital LLP disclosed buying nearly 2 million additional shares of CCC…
Will Twilio's (TWLO) New AI Conversation Suite Redefine Its Customer Engagement Infrastructure Narrative?
Earlier this month, Twilio used its 2026 SIGNAL conference in San Francisco to launch a…
India roundup: India's semiconductor ambitions expand from AI power management to supply-chain localization
India's semiconductor and electronics sectors are accelerating across multiple fronts, from AI-driven power-chip development and…
NVIDIA (NVDA): UBS Sees More Upside as AI Demand Stays Healthy
NVIDIA Corporation (NASDAQ:NVDA) is one of billionaire Steve Cohen's large-cap stock picks with the highest…
Phillip Securities Sticks to Their Buy Rating for United Hampshire US Real Estate Investment Trust (ODBU)
In a report released on May 14, from Phillip Securities maintained a Buy rating on…
Kepler Capital Sticks to Their Buy Rating for Nordic Semiconductor ASA (0FF9)
In a report released on May 15, Sebastien Sztabowicz from Kepler Capital maintained a Buy…
Jefferies Reaffirms Their Sell Rating on Adecco Group AG (ADEN)
In a report released on May 15, Simon LeChipre from Jefferies maintained a Sell rating…
New Buy Rating for Hua Hong Semiconductor Ltd. (1347), the Technology Giant
BOCOM International Holdings Company analyst maintained a Buy rating on Hua Hong Semiconductor Ltd. yesterday…
New Buy Rating for Hua Hong Semiconductor Ltd. (1347), the Technology Giant
In a report released on May 15, from Bank of China maintained a Buy rating…
Intel Core Ultra 7 270K Plus Drops Below MSRP and Other Great PC Component Deals
If you've followed any coverage of Intel's Core Ultra 200S "Plus" processors, you'll be well…
Nvidia Reports Earnings on May 20. Here's the One Number That Matters Most.
The next earnings report for Nvidia (NASDAQ: NVDA) is days away. It will report its…
How Softer Output and Line N Expansion At National Fuel Gas (NFG) Has Changed Its Investment Story
In its recent past fiscal second quarter update, National Fuel Gas reported a 3% natural…
Nvidia Stock Poised for Big Move After AI Earnings
Nvidia ( (NVDA) ) has been popular among investors this week. Here is a recap…
Is Nicolet Bankshares' (NIC) Revenue Beat Quietly Reframing Its Core Banking Investment Story?
Nicolet Bankshares recently reported quarterly revenue of US$104.4 million, rising 12.4% year on year and…
Chipotle Mexican Grill Inc (CMG) Stock Outlook: Don't Miss the Point
Chipotle Mexican Grill Inc (NYSE:CMG) is one of the best large cap stocks to buy…
RBC Capital Keeps Their Hold Rating on BSR Real Estate Investment Trust (HOM.UN)
In a report released on May 14, Jimmy Shan from RBC Capital maintained a Hold…
