News und Analysen

The Wall Street analyst believes the shares are overvalued, given the headwinds Apple (NASDAQ: AAPL) faces.

*Stock prices used were the afternoon prices of June 4, 2025. The video was published on

Apple's (NASDAQ: AAPL) stock price has shot up 14,760% in the past 20 years thanks to the budding popularity of its hardware devices and software solutions that have won over consumers across the

Taiwan Semiconductor Manufacturing (NYSE: TSM) is one of the most important players in the global semiconductor industry, as it fabricates chips for many of the top fabless chipmakers and consumer

Broadcom Inc. (NASDAQ:AVGO) reported Q2 FY2025 revenue of $15 billion and consolidated adjusted EBITDA (non-GAAP) of $10 billion, driven by organic strength in AI semiconductors and VMware momentum

Broadcom (NASDAQ: AVGO), the semiconductor company that's profited so much from the artificial intelligence (AI) revolution of late, saw its stock slump 3% through 10 a.m. ET this morning after

Here's our initial take on Broadcom's (NASDAQ: AVGO) fiscal 2025 second-quarter financial report.

For its fiscal second quarter, Broadcom beat expectations (slightly) on both the top and bottom

Shares of Broadcom (NASDAQ: AVGO) declined 4% in Thursday's after-hours trading, following the semiconductor and infrastructure software maker's release of its report for the second quarter of

Shares in Aehr Test Systems (NASDAQ: AEHR) rose another 15.9% in the week to Friday morning. The move marks another wave of optimism for its potential to diversify away from its core silicon carbide

Intel (NASDAQ: INTC) used to be the 800-pound gorilla of the semiconductor industry. These days, the company formerly known as Chipzilla has lost market share in its most important divisions and

Warren Buffett, the longtime CEO of Berkshire Hathaway, is famous for his long-term bets. Many of his biggest investments have been in his portfolio for decades. Right now, the AI revolution is

Brad Gerstner is the founder and CEO of hedge fund Altimeter Capital. Some of his more notable wins include being an early investor in data cloud company Snowflake and Asian ridehailing leader Grab.

EchoStar (NASDAQ: SATS) shares were bouncing back today, up 10% as of 2 p.m. ET.

EchoStar's shares have been under severe pressure since the beginning of the year, but especially in the past week

Ciena (NYSE: CIEN) stock is sinking in Thursday's trading after the company published its latest quarterly results. The optical technologies and software specialist's share price is down 12.2% as of

The stock of semiconductor memory chipmaker -- including for artificial intelligence (AI) server farms -- Micron Technology (NASDAQ: MU) is hopping Thursday morning, up a solid 4.4% through 10:55

Memory chip giant Micron Technology (NASDAQ: MU) is back to its cyclical habits. One might think that the artificial intelligence (AI) boom would send Micron's business results and stock returns

Shares of tech and consumer giant Apple (NASDAQ: AAPL) are down around 20% this year. That's not the type of performance investors would normally expect to see from the stock, unless there was a

Shares of Advanced Micro Devices (NASDAQ: AMD) were moving higher last month after the chipmaker posted better-than-expected results in its first-quarter earnings report, signed a deal with a Saudi

Shares of Taiwan Semiconductor Manufacturing Company (NYSE: TSM) jumped 3% through 2:35 p.m. ET after CEO C.C. Wei told shareholders at the company's annual general meeting that TSMC expects to earn

Shares of Wolfspeed (NYSE: WOLF) are spiking on Wednesday. The chipmaker's stock was up 17.2% as of 2:21 p.m. ET, as the S&P 500 (SNPINDEX: ^GSPC) and Nasdaq Composite (NASDAQINDEX: ^IXIC) were up

Every quarter, hedge funds are required to file a 13-F, which shows their latest purchases and sales. Although I never make any moves based solely on this information, it is interesting to see where

In today's video, I discuss recent updates affecting Broadcom (NASDAQ: AVGO) and other semiconductor companies. To learn more, check out the short video, consider subscribing, and click the special