News und Analysen

While concerns that the AI demand outlook is overblown and players like OpenAI will struggle to meet their commitments regarding GPUs are valid, these are bricks in a Wall of Worry built on a

Artificial intelligence continues to dominate investor attention—and with good reason. But as valuations swell and pullbacks emerge, smart money is shifting toward the infrastructure names quietly

Semiconductor giant Broadcom (NASDAQ: AVGO) has had a very strong 2025.

As of the Nov. 13 close, shares have provided a total return of 47% on the year. This handily beats out the 16% return of

Advanced Micro Devices (NASDAQ: AMD) can easily hit $300 and $500 in time, as the robust AI-driven outlook continues to brighten. The primary takeaways from the company’s first investor day in

Qualcomm Inc.’s (NASDAQ: QCOM) chart captures 2025’s market tension perfectly. The semiconductor giant spent much of the past six months climbing steadily on optimism around AI, automotive chips

NVIDIA (NASDAQ: NVDA) made headlines again with a major backer exiting its stake. However, as newsworthy as it is, it is ultimately a so-what moment for the stock’s price. Not only were the sales

The artificial intelligence revolution has created a three-pronged bull market in the tech sector. First, you have the hyperscalers like Microsoft Corp. (NASDAQ: MSFT) and Alphabet Inc. (NASDAQ:

While the market and Wall Street analysts often agree on the implications of earnings reports, this is certainly not always the case. A stock’s price action and changes in Wall Street price