News und Analysen

On Dec. 1, 2025, Wolfspeed (NYSE: WOLF) received a piece of mail that fundamentally altered its financial trajectory: the Internal Revenue Service (IRS) delivered a cash refund totaling $698.6

As central as NVIDIA (NASDAQ: NVDA) is to the AI-driven semiconductor supercycle, it is not the only semiconductor stock set to benefit. While AI, GPUs, and data center capabilities are at the

Communication technology companies have been red hot lately, with several leading names within the communication equipment industry surging triple digits year-to-date (YTD). It’s an industry that

Qualcomm Inc. (NASDAQ: QCOM) shares are back on firm footing in recent sessions after a dodgy run last month. The stock closed just above $168 on Monday, extending its bounce from last month’s

As the world’s largest companies keep growing larger, it is increasingly important for investors to understand concentration risk. Below, we’ll detail what concentration risk is and why it is

NVIDIA (NASDAQ: NVDA) has long been the bellwether for the artificial intelligence (AI) boom, commanding a market capitalization of approximately $4.37 trillion. However, the company’s latest

The hottest upgrades from the Q3 earnings reporting cycle are more important than ever. These names include leading tech players central to the AI revolution, representing a double-digit share of

Credo Technologies' (NASDAQ: CRDO) fiscal year 2026 (FY2026) Q2 results are yet another example of why the AI trade is far from over. As NVIDIA (NASDAQ: NVDA) and Advanced Micro Devices (NASDAQ:

With a market capitalization of $4.3 trillion, semiconductor giant NVIDIA (NASDAQ: NVDA) is the most valuable publicly traded company in the world. NVIDIA is also viewed by many as the world’s

A significant vote of confidence from Wall Street has turned heads back toward Micron Technology (NASDAQ: MU). Morgan Stanley recently boosted its price target on the memory chip maker to a