News und Analysen

Shares of Broadcom (NASDAQ: AVGO) climbed on Thursday, gaining as much as 5.9%. As of 1:16 p.m. ET, the stock was still up 3.5%, despite a general market downtrend.

The catalyst that sent the

Shares of Ciena (NYSE: CIEN) plummeted 18.6% on Thursday as of 1:05 p.m. EDT.

As a leader in optical networking hardware and software platforms, Ciena's share price has skyrocketed with the advent

Apple's (NASDAQ: AAPL) real 2026 breakout isn't a headset or phone, it's the MacBook Neo. By aggressively targeting the budget segment with a price of $599, Apple is expanding its addressable market

Advanced Micro Devices (NASDAQ: AMD) just pulled back after earnings, but the deeper story may lie in AI infrastructure expansion. I examine the 42% undervaluation model, the MI350 catalyst, and the

Micron Technology (NASDAQ: MU) is riding one of the most intense memory shortages ever recorded, with prices surging and margins hitting historic highs. I break down why tightening HBM supply,

Shares of optics technology companies Lumentum Holdings (NASDAQ: LITE) and Coherent (NYSE: COHR) soared this past Monday. Lumentum rose 12% during the trading session, while Coherent climbed more

On Feb. 13, 2026, Meros Investment Management, LP disclosed in a U.S. Securities and Exchange Commission (SEC) filing that it sold 396,804 shares of Photronics (NASDAQ:PLAB) in the fourth quarter of

After years of struggle for Intel (NASDAQ: INTC), its 84% stock price surge in 2025 offered shareholders some confidence that a turnaround was taking shape at the chipmaker.

Investors were looking

As evidenced by its market cap of $3.9 trillion, Apple (NASDAQ: AAPL) is one of the most valuable businesses on the face of the planet. To get to this point, it's no surprise that the share price

Chip stocks have been some of the biggest beneficiaries of the artificial intelligence (AI) spending boom.

Of course, the poster child for this success is Nvidia (NASDAQ: NVDA), with its massive

The emergence of generative artificial intelligence (AI) was a massive catalyst for Nvidia (NASDAQ: NVDA). The company has long embraced AI and positioned itself to thrive in an AI-driven future

Shares of Rigetti Computing (NASDAQ: RGTI) are down nearly 70% from their 52-week high (as of Feb. 27, 2026). Not surprisingly, bargain hunters are paying attention. Sharp pullbacks in emerging

Apple (NASDAQ: AAPL) just wrapped up a jam-packed three days of new product releases. While the launch of a $599 entry-level laptop dubbed the MacBook Neo garnered headlines for its affordability

Artificial intelligence (AI) has the potential to disrupt many companies and industries, but predicting which ones will succeed is difficult. One way to play the AI boom is to focus on the

According to an SEC filing dated February 17, 2026, Nokomis Capital, L.L.C. initiated a new position in Apple Hospitality REIT (NYSE:APLE), reporting ownership of 479,576 shares. The quarter-end

Nvidia (NASDAQ: NVDA) is the hands-down leader in artificial intelligence (AI) processors, but rival Advanced Micro Devices (NASDAQ: AMD) has struck some high-profile deals lately that have piqued

As one of the principal beneficiaries of advances in artificial intelligence (AI), all eyes were on Broadcom (NASDAQ: AVGO) on Wednesday afternoon, as investors sought insight into the future of AI.

In this video, I will cover the recent updates regarding AMD (NASDAQ: AMD) and show the bull, base, and bear cases for the stock. . Watch the short video to learn more, consider subscribing, and

When it comes to the smartphone market, Apple (NASDAQ: AAPL) has long been the biggest winner. Even when the company didn't have the largest market share, it long commanded the largest share of the

On February 17, 2026, 4D Advisors disclosed a new position in Calix (NYSE:CALX), acquiring 115,000 shares worth $6.09 million at quarter’s end.

According to a Securities and Exchange Commission

Shares of Intel (NASDAQ: INTC) were rallying on Wednesday, up 6.1% as of 1:37 p.m. EDT.

Many technology and AI-related companies were rebounding from yesterday's sell-off today; however, Intel

Micron Technology (NASDAQ: MU) has recently become one of the hottest artificial intelligence (AI) stocks on the market, with shares already up by 50% so far this year amid soaring demand for data

Semiconductor designer Astera Labs (NASDAQ: ALAB) saw massive growth in 2025 as its revenue rose some 115% year over year and its earnings climbed to $1.22 per share, a sharp reversal from its $0.64

Micron (NASDAQ: MU) stock is bouncing back Wednesday after a substantial sell-off in Tuesday's trading. The company's share price was up 7.1% as of 12:30 p.m. ET. At the same point in the session,

On February 17, 2026, Brave Warrior Advisors disclosed a buy of 3,224,632 shares of Millrose Properties (NYSE:MRP), an estimated $101.14 million trade based on fiscal fourth quarter 2025 average