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In her Big Ideas 2026 report, fund manager Cathie Wood of Ark Invest (NYSEMKT: ARKK) predicted that annual data center capital expenditures (capex) would go from around $500 billion in 2025 to $1.4

In 2021, Meta Platforms (NASDAQ: META) was so convinced of the potential in the metaverse that it not only invested heavily in it but also underwent a significant rebranding and changed its name

With the first month of 2026 nearly over, there are some themes starting to take shape. First, investors are still skeptical that artificial intelligence (AI) spending is real. However, if you paid

Intel (NASDAQ: INTC) has been one of the hottest semiconductor stocks on the market over the past six months, rising an incredible 135% during this period and crushing the 47% gains registered by

To say that tech giant Microsoft (NASDAQ: MSFT) has seen better days would be an understatement. Roughly an hour after trading began on Jan. 29, its stock price plummeted 12%. It's one of the worst

Microsoft (NASDAQ: MSFT) has been in the driver's seat of the AI boom ever since it started with the launch of ChatGPT.

The tech giant wisely began partnering with OpenAI when the company was in its

On Jan. 15, 2026, President & CEO Jeffrey Niew executed the direct sale of 50,000 shares of Knowles Corporation (NYSE:KN) in multiple open-market transactions, totaling an estimated $1,237,500

With shares up 1,290% over the last five years, Nvidia is the undisputed winner in the generative artificial intelligence (AI) megatrend. The chipmaker has been the go-to supplier for cutting-edge

Intel (NASDAQ: INTC), the world's top manufacturer of x86 CPUs, was once a reliable tech stock. Yet over the past five years, its stock declined by 13% while the S&P 500 rose by 83%.

Intel lost its

The semiconductor sector typically moves in cycles. It can experience long periods of strong growth, but then be followed by a slowdown or contraction. When the structural environment changes, the

In this Rule Breaker Investing podcast, Motley Fool co-founder David Gardner is joined by Motley Fool analysts Alicia Alfiere and Yasser El-Shimy to walk through his full 25-point risk rating

Shares of Advanced Micro Devices (NASDAQ: AMD) have doubled over the past year. The stock trades at a high price-to-earnings multiple, but this premium might be justified based on the trajectory of

Broadcom (NASDAQ: AVGO) has been one of the undeniable winners of the artificial intelligence (AI) revolution, gaining nearly 500% since early 2023. In late 2024, I predicted that Broadcom would

Meta Platforms (NASDAQ: META) kicked off Big Tech earnings season in fine form on Wednesday, topping estimates on the top and bottom line, and issuing better-than-expected guidance for the first

Microsoft (NASDAQ: MSFT) just reported fiscal second-quarter results, and the software and cloud giant offered one especially telling signal about demand for its commercial products, largely driven

One of the biggest players in the artificial intelligence (AI) market that's benefiting from strong demand for semiconductor chips is Taiwan Semiconductor Manufacturing (NYSE: TSM). The company is

Intel (NASDAQ: INTC) has been one of the hottest stocks in the semiconductor space in the past six months. The share price is up an incredible 137% during this period, due to the company's

It's been a tough time to be an Apple (NASDAQ: AAPL) investor over the past few years. Slowing iPhone sales and questions about the company's artificial intelligence (AI) strategy have plagued

When you hear the phrase "chip company," your first instinct may be to think about Nvidia (NASDAQ: NVDA), AMD (NASDAQ: AMD), or maybe even Frito-Lay.

However, there is another major player behind

Microsoft (NASDAQ:MSFT), which develops software, services, devices, and solutions worldwide, closed Thursday at $433.50, down 9.99%. Shares declined after earnings and AI capital expenditure

Broadcom (NASDAQ: AVGO) has produced monster returns in recent years -- pole-vaulting the semiconductor and infrastructure software giant to seventh on the list of the most valuable S&P 500

After years of fruitless efforts, Intel's (NASDAQ: INTC) turnaround finally seems to be picking up steam.

The legacy chip giant has attracted investments from both the federal government and from

Nokia (NYSE: NOK) shares should seemingly be up today. The Finnish telecom-technology company's fourth quarter revenue grew 3% year over year to $7.13 billion, topping analysts' estimates of $6.95

Make no mistake. I think Nvidia (NASDAQ: NVDA) will be an excellent stock to own in 2026. It has strong tailwinds blowing in its favor and top-notch execution. However, putting all of your eggs in

DigiTimes reported on Wednesday that Nvidia is planning to tap Intel's (NASDAQ: INTC) foundry for some manufacturing and advanced packaging needs beginning in 2028. Nothing has been confirmed, so