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semiconductor: Archive

Anirudha Bhagat

NVIDIA's AI Partnerships Expand: Can This Keep NVDA Ahead of Rivals?

NVDA's expanding AI partnerships deepen its ecosystem across cloud, networking, autos and telecom as rivals intensify AI investments.

NVDAPositive Net Change AMDNegative Net Change AVGOPositive Net Change

Anirudha Bhagat

Why You Must Buy These 4 Memory Stocks After the Recent Sell-Off

SanDisk, Micron, Seagate and Western Digital look attractive after a steep sell-off, supported by AI demand, improving pricing and lower valuations.

WDCPositive Net Change STXPositive Net Change MUNegative Net Change SNDKNegative Net Change

Ritujay Ghosh

The AI Boom Isn't Over: 3 Stocks to Buy for 2H 2026

MU, AMAT and CSCO are expanding AI products, partnerships and infrastructure to capitalize on strong demand in 2H 2026.

CSCOPositive Net Change MUNegative Net Change NVDAPositive Net Change AMATPositive Net Change

Andrew Rocco

The Burst Phenomenon: Why Tesla's Stock Stagnation Will Soon End

While Tesla's price action has been lackluster lately, history proves that these frustrating lulls are often the quiet before the bull storm.

INTCNegative Net Change AAPLNegative Net Change TSLAPositive Net Change

Urmimala Biswas

Should You Buy TSM Stock Ahead of Q2 Earnings on HPC Strength?

TSM will release Q2 earnings on July 16 with AI-driven HPC demand, 3nm technologies and record revenues expected to support another strong quarter.

TSMPositive Net Change INTCNegative Net Change AVGOPositive Net Change

Sridatri Sarkar

IonQ's Roadmap Execution Underpins Commercial Growth

IONQ's growth hinges on delivering its 256-qubit roadmap on schedule as chip milestones, presales and customer deployments shape recurring revenues.

IONQNegative Net Change RGTINegative Net Change QBTSNegative Net Change

Debanjana Dey

TRT vs. INTT: Which Semiconductor Testing Stock Is the Better Buy?

Trio-Tech and InTest ride on different testing and process technology tailwinds, but which looks more compelling now? Let's dive in.

INTTPositive Net Change TRTNegative Net Change

Vasundhara Sawalka

Top China Tech Plays Worth Adding to Your Portfolio in 2H26

NetEase and peers gain appeal as U.S.-China trade easing and policy shifts lift confidence in Chinese tech into 2H26.

NTESPositive Net Change TSMPositive Net Change GDSPositive Net Change KCPositive Net Change

Subhasish Mukherjee

AXTI Ramps Up InP Capacity: Is Multi-Year Growth Taking Shape?

AXT is accelerating InP capacity expansion through 2028 as AI optical demand, a $100M-plus backlog and Tier-1 adoption point to multi-year growth.

AXTIPositive Net Change SMTCNegative Net Change LITEPositive Net Change

Mark Vickery

Q2 Earnings & Inflation Numbers to Inform Trading Week

Big banks report earnings, and CPI brings us the latest Inflation Rate, Tuesday morning.

GSNegative Net Change BACPositive Net Change WFCPositive Net Change JPMNo Net Change CPositive Net Change NVDAPositive Net Change SNDKNegative Net Change SKHYNegative Net Change