News
Headlines tagged to companies in the stack. Each links to the original article; this site stores headlines and short summaries only.
Showing headlines before Oct 31, 11:14 ET. Back to the newest
- If Taiwan Semi Raises Prices, It Could Be Bad News for Intel Stock. Here’s Why.
TSMC’s reported price hike could signal strong AI chip demand while raising concerns that Intel’s technology is not yet exerting enough competitive pressure on TSMC.
- Anthropic IPO Faces Real Risk as AI Bubble Fears Linger and Blackstone Sounds a Warning
The upcoming Anthropic IPO is facing substantial risks amid the ongoing AI bubble fears, with Blackstone sounding a major warning
- OpenAI’s CEO Thinks Your Laptop’s Memory Should Be in a Data Center
Sam Altman just told the world that memory chips in your laptop are a waste, and his argument has Micron investors watching their screens and wondering which side of the trade benefits most.
- TSMC Just Dropped 11% in a Month. Is It Time to Sell, or Load Up?
Key TakeawaysTSMC stock fell 11% in October, and two sessions did most of the damage: the chip selloff after Lam Research’s Oct. 21 report and Intel’s weak outlook on Oct.
- Prediction: 2 Under $1 Trillion Stocks That Will Be Worth More Than Micron 5 Years From Now
SK Hynix and AMD should surpass Micron's valuation in the next few years.
- Cathie Wood Shifts From AI Chips to Robinhood and Air Taxis in Latest ARK Trades
Cathie Wood just pulled millions out of two of this year's hottest AI chip winners and poured it into a battered broker and a pair of air taxi startups burning through cash. The trades raise a pointed question: does ARK see something the market is punishing, or is this a costly b…
- Strong Growth Momentum and Rising Revisions Fuel Bright Earnings Outlook
The Q3 results we have already seen from 60% of S&P 500 members through Friday, October 30th, reconfirm the broad-based growth momentum we have become used to in the last few reporting cycles. Upcoming notable reports include Tech bellwethers like Apple, Advanced Micro Devices, a…
- The selloff in tech stocks is shifting into overdrive
Technology stocks had been priced for perfection. They are now getting hammered.
- Tech Selloff Wipes Out $1 Trillion In Value
AI worries sting major indices. Intel clocks it worst day since 1974. Nvidia loses $5 trillion market cap
- 2 AI Stocks Poised to Surge on the Halloween Effect
Micron and NVIDIA could benefit from the Halloween effect as AI demand, surging revenues and expanding margins strengthen their growth prospects.
- If AI Spending Slows in 2027, These Semiconductor Stocks Could Hold Up Best
AI budgets face real pressure heading into 2027, but three chipmakers controlling very different choke points in the supply chain may not feel the pain equally. Here is what separates the most resilient semiconductor plays from the one with the most to lose.
- If the AI Bubble Scare Gets Worse, This Is the Chip Stock I'd Still Hold
Taiwan Semiconductor makes most of the advanced processors that allow the AI industry to function.
- Jim Cramer reveals 3 stocks to buy — plus, why he is not selling the Intel plunge
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.
- Here’s What a $10,000 Investment in TSMC Stock Will Be Worth by 2030
The foundry giant can still become a multibagger following a stellar run over the past five years.
- Cathie Wood’s Latest AMD Move Means Absolutely Nothing
Cathie Wood trimmed her AMD position and traders took notice, but there is a far more important signal hiding inside AMD's quarterly results that actually determines where this stock goes next.
- SK hynix: Despite Their Premium To The Korean Shares, The U.S. ADRs Are A Bargain
SK hynix Inc. looks undervalued amid booming AI memory demand, strong margins, and visible long-term growth. Click to read this latest analysis of SKHY stock.
- Top Narrow Based Indexes For September 12
- Chip Stocks Wipe Out $1 Trillion in Friday Bloodbath: 5 Stocks Alone Account for 60% of the Damage
Intel's worst day since 1974 drags chip stocks down about $1 trillion, with Nvidia, Intel, AMD, TSMC and Broadcom behind 60% of the losses.
- Jim Cramer's top 10 things to watch in the stock market Friday
Intel dashes hopes of quick turnaround in tech.
- Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is Attracting Investor Attention: Here is What You Should Know
TSMC (TSM) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
- Intel Just Warned It Probably Won’t Generate Free Cash Flow Next Year
Intel posted strong quarterly growth then stunned investors with a warning about 2027 that sent shares into a dramatic after-hours collapse, raising urgent questions about whether its massive spending gamble can actually pay off.
- $1000 Invested In Taiwan Semiconductor 5 Years Ago Would Be Worth This Much Today
Taiwan Semiconductor (NYSE:TSM) has outperformed the market over the past 5 years by 18.87% on an annualized basis producing an average annual return of 29.35%. Currently, Taiwan Semiconductor has a market
- Tech firms take fresh hit as disappointing earnings fan AI fears
Tech firms were again on the back foot on Friday after another round of disappointing earnings from Wall Street titans, fanned already by deep concerns about the AI investment boom.View on euronews
- Intel Stock Sinks 25%. A Supply Setback and PC Weakness Overshadow AI Growth.
The earnings report highlighted both the intense demand for artificial-intelligence chips and the setbacks companies can face in supplying them.
- Apple, Samsung Dodge Worst of Smartphone Chip Meltdown
Apple and Samsung outpace rivals as rising memory costs and chip slump pressure the global smartphone market.