Semiconductors
The Next Wave of Market Leaders
Why Amazon, AMD, IonQ, AST SpaceMobile, Coinbase, and BitMine Immersion Could Deliver Significant Long-Term Upside While the broader market continues...
Big Tech Rebounds as Investors Position for a Pivotal Earnings Week
AI leaders recover from last week's selloff while Wall Street awaits results from Alphabet, Tesla, and other technology giants Big...
Micron Locks in AI Growth With $22 Billion in Long-Term Customer Commitments
Strategic supply agreements strengthen demand visibility as AI memory needs continue to surge Micron Technology (MU) is reinforcing its position...
Micron Stock Rises as AI Memory Boom Drives Semiconductor Rally
Chipmaker announces $3 billion investment as demand for high-bandwidth memory continues to accelerate Micron Technology (MU) shares climbed more than...
Intel Stock Surges 200% as Historic Rally Signals Major Turnaround
Chipmaker’s comeback gains momentum with manufacturing progress, AI demand, and renewed investor confidence Intel’s (INTC) remarkable comeback story continues to...
AMD Soars as AI Optimism and Analyst Upgrade Fuel Record Rally
Strong demand for AI processors and a higher Wall Street price target send semiconductor giant to new highs. Shares of...
AI Trade Faces Pause as Investors Rotate Out of Semiconductor Stocks
Broadcom earnings and upcoming mega IPOs reshape sentiment across the technology sector Technology stocks came under pressure on Friday as...
Broadcom Delivers Strong Earnings Beat as AI Revenue Surges, but Shares Slip on Mixed Results
Chip giant posts record profitability and bullish AI outlook despite a slight revenue miss Broadcom(AVGO) reported mixed fiscal second-quarter 2026...
Nvidia’s PC Expansion Sparks Rally in Microsoft, Dell, and HP Shares
New RTX Spark Superchip signals the next phase of AI-powered personal computing Shares of Microsoft (MSFT), Dell Technologies (DELL), and...
AI Infrastructure Boom Continues to Drive Interest in Micron, Amazon and Broadcom
Catalyst Funds CIO David Miller highlights key opportunities across memory, cloud computing and AI infrastructure markets Artificial intelligence continues reshaping...
