On CNBC Squawk Box, Craig Johnson of Piper Sandler said the market remains "bullish, but with a lowercase b," expects roughly 5% upside, and sees better opportunities outside the "Mag 7," favoring rotation into sectors like energy over big tech.…
Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) is tightening its grip on the chip industry even as surging AI demand strains its capacity, reshaping competition and supply chains across the sector. Taiwan Semiconductor Anchors Foundry 2.0 Growth Taiwan Semiconductor sits at…
Tesla, Inc. (NASDAQ:TSLA) isn't struggling with awareness. It's struggling with perception. A new EV Intelligence Report shows Tesla has slipped to the bottom of the brand rankings, even as it remains one of the most recognized names in the space.…
Everyone is chasing Nvidia Corp (NASDAQ:NVDA). But the next leg of the AI trade may not be about chips—it may be about what connects them. That's where Lumentum Holdings Inc. (NASDAQ:LITE) is starting to stand out. Trading around $700, the…
While markets remain fixated on chatbots and copilots, Amazon.com, Inc.‘s (NASDAQ:AMZN) founder and largest shareholder Jeff Bezos may have just reframed the entire AI trade. • What is going on with AMZN stock today? His reported $100 billion "Manufacturing Transformation…
International Business Machines (NYSE:IBM) shares are up on Tuesday. On Monday, the company disclosed an expanded collaboration with NVIDIA to enhance AI capabilities for enterprises. The collaboration aims to operationalize AI at scale, addressing challenges that many enterprises face in…
Micron Technology Inc. (NASDAQ:MU) has become one of Wall Street's most explosive AI winners — leaping 533% since last April's tariff-driven selloff. MU stock is moving. See the chart and price action here. HBM Demand is Soaring Once overshadowed by…
AI may be rewriting the rules of warfare. But someone still has to build the drones. That's where the emerging dynamic between Palantir Technologies Inc. (NASDAQ:PLTR) and Ondas Inc (NASDAQ:ONDS) comes into focus — one supplying the intelligence layer of…
On of Wall Street's most crowded trades just hit a wall. On Tuesday morning, more than $600 billion in market value was erased from the world's largest technology and semiconductor companies as escalating conflict in Iran triggered an energy-price shock…
Advanced Micro Devices Inc. (NASDAQ:AMD) unveiled new AI-focused desktop processors at Mobile World Congress 2026 as it pushes deeper into the next wave of AI-capable personal computers. AMD Expands AI PC Lineup With New Ryzen Chips AMD rolled out new…
