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Forget Chip Stocks: Shay Boloor Says AAOI Is The Secret 'Plumbing' Powering AI Data Centers
Wednesday, June 10, 2026 - 6:09am | 814Read More...Futurum Equities’ Chief Market Strategist Shay Boloor is betting beyond the standard semiconductor chips and focusing on infrastructure, calling Applied Optoelectronics Inc. (NASDAQ:AAOI) an essential “plumbing” of AI data centers, making it a critical hardware play as networks...
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Cathie Wood Sells $56.2 Million Worth Of AMD Shares Again, But Loads Up On $67.3 Million Worth Of Nvidia Stock Amid PC Chip Buzz
Monday, June 1, 2026 - 11:03pm | 954Read More...On Monday, Cathie Wood-led Ark Invest made notable trades involving NVIDIA Corp. (NASDAQ:NVDA), Cerebras Systems Inc. (NASDAQ:CBRS), and Advanced Micro Devices Inc. (NASDAQ:AMD). The Nvidia Trade Ark Invest’s decision to trade NVIDIA Corp. comes on the heels of the company’s recent...
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Hewlett Packard Enterprise, Meta, Credo Technology, Alphabet And Arm: Why These 5 Stocks Are On Investors' Radars Today
Monday, June 1, 2026 - 10:08pm | 1004Read More...Major U.S. stock indexes closed higher on Monday, with the Dow Jones Industrial Average edging up 0.09% to 51,078.88, the S&P 500 advancing 0.26% to 7,599.96 and the Nasdaq gaining 0.42% to 27,086.80. These are the top stocks that gained the attention of retail traders and investors through the...
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TSMC's Supply Squeeze Through 2028 Could Be This Chipmaker's Big Break As AI Demand From Nvidia, Apple Surges
Tuesday, March 31, 2026 - 2:23am | 786Read More...Samsung Electronics Co. (OTC:SSNLF) may be poised to capitalize on a growing supply crunch at Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) as surging AI chip demand forces major customers to look beyond the industry leader. TSMC Capacity Maxed Out As AI Demand Surges According to industry...
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Cathie Wood Dumps $38 Million Worth Of Tesla Stock Amid Robotaxi Optimism, Buys Shares of This Chipmaker Despite China Crackdown
Wednesday, January 14, 2026 - 10:13pm | 703Read More...Ark Invest, led by Cathie Wood, made significant trades on Wednesday, involving Tesla Inc. (NASDAQ:TSLA), Broadcom Inc. (NASDAQ:AVGO), and Taiwan Semiconductor Manufacturing Co., Ltd. (NYSE:TSM). The Tesla Trade ARK offloaded 86,139 shares of the Elon Musk-led company through ARK Innovation ETF (...
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Sandisk, Alumis, Micron Technology, Ventyx Biosciences, And Western Digital: Why These 5 Stocks Are On Investors' Radars Today
Tuesday, January 6, 2026 - 9:45pm | 1177Read More...On Tuesday, U.S. stocks experienced a positive trading session. The Dow Jones Industrial Average climbed over 480 points, marking a 0.99% increase to 49,462.08. The NASDAQ also saw gains, rising 0.65% to 23,547.17, while the S&P 500 increased by 0.62% to 6,944.82. These are the top stocks that...
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Nvidia CEO Jensen Huang's Taiwan Visit Triggers TSMC Factory Frenzy As AI Chip Demand Forces Suppliers Into Overdrive Through 2026: Report
Wednesday, December 24, 2025 - 5:15am | 620Read More...Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) is reportedly accelerating factory construction and equipment deliveries after Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang's Taiwan visit underscored surging AI chip demand, pushing suppliers to operate at full capacity well into 2026. TSMC Speeds...
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Howard Lutnick Says Trump Administration Chip R&D Partnership With Former Intel CEO Pat Gelsinger's Startup Can 'Fundamentally Rewrite The Limits'
Tuesday, December 2, 2025 - 12:22am | 1049Read More...On Monday, the Donald Trump administration said it has signed a preliminary, nonbinding agreement to take an equity stake in xLight. US Eyes Breakthrough in EUV Bottleneck EUV lithography machines — made exclusively by ASML Holdings NV (NASDAQ:ASML) — are essential for advanced chip manufacturing....
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Intel Stock Soars 7% On Report It Could Soon Build Chips For Apple's Macs
Friday, November 28, 2025 - 2:25pm | 584Read More...Intel Corp (NASDAQ:INTC) stock gained as TF International Securities' Ming-Chi Kuo signaled growing momentum behind the chipmaker's bid to manufacture Apple Inc’s (NASDAQ:AAPL) next-generation M chips. • INTC is in a favorable position. Get the market research here. Kuo said Intel is...
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Trump Administration Ponders Allowing Nvidia To Trade H200 AI Chips With China
Sunday, November 23, 2025 - 2:51pm | 424Read More...President Donald Trump’s administration is reportedly contemplating the possibility of permitting Nvidia Corp. (NASDAQ:NVDA) to trade its H200 artificial intelligence chips with China. What Happened: According to a report, the Trump administration’s internal...
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ASML Unfazed By Netherlands-China Chip Tensions Amid Nexperia Crisis: 'It Will Not Affect Our Business...'
Sunday, November 16, 2025 - 9:28pm | 656Read More...ASML Holding NV (NASDAQ:ASML) CEO Christophe Fouquet stated on Sunday that the ongoing tensions between the Netherlands and China have not impacted the Dutch chip-gear manufacturer. Nexperia Saga Won’t Affect ASML In Short Term The conflict arose following the Dutch government’s...
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Cathie Wood Dumps $2.4 Million Worth Of Tesla Shares, Doubles Down On These AI Stocks
Monday, November 10, 2025 - 10:28pm | 883Read More...On Monday, Cathie Wood-led Ark Invest executed significant trades involving Tesla Inc. (NASDAQ:TSLA), Pony AI Inc. (NASDAQ:PONY), Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM), and Baidu Inc. (NASDAQ:BIDU). These trades highlight Ark’s strategic positioning in the tech and AI sectors...
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Micron CEO Says Next-Gen Computer Memory Coming In 2026, Expects Demand Surge: 'We Will Be At The Forefront…'
Wednesday, September 24, 2025 - 1:07am | 633Read More...On Tuesday, Micron Technology Inc. (NASDAQ:MU) said that its next generation of high-speed computer memory will launch in 2026. The company's current chips are already fueling Nvidia Corporation's (NASDAQ:NVDA) most advanced artificial intelligence systems. Micron shares rose 1.09% on Tuesday and...
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Nvidia B300 Chips Order Touted By Nayib Bukele's Bitcoin Office — Why Does El Salvador Want These Powerful AI Processors?
Tuesday, July 1, 2025 - 11:10pm | 775Read More...El Salvador, under the presidency of Nayib Bukele, placed an order for Nvidia Corp.'s (NASDAQ:NVDA) B300 chips, a powerful artificial intelligence processor that is not yet available to most of the world. What Happened: The deal was forged with Hydra Host, a high-performance AI infrastructure firm...
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Microsoft Stock Poised For 23% Rally As AI Monetization Gains Steam, Dan Ives Says
Wednesday, June 25, 2025 - 7:34am | 833Read More...Reflecting the surging tide of artificial intelligence, Wedbush Securities analyst Dan Ives has raised his price target for Microsoft Corp. (NASDAQ:MSFT) to $600, up from an earlier estimate of $425, citing a “massive adoption wave” of AI-driven Azure services. What Happened: The...















