Semiconductors

Why Chip Subsidies Are Fueling a Copper Supercycle

Billions in chip subsidies are powering a surge in copper demand across fabs, wiring, and chip packaging, setting up for a long-term bull market.

Made in America Stocks: How Reshoring Could Shape the 2025 Market

Factories are coming home, and investors who spot the trend early could cash in. Discover the public companies positioned to benefit from America’s manufacturing comeback.

Navitas Stock (NVTS): AI Deal Ignites Breakout Momentum

Navitas stock exploded after a new AI data center deal with NVIDIA. What’s driving the rally and what should retail investors watch next?

Why Semiconductors Are ‘The Oil of the 21st Century’

From AI data centers to autonomous cars, semiconductor chips power modern life, and a single supply shock could jolt the global economy.

Intel (NASDAQ: INTC): Leadership Change Signals New Opportunities

Intel welcomes Lip-Bu Tan as CEO, signaling fresh direction and growth potential in the semiconductor industry.

Nvidia Faces Investigation Over Anti-Monopoly Concerns

Nvidia's stock is fluctuating due to a Chinese investigation into antitrust issues, raising concerns for retail investors amid geopolitical tensions.

Ambarella Surges After Strong Q3 Earnings

Ambarella's Q3 earnings surpass expectations, driven by AI products. The company raises Q4 guidance, signaling strong growth potential for investors.

NVDA Stock: Nvidia Blackwell Chips Set for Launch

Nvidia's record growth and strong demand for AI chips signal reassurance for shareholders. Stay informed for strategic insights.

NVIDIA Faces Overheating Issues with Blackwell AI Chips

NVIDIA’s Blackwell AI chips encounter overheating issues, raising concerns for retail investors.

US China Tech Rivalry Reshapes Global Markets

The US-China tech rivalry reshapes markets, impacting investment opportunities and risks in sectors like electric vehicles, semiconductors, and renewable energy.

Apollo Targets Intel with Potential $5 Billion Investment

Apollo is exploring a $5 billion investment in Intel, aligning with its turnaround strategy.

Intel Partners with Amazon AWS for AI Chip Development

Intel's partnership with Amazon AWS marks a significant step in its turnaround, focusing on AI chip development and U.S. expansion, vital for retail investors.

Chinese AI Chip Firms Eye IPOs

Enflame and Biren, two Chinese AI chip firms, are set to go public, presenting retail investors with promising opportunities in a rapidly growing market.

Broadcom Stock Drops on Sales Forecast Miss

Broadcom sees AI success but faces challenges in non-AI sectors. CEO optimistic about recovery.

NVIDIA Beats Q2 Earnings Estimates

NVIDIA's Q2 earnings exceed expectations, fueling optimism for retail investors on revenue growth and future innovations.