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Chips & Clips: Memory Tariffs Rewire Tech Supply Chains

NASDAQ:AAPLNASDAQ:MUNYSE:DELL
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Amkor Technology logo displayed alongside semiconductor chips, a circuit board, and a silicon wafer.

Amkor Sells Off After Earnings—Why Weak Guidance Isn't the Real Story

NASDAQ:AMKR
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5 AI Stocks Are Pulling Back—Which Growth Catalysts Still Look Strongest?

NASDAQ:AMDNASDAQ:CRDONASDAQ:AIRJ
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AMD logo on a glowing processor chip with red circuit traces, highlighting AI and data-center semiconductor demand.
July 27, 2026 9:45 AM ET

AMD’s AI Bubble Could Burst Into Explosive Upside

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Vicor logo displayed on a sign surrounded by power module components on a table in a lab setting.
July 27, 2026 6:45 AM ET

This Tiny AI Supplier Could Be More Important Than the Chipmakers

NASDAQ:VICR
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Broadcom logo on a silicon wafer with circuit boards, fiber optic cables, and a network switch in a data center.
July 26, 2026 8:10 AM ET

Broadcom May Be the Biggest Winner From Alphabet's Earnings

NASDAQ:AVGONASDAQ:GOOGL
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July 24, 2026 10:10 AM ET

AMD and Cerebras Create A New Blueprint For Hardware

NASDAQ:AMDNASDAQ:CBRS
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Illustration featuring CrowdStrike and Cerebras logos with a digital shield and processor chip in a server data center.
July 24, 2026 8:30 AM ET

CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test

NASDAQ:CRWDNASDAQ:CBRS
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TSMC logo on advanced semiconductor wafer line highlights AI chip manufacturing and global supply chain leadership.
July 24, 2026 6:40 AM ET

TSMC’s Price Hikes Could Show Which AI Chip Stocks Have Real Pricing Power

NYSE:TSMNASDAQ:NVDANASDAQ:AVGO
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Illustration of a chip-like structure displaying AMD and Anthropic logos connected by colorful data streams in a server room.
July 23, 2026 8:50 AM ET

AMD’s $5 Billion Anthropic Deal Could Redraw the AI Chip Battle

NASDAQ:AMDNASDAQ:NVDANASDAQ:MSFT
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Nebius logo on a computer chip surrounded by glowing green circuit lines on a circuit board.
July 23, 2026 7:05 AM ET

Cementing the Sky: Why NVIDIA’s Bet on Nebius Matters

NASDAQ:NBISNASDAQ:NVDA
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Data center storage servers with SSD/HDD drive bays glowing, symbolizing AI-driven memory demand.
July 23, 2026 6:30 AM ET

Thematic Memory ETFs Give Investors a New Way to Play AI’s Hidden Bottleneck

BATS:DRAMBATS:KMEMNYSEARCA:DISK
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July 22, 2026 10:35 AM ET

A Boring Dividend Growth Strategy Becomes a Solid Defensive Play

NYSE:AFLNYSE:CATNASDAQ:TXN
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A translucent Apple logo stands on a desk in front of monitors and a small bonsai tree.
July 22, 2026 8:50 AM ET

Why Apple Could Be the Last One Standing in the Tech Wreck

NASDAQ:AAPL
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July 22, 2026 7:40 AM ET

3 ETFs That Give Investors Access to Global Tech Beyond the U.S.

NYSEARCA:IXNNASDAQ:BOTZNYSEARCA:IEMG
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July 21, 2026 9:15 AM ET

2 ETFs to Access the World's Best-Performing Stock Markets In 2026

NYSEARCA:EWYNYSEARCA:EWTNYSE:TSM
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AMD logo centered on a futuristic circuit-board background with soft blue and red glow accents.
July 21, 2026 8:05 AM ET

Microsoft's AI Bet Could Rewrite AMD's Growth Story

NASDAQ:AMDNASDAQ:MSFT
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Google logo on a computer chip with illuminated circuit lines, set against a blurred data center background.
July 21, 2026 8:05 AM ET

Alphabet Is Planning a New AI Chip. Here's Why It Matters Ahead of Earnings

NASDAQ:GOOGL
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Qualcomm logo over a blurred microchip with rising candlestick stock charts.
July 21, 2026 5:10 AM ET

Qualcomm Stock Slides 30%: Buying Opportunity Ahead of July 29 Earnings

NASDAQ:QCOM
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Data center server aisle with a digital globe and shield graphic symbolizing cybersecurity, alongside monitors displaying network data.
July 20, 2026 7:05 AM ET

Cybersecurity Stocks Are Holding Up as the AI Trade Starts to Crack

NASDAQ:CRWDNASDAQ:FTNTNASDAQ:PANW
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Desk setup with computer monitors displaying stock candlestick charts and financial data, alongside printed reports and a city skyline view.
July 20, 2026 6:30 AM ET

Bank Earnings Are Roaring, But Wall Street Isn't Ready to Celebrate

NASDAQ:AVTNASDAQ:AMDNASDAQ:GOOG
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July 18, 2026 5:00 AM ET

MarketBeat Week in Review – 07/13- 07/17

NASDAQ:NFLXNASDAQ:GOOGLNASDAQ:MU
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Aehr Test Systems semiconductor testing equipment with logo displayed in a cleanroom manufacturing facility.
July 17, 2026 10:05 AM ET

Aehr Test Systems Stock Soars on Earnings, Eyes Over 150% Revenue Growth

NASDAQ:AEHR
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TSMC logo displayed on a silicon wafer against a background of a patterned semiconductor chip surface.
July 17, 2026 9:30 AM ET

TSMC Just Gave AI Chip Bulls Another Reason to Stay Confident

NYSE:TSM
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SanDisk logo above a 1TB Extreme Pro microSD memory card resting on a wooden table.
July 17, 2026 8:20 AM ET

Sandisk: What the Chart Is Trying to Tell Us

NASDAQ:SNDK
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Robotics components including a sensor module, circuit board, motors, and a mechanical joint arranged on a table.
July 17, 2026 7:45 AM ET

3 Picks-and-Shovels Stocks Powering the Humanoid Robotics Buildout

NASDAQ:AMBANASDAQ:OUSTNYSE:AME
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Broadcom logo appears on a semiconductor chip inside a data center, underscoring AI infrastructure demand.
July 17, 2026 5:25 AM ET

Has Broadcom Become Too Expensive for Its AI Story?

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Rows of server racks with blue network cables and storage drives in a data center aisle.
July 16, 2026 5:55 AM ET

Which Storage Stock Is Best Positioned to Win the AI Memory War?

NASDAQ:WDCNASDAQ:STXNASDAQ:SNDK
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ASML logo on a semiconductor lithography machine with a robotic arm handling silicon wafers in a cleanroom.
July 15, 2026 11:10 AM ET

Why ASML’s AI Monopoly Is Still Getting Stronger

NASDAQ:ASML
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Nebius logo displayed in a data center aisle lined with illuminated blue server racks.
July 15, 2026 7:10 AM ET

Blueprint for a Billion: Nebius Group Secures the AI Floor

NASDAQ:NBISNASDAQ:METANASDAQ:MSFT
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