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A conceptual illustration of a tree made from circuit board components rising from a semiconductor wafer in a chip fabrication facility.
April 29, 2026 5:50 AM ET

AI Is Reviving an Overlooked Chip Category—and These 3 Names Are Riding the Demand Wave

NASDAQ:ADINASDAQ:MCHPNASDAQ:ON
Read AI Is Reviving an Overlooked Chip Category—and These 3 Names Are Riding the Demand Wave
Sprott sign promoting the Sprott Rare Earths Ex-China ETF, ticker REXC, displayed alongside mineral rock samples and vials of rare earth oxides and powder.
April 28, 2026 8:30 AM ET

Investing in Rare Earth Elements: How the REXC ETF Bypasses China’s Dominance

NASDAQ:REXCNYSE:MPOTCMKTS:LYSCF
Read Investing in Rare Earth Elements: How the REXC ETF Bypasses China’s Dominance
A stylized Qualcomm processor chip connected to icons representing smartphones, laptops, vehicles, and VR headsets.
April 28, 2026 7:20 AM ET

Did Qualcomm Just Put Apple in Check?

NASDAQ:QCOMNASDAQ:AAPL
Read Did Qualcomm Just Put Apple in Check?
Illustrated Broadcom semiconductor chip on a circuit board with glowing red data-connection lines.
April 28, 2026 5:35 AM ET

Broadcom Hits $2 Trillion Market Cap as Google Reveals New AI Chips

NASDAQ:AVGONASDAQ:GOOGLNASDAQ:META
Read Broadcom Hits $2 Trillion Market Cap as Google Reveals New AI Chips
Multiple GPU and CPU circuit boards mounted in a data center server rack with glowing blue interconnects.
April 27, 2026 12:30 PM ET

Industrial Chips Are in Rally Mode—5 Ways to Play

NASDAQ:ADINYSE:STMNASDAQ:TXN
Read Industrial Chips Are in Rally Mode—5 Ways to Play
Decorative graphic showing an upward-trending stock chart with the text
April 27, 2026 11:05 AM ET

AI Insider Selling: Sales Hit Photronics, Credo & CoreWeave as Shares Spike

NASDAQ:CRDONASDAQ:PLABNASDAQ:CRWV
Read AI Insider Selling: Sales Hit Photronics, Credo & CoreWeave as Shares Spike
NVIDIA, D.R. Horton, and Oracle corporate signage on buildings.
April 26, 2026 7:50 AM ET

Follow the Flow: 3 Stocks Absorbing the Market's Biggest Rotation

NASDAQ:NVDANYSE:DHINYSE:ORCL
Read Follow the Flow: 3 Stocks Absorbing the Market's Biggest Rotation
A person sits on a couch holding a remote control while the Netflix logo displays on a television screen.
April 25, 2026 6:10 AM ET

Netflix's Pivot to Profit: The New Discretionary Blue Chip

NASDAQ:NFLXNASDAQ:WBD
Read Netflix's Pivot to Profit: The New Discretionary Blue Chip
An Intel Corporation processor displayed upright on a dark blue platform with the Intel logo visible.
April 24, 2026 8:35 AM ET

Intel Stock Hits All-Time Highs: Is the Turnaround Priced In?

NASDAQ:INTC
Read Intel Stock Hits All-Time Highs: Is the Turnaround Priced In?
STMicroelectronics logo on a metal panel beside a robotic arm holding a semiconductor wafer in a cleanroom setting.
April 24, 2026 7:25 AM ET

STMicronelectronics Sends Industrial Chips Into Overdrive

NYSE:STM
Read STMicronelectronics Sends Industrial Chips Into Overdrive
The AMD logo is displayed behind a rendered circuit board with stacked semiconductor chips.
April 24, 2026 5:40 AM ET

AMD’s Breakout Isn’t the Story—This Catalyst Is

NASDAQ:AMDNYSE:TSMNASDAQ:NVDA
Read AMD’s Breakout Isn’t the Story—This Catalyst Is
Texas Instruments logo overlaid on a semiconductor wafer resting on a metal surface.
April 24, 2026 5:05 AM ET

Texas Instruments Surges 18% as Data Center Demand Spikes 90%

NASDAQ:TXNNASDAQ:ADINASDAQ:ON
Read Texas Instruments Surges 18% as Data Center Demand Spikes 90%
A gloved hand holds a network interface card inside a data center bearing the Marvell Technology logo.
April 23, 2026 6:15 AM ET

The $185 Billion AI Pivot Away From GPUs

NASDAQ:MRVLNASDAQ:GOOGL
Read The $185 Billion AI Pivot Away From GPUs
An Astera Labs branded semiconductor chip sits on a circuit board with glowing blue data lines.
April 23, 2026 5:40 AM ET

Astera Labs: The Tollbooth for AI's Traffic Jam

NASDAQ:ALAB
Read Astera Labs: The Tollbooth for AI's Traffic Jam
Aehr Test Systems logo displayed above a semiconductor wafer and chip component in a lab setting.
April 22, 2026 12:10 PM ET

Aehr Test Systems: Small AI Stock Sees Record AI Hyperscaler Order

NASDAQ:AEHR
Read Aehr Test Systems: Small AI Stock Sees Record AI Hyperscaler Order
Two AI processor circuit boards face each other, one displaying the Meta logo, one the Broadcom logo, in a lab setting.
April 21, 2026 11:35 AM ET

Broadcom & Meta Extend AI Pact Into 2029 as Shares Climb to $400

NASDAQ:AVGONASDAQ:META
Read Broadcom & Meta Extend AI Pact Into 2029 as Shares Climb to $400
Three-dimensional Alphabet and Google logos displayed on the floor of a modern office lobby.
April 21, 2026 9:50 AM ET

Here's Why the AI Infrastructure Story Is Just Getting Bigger for GOOGL

NASDAQ:GOOGLNASDAQ:MRVL
Read Here's Why the AI Infrastructure Story Is Just Getting Bigger for GOOGL
Credo Technology logo displayed over a data center background with a branded network cable in the foreground.
April 21, 2026 6:55 AM ET

Credo Stock Flashes Strong Bullish Signal—Upswing Just Starting

NASDAQ:CRDO
Read Credo Stock Flashes Strong Bullish Signal—Upswing Just Starting
An NVIDIA logo and a Bitcoin on a reflective surface in front of an upward-trending green and blue stock market chart.
April 21, 2026 5:10 AM ET

Bitcoin and Big Tech Rally as Risk Appetite Returns, Even With Ceasefire Uncertainty

NASDAQ:IBITNASDAQ:NVDANASDAQ:QQQM
Read Bitcoin and Big Tech Rally as Risk Appetite Returns, Even With Ceasefire Uncertainty
Aeluma logo displayed on a semiconductor chip in a laboratory setting.
April 20, 2026 10:50 AM ET

Aeluma’s Market Is Laser-Focused on Fresh Highs—Here’s Why

NASDAQ:ALMUNASDAQ:TSEMOTCMKTS:SOMMY
Read Aeluma’s Market Is Laser-Focused on Fresh Highs—Here’s Why
Side-by-side logos of Nike and Aehr Test Systems on a split gray and white background.
April 20, 2026 10:15 AM ET

Insider Trades: Nike Sees More CEO Buys, Aehr Sold on 300% Gain

NYSE:NKENASDAQ:AEHRNYSE:SMR
Read Insider Trades: Nike Sees More CEO Buys, Aehr Sold on 300% Gain
A robotic arm holds a silicon semiconductor wafer inside a chip fabrication facility.
April 20, 2026 6:25 AM ET

3 Small-Cap Semiconductor Stocks With Explosive Upside

NASDAQ:CAMT
Read 3 Small-Cap Semiconductor Stocks With Explosive Upside
Sunset silhouette of an oil pumpjack
April 19, 2026 10:30 AM ET

The Nasdaq's Historic Rally Doesn't Mean the Risk Is Gone

NASDAQ:LRCXNYSE:ONTONYSE:PWR
Read The Nasdaq's Historic Rally Doesn't Mean the Risk Is Gone
TSMC logo displayed on a glowing semiconductor wafer surrounded by robotic arms in a stylized factory setting.
April 18, 2026 8:00 AM ET

TSMC: Despite Post-Earnings Fall, Signs of AI Weakness are Scant

NYSE:TSM
Read TSMC: Despite Post-Earnings Fall, Signs of AI Weakness are Scant
A close-up of a modern server rack with glowing blue lights and neatly organized fiber optic cables in a brightly lit data center.
April 17, 2026 7:35 AM ET

Forget The Chips? Cloud Stocks Are The New Hardware

NYSE:NETNASDAQ:AKAM
Read Forget The Chips? Cloud Stocks Are The New Hardware
Broadcom microchip on a circuit board.
April 17, 2026 5:15 AM ET

Why Anthropic's Custom Chip Plans Could Benefit Broadcom

NASDAQ:AVGONASDAQ:MRVLNASDAQ:GOOGL
Read Why Anthropic's Custom Chip Plans Could Benefit Broadcom
An ASML lithography tool processing a wafer with a blue laser beam.
April 16, 2026 12:25 PM ET

ASML Falls Post-Earnings, Chip-Making Expansion Anchors Outlook

NASDAQ:ASMLNYSE:TSMOTCMKTS:SSNLF
Read ASML Falls Post-Earnings, Chip-Making Expansion Anchors Outlook
A black Micron M.2 SSD on a plain background.
April 16, 2026 10:10 AM ET

Memory Money: Data Is the New Oil, and Memory Is the New Pipeline

NASDAQ:MU
Read Memory Money: Data Is the New Oil, and Memory Is the New Pipeline
A photorealistic NVIDIA logo centered against a blurred quantum computing background.
April 15, 2026 10:55 AM ET

NVIDIA's Quantum Computing Play Just Sent IonQ and Rigetti Flying

NASDAQ:NVDANYSE:IONQNASDAQ:RGTI
Read NVIDIA's Quantum Computing Play Just Sent IonQ and Rigetti Flying
Collection of SanDisk storage products on a metal background, with a large red central logo.
April 15, 2026 7:25 AM ET

The $600 Billion Buy Signal For SanDisk Stock

NASDAQ:SNDK
Read The $600 Billion Buy Signal For SanDisk Stock

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