MOUNTAIN VIEW, CA — In a stunning reversal of the 2024 narrative that painted Google as an AI laggard, Alphabet Inc. (NASDAQ: GOOGL) has emerged as the undisputed titan of the "Magnificent 7" over the past twelve months. As of March 4, 2026, Alphabet shares have surged a staggering 80% year-over-year,
The relentless bull run that defined 2025 hit a significant speed bump in February 2026, as the S&P 500 closed the month in the red, marking a stark departure from the double-digit gains of the previous year. Investors faced a triple threat of declining performance across the daily, weekly,
As the calendar turns to March 2026, the initial euphoria of the artificial intelligence revolution has given way to a more cold-eyed assessment of the semiconductor landscape. Advanced Micro Devices, Inc. (NASDAQ: AMD), once the darling of the 2024-2025 AI surge, finds itself at a crossroads. Despite a staunchly bullish
The semiconductor landscape has entered a volatile new chapter as of March 4, 2026, characterized by a widening chasm between general-purpose GPU dominance and the rise of custom AI silicon. Following a record-shattering Q4 earnings report from Nvidia (NASDAQ: NVDA), the market has witnessed a significant rotation of capital. While
As the closing bell approaches on March 4, 2026, all eyes on Wall Street are fixed on Broadcom Inc. (NASDAQ:AVGO), which is set to report its first-quarter fiscal 2026 results. The semiconductor giant finds itself at a critical crossroads, balancing a massive $73 billion AI-driven backlog against mounting investor
Broadcom (AVGO) has beaten EPS estimates for 19 straight quarters, but NVIDIA's (NVDA) recent beat and drop raises questions on the importance of beating estimates.
Broadcom (AVGO) to release Q1 earnings on March 4, with expected EPS of $1.88 and revenue of $19.18B. Analysts have rated the stock with high accuracy.
March S&P 500 E-Mini futures (ESH26) are down -0.01%, and March Nasdaq 100 E-Mini futures (NQH26) are down -0.09% this morning, giving up earlier gains after U.S. Treasury Secretary Scott Bessent said a proposed 15% global tariff could take effect th...
What Happened? A number of stocks fell in the afternoon session after fears of a global energy price shock hit the semiconductor sector following a sell-off ...
What Happened? Shares of fuel cell technology Plug Power (NASDAQ:PLUG) jumped 29.4% in the afternoon session after the company reported better-than-expected ...
What Happened? A number of stocks fell in the afternoon session after the escalating conflict with Iran threatened to disrupt global oil supplies and fuel in...
What Happened? Shares of semiconductor equipment maker Lam Research (NASDAQ:LRCX) fell 5.7% in the afternoon session after a sell-off in memory and storage s...
What Happened? Shares of semiconductor production equipment company Kulicke & Soffa (NASDAQ: KLIC) fell 5.7% in the afternoon session after fears of a global...
TSM shares fell alongside the broader chip index Tuesday as investors weigh geopolitical tensions and high AI costs. Discover how partners like Nvidia and Broadcom are fighting back with new "Sovereign AI" tech to save on energy and hardware.
As the dust settles from the 2026 Consumer Electronics Show (CES) and the subsequent blockbuster February earnings cycle, NVIDIA (NASDAQ: NVDA) has once again rewritten the playbook for the semiconductor industry. By unveiling its next-generation "Rubin" architecture and significantly raising its revenue outlook for the 2027 fiscal year, the chip
