This company's AI story is getting harder to ignore, but the stock's valuation creates a fascinating dilemma for investors ...

IT stocks show strong earnings momentum with A+ EPS revision grades—semis, AI infrastructure & networking leaders.

ON Semiconductor (NASDAQ:ON | ON Price Prediction) has staged one of the most aggressive recoveries in the chip sector this ...

The S&P 500 gained 5.26% in May, but leadership was narrow, with mega-cap tech driving most of the gain. Read more here.

The AI infrastructure buildout is still running faster than the physical chips required to support it. Across hyperscalers, ...

Here are Cathie Wood’s latest moves.

Cambiar SMID Fund, managed by Cambiar Investors, published its Q1 2026 investor letter. A copy of the letter is available to ...

Shares of Marvel Technology (MRVL), meanwhile, fell 16.7% on Friday. The stock was still up 210% for 2026. That company is among several that might be added to the S&P 500 as soon as Friday. On Friday ...

Large-cap companies across energy, semiconductors, consumer services, travel, and entertainment are posting some of the ...

Despite that strong growth rate, Nvidia trades at a pretty cheap 24 times forward earnings. If Nvidia can continue delivering solid results like this throughout the remainder of 2026, I have no doubt ...

Broadcom posted strong quarterly results after the bell on Wednesday, but didn't provide enough upside to its guidance to ...