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Navitas Semiconductor (NVTS) defies a cooling broader market Tuesday as shares skyrocket on analyst optimism following a key boardroom addition.
AMD (AMD) shares surge over 2% as AI computing demand continues to outpace supply. With a critical earnings report set for May 5, 2026, and analysts targeting $320, see why technicals show bulls are still in control.
Intel (INTC) shares surge 256% over the past year as investors rotate into AI supply chain winners.
Broadcom dips ahead of the open as traders digest premium valuation, strong momentum, and management's disciplined growth strategy.
Broadcom shares fell 1.7% to settle at $399.63 during the session while Alibaba shares slipped 0.6% to settle at $140.17.
After a 13-day NASDAQ rally, BTIG's Jonathan Krinsky analyzes market risks and shares where to find better risk-reward opportunities today.
The era of the “wild west” semiconductor cycle might be coming to a close, replaced by a more buttoned-down, predictable corporate landscape. What is causing this change?
Marvell Technology gains attention as Google explores AI chip partnership, potentially boosting its role in data centers.