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TSM or NVDA?
Taiwan Semiconductor recently put up stellar fourth-quarter numbers, signaling that we've yet to reach peak AI demand. Are we ...
In short, I expect all of them to be worth more than IonQ in five years. For the record, IonQ's market cap is $13.7 billion ...
KLA (NASDAQ:KLAC) reported December quarter 2025 results that management described as strong across revenue, profitability, ...
ASML's near-total control of EUV lithography makes it an indispensable supplier to advanced logic and memory manufacturing.
Zoom and Microsoft are among those companies that could lose business as Europe seeks tech sovereignty, says Matthew Tuttle ...
Eleven of the largest companies have a market cap of at least $1 trillion. While tech companies dominate the top of the stock market, other sectors are also represented, including oil, insurance, ...
Vanguard International Semiconductor (VIS) announced on 28 January that it had signed a technology licensing agreement with TSMC covering 650V high-voltage and 80V low-voltage GaN process technologies ...
Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral ...
Wolfe Research raised its price target on Nvidia to $275 from $250 saying rack-scale systems, higher average selling prices and sustained margins will drive earnings well beyond current expectations.
ASML has great earnings – and investors sell… MSFT implodes after strong earnings… are we priced for perfection?… where the next wave of growth comes from… why low valuations alone won’t save you ...
The fourth quarter earnings season kicks into high gear this week, with Big Tech results from Microsoft, Meta, Tesla, and Apple headlining the earnings calendar.
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