Broadcom’s custom AI chip business stays hot and gives the bulls a much-needed win
Broadcom on Wednesday delivered a solid quarterly results while painting an increasingly upbeat picture around the future of…
Newly spun off Qnity proves it’s an AI force that investors should not ignore
Qnity Electronics on Thursday reported strong fourth-quarter results alongside rosy guidance, solidifying its reputation as an under-the-radar beneficiary…
This could be a better — and safer — way into the AI trade in 2026
Published: Jan. 3, 2026 at 9:00 a.m. ET Some investors may need to be reminded that the semiconductor industry…
The blowout AI trades that surprised Wall Street in 2025
The artificial intelligence trade got tougher in 2025. While a significant capital expenditure cycle and earnings growth from…
Stock market today: Live updates
Traders work on the floor of the New York Stock Exchange (NYSE) at the opening bell in New…
AI-Fixated Traders Pile Into Teradyne, Other Obscure Chip Stocks
With tech companies continuing to boost AI spending, the valuation of many chipmakers are increasingly expensive. (Bloomberg) —…