The most important stocks heading into 2026, per Bank of America
The most important companies in the global stock market come down to just 20 names — and they…
SoftBank leads decline in Japanese tech stocks as worries over AI spending spill over to Asia
TOKYO, JAPAN – FEBRUARY 03: SoftBank Group CEO Masayoshi Son delivers a speech during an event titled “Transforming…
Buy this chipmaker over Nvidia as AI competition ramps up, strategist says
Investors can look to Taiwan Semiconductor Manufacturing for a steady way to play the artificial intelligence rally, according…
Nvidia delivers big once again, and investors brush aside the bigger picture about AI spending
Nvidia once again delivered a blockbuster earnings report , and once again, it mostly told investors what they…
Here’s our price target and rating on Qnity, our newest stock to ride the AI chip boom
Call us believers in the Qnity Electronics story. We’re instituting a buy-equivalent 1 rating and price target of…
This derivative of the AI chip boom is poised for a breakout, according to the charts
Following this weekend’s news of a framework for a trade deal with China, the growth trade ripped higher…
Bank worries, China trade feud unnerves stock market. Typical October volatility or something bigger?
How are we enjoying the “normal seasonal soft patch” so far? The stock market spent the past week…
Broad index-level selling comes knocking
(These are the market notes on today’s action by Mike Santoli, CNBC’s Senior Markets Commentator.) A fourth day…
TSMC hits yet another record as profit surges 39%, beating estimates on AI chip demand surge
The TSMC logo is displayed on a building in Hsinchu, Taiwan April 15, 2025. Ann Wang | Reuters…
What’s likely to move the market in the next trading session
Stocks @ Night is a daily newsletter delivered after hours, giving you a first look at tomorrow and…
Taiwan rejects U.S. proposal for ’50-50′ chip production
Taiwan Semiconductor Manufacturing Company, Limited at Hsinchu Science Park. Annabelle Chih | Getty Images News | Getty Images…
Intel stock pops on news company is in early talks to add AMD as a customer
Intel’s CEO Lip-Bu Tan speaks at the company’s Annual Manufacturing Technology Conference in San Jose, California, U.S. April…