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I am talking about themes that can stand the test not of today, or tomorrow, but for all of 2021 and beyond.
Intel's manufacturing setbacks likely mean that it has to choose between sacrificing market share and sacrificing margins.
Buy the best and leave the rest to those who don't know better.
Here's why a Republican Senate and a Democratic White House and House, may be nirvana for growth.
While Intel stumbled, other major chip developers and manufacturers have been generally upbeat amid strong end-market demand. And M&A activity is on the upswing again.
Despite the fundamental story, AMD's charts suggest a fair amount of risk ahead.
If you don't know Lisa Su by now I am tempted to say don't embarrass yourself, she may be the foremost executive of our time.
I love the Xilinx deal, but the technical picture is a concern and should be followed closely.
The 5G 'dividend derby' has begun and here's who could benefit from the roll out of the technology.
AMD reports great Q3 results, and what their acquisition of Xilinx means.
Market players are trying to hold on to 'good' stocks while navigating election chaos. This will produce choppy and sloppy trading.
Plus, there's talk of a possible combination of Advanced Micro Devices and Xilinx.
Among other things, Nvidia revealed an ambitious roadmap for server 'DPUs' that pair Mellanox's technology with GPUs.
The delayed arrival of CPUs relying on Intel's 7nm manufacturing process node stands to make things easier for AMD in 2022 -- and perhaps longer.
The analog chip giant topped estimates and issued above-consensus guidance. But it also cautioned that macro pressures might take a while to go away.
Among the things to watch: How Q3 demand is trending for markets such as smartphones, online advertising, streaming and e-commerce.
While valuations still aren't as high as they got in 2000, a lot of recent investor behavior feels very familiar.
Telcos and cable companies appear to be stepping up their capital spending as COVID-19 lockdowns lead network traffic to spike.
Trading volumes dropping on major indexes, U.K. teams begin human trials on a Covid-19 vaccine, and the U.S. Senate wants another stimulus package addition.
Stimulus efforts could give a boost to 5G infrastructure spending, and usage spikes for many online services could drive higher cloud capex.
These ARK Funds family funds are focused on new opportunities and investment themes.
There is no political will on either side of the aisle to address ever expanding deficits.
This coronavirus remains a China-centric problem? People are not yet dying in other countries. Do we have to worry here? That's the wrong question.
TSMC issued a strong Q1 sales outlook amid heavy demand for its most advanced manufacturing processes. And it shared a capex budget that has given a boost to chip equipment stocks.
As the Commerce Department drafts new Huawei export restrictions, some of its U.S. chip suppliers are better-positioned than others to limit the damage.
During a talk with TheStreet following Micron's latest earnings report, CEO Sanjay Mehrotra expressed optimism that DRAM industry conditions will gradually improve over the course of 2020, following a rough 2019.
If TSMC makes good on its latest promise, it could hold onto its recently-won chip manufacturing lead for some time.
Though Nvidia's sales guidance was below expectations, management indicates that sales to desktop gamers and cloud giants will be strong this quarter.