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Semiconductors & Semiconductor Equipment

Arm IPO Will Provide Dry Powder for New SoftBank Spree

After retreating to play defense, Masayoshi Son now feels this is the time to return to offense.

A Case for Selling Nvidia -- And Buying a Potential New Market Leader

There's a deeper reason for Nvidia's recent reversal.

Markets Marking Time, Recession Talk, Hawkish Powell, Mighty Nvidia, Week Ahead

Artificial intelligence is the 'it' thing right now, and Nvidia is the only kid on the block getting paid by this latest revolution.

Marvell Certainly Isn't Inspiring Confidence, But I Have 2 Trade Ideas

The firm is losing money. Every quarter, and expects that streak to continue. They can adjust all they want. That doesn't produce actual profitability.

There's More to the Market Than Tech

While blowout results at Nvidia are more than impressive, they do little for the overall economy.

Nvidia Effect Wanes, Hiking Hike Odds, Indexes Hit Resistance, AI Washout

Plus, Boeing stubs its quality-control toe again and a lament about why the Treasury borrows so much money short term.

Euphoria Gives Way to Thrashings for Traders of Nvidia and QQQ

What started as a celebration after Nvidia's earnings release Wednesday evening ended in burst party balloons by the close of trading Thursday.

Marvell Technology: Where's the Bullish Setup Before Earnings?

The charts are mixed at best.

Nvidia Proves Again It Rightly Deserves Acclaim as Master of the AI Universe

The company's second-quarter results blow away Wall Street expectations as it clearly is the lead dog in the generative artificial intelligence pack.

Nvidia's Shocking Results, Market Relief, Fewer Jobs, Jackson Hole

NVDA's current quarter revenue guidance was stunning.