The options market is complacent about Nvidia’s earnings report
Even though the stock market has taken on a bit of water recently as momentum stocks plunge , traders aren’t bracing for fireworks when reports earnings after the close on Wednesday. The options-impl...
Super Micro Computer’s rally is entering full FOMO mode
There’s a mad scramble to get exposure to . Shares of the server company have doubled this month after this morning’s strong gains on heavy volumes. Ten minutes into the trading day, more money change...
Super Micro surges on progress hitching its wagon to Nvidia’s rocket ship
The ramp higher in shares of continues as traders continue to hope that a rapidly approaching hurdle will be cleared, allowing for rapid growth in revenues as the AI data center boom displays staying...
Intel soars as Broadcom, TSMC acquisition chatter heats up
In the semiconductor space, is the beautiful swan turned ugly duckling turned beautiful swan once again. Shares are soaring as The Wall Street Journal reports that and are looking at acquiring sepa...
Nvidia has almost recovered all of its DeepSeek losses
A whopping $593 billion worth of market capitalization was wiped from in a single day in January, as doubt turned to fear and fear turned to panic over the sudden emergence of Chinese AI chatbot Deep...
Intel trading overtakes Nvidia as White House pushes for TSMC deal
One of the big stories of the week has been the upsurge in — both in terms of trading activity and prices. It’s up almost 25% this week despite a drop Friday. The jump came after indications that the...
Dell shares get a boost on reports of $5 billion deal to sell servers to Musk’s xAI
isn’t just a company that sells work laptops with excessive McAfee pop-ups. Bloomberg reports that the PC powerhouse is close to striking a $5 billion deal to sell AI-optimized servers containing sem...
Nvidia discloses stake in WeRide, igniting trading frenzy
ADRs of Chinese self-driving firm were up nearly 100% — yes, doubled — in early trading on Friday after AI chip behemoth disclosed a roughly 1.7 million-share, $25 million stake in the company. (This...
TSMC reportedly considering building advanced packaging plant in US amid pressure from Trump
President Trump wants to bring advanced semiconductor production from Taiwan back to America. Now there may be some progress in that desire, thanks to the only $1 trillion Taiwanese publicly traded co...
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Retail fave SoundHound AI pummeled by Nvidia exit
exited its position in voice-based AI company in the fourth quarter, according to new SEC filings, sending shares of one of 2024’s hot retail stocks plummeting over 27% in the premarket session. It w...
Arm is up on news it’s making a new chip for Meta
Chip designer is going to be a chipmaker, and is going to be its first customer, the Financial Times reports . It’s a big move for the - owned group , which typically licenses its blueprints to othe...
Nvidia breaks above 50-day moving average for first time since DeepSeek-induced plunge
A technical milestone for a $3 trillion chip designer: Shares of broke above their 50-day moving average on Thursday, their first time above that level since it was breached during the DeepSeek-drive...
Intel is on its best run since the ’87 crash
Intel is continuing to pop. On Thursday, it was one of the top-performing stocks in the S&P 500, and at last glance the once dominant American chipmaker’s stock was up more than 27% over the last four...
Once mighty Intel fights to find a floor
Shares of , once the champion of American chip-making, have perked up in an interesting way this week. Over the last three days, the stock is up more than 10% — its best three-day run since November —...
Micron slumps after CFO’s margin warning raises alarm about its AI data center business
Shares of are tumbling after CFO Mark Murphy declined to provide fresh guidance for the chipmaker’s next earnings report, but warned that margins would be squeezed thereafter. “We have no change to o...
Super Micro “believes” it will stay listed on the Nasdaq, taking the sting out of bad guidance
Let’s start with the bad news: posted preliminary financial information for the final three months of 2024 that was considerably weaker than Wall Street anticipated. The server company now sees adjus...
Intel soars as most bullish options demand in years spurs breakout
Call buyers bottom-fishing in are benefiting from an apparent breakout in the chip leader of yesteryear. Appetite for bullish options contracts on Intel is in ascendance over the past six weeks, and ...
Super Micro’s supercharged rally sputters ahead of “business update”
Traders are taking some chips off the table ahead of a business update from the highly volatile former AI darling after the close on Tuesday. It’s a note of caution returning after investors got exci...
OpenAI reportedly nears a milestone on its own custom chips
powerful GPUs have fueled today’s AI boom. The biggest tech companies have been hoarding those chips as they compete to train larger and larger AI models. But no company likes a monopoly, which is why...
Even earthquakes can’t rattle TSMC’s earnings outlook
The seismic demand for high-powered chips to facilitate the AI boom is more powerful than actual seismic activity. That’s the read from , which said that a 6.4-magnitude earthquake that struck Taiwan ...