With data center fever gripping the world, which is the best single company to invest in to profit from it? Taiwan Semiconductor makes a compelling case for itself.
Dan Ives, managing director at Wedbush Securities, said on Friday in an interview with CNBC that the software stocks under pressure may be at a turning point.
Following a week of intense market turbulence, BofA Securities (NASDAQ: NVDA) analyst Vivek Arya has issued a major price target upgrade for Nvidia Corp. (NASDAQ: NVDA) today, February 27, 2026. Raising the target from $275 to $300, Arya cited an "agentic AI inflection point" and overwhelming demand for the company’
Discover why AI spending is concentrating in the semiconductor and infrastructure layer — including SMH, SOXX, TSMC, Broadcom, Micron, ASML, and AMD — and how to position before the divide becomes obvious.
On February 13, 2026, the technology sector's long-standing honeymoon with artificial intelligence faced its harshest reality check to date. In a session defined by "Capex fatigue," the tech-heavy Nasdaq Composite plunged 2%, shedding 469.32 points to close at 22,597.15. The selloff was accompanied by a violent spike
In a move that has sent shockwaves through global markets, Nvidia (NASDAQ: NVDA) saw its market capitalization crater by approximately $260 billion on February 26, 2026, marking the sharpest single-day decline for the AI juggernaut in nearly two years. The 5.6% plunge occurred just 24 hours after the company
Even with a 73% revenue jump, Nvidia (NVDA) stock fell 5%, dragging AMD and Intel down with it. Discover why Wall Street is suddenly worried about AI profitability and how rising oil prices are adding to the market chaos on Friday.
As of February 27, 2026, Meta Platforms (NASDAQ: META) has completed one of the most audacious strategic pivots in corporate history. Once defined by social networking and later by a polarizing bet on the "Metaverse," the company is now fundamentally an AI infrastructure powerhouse. While the world's attention was once fixed on the "Year of [...]
In a jarring disconnect between financial performance and market sentiment, NVIDIA Corporation (NASDAQ: NVDA) saw its stock price plunge 5.5% on February 27, 2026, following its Q4 earnings report released the previous evening. Despite delivering a "triple beat" that saw revenue skyrocket 94% year-over-year to $68.13 billion, the
On February 26, 2026, Nvidia Corporation (NASDAQ: NVDA) achieved the impossible: it delivered a financial performance that shattered all historical records for a semiconductor company, yet its stock price plummeted by 5.6%. This paradoxical "post-earnings plunge" represents the sharpest single-day decline for the AI bellwether since the spring of 2024, erasing approximately $260 billion in [...]
As of February 26, 2026, the financial markets are witnessing one of the most aggressive sector rotations in recent memory. For over two years, the artificial intelligence trade was synonymous with silicon—a relentless bull run for the companies manufacturing the chips and building the data centers. But in the
