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.
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.
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
In a move that has sent shockwaves through global equity markets and solidified the narrative of an era-defining "AI supercycle," Taiwan Semiconductor Manufacturing Company (NYSE: TSM) has officially raised its 2026 capital expenditure guidance to an unprecedented range of $52 billion to $56 billion. This massive upward revision, representing a
The global financial markets reached a critical crossroads this week as the final, most anticipated piece of the quarterly earnings puzzle fell into place. NVIDIA Corporation (NASDAQ:NVDA), the silicon powerhouse that has become the de facto barometer for the modern economy, released its fourth-quarter fiscal 2026 results on February
The global landscape of artificial intelligence reached a critical inflection point this February as the "memory bottleneck" continues to dictate the pace of innovation. Leading the charge, South Korean semiconductor giant SK Hynix (KRX: 000660) has formalized a massive $15.1 billion (20 trillion won) commitment to its M15X fab
The company’s annual report projected in detail how AI-driven investments broadened beyond an initial niche customer base, fueling capacity expansion across logic and memory manufacturers.
Don't let their recent bullishness deter you. Both underlying companies should continue firing on all cylinders, even if other growth names start to struggle from here.
As of February 17, 2026, Intel Corporation (Nasdaq: INTC) finds itself at the most critical juncture in its 58-year history. After a tumultuous 2024 that saw the company removed from the Dow Jones Industrial Average and report a staggering $18.7 billion net loss, the "Silicon Giant" is currently in the throes of a high-stakes transformation. [...]
On February 17, 2026, the semiconductor industry received a resounding confirmation of the "AI Giga-cycle" as Applied Materials, Inc. (Nasdaq: AMAT) saw its shares surge over 8% in early trading. The rally followed a dominant Q1 2026 earnings report that exceeded Wall Street’s most optimistic forecasts. As the world’s largest provider of semiconductor manufacturing equipment, [...]
While the broader technology sector spent the second week of February 2026 reeling from a "SaaSpocalypse" that wiped billions off the valuations of software giants, Applied Materials (NASDAQ:AMAT) emerged as a beacon of resilience. On Friday, February 13, 2026, shares of the semiconductor equipment powerhouse surged by more than
As of today, February 16, 2026, the semiconductor industry is witnessing a historic shift, and at the epicenter of this transformation sits Applied Materials, Inc. (Nasdaq: AMAT). Known as the "pick-and-shovel" provider for the digital age, Applied Materials has recently captured the market's full attention following a stunning Q1 2026 earnings report that sent its [...]
