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Market Trends

Stock Performance Artificial Intelligence Company Performance Investment Strategies AI Demand Nvidia Earnings Reports Investment AI Technology Supply Chain

Micron Shares Fall as TSMC Capex Rise and CXMT IPO Reports Rekindle Memory Fears

Higher foundry spending and signs of new Chinese supply have shifted investor focus to near-term cash flow and memory pricing risks.

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Record $7.1 Billion Day Sends SOXX to About $46.3 Billion in Assets

Bell Global Equities Fund Says AI Rally Is Real, Exits Costco and Sticks With LPL

Magnificent Seven Trade at Cheapest Relative Valuations in Over a Decade

Bank of America Extends $520 Million Credit Line to OpenAI Ahead of IPO

SambaNova Raises $1 Billion at $11 Billion Valuation

SOXX Soars but Stays Vulnerable as Chip Leaders Drive Rally

KOSPI Stages V-Shaped Rebound as Samsung and SK Hynix Jump on Technicals and Rumors

Marvell Re‑rated by Analysts as KeyBanc Target and AI Bookings Fuel Rally

Nvidia Looks Like the Better Buy Than AMD on Valuation and Growth

Marvell Repriced After Record Quarter and Bold XPU Forecast

Arm Stock Jumps After Mizuho Lifts Price Target to $360

Samsung Union Vote Approves Record Profit‑Linked Bonuses and Averts Planned 18‑Day Strike

Intel Stock Near $120 After Rally Outpaces Wall Street Targets

TSMC Extends Lead in AI Chips With Record Margins and Higher 2026 Targets

TSMC Lifts 2030 Chip Market Outlook to $1.5 Trillion on AI Surge

Memory ETF DRAM Sets Record at $6.5 Billion, Then Stumbles on Korea Shock

AI Boom Powers Breakneck Rally Across Chip Stocks as SOX Jumps 50%

Nvidia Nears $5.3 Trillion Valuation as AI-Fueled Chip Rally Lifts Markets

Taiwan Lifts Fund Stock Cap to 25%, Sending TSMC to a Record