AI semiconductors
5 articles tagged AI semiconductors, newest first. Every price call in these articles was recorded when published and later checked against market data — see the track record.
Bitcoin Near $86,000 Lifted Every Megacap at the Open. Eight Gave It Back
Risk appetite returned on the open and then got picky: Tesla closed up 4.84% and NVIDIA printed a 52-week high at $237.85, while JPMorgan finished red for the s...
Intuit Grew Revenue 14% and Closed at $281. AMD Added $19.14 in a Single Session.
Intuit's fiscal 2026 revenue rose 14% to $21.448 billion and the consensus rating is still Hold. AMD, Nvidia and Tesla supplied 72% of the megacap gains the sam...
The AI Rotation Call Meets a Board Where NVDA and META Both Closed at 90-Day Highs
AMD added $21.29 and NVIDIA closed at $230.35, a 90-day high, while Microsoft gave back $10.58. The consumption-over-construction thesis has a data problem.
Home Depot's CEO Steps Out and the Bid Vanishes — META Gave Back $25.26 From Its High
HD fell 3.02% on a CEO medical leave. Cencora dropped 5.92% on lost Walgreens volume. Single-name headlines are getting punished harder than the macro — and MET...
AMD Traded a $51.07 Range and Closed Below $500 — The AI Capex Trade Is Being Repriced
AMD gapped up 1.07% and closed $27.00 lower at $494.95; NVIDIA shed $10.33 to $196.51. The money did not leave equities — it moved to Microsoft, Alphabet, Visa...