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Palantir’s meteoric rise throughout the artificial intelligence (AI) revolution is impressive, but the stock remains historically — and potentially unsustainably — pricey. Amazon has a number...
Quarterly-filed Form 13Fs provide a way for investors to track which stocks Wall Street’s leading asset managers are buying and selling. Appaloosa’s David Tepper has been...
Nvidia’s growth rate could reaccelerate with its China export license expected to be restored. Taiwan Semiconductor and ASML are seeing increased chip demand. Alphabet is the...
Taiwan Semiconductor’s projected growth should translate into a higher premium than it is currently trading at. The market is concerned that AI will disrupt Adobe’s business....
Apple’s growth is slowing down. Taiwan Semiconductor’s management sees monster growth over the next few years. Broadcom’s XPU is becoming a popular alternative for AI computing....
Ark Invest has been adding several chip stocks to its portfolio in recent months. Advanced Micro Devices and Taiwan Semiconductor Manufacturing now make up sizable positions...