Mizuho Securities highlighted AI-driven demand as a key factor for semiconductor stocks in 2026, naming Nvidia (NVDA), Lumentum (LITE), and Broadcom (AVGO) as i
Most AI stocks were down in December, but the wind shifted in January.
Nvidia (NVDA) stock rose about 0.5% on Friday morning after Lambda, an AI cloud infrastructure provider, revealed plans to raise at least $350 million in a pre-
JPMorgan Securities analysts have highlighted sustained strength in US equities as retail investors continue to deploy capital following a standout 2025. An ana

TSMC's December Dip Isn't the Real Story

12:32pm, Friday, 09'th Jan 2026
Taiwan Semiconductor Manufacturing Company (TSM) ended 2025 on a calm but encouraging note. December revenue climbed 20.4% from a year ago to about NT$335 billi
Large-cap growth stocks have dominated for so long because most investors have stopped looking at anything else. The thinking here is pretty simple in that why would you bother with mid-caps or small-
Rising global chip sales and AI-driven demand put ADI, NVDA, MTSI and ASYS in focus as semiconductor stocks gain momentum in a strong market.
Lumentum's stock has quadrupled over the past year, but the optical component company plays into key AI themes that could fuel further gains.
Semiconductor sales hit a record in November, with NVDA, MU, CRDO and ASYS set to gain from booming AI demand.
Nvidia remains popular for options investors despite being down the last three months. But you can still generate a return.

Nvidia's Cloud Partner Lines Up Its Next Act

10:36am, Friday, 09'th Jan 2026
Nvidia (NVDA)-backed AI cloud company Lambda is once again tapping investor interest as it lines up fresh funding ahead of a public debut. The company is in tal
Global chip sales hit record high in Nov 2025, up 29.8% YOY to $75.3B. Analysts project $1T year in chip sales.
Although Nvidia (NASDAQ: NVDA) has been facing some uncertainty regarding its future sales in China, its overall outlook this year remains broadly positive, per the latest claims on Wall Street.
Broadcom and Nvidia can both win in the AI chip maker but there's one stock which could benefit from either coming out on top, according to Mizuho.
Artificial intelligence stocks have skyrocketed in recent years on optimism about this technology's potential. Concerns about the possibility of an AI bubble, however, weighed on these players in late
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