Business is booming, but that doesn't always mean the stock is a buy.
Bernstein Research's Stacy Rasgon has been making the rounds with a deceptively simple thesis: stop arguing about market share.
The April 2026 scoreboard for the artificial intelligence (AI) chip trade is in, and the winner is not the most-watched name on Wall Street.
Google's $190B AI push supercharges demand for chips, putting NVDA, TSM and AVGO at the center of a booming semiconductor rally.
The U.S. isn't the only market benefiting from a tech rally.
Palantir (NASDAQ:PLTR | PLTR Price Prediction) is back atop every retail watchlist, riding a 70% revenue quarter and a CEO who keeps reminding everyone he runs an “n of 1” business.

2 Unstoppable AI Stocks Headed to $3 Trillion

06:00am, Monday, 04'th May 2026
Broadcom and Taiwan Semiconductor may cross the $3 trillion mark by the end of next year.
A look at the bullish and bearish cases for TSMC.
Taiwanese chip designer MediaTek said it has appointed former TSMC executive ​Douglas Yu as a part-time adviser ‌as it steps up advanced packaging work and expands into the AI chip market.

Why AMD Stock Skyrocketed 74% in April

08:33pm, Sunday, 03'rd May 2026
In 2026, this AI chip stock has gained 68.4% through Friday, May 1, making it the 21st-best performer on the S&P 500 index.
Don't overthink the AI spending spree.

My Top 5 Stocks to Buy in May

01:12am, Sunday, 03'rd May 2026
The AI build-out is driving many stocks higher.
Demand continues to increase, and that's great news for investors in Taiwan Semiconductor (TSM +0.42%).
The chip cycle that investors have grown accustomed to (boom, glut, correction, repeat) may be giving way to something different.
Despite the chip industry's best efforts, TSMC still handles about two-thirds of global silicon production. Streaming outfit Roku continues to quietly march forward, further cementing its place in peo
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