From a Solo Star to a Crowded Arena, TSMC Encounters New Challenges in the AI Wave May 21, 2026 Technology
Citigroup Predicts Explosive Growth in CPU Market as the Era of AI Agents Begins May 19, 2026 Technology
Client Gives Eight Quarters of Rolling Forecasts, Applied Materials Predicts Another Record Year in 2027 May 14, 2026 Technology
Bank of America Sharply Raises AI Chip Price Targets, Forecasting a Return Inflection Point in 2026 May 14, 2026 Technology
The AI Wave Drives Surge in Chip Demand, How Is TSMC Becoming a Long-Term Winner? May 13, 2026 Technology
Correlation Between Industrial and Semiconductor Stocks Surges to 0.75, with Nvidia’s Earnings Becoming a Shared Stress Test May 12, 2026 Technology
Bank of America’s Top Pick and Nvidia’s Backing Send Corning Soaring Over 10% May 11, 2026 Technology
Helium Shortage Threatens AI Chip Production, Upends Global Supply Chains May 11, 2026 Mining, Technology
Wall Street Capital Shifts to “Second-Tier” Hardware Companies as Bubble Risks Rise May 8, 2026 Technology
Arm Holdings Faces Post-Earnings Pressure as Market Worries Over Smartphone Business Prospects May 7, 2026 Technology
