Chip Equipment

Business

Nvidia's Earnings Loom: Does Timing Your Buy Before Feb. 25 Matter? Historical Data Suggests Patience

As Nvidia prepares to report its fiscal Q4 earnings on February 25th, investors are weighing whether to buy ahead of the event. While the AI chip leader's long-term story remains compelling, a look at its recent post-earnings stock performance reveals a pattern that favors a measured approach over trying to time the market.

Feb 2, 2026

Business

TSMC Founder Morris Chang Breaks Year-Long Public Silence at Taipei Dinner with Nvidia's Jensen Huang

Morris Chang, the 94-year-old founder of Taiwan Semiconductor Manufacturing Co., made his first public appearance in over a year at a private dinner in Taipei with Nvidia CEO Jensen Huang. The meeting, which ended months of speculation about Chang's health and public role, also served as a platform to reaffirm TSMC's central position in the global chip supply chain.

Feb 2, 2026

Business

Ashtead Technology Holdings: Strong EPS Growth and Insider Buying Signal Potential Upside

While speculative tech stories often capture headlines, Ashtead Technology Holdings (LON:AT.) presents a compelling case built on profitability and sustained growth. With EPS soaring 57% annually over three years and significant insider investment, the subsea equipment specialist is drawing attention from discerning investors.

Feb 2, 2026

Business

South Korea's AI-Fueled Stock Surge Hits a Wall as Global Risk Aversion Spreads

The Kospi index plunged over 5% in its sharpest drop since April, halting program trading and dragging down chip giants Samsung and SK Hynix. The selloff, fueled by global risk-off sentiment and doubts over AI spending, tests the resilience of one of the world's hottest equity markets.

Feb 2, 2026

Business

AMETEK Earnings Preview: Can the Industrial Tech Leader Sustain Its Momentum?

As AMETEK prepares to report its quarterly results, investors are watching to see if the electronics manufacturer can maintain its streak of strong performance amid a mixed landscape for industrial equipment firms.

Feb 2, 2026

Business

Nvidia's 2026 Outlook: Can the AI Titan Reclaim Its High-Flying Growth Trajectory?

After a relatively subdued 2025, Wall Street's projections for Nvidia's revenue growth remain robust. Analysts are debating whether the chipmaker's current valuation sets the stage for a significant rebound or a period of consolidation.

Feb 2, 2026

Business

Broadcom's AI Ambitions Soar with OpenAI Deal, But VMware Transition and Valuation Concerns Loom

Broadcom secures a pivotal, multi-year agreement to supply custom AI chips to OpenAI, cementing its role as a key silicon partner for tech giants. However, the semiconductor leader must simultaneously navigate customer churn from its VMware unit and heightened regulatory scrutiny, presenting a complex risk-reward profile for investors.

Feb 2, 2026

Business

Beyond the Hype: Marvell Technology Emerges as a Stealth AI Infrastructure Powerhouse

While investor attention fixates on flashier names, Marvell Technology's critical role in custom AI chips and data center infrastructure positions it for explosive growth, making its current valuation a potential opportunity.

Feb 2, 2026

Business

FTAI Aviation Soars: Can the High-Flying Stock Maintain Altitude After 167% Rally?

FTAI Aviation Ltd. has captivated investors with a staggering 167% surge, driven by explosive revenue growth and a unique hybrid model. But with a sky-high valuation, the market debates whether this aviation equipment leader is poised for a smooth cruise or facing turbulent air ahead.

Jan 30, 2026

Business

MKS Instruments Stock Jumps 9% on Favorable Debt Refinancing Deal

Shares of semiconductor equipment maker MKS Instruments surged this week after the company secured a €1 billion debt offering at a competitive 4.25% interest rate, a move analysts see as a strategic step to strengthen its balance sheet.

Jan 30, 2026

Business

Nvidia's Dividend Reality Check: The Staggering Investment Needed for $10,000 in Annual Payouts

While Nvidia's stock has been a powerhouse of the AI revolution, investors seeking meaningful dividend income face a daunting math problem. We break down the numbers and what they reveal about the chipmaker's priorities.

Jan 30, 2026

Business

United Rentals Shares Tumble 15% as Earnings Miss and Guidance Disappoints

The equipment rental giant's stock suffered its worst week in recent memory after quarterly results fell short of Wall Street's expectations, compounded by a price target cut from a major bank.

Jan 30, 2026

Business

TSMC Unveils Landmark $165 Billion Investment Plan for Arizona Semiconductor Hub

Taiwan Semiconductor Manufacturing Company (TSMC) announces a historic $165 billion investment to expand its advanced chipmaking facilities in Arizona, marking a significant deepening of U.S.-Taiwan economic and strategic ties.

Jan 30, 2026

Business

Arm Holdings: The Silent Engine of AI's Future Faces a Critical Earnings Test

As the tech world's giants build their AI ambitions, chip designer Arm Holdings stands at the center. With its Q3 earnings report on the horizon, investors are weighing whether its foundational role justifies a premium valuation.

Jan 30, 2026

Business

Jim Cramer Sees 25-Point Upside for Intel as Turnaround Gains Momentum

CNBC's Jim Cramer suggests Intel shares could surge significantly, as the chipmaker's strategic overhaul and analyst upgrades fuel investor optimism amid a 140% yearly gain.

Jan 30, 2026

Business

Trade Tensions Fuel Construction Costs: Tariffs Drive 3.2% Surge in Nonresidential Building Expenses

New data reveals tariffs imposed on key materials like steel and aluminum pushed nonresidential construction costs up 3.2% in 2025, with economists warning of continued pressure and broader impacts on equipment prices in the year ahead.

Jan 30, 2026

Business

Citi Extends GlobalFoundries Valuation Horizon to 2027, Raises Price Target Amid Strategic AI Push

Citi has updated its model for GlobalFoundries, lifting the price target to $42 and extending its valuation horizon to 2027. The move follows the chipmaker's strategic acquisition of Synopsys' ARC Processor IP business, aimed at accelerating its physical AI roadmap.

Jan 30, 2026

Business

Allegro MicroSystems Powers Ahead on Data Center Boom and EV Demand, Beats Q4 Revenue Forecasts

Allegro MicroSystems (ALGM) reported strong fourth-quarter results, with revenue surging 29% year-over-year to $229.2 million, surpassing analyst expectations. The chip designer's growth was fueled by record data center sales and robust demand in automotive, particularly for electric vehicles and ADAS.

Jan 30, 2026

Business

Beyond Nvidia: How Broadcom is Quietly Powering the AI Infrastructure Boom

As hyperscalers seek alternatives to expensive GPUs, Broadcom's custom chip design expertise positions it to capture a massive share of the projected $1.4 trillion data center capex market by 2030.

Jan 30, 2026

Business

From Market Laggard to AI Powerhouse: How Micron Technology Became a Top Performer

After two decades of trailing the S&P 500, Micron Technology's strategic pivot to high-bandwidth memory for AI data centers has catapulted it to the top of the market, with analysts forecasting a seismic shift in the memory chip industry.

Jan 30, 2026