Semiconductor Volatility

Business

Murphy Oil Navigates Price Volatility, Bets Big on Vietnam and Offshore Growth in 2026

Despite a challenging price environment, Murphy Oil (MUR) reported strong operational execution for 2025 and laid out a capital plan focused on funding key international and offshore projects. While near-term production is set to dip, CEO Eric Hambly highlighted a transformative discovery in Vietnam and strategic portfolio expansion as pillars for future growth.

Jan 30, 2026

Business

Beyond the Headlines: Three European Stocks Poised to Shine Amid Market Volatility

While European indices face pressure, underlying business optimism is at a 20-month high. We spotlight three under-the-radar companies—Premier Energy, BW Offshore, and RVRC Holding—whose fundamentals suggest they are well-positioned to navigate the current climate and deliver value.

Jan 30, 2026

Business

Beyond the Headlines: Three Asian Tech Stocks Defying Market Volatility

While global markets remain turbulent, a select group of Asian technology companies are posting impressive growth. From robotics in South Korea to digital entertainment in Japan, we analyze the financials and strategies behind three standout performers that are capturing investor attention.

Jan 30, 2026

Business

Insider Confidence: Asian Growth Stocks Where Leadership Has Skin in the Game

Amidst market volatility, a select group of Asian companies with significant insider ownership are drawing investor attention, signaling strong internal belief in their long-term growth trajectories.

Jan 30, 2026

Business

TSMC Shares Soar to Record Peak Amid AI Boom, Fueling Investor Debate

Taiwan Semiconductor Manufacturing Company (TSMC) reaches unprecedented market valuation following robust quarterly earnings, driven by insatiable demand for advanced AI chips. Analysts weigh whether the rally still has room to run.

Jan 30, 2026

Business

Cramer Advises Caution on Rubrik: "Wait for the Shakeout"

CNBC's Jim Cramer offered a measured take on data security firm Rubrik (NYSE:RBRK), suggesting investors wait for market volatility to settle before considering a position, while highlighting the crowded nature of the sector.

Feb 2, 2026

Business

Metals Tumble, Energy Surges: A Volatile Start to 2026 for Commodities

January 2026 saw dramatic swings across commodity markets, with precious metals soaring to record highs before a sharp correction, while energy commodities rallied on strong winter demand. The month underscored the sector's inherent volatility amid shifting seasonal and macroeconomic forces.

Feb 2, 2026

Business

Jim Cramer's Bitcoin Warning: Calls for Rally as Price Tumbles, Saylor Buys Dip

CNBC's Jim Cramer issues a stark warning on Bitcoin's volatility, predicting a key support level while questioning MicroStrategy's Michael Saylor. Amid a sharp sell-off, Saylor's firm continues its aggressive accumulation strategy.

Feb 2, 2026

Business

IDEAYA Biosciences: Market Jitters or Justified Correction? Analyzing the Valuation Divide

IDEAYA Biosciences shares have retreated from recent highs, sparking debate among investors. While a discounted cash flow model suggests deep undervaluation, price-to-sales metrics paint a contrasting picture of a premium stock. We examine the numbers behind the volatility and what it signals for the precision oncology company's future.

Feb 2, 2026

Business

Intel's Foundry Ambitions Gain Momentum as Apple, Nvidia Explore U.S. Chip Production Deals

Intel's bid to become a major contract chipmaker receives a significant boost as tech giants Apple and Nvidia engage in talks to shift portions of their advanced semiconductor manufacturing to Intel's U.S. facilities, challenging the long-standing dominance of TSMC and Samsung.

Feb 2, 2026

Business

Beyond the Headlines: How Broadcom Emerges as the Silent Engine of the AI Chip Revolution

While Intel's struggles capture public attention and government subsidies, a less-heralded semiconductor titan, Broadcom, is forging a formidable path in AI through its deep partnership with Alphabet and a business model built for the long haul.

Feb 2, 2026

Business

ASML Bets Big on AI Boom: €12 Billion Buyback and Surging Orders Signal Confidence in Chipmaking Dominance

ASML Holding NV has launched a massive new share repurchase program and reaffirmed strong sales guidance, as record AI-related equipment orders fuel optimism about the Dutch tech giant's central role in the semiconductor industry's future.

Feb 2, 2026

Business

Landlords' Guide: Navigating the Buy-to-Let Mortgage Market in February 2026

As interest rates show signs of stabilization, we analyze the current landscape for buy-to-let mortgages, examining the best deals, key considerations for investors, and expert insights on navigating a market still shaped by recent volatility.

Feb 2, 2026

Business

Insider Confidence Signals: Three High-Growth Stocks to Watch as Markets Show Resilience

Amid a backdrop of cautious market optimism, companies with significant insider ownership are drawing investor attention. We examine three firms where those closest to the business are putting their money, spanning biotech, advanced semiconductors, and regional banking.

Feb 2, 2026

Business

Beyond the AI Hype: Why Apple and Berkshire Hathaway Anchor a Prudent Portfolio for 2026

Amid market volatility driven by AI speculation, a seasoned investor makes the case for a dual-anchor strategy built on Apple's surging iPhone sales and Berkshire Hathaway's formidable $378 billion cash reserve.

Feb 2, 2026

Business

Billionaire Investor Thomas Kaplan Sees Historic Metals Sell-Off as a Buying Opportunity, Predicts Gold in the 'Tens of Thousands'

Amid a sharp pullback in gold and silver prices, NovaGold Chairman Thomas Kaplan remains steadfastly bullish, telling Business Insider he views the volatility as a temporary setback on a path to record highs.

Feb 2, 2026

Business

Gold and Silver Find Footing After Turbulent Sell-Off, But Analysts Urge Caution

Precious metals prices steadied on Monday following a sharp Friday plunge that rattled markets, though experts warn the volatility in these traditional safe havens may not be over.

Feb 2, 2026

Business

TSMC: The Unseen Engine of Global Tech Powers Up U.S. Expansion

Taiwan Semiconductor Manufacturing Company (TSMC), commanding over 70% of the advanced chip foundry market, is accelerating its U.S. manufacturing footprint amid shifting trade policies and sustained explosive financial growth, solidifying its indispensable role.

Feb 2, 2026

Business

Hedge Fund AIGH Capital Exits Entire MaxLinear Stake in $17.8 Million Sale

AIGH Capital Management has liquidated its entire position in semiconductor firm MaxLinear, a move that coincides with the chipmaker's recent strong quarterly earnings report, raising questions about the fund's strategy.

Feb 2, 2026

Business

Analysts Revise Micron Outlook as AI and Memory Market Dynamics Reshape Valuation

Micron Technology's stock is under renewed scrutiny as analysts adjust price targets, reflecting a pivotal shift in how the memory chipmaker is perceived amidst evolving AI and data center demand. The reassessment underscores broader market recalibration for semiconductor players.

Feb 2, 2026