SiTime Corporation (SITM) is gaining renewed attention on Wall Street, with UBS and Barclays raising their price targets significantly. Analysts point to the company's strategic pivot towards AI-focused timing solutions as a key driver for improved financial prospects.
Nvidia CEO Jensen Huang has robustly countered the narrative that custom AI chips from major cloud providers could displace the company's dominant GPUs. Speaking in Taipei, he argued that the immense scale of Nvidia's engineering investment and the complexity of its full-stack approach create a formidable barrier for competitors.
Despite a surprise $100 million boost from AI chip sales to China, Advanced Micro Devices (AMD) forecast a sequential revenue decline for Q1, sending its shares tumbling and raising questions about its capacity to challenge Nvidia's dominance in the red-hot AI hardware market.
Investors weighing broad international diversification against a concentrated bet on emerging markets face a critical choice between Vanguard's VXUS and iShares' EEM. We break down the performance, costs, and risks shaping this strategic decision.
Danish energy giant Ørsted has agreed to sell its entire European onshore renewables business to Copenhagen Infrastructure Partners for $1.7 billion, marking a decisive pivot to concentrate its resources on large-scale offshore wind development across core European markets.
Winter wheat futures see modest gains Tuesday morning, attempting a rebound from Monday's broad sell-off driven by a stronger dollar and technical selling. Analysts point to mixed signals from export data and milling demand as the complex searches for direction.
Even in the high-flying technology sector, compelling bargains exist. We examine three AI leaders whose current valuations may not fully reflect their long-term growth trajectories.
Intel shares surged nearly 26% in January, building on a stunning 84% rebound in 2025. The catalyst: overwhelmingly positive reception for its next-generation Panther Lake CPUs, signaling a potential return to manufacturing leadership.
With major U.S. indices trading at historically high multiples, investors are increasingly looking abroad. The Vanguard Total International Stock ETF (VXUS) offers a diversified, value-oriented path to global growth, contrasting sharply with the concentrated tech exposure of the domestic market.
As the artificial intelligence boom enters a new phase of enterprise deployment, investors are looking beyond pure software to the foundational hardware layer. We analyze three key companies powering the AI revolution and why their roles may offer a compelling, lower-risk investment thesis this February.
While large-cap stocks dominate headlines, a select group of small and mid-cap companies are posting robust fundamentals and growth that defy the cautious market mood. We spotlight three such firms from Asia's tech and industrial sectors that analysts believe are trading below their intrinsic value.
Sharp Corporation's shares have tumbled over 23% in the past year, lagging behind industry peers. A deep dive into valuation metrics reveals a complex picture: while a discounted cash flow model suggests the stock is fairly priced, its depressed P/E ratio signals potential undervaluation. As the iconic Japanese electronics maker navigates a challenging market, investors are divided on whether this represents a buying opportunity.
Market volatility presents a double-edged sword, offering both significant opportunities and heightened risks. We analyze three stocks with elevated beta, highlighting one we believe has strong upside potential and two where the risk may outweigh the reward.
TSMC founder Morris Chang's rare public appearance alongside Nvidia's CEO underscores the chipmaker's pivotal role in global tech policy and its massive U.S. expansion amid shifting tariffs and supply chain dynamics.
As Japan and the U.S. coordinate to stabilize the yen, Prime Minister Sanae Takaichi's impromptu praise for a weak currency has sent officials scrambling to contain the fallout and protect fragile market confidence ahead of a snap election.
Amid a complex global market backdrop, several Asian equities appear significantly undervalued based on cash flow projections. We examine three companies—spanning semiconductors, defense, and electronics—trading at discounts of up to 43.8%.
At a high-profile industry gathering in Taipei, Nvidia CEO Jensen Huang highlighted the intense demand for advanced semiconductors, calling on TSMC to accelerate output as AI hardware needs strain global supply chains.
U.S. wheat futures fell across the board on Monday, pressured by a stronger dollar and a weekly decline in export inspections, despite year-over-year shipment gains and managed money trimming short positions.
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.
Micron Technology's stock surged nearly 6% Thursday, propelled by an industry-wide supply crunch for high-performance memory chips essential for artificial intelligence systems. The company's high-bandwidth memory (HBM) products are sold out through 2026.
