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OpenAI's $20 Billion Revenue Gap Sends Chip Stocks Tumbling

Chip stocks slid after reports put OpenAI's annual revenue near $50 billion, well below earlier estimates. Debt-heavy AI names took the hardest hit, SpaceX moved deeper into mobile with new spectrum, Chipotle jumped on Starbucks takeover talk, PepsiCo rallied despite a guidance cut, and oil climbed above $91.

Jim Cramer Says ON Semiconductor (ON) is the Laggard Semi That Can Play Catch Up

ON Semiconductor Corporation (NASDAQ:ON) traded at around $83 on October 7, down 4.40% on the day, though still 72.72% higher over twelve months. On the October 6 episode of Mad Money, Jim Cramer said that if you want a laggard semiconductor stock that can play catch up, you could do a lot worse than this […]

ACM Research And 2 Other Automation Stocks To Watch

AI related hardware demand is surging, and recent record revenues at TSMC highlight how quickly physical automation is spreading through global supply chains. Robots and factory automation are moving from experimental projects to core infrastructure as companies look for ways to handle labor shortages and rising costs. This article walks through three leading robotics and automation stocks from our screener that aim to turn that shift into durable business momentum. The three robotics and...

Wolfspeed Soars 14% on $1.5B Conditional Department of War Loan Commitment; On Semiconductor and Texas Instruments Slip

A conditional federal loan commitment sent Wolfspeed surging while rival chipmakers sank alongside the broader semiconductor sector, and the gap between a government promise and actual funding could define what comes next for a company fresh out of bankruptcy.

1 Large-Cap Stock with Impressive Fundamentals and 2 We Find Risky

Large-cap stocks usually command their industries because they have the scale to drive market trends. The flip side though is that their sheer size can limit growth as expanding further becomes an increasingly challenging task.

3 Growth Tech Stocks Retail Investors May Revisit After Softer Fed Minutes

Fed minutes now point to a gentler path for rate hikes, and that can quickly reshuffle which U.S. growth and technology stocks investors pay attention to and which get ignored. When money is not bracing for a rapid tightening cycle, sentiment often swings fast toward companies that are more sensitive to rate expectations. This article breaks down 3 stocks from the screener that appear particularly exposed to this news backdrop. The three stocks covered below are only a small sample from this...

onsemi, Sensata Technologies, Texas Instruments, Allegro MicroSystems, and Power Integrations Shares Are Falling, What You Need To Know

A number of stocks fell in the afternoon session after surging 10-year Treasury yields heightened borrowing cost concerns after the Federal Reserve’s September meeting minutes showed most officials expect another rate increase this year. CNBC reported that the 10-year Treasury yield climbed back above 5.3% on Wednesday and earlier touched its highest level since 2002. The minutes, released Wednesday, said most participants judged that another increase in the federal funds rate would likely be ap

Does Monolithic Power Systems Stock's Valuation Make Sense?

The stock of Monolithic Power Systems (MPWR) currently trades at 90.5 times its earnings over the past twelve months, a steep premium compared to its own three-year average of 59.7. While the underlying business is expanding rapidly, investors buying at this multiple are paying upfront for profit the company has not yet generated. So how fast would Monolithic Power Systems have to grow for today's price to hold.