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TSMC logo on a smartphone screen, with AI on a semiconductor chip in the background
This AI Chip Giant Could Be the Market’s Next Big Winner

Talk of an artificial intelligence (AI) bubble has been on the rise among mainstream media and some executive commentaries. That’s a normal reaction to the bullish—parabolic even—price action in the technology sector, especially in the names involved with chip and semiconduc...

Gabriel Osorio-Mazilli | Oct 17, 2025

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Broadcom Inks OpenAI Deal: Why It's A Huge Win for AVGO Stock

After a steep month-long slide, Broadcom (NASDAQ: AVGO) just turned its fortunes around in a huge way. Shares of the chip giant reached an all-time high closing price of nearly $369 on Sept. 9. This came as markets reacted to CEO Hock Tan’s AI-incentivized pay package. But the gains ...

Leo Miller | Oct 17, 2025

Institutions Are Fueling CrowdStrike’s Next Leg Higher
Institutions Are Fueling CrowdStrike’s Next Leg Higher

Earnings season just got underway, but investors in CrowdStrike Holdings Inc. (NASDAQ: CRWD) will have to wait until late November for the company to report. However, some clues suggest the stock’s 7.7% climb in the last 30 days is just a warm-up for what’s coming through ...

Chris Markoch | Oct 17, 2025

Supercomputer with rows of cables
Microsoft & NVIDIA Unveil GB300 Supercomputer as AI Race Heats Up

Microsoft Corp. (NASDAQ: MSFT) and NVIDIA Corp. (NASDAQ: NVDA) recently announced the launch of the world’s first GB300 Supercomputer for OpenAI. MSFT stock is up more than 21% in 2025, but growth has decelerated to just over 1% in the last three months. Investors are taking a breather as ...

Chris Markoch | Oct 17, 2025

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