Bank of America highlights five small-cap chip stocks tied to AI, chip complexity and defense, seeing up to 44% upside as investors rotate away from megacaps.
In a move that marks the beginning of the "Angstrom Era," Taiwan Semiconductor Manufacturing Company (NYSE:TSM) has officially entered mass production for its groundbreaking 2nm (N2) process technology. As of January 22, 2026, the company’s fabrication plants in Baoshan and Kaohsiung have reached high-volume manufacturing (HVM), signaling a
Shares of automation software company UiPath (NYSE:PATH) jumped 5.1% in the afternoon session after reports of easing geopolitical tensions in Greenland boosted investor sentiment.
The artificial intelligence landscape is witnessing its most significant shift since the launch of ChatGPT, as reports emerge that OpenAI is in advanced negotiations with Amazon.com Inc. (NASDAQ: AMZN) for a strategic investment exceeding $10 billion. This massive injection of capital, structured as a "chips-for-equity" deal, signals a dramatic
The latest Personal Consumption Expenditures (PCE) price index data released today, January 22, 2026, has provided a sigh of relief for Wall Street, coming in at a steady 0.2% month-over-month increase. This reading, which met consensus economist expectations, offers a much-needed signal that inflation is cooling—or at least
As of January 22, 2026, the artificial intelligence industry has reached a pivotal inflection point, shifting from a mad scramble for general-purpose hardware to a sophisticated era of architectural vertical integration. Broadcom (NASDAQ: AVGO), long the silent architect of the internet’s backbone, has emerged as the primary beneficiary of this transition. In its latest fiscal [...]
Wood bought about $50.74 million worth of AVGO stock after a pullback, betting on Broadcom’s premium valued AI chip and software franchise as sector growth accelerates.
Shares of cloud observability platform Dynatrace (NYSE:DT) jumped 3.4% in the afternoon session after Guggenheim reiterated its Buy rating, predicting the company would exceed all its fiscal third-quarter top and bottom-line metrics. The research firm expected Dynatrace's subscription revenue to remain stable at around 17%, ahead of the company's own guidance of 13.5%. Guggenheim also forecasted significant growth in net new annual recurring revenue.
The global elite gathered for the World Economic Forum in Davos, Switzerland, with a singular realization: the era of the "AI buildout" has moved from a speculative software trend to the largest physical infrastructure project in human history. Nvidia Corp. (NASDAQ: NVDA) CEO Jensen Huang, speaking on January 21, 2026,
SANTA CLARA, CA — As the 2026 trading year gains momentum, NVIDIA Corp. (NASDAQ:NVDA) continues to defy gravity, reinforcing its status as the undisputed heartbeat of the global technology sector. On Thursday, January 22, 2026, shares of the semiconductor giant climbed 2.95%, closing at approximately $183.34 on heavy
Investors and analysts are on high alert this morning as the financial world anticipates the 10 a.m. ET release of the Personal Consumption Expenditure (PCE) price index, the Federal Reserve’s preferred measure of inflation. In a year defined by "sticky" economic data and a "higher-for-longer" interest rate narrative,
The semiconductor sector witnessed a powerful broad-market rally on January 22, 2026, as optimism regarding artificial intelligence infrastructure and a thawing of geopolitical trade tensions sent shares soaring across the board. Leading the charge was Micron Technology (NASDAQ:MU), which saw its stock price surge by 6.8%, hitting near
As the artificial intelligence boom continues to strain the physical limits of silicon, a radical architectural shift has moved from the laboratory to the factory floor. As of January 2026, the semiconductor industry has officially entered the "Angstrom Era," marked by the high-volume manufacturing of Backside Power Delivery Network (BSPDN) technology. This breakthrough—decoupling power routing [...]
