Nvidia is gaining momentum with its stock poised to reach all-time highs, driven by strong growth in AI and the semiconductor sector. Valuations in tech and semiconductors remain below their 2025 peaks, supporting further upside potential. Increased spending by hyperscalers, nearing $750 billion, is boosting demand across the semiconductor AI value chain, benefiting US networking firms. Market corrections have reduced risks from over-leveraged positions, creating a healthier environment for investing in semiconductor and AI-related stocks.
Intel's stock price surged from $24 to $109 in one year, driven by strong revenue growth and a $5 billion investment from NVIDIA. CEO Lip-Bu Tan highlighted Intel's best revenue growth in over 15 years, with Q2 revenue up 25.4% and AI-related sales r...
AMD shares surged to a new all-time high of $609.71, marking a 172.84% gain year-to-date in 2026. This rally was driven by a report that AMD is raising chip prices by 10%, alongside strong demand from the AI boom benefiting semiconductor firms. Intel...
Nvidia and Eli Lilly both exceeded earnings expectations, but Nvidia's AI-driven data center growth offers a stronger long-term investment opportunity. Nvidia posted $96.22 billion in revenue, driven by AI infrastructure demand and supply constraints...
AMD shares rose 5% following a supply-chain report that the company plans a 10% price increase on AI accelerator chips, consumer graphics processors, and motherboard chipsets starting in Q4. The increase is linked to higher wafer costs from its found...
The Dividend Harvesting Portfolio underwent a major restructuring, exiting 20 positions to focus on higher-conviction stocks like NVDA, ORCL, SPYI, and GPIQ. Despite reducing the number of holdings, the portfolio retained nearly 90% of its forward an...
