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Global ETFs: IXUS Offers Lower Fees and Higher Yield, While SPGM Has Scored Bigger Returns ↗

Topics ETFs

February 14, 2026

Explore how differing sector weights and global coverage shape the risk and income profiles of these two core ETF contenders.

AI Giga-Cycle Ignites: Applied Materials Surges 11% on Record Q1 2026 Earnings and Bullish AI Outlook

Topics ETFs

February 13, 2026

Applied Materials, Inc. (NASDAQ:AMAT) delivered a commanding performance for its fiscal first quarter of 2026, ending January 25, 2026, by reporting financial results that comfortably cleared Wall...

Samsung Ships First Commercial HBM4 Memory Module, Nvidia’s Vera Rubin Expected To Use It: SSNLF Stock Soars 55% ↗

Topics Artificial Intelligence Bonds Earnings

February 12, 2026

Stellantis Eyes Exiting Battery JV With Samsung Amid EV Pullback: Report ↗

February 10, 2026

As Samsung advances in next-gen AI memory, Micron’s leadership faces a crucial test.

Competition Is Heating Up for Micron. Should You Buy, Sell, or Hold MU Stock Now?

February 13, 2026

Via Barchart.com

Topics Artificial Intelligence Supply Chain

IEMG Holds More Assets and Stocks Than SCHE ↗

February 13, 2026

Explore how differences in scale, holdings, and structure may impact your choice between these two emerging markets ETFs.

QuantumScape (QS) at the $10 Crossroads: Analyzing the 2026 Speculation and the Solid-State Battery Race

Topics ETFs

February 13, 2026

As of mid-February 2026, the energy storage sector is gripped by a singular narrative: the transition of QuantumScape (NYSE: QS) from a venture-backed research project into a tangible manufacturing...

The Lithium Fever Returns: $12 Billion US 'Project Vault' and Argentina Deal Spark Global Battery Metal Surge

Topics Bankruptcy Electric Vehicles Supply Chain

February 13, 2026

FEBRUARY 13, 2026 — The lithium market, which spent much of 2024 and 2025 in a punishing "glut-induced" slumber, has woken up with a vengeance this month. A perfect storm of geopolitical maneuvering,...

The Giga-Cycle Arrives: Global Chip Equipment Spending Set to Smash Records at $135 Billion in 2026

Topics ETFs Economy

February 12, 2026

As of February 12, 2026, the semiconductor industry has officially entered what analysts are calling the "Giga-cycle," with global Wafer Fab Equipment (WFE) spending projected to hit an unprecedented...

Cisco’s Cautionary Tale: 11.6% Plunge as AI-Fueled Component Costs Eat Into Hardware Margins

Topics Artificial Intelligence Earnings Economy

February 12, 2026

In a dramatic shift for the networking giant, Cisco Systems (NASDAQ: CSCO) saw its stock price crater by 11.6% on February 12, 2026, marking one of its steepest single-day declines in years. The...

In a decisive move that has sent ripples through the semiconductor sector, Micron Technology (NASDAQ: MU) shares rocketed nearly 10% on Wednesday, closing at a record $410.34. The surge was fueled by...

Topics Artificial Intelligence Economy

Micron Technology (MU) Jumps 9% on HBM4 Volume Production and Sold-Out 2026 Outlook

February 12, 2026

On February 12, 2026, the financial markets presented a stark dichotomy between fundamental corporate strength and cautious investor sentiment. While Apple Inc. (NASDAQ: AAPL) continues to ride the...

Topics Artificial Intelligence Economy Supply Chain

Apple’s iPhone 17 Supercycle Hits Record Highs as High-Cap Tech Faces Market Turbulence

February 12, 2026

In a dramatic reversal of fortune that underscored the insatiable appetite for artificial intelligence infrastructure, shares of Micron Technology, Inc. (Nasdaq: MU) surged nearly 10% on February 11,...

Topics Artificial Intelligence Economy Stocks

Micron Shares Soar 10% as CFO Confirms HBM4 Volume Shipments and 2026 Sell-Out

February 12, 2026

This Dutch semiconductor equipment maker has a bright future.

Topics Artificial Intelligence Earnings Economy

Bold Prediction: ASML Is About to Soar. Here's Why. ↗

February 12, 2026

Is the cyclical market for computer memory heading for another crash?

Topics Artificial Intelligence

Why Did Micron Stock Pop Again Today? ↗

February 12, 2026

The Silicon Nexus: Applied Materials and Samsung Forge Next-Generation Chip Breakthroughs at the New EPIC Center

February 12, 2026

In a landmark move for the global semiconductor industry, Applied Materials (NASDAQ: AMAT) and Samsung Electronics (KRX: 005930) officially inaugurated their joint research residency at the newly...

Shares of Micron Technology (Nasdaq: MU) soared more than 9% in heavy trading on Thursday after Chief Financial Officer Mark Murphy announced that the company has officially commenced volume production...

Topics Artificial Intelligence

Micron Shares Surge 9% as CFO Confirms Volume Shipments of Next-Gen HBM4 Chips

February 12, 2026

MCRB Stock Declines As Seres Therapeutics Pauses SER-155 Phase 2 Study And Shrinks Headcount By 30% ↗

Topics Artificial Intelligence Economy Supply Chain

February 12, 2026

The company said that it will continue to seek funding for the SER-155 Phase 2 study.

Micron stock is having a massive day on the market.

Why Micron Stock Is Skyrocketing Today ↗

February 11, 2026

The "ABUSA" trend might drive more investors toward international ETFs.

Topics Artificial Intelligence Stocks

Is Now a Good Time to Revisit International ETFs Like SCHF? ↗

February 11, 2026

Today, February 11, 2026, GlobalFoundries (NASDAQ: GFS) finds itself at the center of the semiconductor narrative following a high-stakes Q4 2025 earnings release that has sent ripples through the...

Topics ETFs Economy Government

Foundry 2.0: A Deep-Dive Into GlobalFoundries’ (GFS) Resilient 2026 Strategy

February 11, 2026

Via Finterra

Topics Artificial Intelligence Electric Vehicles Initial Public Offering

Cisco’s Q2 Results To Test Sharp Rally Amid AI Networking Push ↗

February 11, 2026

Over the past year, the company has launched products and software aimed at the fast-growing AI data center market.

Nasdaq, S&P 500 Futures Rise Ahead Of Delayed Jobs Data: Why NVDA, WBD, HOOD, MRNA, ASTS Are On Traders' Radar Today ↗

Topics Artificial Intelligence

February 11, 2026

Retail chatter on Stocktwits shows that sentiment remains deeply bearish on SPY and QQQ.

Nvidia’s Loss Is Samsung’s Gain: ByteDance Reportedly Turns To Korean Giant For In-House AI Chips ↗

Topics Artificial Intelligence ETFs Stocks

February 11, 2026

The TikTok U.S. minority owner plans to produce 100,000 of those chips this year as China races to cut reliance on U.S. chipmakers.

China's ByteDance In Talks With Samsung To Manufacture AI Chips, Secure Scarce Memory Chip Supplies: Report ↗

Topics Artificial Intelligence

February 11, 2026

ByteDance, the parent company of TikTok, is reportedly developing an artificial intelligence (AI) chip and is in discussions with Samsung Electronics (OTC: SSNLF) for its manufacturing.

Via Benzinga

Topics Artificial Intelligence

How High Can Micron Go In the Memory Supercycle? Here's What History Says ↗

February 10, 2026

Micron has been one of the biggest winners in the AI boom.

Introduction In an unprecedented milestone for the global AI industry, Knowledge Atlas Technology Joint Stock Co., Ltd. (HKEX: 2513) — branded internationally as z.ai and domestically as Zhipu AI —...

Topics Artificial Intelligence

Deep Dive: Knowledge Atlas (HKEX: 2513) — The GLM Architect and China’s AGI Race

February 10, 2026

Via Finterra

Topics Artificial Intelligence Initial Public Offering Intellectual Property

Author Randy Kirk Sees One Move Take TSLA Stock Past $500/ Share ‘In A Hurry’ ↗

February 10, 2026

Kirk said that scaling the number of robotaxis with no safety riders or drivers is the sole way the company will breach the mark.