Nvidia, AMD, and Micron still dominate the AI stock conversation, but one much smaller semiconductor name has quietly stolen the performance spotlight in 2026. Navitas Semiconductor (NASDAQ: NVTS), which trades under the ticker NVTS, recently changed hands near $17 and carried a market value of about $4.3 billion. That makes it tiny compared with the… Continue reading This $17 AI infrastructure stock is beating Nvidia in 2026: should you buy?
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BP, Shell, Chevron shares on edge as Morgan Stanley slashes oil forecast
Global energy stocks have pulled back in the past few days as crude oil and natural gas prices slumped, and this trend may continue after Morgan Stanley warned of a global glut. Shell share price plunged to 2,900p on Monday, its lowest level since February, and 20% from the year-to-date high. BP stock fell to… Continue reading BP, Shell, Chevron shares on edge as Morgan Stanley slashes oil forecast
USD/JPY signal: forecast as the Japanese yen plunges to 162
The Japanese yen continued its strong downward trend this week, reaching its lowest level in over 40 years. The USD/JPY crossed the crucial resistance of 162, bringing its 12-month gains to 12.3%. BoJ prepares response to the weaker yen The USD/JPY pair continued its recent downward trend this week as the US Dollar Index (DXY)… Continue reading USD/JPY signal: forecast as the Japanese yen plunges to 162
Nikkei’s record quarter leaves Asian markets asking if AI trade has run too far
Asia’s record-breaking quarter ended with less of a victory lap than a test of conviction. Chip-heavy markets in Japan, South Korea and Taiwan have delivered the sort of gains usually seen after recessions, not during a period of sticky inflation and higher-for-longer rates. Yet Tuesday’s trade showed investors becoming more selective. The dollar’s renewed strength… Continue reading Nikkei’s record quarter leaves Asian markets asking if AI trade has run too far
Dow closes above 52,000 as Alphabet shines, tech stocks lift markets
US stocks ended sharply higher on Monday, with the Dow Jones Industrial Average closing above the 52,000 mark for the first time as easing geopolitical tensions and a rebound in technology shares fueled a broad market rally. The Dow gained about 306 points, or 0.59%, to finish above 52,000. The S&P 500 advanced 1.17%, while… Continue reading Dow closes above 52,000 as Alphabet shines, tech stocks lift markets
Super Micro stock falls after Taiwan raids expand Nvidia chip probe
Shares of Super Micro Computer Inc. SMCI fell sharply on Monday after Taiwanese authorities reportedly raided the company’s offices. The raids were part of an expanding investigation into the alleged smuggling of Nvidia artificial intelligence chips into China through Super Micro servers. The stock dropped more than 9% during afternoon trading before recovering some of… Continue reading Super Micro stock falls after Taiwan raids expand Nvidia chip probe
Quantinuum stock falls: why is Wall Street bullish on the stock?
Analysts turned increasingly bullish on Quantinuum on Monday after the company’s post-initial public offering (IPO) quiet period expired. Several brokerages initiated coverage, highlighting the quantum computing company’s long-term growth potential. The quiet period had prevented IPO underwriters from publishing research reports, ratings, or valuation targets on the stock. With that restriction lifted, Wall Street firms… Continue reading Quantinuum stock falls: why is Wall Street bullish on the stock?
Palantir stock climbs as Nvidia partnership boosts AI growth outlook
Shares of Palantir Technologies (PLTR) rose on Monday as investors welcomed a new artificial intelligence partnership with Nvidia (NVDA), extending the stock’s recovery after it snapped a seven-day losing streak last week. Palantir stock advanced more than 3% to $116.45 after gaining 5.3% on Friday. The rebound follows a difficult month for the software company,… Continue reading Palantir stock climbs as Nvidia partnership boosts AI growth outlook
Applied Materials stock surges 10%: here’s why
Applied Materials (AMAT) shares drew investor attention on Monday, rising more than 10% after KeyBanc Capital Markets issued early commentary ahead of the company’s upcoming third-quarter earnings. The move came as markets reassessed expectations around the semiconductor equipment maker’s near-term performance and longer-term growth outlook tied to artificial intelligence infrastructure demand. KeyBanc flags elevated expectations… Continue reading Applied Materials stock surges 10%: here’s why