Stock Research

The global semiconductor boom has hit a critical bottleneck in 2026 – a severe shortage of skilled chip design engineers. Tech giants are increasingly struggling to source human talent as they race to build custom artificial intelligence (AI) silicon. This has created a historic opportunity for Electronic Design Automation (EDA) firms as they are uniquely… Continue reading Chip design software dubbed a $3.7 billion opportunity: 2 stocks poised to benefit

IBM shares extended their sharp decline on Wednesday after suffering one of the biggest one-day selloffs in the company’s history, with analysts warning that changing corporate technology spending priorities could continue to weigh on the stock despite its long-term artificial intelligence ambitions. The shares fell more than 2.7% on Wednesday, adding to Tuesday’s 25% plunge… Continue reading Is IBM stock a buy after its historic 25% single-day crash? Here is what analysts say

US stocks closed higher on Wednesday as investors welcomed another softer-than-expected inflation report and a strong start to the second-quarter earnings season, while rotating out of semiconductor stocks and into large-cap technology names. The Dow Jones Industrial Average gained 150.25 points, or 0.29%, to close at 52,658.52. The S&P 500 advanced 0.38% to 7,572.42, while… Continue reading Dow rises 150 points as Big Tech leads gains after soft inflation data

President Donald Trump on Wednesday pledged to intensify US strikes on Iran as tensions over the Strait of Hormuz continued to escalate. Anthropic is reportedly preparing for investor meetings ahead of a potential IPO that could come as soon as October. Meanwhile, gold prices steadied after softer-than-expected US producer inflation data, and oil prices remained… Continue reading Evening Digest: Anthropic eyes October IPO, Trump escalates Iran strikes

Shares of Circle Internet Group and Coinbase Global moved higher on Wednesday after William Blair said many of the key risks facing both companies are already reflected in investor expectations. The firm also highlighted their potential to benefit from any recovery in Bitcoin prices. Circle CRCL shares gained more than 3% in midday trading, while… Continue reading Coinbase, Circle stocks climb as analysts see Bitcoin-linked upside

Financial disclosures from the US Office of Government Ethics reveal President Donald Trump’s investment accounts have executed over 6,100 trades this year. While these accounts are controlled by independent “third-party” managers – their moves offer a fascinating window into Wall Street’s current artificial intelligence (AI) playbook. The most striking trend? Trump’s managers have been systematic… Continue reading President Trump prefers this AI name over Micron stock

Nvidia NVDA stock fell about 1.2% on Wednesday as investors weighed renewed exports of the company’s H200 artificial intelligence chips to China, ongoing export control scrutiny in Washington, and fresh developments in its AI business. The decline came despite a series of positive updates surrounding Nvidia’s long-term growth prospects, including a higher price target from… Continue reading Why is Nvidia stock falling despite China chip export resumption

SpaceX (SPCX) stock fell below its initial public offering price on Wednesday, marking the lowest level since the company’s market debut as enthusiasm surrounding one of the year’s largest listings continued to fade. The stock declined around 2% to $133.34, falling below its $135 IPO price set during last month’s record $86 billion offering. The… Continue reading SpaceX stock slips below IPO price: is it time to sell?

AMD stock fell about 6% on Wednesday as a broad selloff in semiconductor shares weighed on the sector. Despite this, multiple Wall Street firms raised their price targets and reaffirmed their bullish long-term views on the stock. The broader weakness extended across major chipmakers. Micron Technology dropped 9%, while Lam Research declined more than 4%… Continue reading AMD stock falls 6%: why are analysts still bullish on the stock?