Advanced Micro Devices, Inc. - Common Stock (NQ:AMD)

In a move that underscores the sheer scale of the ongoing generative artificial intelligence revolution, Taiwan Semiconductor Manufacturing Company (NYSE:TSM) has officially announced a record-breaking...

The Silicon Throne: TSMC’s Record $56B Bet on the Future of Artificial Intelligence

February 02, 2026

Beyond the Blackwell Horizon: NVIDIA’s ‘Vera Rubin’ Platform Targets the $6 Trillion AI Frontier at CES 2026

Topics Artificial Intelligence Economy

February 02, 2026

The landscape of artificial intelligence underwent a tectonic shift this past month at CES 2026, as NVIDIA (NASDAQ: NVDA) officially unveiled its "Vera Rubin" architecture. Named after the visionary...

Shares of memory chips maker Micron (NYSE:MU) jumped 5.7% in the afternoon session after investor optimism grew amid an industry-wide memory supply shortage and soaring demand for its chips used in...

Topics Artificial Intelligence Economy

Why Micron (MU) Stock Is Up Today

February 02, 2026

Via StockStory

Topics Artificial Intelligence Supply Chain

Why Micron Stock Popped Again Today ↗

February 02, 2026

Micron's more than quadrupled in price already, and its run is not yet done.

Advanced Micro Devices’ stock surged more than 5% on Monday as investors positioned ahead of the semiconductor company’s quarterly earnings report, due after the market closes on Tuesday.

AMD Stock Surges Over 5% On Monday: What To Expect ↗

February 02, 2026

Via Talk Markets

The 2026 Defensive Pivot: Why Capital-Intensive Tech is Losing Ground to Consumer Staples

February 02, 2026

As of early February 2026, the long-standing dominance of high-growth technology stocks has hit a significant roadblock, giving way to a pronounced sector rotation that favors defensive havens and...

Via MarketMinute

Topics Artificial Intelligence Economy World Trade

AMD’s Q4 Earnings Are Set To Impress: Should You Buy, Sell, Or Hold?

February 02, 2026

With data center demand accelerating, MI350 deployments ramping, and EPYC share gains continuing, AMD’s Q4 revenue outlook remains compelling.

Punxsutawney Phil says six more weeks of winter. Traders say, "That explains the mood." Jokes aside, a key seasonal pattern is lining up for the Nasdaq—and it matters more than the weather!

Topics Artificial Intelligence

Groundhog Day Gloom? Why the Nasdaq Is Shaking Off Phil's Shadow and Facing Reality

February 02, 2026

Nvidia's GB300 is driving a 28% surge in AI servers while Broadcom and AMD benefit, as hyperscalers ramp spending and shift toward custom chips.

Topics Artificial Intelligence Economy

Nvidia Is Igniting A 28% Server Boom — With Broadcom And AMD Riding Shotgun ↗

February 02, 2026

Via Benzinga

Topics Artificial Intelligence

3M Company Stock: Is Wall Street Bullish or Bearish?

February 02, 2026

Although 3M Company has lagged behind the broader market over the past 52 weeks, Wall Street analysts maintain a moderately optimistic outlook about the stock’s prospects.

ORCL Stock In Focus As Tech Giant Reportedly Launches Bond Offering To Cover Half Of 2026 Funding Needs ↗

Topics ETFs

February 02, 2026

According to a Bloomberg report, the bond issuance, projected to total roughly $20 billion to $25 billion, will cover about half of Oracle’s 2026 financing needs.

Via Stocktwits

Topics Bonds

Should You Buy AMD Before Feb. 3? ↗

February 02, 2026

AMD's stock price is up more than 104% over the past 12 months.

As of February 2, 2026, the artificial intelligence industry has reached a pivotal milestone with the official finalization and commencement of mass production for the JEDEC HBM4 (JESD270-4) standard....

Topics Artificial Intelligence

HBM4 Standard Finalized: Merging Memory and Logic for AI

February 02, 2026

In a move that could fundamentally rewrite the laws of semiconductor physics, Austin-based startup Neurophos has announced a major technological breakthrough with the unveiling of its Tulkas T100...

Topics Artificial Intelligence Economy Supply Chain

Neurophos Breakthrough: Light-Based Transistors Challenge Silicon Dominance

February 02, 2026

In a move that signals a seismic shift in the global semiconductor landscape, Samsung Electronics (KRX: 005930) has officially commenced risk production for its 2nm (SF2) process node at its $44...

Topics Artificial Intelligence Economy Energy

Samsung Taylor Fab Commences Risk Production for 2nm Chips

February 02, 2026

The landscape of artificial intelligence underwent a tectonic shift at CES 2026 as NVIDIA (NASDAQ: NVDA) officially debuted its next-generation "Vera Rubin" platform. Moving beyond the text-generation...

Topics Artificial Intelligence Economy Electric Vehicles

NVIDIA Unveils “Vera Rubin” Platform at CES 2026: A New Era for Agentic AI

February 02, 2026

As of February 2, 2026, the global semiconductor industry has reached a historic inflection point. New data from major industry analysts confirms that annual revenue is on track to hit the $1 trillion...

Topics Artificial Intelligence

The $1 Trillion Milestone: Semiconductor Revenue to Peak in 2026

February 02, 2026

The semiconductor industry has reached a historic inflection point in early 2026 as the foundational materials of computing undergo their most significant change in decades. In a decisive pivot to meet...

Topics Artificial Intelligence Economy

Glass Substrates: Intel and Samsung Pivot to Next-Gen AI Packaging

February 02, 2026

As the demand for generative AI training and inference reaches a fever pitch, the physical limits of semiconductor manufacturing are undergoing a radical transformation. Taiwan Semiconductor...

Topics Artificial Intelligence Economy Intellectual Property

TSMC’s CoPoS: The Revolutionary Shift to Rectangular Panel Packaging

February 02, 2026

In a watershed moment for the global semiconductor industry, NVIDIA (NASDAQ: NVDA) has officially surpassed Apple (NASDAQ: AAPL) to become the largest revenue contributor for Taiwan Semiconductor...

Topics Artificial Intelligence Economy

NVIDIA Overtakes Apple as TSMC’s Top Customer: The Dawn of the AI Utility Phase

February 02, 2026

Here's a look at this week's earnings calendar, featuring over 100 S&P 500 members.

Topics Artificial Intelligence Economy Energy

Palantir, AMD, Amazon and More Stocks with Earnings This Week ↗

February 02, 2026

Via Benzinga

Topics Stocks

Option Volatility And Earnings Report For February 2 - 6

February 02, 2026

Last week we saw a plethora of important earnings results and increased market volatility. This wee should be another busy one with a lot of important companies due to report.

March S&P 500 E-Mini futures (ESH26) are down -0.57%, and March Nasdaq 100 E-Mini futures (NQH26) are down -0.92% this morning, pointing to a lower open on Wall Street as investors continue to sell...

Stocks Set to Open Lower as Risk Sentiment Weakens, U.S. Jobs Data and Earnings in Focus

February 02, 2026

AMD is more of a moonshot pick.

Topics Artificial Intelligence Economy Stocks

Better AI Stock: Taiwan Semiconductor Manufacturing or AMD ↗

February 02, 2026

Sanmina's fourth quarter was marked by strong top-line growth, with revenue ahead of Wall Street's expectations and significant momentum in communications networks and cloud infrastructure. Despite...

Topics Artificial Intelligence Supply Chain

5 Revealing Analyst Questions From Sanmina’s Q4 Earnings Call

February 02, 2026

Via StockStory

Topics Artificial Intelligence Earnings

AMD (AMD) To Report Earnings Tomorrow: Here Is What To Expect

February 01, 2026

Computer processor maker AMD (NASDAQ:AMD) will be reporting earnings this Tuesday afternoon. Here’s what you need to know.

Via StockStory

Oracle Draws Retail Attention After Plan To Raise Up To $50B Debt And Equity In 2026 ↗

February 01, 2026

The cloud firm has faced scrutiny over its debt-fueled buildout of AI infrastructure, which has pressured its shares in recent months.

Via Stocktwits

Topics Artificial Intelligence Bonds Lawsuit

Why Wall Street Is Betting Big on This Artificial Intelligence (AI) Infrastructure Stock ↗

February 01, 2026

AI infrastructure spending could eclipse $500 billion this year.

AMD is excited about its growth prospects for 2026.

Topics Artificial Intelligence Supply Chain

Could This Artificial Intelligence (AI) Stock Double in 2026? ↗

February 01, 2026