Google just signaled even larger AI infrastructure spending this year. From a technology perspective, that's a huge vote of confidence in continued AI development. But investors barely celebrated it—instead they focused on whether all that spending…

One thing that stood out this week: TSMC posted record results, raised its 2026 outlook, increased capex, and said AI demand remains strong. Normally that would be exactly what AI investors want to hear. Instead, the semiconductor sector had one of its…

I've been following semiconductor stocks pretty closely this year, and one thing from this week really stood out to me. Broadcom announces a long-term Apple deal and the stock jumps almost 11%. Samsung reports record profits. SK hynix pulls off one…