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UNCOVERED: 16 - The Untold Story

Tesla Earnings, Hormuz and Other Key Things to Watch this Week

Markets face an interesting week following conflicting signals about Strait of Hormuz access as Iran's Foreign Minister announced Friday the waterway was "completely open" citing an Israel-Lebanon ceasefire

Barchart

The Nasdaq's Historic Rally Doesn't Mean the Risk Is Gone

Marc Chaikin of Chaikin Analytics shares seven bullish stock picks across AI infrastructure and semiconductors while warning investors to trim software and cybersecurity holdings.

MarketBeat

Profit Jumped 58% at Taiwan Semi. Does That Make TSM Stock a Buy Here?

TSM’s 58% profit surge underscores unstoppable AI demand, but with the stock slipping post-earnings, is the stock a buy here?

Barchart

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TSMC: Despite Post-Earnings Fall, Signs of AI Weakness are Scant

Taiwan Semiconductor Manufacturing continues to fire on all cylinders, with the company beating expectations across the board in its latest earnings report.

MarketBeat

US lawmakers amend new restrictions on Chinese chipmakers — MATCH Act's blanket restrictions removed from select chipmaking tools

U.S. lawmakers remove countrywide exports ban on cryogenic etching tools from the MATCH Act, yet Chinese companies could barely get them anyway.

Tom’s Hardware

169% Gains Meets a 410X P/E Ratio: Is There Any Upside Left for Lattice Semiconductor Stock?

Lattice Semiconductor (LSCC) exhibits strong momentum and is trading at new all-time highs. The stock is up 169% over the past year. LSCC maintains a 100% “Buy” technical rating from Barchart. Valuation is stretched at a price-earnings ratio of 410x, although analyst sentiment remains mostly positive. Today’s Featured Stock Valued...

Barchart

Elon Musk pushing forward with Terafab at 'light speed' — staff reaching out to various suppliers and are reportedly willing to pay a premium to gain priority

Elon Musk's people have begun reaching out to various semiconductor fab suppliers to ask for pricing and delivery timelines as the Terafab project ramps up.

Tom’s Hardware

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Why Anthropic's Custom Chip Plans Could Benefit Broadcom

Recent reports indicate that Anthropic is considering developing its own chips. See why this sets up a potential AI opportunity for chip giant Broadcom.

MarketBeat

TSMC warns of Intel Foundry's growing prowess during the company's latest earnings call — 'We view Intel as our formidable competitor and do not underestimate them'

By now, TSMC has become a much bigger chipmaker than Intel has ever been, but the world's top foundry still calls its American peer a 'formidable' competitor.

Tom’s Hardware

From Alliance to Platform: George Bogden on How the U.S. and Japan Are Building Deterrence and Economic Security Together

The U.S.-Japan alliance is evolving into a strategic partnership spanning defense, technology, and supply chains, as both nations work to strengthen deterrence and compete with China.

International Business Times

A 'Sputnik' moment for chips: Chinese scientists aim to save Moore’s Law by mass-growing 2D materials that 'outclass silicon'

Chinese researchers grew 2D semiconductor films 1,000x faster using a liquid gold substrate, addressing the missing p-type material bottleneck.

TechRadar

What a Time to Run This T. Rowe Price Tech Fund

A penchant for semiconductor stocks amid the AI boom is boosting returns for the T. Rowe Price Global Technology Fund.

Kiplinger

Nasdaq Futures Climb as TSMC Boosts Tech Optimism

June Nasdaq 100 E-Mini futures (NQM26) are trending up +0.32% this morning, setting a new record high as an upbeat forecast from Taiwan Semiconductor Manufacturing Co. boosted sentiment.

Barchart

AI expansion drives up profits for Dutch semiconductor giant ASML

ASML, the Dutch semiconductor giant, has posted a rise in net profits to €2.76 billion for the first quarter of 2026 representing a 15% increase compared to the same quarter in the previous year.

Euronews

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Barchart

Why GF Securities Analysts Think You Should Buy Taiwan Semi Stock Now Before April 16

GF Securities remains bullish on TSM stock ahead of April 16, citing strong AI-driven demand and expectations for another earnings beat.

MarketBeat

The Semiconductor Sector Is Hitting All-Time Highs: 2 Stocks Leading the Charge

Barchart

As Intel and Google Team Up on Infrastructure, Which Is the Better Tech Stock to Buy?

With the AI race shifting to infrastructure, Intel and Alphabet are joining forces. Does this partnership fuel Intel’s comeback or deepen Alphabet’s AI dominance?

Tom’s Hardware

China has spent 3.6 times more than the US on chipmaking subsidies over the past decade — $142 billion and counting, easily outweighs CHIPS Act

Semiconductor industrial policy spending in China totaled around $142 billion between 2014 and 2023, roughly 3.6 times higher than the $39 billion committed in the United States over the same period.

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The Texas Tribune

Tesla’s Gigafactory water use surges in Austin as new chip plant looms

Tesla’s Giga Texas water use jumped more than 200 million gallons — by about 60% — in two years, as massive chip plant proposal raises concerns about Austin’s strained supply.

Barchart

On Semiconductor Pops on Analyst Upgrade. Should You Buy ON Stock Here?

On Semiconductor stock gains on a bullish BofA research note. Here’s why analyst Vivek Arya recommends buying ON shares at current levels.

MarketBeat

This New ETF Aims to Capitalize on Surging AI Memory Chip Demand

A massive memory chip shortage is driving record gains across the industry, and Roundhill’s new DRAM ETF offers a pure-play way to profit from this AI-fueled supercycle.

Barchart

A $1.3 Trillion Reason to Buy Nvidia Stock Here

Bank of America has provided its semiconductor outlook, and it may be a major win for Nvidia stockholders.

Barchart

Option Volatility and Earnings Report for April 13-17

Earnings season kicks into gear this week with banks and tech stocks taking center stage. This week we have Bank of America, Taiwan Semiconductor, JP Morgan, Wells Fargo, Citigroup, Goldman Sachs and Netflix all reporting in what shapes as a busy and pivotal week for stocks.

Barchart

Iran Ceasefire, Bank Earnings and Other Key Things to Watch this Week

Markets face extraordinary uncertainty following the collapse of lengthy U.S.-Iran diplomatic talks that ended with no deal, as Vice President J.D. Vance confirmed Iranian officials "have chosen not to accept our terms."

Barchart

Seagate and Sandisk Stocks Popped on Ceasefire News. Should You Buy the Memory Stocks Now?

Ceasefire-driven optimism has reignited a rally in Seagate and Sandisk, but is this surge durable?

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