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2 Chip Stocks Driving Today's Rally With Lofty Bull Notes

https://www.schaeffersresearch.com/content/news/2026/07/06/2-chip-stocks-driving-todays-rally-with-lofty-bull-notes

7/6/2026 8:52 AM

Lam Research Corp (NASDAQ:LRCX) and Applied Materials Inc (NASDAQ:AMAT) are contributing to the semiconductor and memory stock rally this morning, after Goldman Sachs hiked its price targets on both ...

7 Sectors Powering the AI Boom Behind the Scenes

https://www.schaeffersresearch.com/content/education/2026/06/11/7-sectors-powering-the-ai-boom-behind-the-scenes

6/11/2026 10:43 AM

Most investors immediately think of Nvidia (NVDA), Advanced Micro Devices (AMD), Intel (INTC), or the mega-cap technology companies pouring billions into infrastructure when they hear "artificial inte...

Nasdaq, S&P 500 Enjoy Another Record-Breaking Week

https://www.schaeffersresearch.com/content/news/2026/05/08/nasdaq-s-p-500-enjoy-another-record-breaking-week

5/8/2026 1:50 PM

Wall Street continued to break records this week, despite no peace deal between the U.S. and Iran. Though the S&P 500 (SPX) and Nasdaq Composite (IXIC) pulled back a couple of times amid Middle Eas...

The Week Ahead: Inflation Data, Cisco Earnings Headline

https://www.schaeffersresearch.com/content/news/2026/05/07/the-week-ahead-inflation-data-cisco-earnings-headline

5/7/2026 1:00 PM

Next week will bring key inflation data on Tuesday and Wednesday, as well as a host of other economic data. Earnings season will begin to slow down, though several notable reports are on deck from Al...

Your Semiconductor Stock Cheat Sheet For May

https://www.schaeffersresearch.com/content/bgs/2026/05/05/your-semiconductor-stock-cheat-sheet-for-may

5/5/2026 1:55 PM

Subscribers to our Substack, The Contrarian Edge, received this commentary on Saturday, May 2. The Nasdaq Composite’s (IXIC) historic win streak is nothing but quantitative fodder two week...

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