To The Moon

Abstract$Microsoft(MSFT)$ will release its quarterly results after market close on January 28, 2026; investors anticipate a double-digit year-over-year revenue increase and robust adjusted EPS...

AbstractApple Inc. will report fiscal Q1 2026 results on January 29, 2026 after hours; this preview outlines consensus expectations for revenue, margins, and EPS alongside segment catalysts and...

This article is from the weekly Barron's Tech email newsletter. Sign up here to get it delivered directly to your inbox.Sentiment Shift. Hi everyone. Narratives can change fast.Not long ago, investors were despondent as stocks related to artificial intelligence pulled back on bubble fears and worries about potential overcapacity. FUD ruled the day.A few weeks later, traders seem to be jumping over themselves to buy the riskiest, highest-beta AI momentum plays: commodity memory stocks. Memory chip maker Micron Technology and flash memory company Sandisk are both up more than 40% over the past month. FOMO is now the word.There is a better way to invest in the chip sector. I've written repeatedly about the investment philosophy of TCI Fund Management founder Christopher Hohn, one of the most successful investors over the last two decades. His investment philosophy takes a long-term view by finding companies with sustainable moats that provide an irreplaceable se

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The semiconductor industry reported stellar growth in 2025. Data compiled by the World Semiconductor Trade Statistics (WSTS) organization suggests that semiconductor sales are on track to increase by...

In a Christmas Eve deal, Nvidia has entered into a nonexclusive agreement to license technology from artificial intelligence chip start-up Groq, according to a statement on Groq's website.Groq founder Jonathan Ross and Sunny Madra, Groq's president, will leave the company and join Nvidia, bringing other engineering talent with them, according to the statement. Groq will remain an independent company, but it isn't clear if Nvidia is taking an equity stake.Groq makes hardware that AI models can run on, something Nvidia's hardware now dominates. It may be a sign that Nvidia thinks competing chips on new architectures will soon be material competitors, and that it needs to get ahead of it.This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.

Nvidia has told Chinese clients it aims to start shipping its second-most powerful AI chips to China