Melius Research's Ben Reitzes sees upside ahead for Nvidia, Broadcom and Microsoft as enthusiasm for makers of components that are in short supply winds down.

Tesla, Microsoft, Meta, and Apple all report Q4 results this week. Investors will be watching closely for how billions in investment in AI has impacted their bottom lines.

Beyond the “Magnificent Seven” names, Wall Street analysts see opportunities in software and specialized semiconductor plays.

This "Magnificent Seven" company is establishing itself in the next frontier of technology.

Musk envisions an eventual $20K–$30K price tag, but ramping to his goal of one million units by 2035 demands an exponential production curve — historically not Musk’s strong suit. Labor economists warn that the timeline, if real, could rewrite labor markets.