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Why Advanced Micro Devices Could Be the Next $1 Trillion Stock
Barrons.com115d agoneutral
Why Advanced Micro Devices Could Be the Next $1 Trillion Stock

Nvidia CEO Jensen Huang recently said Marvell Technology could become the next trillion-dollar stock. Well, it looks like Advanced Micro Devices ’ investors would like a word on that. AMD shares advanced 3.1% to $537.57 on Wednesday, trading as high as $544.04 intraday and on pace for a record closing high, as investors shook off their Nvidia announcement hangover and broadly pushed red-hot chip stocks higher.

Forget Intel: Buy This Ultra-Efficient, Cash-Generative Semiconductor Juggernaut Instead
24/7 Wall St.115d agobullish
Forget Intel: Buy This Ultra-Efficient, Cash-Generative Semiconductor Juggernaut Instead

Intel (NASDAQ:INTC) is dominating semiconductor headlines again, riding CHIPS Act drama, a U.S. government equity stake, and CEO Lip-Bu Tan’s sweeping turnaround narrative. Intel’s Financials Tell a Different Story Strip away the headlines and the numbers are ugly. Q1 fiscal 2026 revenue came in at $13.58 billion, up 7.2% year over year, but Intel posted ... Forget Intel: Buy This Ultra-Efficient, Cash-Generative Semiconductor Juggernaut Instead

Pulte Appointment to Intel Chief Puts Spy Powers Law in Jeopardy
Bloomberg115d agoneutral
Pulte Appointment to Intel Chief Puts Spy Powers Law in Jeopardy

(Bloomberg) -- Senate Democrats are threatening to block an extension of a controversial spy powers law if the White House refuses to withdraw its appointment of Bill Pulte as the acting director of National Intelligence. Most Read from BloombergTrump Begins Rebuilding His Tariff Wall, Citing Forced LaborRussia Finance Officials Tell Putin War Spending Is UnaffordableTrump to Get Audit Immunity as $1.8 Billion Fund in DoubtTikTok Billionaire Overtakes Mukesh Ambani as Asia’s Second-Richest Perso

Intel Racks Up AI Partnerships To Challenge Nvidia In Data Centers
Simply Wall St.115d agobullish
Intel Racks Up AI Partnerships To Challenge Nvidia In Data Centers

Intel (NasdaqGS:INTC) introduced new rackscale AI infrastructure at Computex, targeting agentic and inference workloads in data centers. The company announced the commercial launch timeline for Xeon 6+ processors on its 18A process, aimed at AI and cloud-scale compute. Intel expanded collaborations with partners including Foxconn, Siemens, and Hitachi to support multi-vendor, disaggregated AI systems. For investors tracking AI compute, Intel (NasdaqGS:INTC) is moving beyond single-chip...

AI Designing AI: The Hidden Reason Nvidia Owns a $2 Billion Stake in Synopsys
24/7 Wall St.115d agoneutral
AI Designing AI: The Hidden Reason Nvidia Owns a $2 Billion Stake in Synopsys

NVIDIA (NASDAQ:NVDA) disclosed an expanded strategic partnership with Synopsys (NASDAQ:SNPS) tied to a $2 billion strategic investment earlier this year, and February reporting on the chipmaker’s most recent 13F flagged Synopsys as one of NVIDIA’s top holdings in Q4 2025, alongside Intel. Synopsys itself confirmed a $2.0 billion private placement of stock in Q1 FY2026, ... AI Designing AI: The Hidden Reason Nvidia Owns a $2 Billion Stake in Synopsys