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Asian and European chip stocks tumbled Monday after leaders of the world’s biggest artificial intelligence companies called for the industry to slow development of the technology for safety reasons. Nvidia and Intel are down in premarket trading.
European chip stocks followed Asian peers lower, after leaders of the world’s biggest AI companies called for the industry to slow the tech’s development for safety reasons.
Sandisk is up more than 2,000% over the past year -- and it is still cheap.
Back in April, Morgan Stanley had highlighted how accelerating Agentic AI demand could boost demand for central processing units (CPUs) beyond the graphic chips that have dominated the AI theme so far. “As AI transitions from generation to autonomous action, the computing bottleneck is shifting towards CPU and memory, driving a step-change in general-purpose compute […]
AMD and Intel compete for processor customers, but they have a common interest in making developers comfortable staying with x86. A September 2 GCC commit added initial support for their AI Compute Extensions, or ACE, bringing that shared strategy into a widely used compiler’s development code. For Advanced Micro Devices, Inc. (NASDAQ:AMD) and Intel Corporation […]
Intel stock has dipped lately, but it could bounce back given its strong growth prospects.
It's been a profitable investment for Washington.
Jim Cramer spotted gigantic flex-call buying across a basket of tech and energy names on live television and openly asked who was behind it. A House disclosure filed weeks earlier quietly named two of those same stocks.
This player is well-positioned to benefit in the next big AI growth phase.
Shares of semiconductor designer Power Integrations (NASDAQ:POWI) jumped 6.3% in the morning session after macroeconomic relief from declining Treasury yields and lower oil prices, coupled with robust artificial intelligence demand projections, boosted sentiment across the chip industry.
A number of stocks jumped in the morning session after macroeconomic relief from declining Treasury yields and lower oil prices, coupled with robust artificial intelligence demand projections, boosted sentiment across the chip industry.
A number of stocks jumped in the morning session after macroeconomic relief from declining Treasury yields and lower oil prices, coupled with robust artificial intelligence demand projections, boosted sentiment across the chip industry.
Intel stock climbed after Trump pledged $5,000 checks and Lutnick pointed to Washington's Intel stake as funding.
Wall Street’s bearish price targets for the stocks in this article signal serious concerns. Such forecasts are uncommon in an industry where maintaining cordial corporate relationships often trumps delivering the hard truth.
Micron Technology, Inc. (NASDAQ:MU) has become one of the AI boom’s biggest beneficiaries because high-bandwidth memory has turned into a scarce strategic resource. An Intel Corporation (NASDAQ:INTC)-backed startup now wants to challenge that scarcity. Barron’s reported September 10 that Kepler Computing emerged from stealth with a new memory architecture using ferroelectric materials and 3D stacking. […]
What is the most expensive habit a new investor can pick up? Taking quick profits on a company worth owning for decades.
Qualcomm (QCOM) grew revenue just 1.9% over the last twelve months, against a compound pace of about 6.2% a year over five years and 4.5% over three. The quarterly path is worse. Across the last four quarters, year-over-year growth slid from 10.0% to 5.0%, then to declines of 3.5% and 4.0%. That turn to shrinking quarterly sales is the risk to weigh.
Micron just posted the highest revenue guidance in its history while the shortage fueling its growth gets worse, yet Wall Street wiped out tens of billions in market cap anyway. The signal hiding inside that contradiction is worth understanding before the next move.
Three companies control the world's DRAM supply, AI is burning through memory faster than fabs can build it, and one of those three just signed contracts that could permanently rewire what a chip cycle looks like.
TSMC is up over 66% in the past year, AI customers are booking capacity years out, and the only foundry rival is hemorrhaging billions. So why does one critical number still cast doubt on how high this stock can actually go?
Micron has already stunned Wall Street with a historic surge, but a fresh competitive threat just knocked shares down and reignited the debate over whether the AI memory trade still has legs or has finally run out of road.
Northland upgraded Intel to “Outperform” with a $120 target on Sept. 8, citing turnaround progress and tight server-CPU supply after shares jumped nearly 15% over five sessions.
A report of Intel raising chip prices sent shares surging 3% and erased the prior session's Piper Sandler-driven selloff, but the real question is whether the company has genuine pricing power or is simply charging scarcity rent that evaporates the moment supply loosens.
The S&P 500 Index ($SPX ) (SPY ) is up +0.87%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.97%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.77%. E-mini S&P futures (ESU26 ) are up +1.01%, and September E-mini Nasdaq futures (NQU26 )...
Intel (INTC) stock fell 5.6% on September 10 and trades near $100, about 29% below its 52-week high. Even so, it has returned 310.5% over the past year. The question is how much of that a market shock could take back, and on average Intel has fallen harder than the S&P 500 when shocks hit.
Mobileye is losing money, trading below book value, and largely absent from Intel's investor pitch, yet it just led a venture round for a Florida shuttle startup with ambitions far beyond Orlando. What that check reveals about the future of this impaired asset inside a resurgent corporate giant will matter to every Intel shareholder.