High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
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.
NVIDIA (NVDA) now sits on both sides of its own boom. It has put nearly $50 billion into the frontier AI labs, has guaranteed a revenue floor at cloud sites hosting its chips, and will provide selective credit enhancement for nearly two gigawatts of compute at another lab. Management acknowledged on its August call that some would call this circular financing. So what if the buyers it funds cannot pay.
Intel's stock surged after reports of a 10% processor price hike, yet the vast majority of analysts still refuse to upgrade their ratings. The disconnect between Wall Street's caution and the market's enthusiasm points to a deeper disagreement about what is really driving Intel's revival.
Applied Materials supplies the tools; Intel builds the chips and factories. One is profitable and debt-light, while the other is burning cash but has a cheaper valuation.
Intel stock has surged over 300% in a year while losing billions on a GAAP basis, and the next two earnings reports will determine whether $100 is a launchpad or the ceiling investors should have sold into.
Qualcomm (QCOM) trades at about $176 a share, down about 14% over the past three months and up 12.4% over the past twelve. At 20.1 times earnings against an S&P 500 median of 22.9, a profitable chip designer sits below the market. The question is whether that is a good business on sale or a fair price for a business under real pressure.
Piper Sandler to investors: Maybe you should have bought Intel stock last year?
Intel Shares Drop After Piper Sandler Launches Coverage With Neutral Rating
Marvell Technology (MRVL) trades at $235.01, and it has expanded its agreement with a key hyperscaler, a deal analysts size at up to $120 billion of revenue over about six and a half years. Most of that money, though, arrives after the fiscal 2028 outlook you would be paying for today.
Nvidia is looking to extend its dominance in AI chips at the expense of Intel and AMD.
With the momentum continuing and pricing action supporting margins, Intel could soon retest its previous all-time high.
Micron stock was dropping Thursday. Kepler Computing, backed by Intel, thinks it can disrupt the memory-chip market.
The new bullish call rests on a much more aggressive AI growth path than the stock has seen before.
ASML expands High-NA ties with Samsung and Intel as AI demand builds, while broader adoption hinges on customer qualification and manufacturing decisions.
Mizuho cuts Intel’s price target to $92 as valuation concerns grow despite stronger server demand and improving execution.
The S&P 500 Index ($SPX ) (SPY ) is down -0.54% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.32%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.96%. E-mini S&P futures (ESU26 ) are down -0.50%, and September E-mini Nasdaq futures (NQU26...
After a 188% year-to-date surge, Intel is suddenly retreating hard on a Thursday that turned risk-off fast, and NVIDIA and AMD are getting dragged down with it. Here is what is driving the selloff and whether the weakness signals a broader chip sector crack.
Marvell Technology (MRVL) raised its revenue outlook again with its fiscal Q2 2027 results in late August. The size of the raise is the easy story. What fell out of management's script matters more, because the business you own has narrowed toward a single bet.
The famous investment manager is concentrating his AI chip bets on just a few names.
Intel's stock has surged to levels that leave Wall Street's analyst community unmoved, and the gap between what traders are betting on and what the fundamentals actually show keeps widening in ways that matter.
MPWR appears better placed than INTC to capitalize on AI infrastructure growth, with strong sales and EPS estimates despite a richer valuation.
American Century Investments, an investment management company, released its second-quarter 2026 investor letter for the “American Century Investments Focused Dynamic Growth Fund”. The letter can be downloaded here. U.S. stocks advanced sharply with double-digit quarterly gains largely due to robust earnings, resilient economic data, and momentum in AI-related stocks. However, there was a slight pullback […]
Intel just proved its comeback may be more real than investors thought
If you own Marvell Technology (MRVL) or NVIDIA, you own one idea: the world is building AI data centers as fast as the supply chain allows. NVIDIA sells the whole factory and rents its architecture to everybody. Marvell designs the custom parts hyperscalers use to build alternatives to NVIDIA's chips. Same trend, opposite ends, which is why these two belong side by side.
AT&T (NYSE:T) Chairman and CEO John Stankey said the company’s strategy remains centered on expanding fiber infrastructure, strengthening its wireless network and using the two services together to drive customer growth, lower churn and improve household economics. Speaking at the Goldman Sachs
Intel (INTC) closed the most recent trading day at $106.23, moving +1.68% from the previous trading session.
Intel Corporation (NASDAQ:INTC) and ASML Holding N.V. (NASDAQ: ASML) have recently provided fresh evidence that High-NA EUV lithography is advancing in commercial manufacturing. At the SPIE Photomask Technology + Extreme Ultraviolet Lithography conference, the two companies announced several updates related to this technology and next-generation chip production. While the update offers evidence of High-NA’s manufacturing […]
Apple Inc. (NASDAQ:AAPL) and Intel Corporation (NASDAQ:INTC) represent two sides of a historical silicon transition. A September 2 report from MacRumors highlighted a key milestone: Apple notified developers that universal Mac App Store apps requiring macOS 13 or later can now drop support for Intel-based Macs. Removing Intel binary slices simplifies app development and reduces […]
On September 3, a caller mentioned that they are unsure whether to buy, sell, or hold Intel Corporation (NASDAQ:INTC). In response, Mad Money host Jim Cramer said: Okay, now, let’s own this right up front. I got too excited about Intel because I knew it was going to have a good quarter. It had an […]
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