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The turnaround is becoming visible, but Tuesday's 9% surge already consumed much of the projected upside.

Qualcomm (QCOM) has spent years telling shareholders it is becoming more than a smartphone chip company. What changed is where the new growth is expected to come from. Two years ago the big non-handset targets were automotive and IoT. Today, the newest leg of the story runs through the data center, and management has already put a number on it.

NVIDIA (NVDA) trades at $225.73, about 4% below its 52-week high after a 35% total return over the past twelve months. Management has just told the market to expect a much larger revenue quarter, and the easy read is that a step that size cannot already be in the price. But the stock's reaction suggests investors have already absorbed much of the news. The question is how much of the revenue step translates into value for shareholders.

AMD returns 7.7% in a month as AI and Data Center growth strengthens, but premium valuation, competition and supply constraints support a hold.

AMKR's $12B Arizona expansion adds major advanced packaging capacity, backed by customer commitments and key TSMC and NVIDIA partnerships.

Intel (INTC) has been repriced as a comeback over the past year, and the products are cooperating. Revenue reached $16.1 billion in the second quarter of 2026, up 25% from a year earlier, while trailing-twelve-month revenue was up 7.5% to $57.0 billion. The server line is supply-constrained. The harder question is what your money buys at this price.

AMD's CFO just reshaped how big the AI chip market could get, and investors sent the stock surging past a key technical level while quietly slamming a door on one of Intel's biggest hopes.

This chipmaker's stock has been on a historic tear, but for investors arriving now, the critical question is whether the business can still outrun its already premium price.

Intel shares have surged over 300% in the past year, yet Wall Street remains skeptical and the stock sits nearly 20% off its peak. A specific set of milestones could push INTC to a price most analysts refuse to say out loud.

When quality dividend stocks drift toward 52-week lows, patient income investors often find their best opportunities hiding in plain sight. Five household names are sitting at beaten-down prices right now, and the yields they are offering demand a closer look.

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mostly lower hours before We

Some AI stocks are rising even as investors fret about a flare-up in inflation, while Casey’s sinks despite a first-quarter earnings beat.

Data center profits have nearly quadrupled. But is that enough to support the stock's new price?

What happens next is far from clear, though two basic outcomes are likely: The AI trade will gain new energy—or investors will lean more toward the safety of the S&P 500.

Clients bought SPCX, NVDA, MU, INTC, and GOOGL, while net selling PLTR, MSFT, NOW, CRM, and ORCL.

UBS said last month that TSMC packaging constraints could steer AMD and other customers toward Intel’s EMIB-T tech, potentially in 2027.

A number of stocks jumped in the afternoon session after Qualcomm announced a multi-generational product collaboration with Amazon Web Services to develop custom AI data center infrastructure, while ASML, TSMC, and Intel achieved key milestones in next-generation chip manufacturing. According to a Qualcomm press release, the chipmaker announced a multi-generational product collaboration with Amazon Web Services (AWS) to develop custom AI data center infrastructure. The strategic partnership focu

A number of stocks jumped in the afternoon session after Qualcomm announced a multi-generational product collaboration with Amazon Web Services to develop custom AI data center infrastructure, while ASML, TSMC, and Intel achieved key milestones in next-generation chip manufacturing. According to a Qualcomm press release, the chipmaker announced a multi-generational product collaboration with Amazon Web Services (AWS) to develop custom AI data center infrastructure. The strategic partnership focu

Super Micro Computer (NASDAQ:SMCI) said demand for AI infrastructure remains strong as the company works to expand its customer base, increase the value of its systems offerings and improve cash conversion through more favorable customer contracts. Speaking at Citi's Technology Conference, Michael

Amkor Technology is boosting its capital footprint in Arizona with a massive Phase 2 expansion driven by soaring customer demand.

Marvell Technology (MRVL) trades at $223.55, down 22.6% over the past three months, even after a 249.5% gain over the past twelve. Management raised its revenue outlook again. What it did not raise is the non-GAAP gross margin behind that revenue, a line management ties to its custom silicon ramp.

Crude oil pushed toward $100 per barrel amid Middle East conflict and U.S.-Canada trade friction, today, Sept. 8, 2026.

(Updates with index/price moves, macroeconomic data and company/geopolitical news from the first par

Three chip giants may have quietly changed the equation

Intel Stock Leads Semiconductor Surge as AMD, Qualcomm and Broadcom Rally

Samsung, TSMC and Intel rarely move in lockstep. This time, all three are betting on the same piece of equipment.

US equity indexes ended lower Tuesday after an Iran-backed militia group attacked Saudi Arabian ener

Disparate but related tensions among the U.S., Canada and Iran continue to roil financial markets.

Tech stocks were higher late Tuesday afternoon, with the State Street Technology Select Sector SPDR

The semiconductor and networking specialist is gaining ground amid reports of price hikes from another AI player.