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A powerful business turnaround is fueling this chipmaker's stock, but a recent pullback forces every investor to ask if the real opportunity has already been priced in.

Cathie Wood and Stanley Druckenmiller are looking at the same AI chip stock and moving in opposite directions. ARK Invest sold 25,917 Advanced Micro Devices, Inc. (NASDAQ:AMD) shares across four ETFs on August 17 while simultaneously adding Nvidia across five funds. The move continued a pattern of trimming AMD exposure: ARK’s second-quarter filing showed about […]

Moderna was the best performing stock in the S&P 500 yesterday. Moderna stock had fallen over 22% on Thursday in its worst single-day decline on record, according to Dow Jones Market Data. The stock more than doubled in the trading session prior.

Stanley Druckenmiller's Duquesne Family Office exited Intel entirely last quarter, even as the chipmaker posts its strongest growth in years.

Stanley Druckenmiller just closed out three of the most talked-about semiconductor positions on Wall Street and immediately put the proceeds to work in a pair of AI infrastructure names most income investors overlook entirely.

SoftBank Group has made Intel (NasdaqGS: INTC) the centerpiece of its latest 13F filing, with the stock accounting for nearly 67% of the group’s disclosed U.S. equity portfolio. The position reflects an unusually high single stock concentration for SoftBank and gives Intel a visible role in the group’s U.S. equity approach. The move adds fresh context to Intel’s AI and manufacturing build out, aligning its recent capital raises and executive changes with support from a major global...

Consensus turns today's multiple into a much lower one within two years, and by management's own account the constraint on getting there is capacity rather than demand.

Micron is spending record cash flow on new fabs whose output arrives into the same year its own outlook expects memory supply to improve.

Tiger Global substantially increased its Intel stake during Q2, adding another institutional vote of confidence as Intel's AI, data center, and foundry businesses gain momentum.

Qualcomm's non-handset business is inflecting fast enough that management expects it to replace the revenue Apple is taking away, and the first proof of that arrives in the December quarter.

Google just handed Marvell a $12.2 billion equity-linked custom-chip deal, and Broadcom shareholders are left wondering how much of their AI revenue story walked out the door with it.

Tiger Global's Chase Coleman was busy buying Cerebras and Intel stock in Q2.

The share count hasn't budged since March. The value more than tripled. The difference matters for anyone who owns the chipmaker's stock.

A number of stocks fell in the afternoon session after investors reacted to a significant partnership between Google and Marvell Technology for custom AI chip development, signaling a potential shift in market share.

AMD and Alphabet look like good long-term buys.

Philippe Laffont aggressively added to his positions in semiconductor stocks in the second quarter.

The market is treating NVIDIA like a semiconductor laggard, even as its growth and profit metrics dominate the very peers it's being priced against.

Rising memory costs are starting to reshape hardware pricing

Intel Faces New AI Hardware Headwind as GPU Prices Surge Across Key Markets

The multiple is paid on capacity that is still being built, while the trailing year still ends in a loss.

Wedbush sees another sign of memory inflation.

Tiger Global just opened a new stake in Applied Digital, betting on growth in AI data centers. Here is what the hedge fund's 13F filing shows.

Lee Ainslie just torched Maverick Capital's playbook, dumping chip giants to pour hundreds of millions into five names that look nothing like his fund's typical bets, and one of them involves derivatives on a Brazilian fintech.

Intel's client computing business is gaining momentum as AI PCs, Edge AI, robotics and Physical AI open new growth avenues beyond traditional PCs.

Chip stocks are selling off hard even as bond yields fall and the broader market turns green, yet one name in the sector is holding completely flat while its peers bleed out.

Intel Intel (NASDAQ:INTC) CEO Lip-Bu Tan bought about $10 million worth of INTC shares earlier this month at $95 a share, the same price at which Intel had just priced a $20 billion secondary offering days earlier. Intel’s Q2 revenue rose 25% year over year, a massive acceleration from Q1’s 7% growth. Margins jumped to […]

Several stocks have recently seen notable insider buys from CEOs, including a $10 million dollar bet from a semiconductor favorite.

Here’s what could be next for Intel stock.

Analog Devices (ADI) on Wednesday projected above-consensus profit and sales for its fiscal fourth q

Samsung reportedly raising prices for manufacturing processors should be good news for its competitors Intel and Taiwan Semiconductor Manufacturing.