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Intel was once the world’s largest semiconductor manufacturer, but it has since lost its crown to other chipmakers. Nevertheless, its stock skyrocketed in 2026 as AI memory and processing demand grew rapidly. Just as Intel's fortunes have changed over the years, so has its efforts to raise capital. ...
There is a version of the AI trade that everyone can see. Nvidia sells chips. Hyperscalers buy chips. The money flows one direction. It's a clean story. The SEC filing Nvidia dropped on August 14 tells a different version of that story, one where the chip supplier is also one of the largest ...
Financial stocks were leaning lower pre-bell Monday, with the State Street Financial Select Sector S
GF sees stronger yields and broader customer interest.
Fresh capital comes with a meaningful cost for shareholders
Duquesne Family Office's billionaire boss made big moves in the artificial intelligence (AI) space during the second quarter.
↗️ Diana Shipping (DSX): Diana said Friday that it withdrew its bid to acquire Genco Shipping & Trading (GNK), ending a nearly year-long takeover battle between the two shipping companies. Shares in Diana rose about 7% premarket.
Higgsfield raised $400 million at a $5.4 billion valuation, with Goldman Sachs and Intel joining as new investors.
Dan Niles remains bullish on AI, citing strong infrastructure spending and cloud growth, while warning that elevated yields and geopolitical risks could drive volatility.
Tech companies are raising money, increasing production, and changing their plans as AI spending stays strong, while investors watch costs and how well companies deliver on their promises.
Lost in the commotion of earnings season, Cloudflare co-founder and CEO Matthew Prince made an extraordinary claim about how internet traffic is changing at an exponential rate, motivating Jon to ask Matt and Tyler to dissect the news and look for investment opportunities. The trio also discusses the latest news in the mining industry as well as Intel’s latest equity sale.
Second-quarter 13F filings, disclosed late last week for positions held as of June 30, tell a clear story inside the semiconductor trade: the biggest hedge funds rotated out of Broadcom (NASDAQ:AVGO) and into Taiwan Semiconductor Manufacturing (NYSE:TSM). Let’s take a look at what funds bought and sold the two chip titans. Loeb and Druckenmiller Both ... Wall Street’s Biggest Funds Are Dumping Broadcom and Adding Taiwan Semiconductor. Time to Follow the ‘Smart Money?’
Stanley Druckenmiller opened three brand-new semiconductor positions in a single quarter, and the names he chose reveal a calculated bet that the AI infrastructure boom has room to grow far beyond the obvious winner.
Intel (NasdaqGS: INTC) CEO has signaled a possible return to the memory market, positioning the company as a potential rival to Micron and SK Hynix. The move would mark a shift for Intel, which previously exited the memory segment after divesting related operations. A renewed focus on memory could expand Intel's product mix and affect how it competes and partners across the semiconductor industry. To see how this potential move by Intel fits into a wider build out of computing and data...
Enthusiasm for Big Tech and its huge investments in artificial intelligence is powering the stock market to record highs again. With a resilient economy and scorching demand, there’s seemingly only one obstacle that can derail this ride: higher interest rates.
Intel Corp CEO Lip-Bu Tan is investing $12 million of his own capital in the chipmaker’s newly upsized $20 billion stock offering, a move that Futurum Group CEO Daniel Newman sees as a strong vote of confidence. Lip-Bu Tan Invests...
Nvidia cut a check for an AI startup and woke up owning a massive stake in Elon Musk's rocket empire. The chain of events that turned a chip deal into one of the most unusual positions on any tech company's balance sheet raises a question shareholders probably never thought to ask.
Intel's stock has already tripled, so why did the company's own CEO just write a $10 million personal check to buy even more shares at full market price alongside ordinary investors?
Three of the biggest names in logic chips closed higher on August 12, following a strong earnings report deep in the AI server supply chain. Advanced Micro Devices, Inc. (NASDAQ:AMD) up 1.8% at $483, Intel Corporation (NASDAQ:INTC) up 3.3% to $101, and NVIDIA Corporation (NASDAQ:NVDA) up 3% to $224, in a broad rally sparked not […]
Arista is firing on all cylinders with 39% net margins and zero debt, while Intel is burning cash and posting losses as it pivots to foundry.
Nvidia owns 122.8 million SpaceX shares, giving it a major stake in Musk’s space and AI empire as the two companies deepen their data-center partnership.
<body><p>VIDEO SHOWS: n/a</p><p>STORY: U.S. stocks ended lower on Friday, with the Dow, S&P 500 and Nasdaq each down less than three-tenths of a percent. The S&P 500 dropped marginally a day after its record high close.</p><p>Shares of chipmakers dropped, with investors nervous about high valuations of AI-related stocks. Broadcom shed about 6%, while shares of Intel lost 2%.</p><p>The declines come despite a sharp August rebound for semiconductors. But Brad Conger, chief investment officer at Hirtle & Co., remains cautious on the sector.</p><p>"On the semiconductors, what we're seeing is a very supply constrained market where gross margins are now in the mid-80s, which is extraordinary. It's something we've never seen before for these companies. And it really just shows you how severe the supply shortages are in that market. The market seems to be very comfortable that supply shortage is going to persist and that those margins are going to maintain. I think, again, that's </p><p>a very fragile equilibrium that, in other words, one announcement about a CapEx plan or a new entrant to the market like we saw with this Chinese chip maker called CXMT can really throw the narrative to the other side."</p><p>Among other AI-related stocks, Applied Materials shed about 5% after the company's upbeat quarterly forecast failed to impress investors. The chip equipment maker's shares have doubled in 2026 due to strong demand related to the buildout of AI data centers.</p><p>Elsewhere in the market, shares of Reddit surged almost 13% after the social media company was named a new addition to the S&P 500 index, effective August 18.</p><p>And shares of Workday dipped nearly 4%. This comes a day after they soared 18% as Reuters reported that private equity firm Silver Lake was in talks to acquire the software firm.</p><p>:: Archive</p><p>Meanwhile, transit through the Strait of Hormuz appeared at a near standstill after two more ships were attacked, adding to pessimism about a peace deal with Iran. Oil prices rose more than one dollar a barrel.</p><p>And economic data on Friday showed retail sales in July fell for the first time in nine months, and consumer sentiment slumped in early August amid worries about the rising cost of living.</p></body>
Intel once was the biggest chipmaker in the world. During the 1990s through the mid-2010s, Intel’s semiconductor powered most of the personal computers in businesses and homes worldwide. Nowadays, the company is playing catch-up, competing with other powerful players in the semiconductor industry — ...
Investing.com -- Stanley Druckenmiller's Duquesne Family Office executed a dramatic reshuffling of its portfolio during the latest quarter, highlighted by a massive rotation back into mega-cap technology and a decisive exit from several legacy semiconductor names. Most notably, the firm increased its core equity position in Amazon.com Inc (NASDAQ:AMZN) by more than 1,000% to 541,600 shares, while simultaneously more than doubling its call options on the e-commerce giant. Against that backdrop, D
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