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SpaceX's gravitational pull is undeniable. That's why it's unsurprising that a few offhand remarks in SpaceX's earnings call on Tuesday still managed to jolt stocks in the further reaches of the company's orbit.

A company known for cyclicality is locking in its future. Micron has signed strategic agreements with customers that include take-or-pay commitments. These 14 contracts alone represent approximately $100 billion in cumulative revenue at a minimum price. This move attempts to build a floor under a historically volatile business.

On August 5-6, 2026, the joint venture between SpaceX, Tesla, and Intel was formalized in Grimes County, Texas, following the signing of a JETI tax abatement agreement and a $10 million non-refundable payment. The project, centered at the former Gibbons Creek coal-fired power plant site, marks a definitive step toward the construction of what Elon […]

Training a frontier AI model is a one-time event, but running it in production is a recurring bill that never stops, and one chipmaker is quietly positioning itself to own that side of the ledger.

TSMC and Intel both reported blowout quarters riding the same AI wave, yet one walks away with a 67% gross margin while the other bleeds billions from its foundry. Whether Intel can close that gap in the next year comes down to a single unresolved bet.

Here is a way to collect an attractive income stream on an AI chip powerhouse now, which you keep no matter what, while lining up a chance to buy the stock at a serious discount if it ever stumbles.

Twenty years ago, Advanced Micro Devices Inc. (AMD) spent the better part of a decade selling processors into a market Intel dominated, waiting for the moment Intel could not keep pace with demand on its own. That moment eventually arrived, and AMD converted patience into real share of the server ...

Advanced Micro Devices, Inc. (NASDAQ:AMD) is poised to benefit from the next phase of the AI infrastructure boom. This comes as chip demand expands beyond graphics processing units (GPUs) into central processing units (CPUs) and other data center products. According to a Reuters report on July 23, AMD and Intel Corp (NASDAQ:INTC) are negotiating longer-term […]

The handset chip business still supplies most of Qualcomm's revenue, and it is now shrinking year over year on the Android side and stepping down on the Apple side at the same time.

The next leg of growth runs through AI accelerators, and that is the piece management says carries a gross margin slightly below the company average.

The contracts that put a floor under its record margins also cap what rising memory prices can add.

Sandisk Triggers AI Chip Selloff With Weak Outlook

The earnings multiple looks ordinary, but the sales multiple is where the real bet on margins sits.

Intel stock has dropped harder than the index in past shocks, and the spending it carries into the next one is rising rather than easing.

Keep an eye on Intel here.

Investing.com -- Elon Musk’s ambition to build the world’s largest semiconductor factory is officially moving forward. Today, Texas Governor Greg Abbott joined SpaceX and Tesla to confirm that Terafab—a massive, vertically integrated chip manufacturing plant—will be built in Grimes County, Texas. While Musk teased the project earlier this year, today’s announcement locks in the location and the staggering financials for the first phase of construction. Structured as a formal joint venture betwee

The Japanese investment giant posted a $2.2 billion quarterly profit, with a 1.3 trillion yen gain on Intel stock doing most of the heavy lifting

Qualcomm (NASDAQ:QCOM) signed a long-term deal on July 29 to supply chips for BMW’s future digital cockpit and advanced driver-assistance systems through the next decade. The agreement builds on a partnership that already put the Snapdragon Ride Pilot system into BMW’s iX3, and it arrives while investors are still deciding whether Qualcomm’s push beyond smartphones […]

During an interview with CNBC, Frasse said that the current downturn and volatility in chip and memory stocks is just a reversion to the mean more than anything else.

The Japanese technology investment company has vowed to become a leading builder of AI data centers and a major investor in AI-powered robotics.

SoftBank shares fell 4.4% after Q1 profit beat estimates on a 1.33 trillion yen Intel gain, while OpenAI added nothing.

Aug 6 (Reuters) - S&P 500 and Dow futures were steady on Thursday after this week's record-breaking rally as investors awaited details on a Middle East peace deal, while Nasdaq futures slipped as

SoftBank’s net income fell 18 per cent in the first quarter but the rising valuations of its Intel and ByteDance stakes still helped Masayoshi...

Find insight on AMD, SpaceX, Disney and more in the latest Market Talks covering technology, media and telecom.

Get paid a significant income stream now, which you keep no matter what, for the chance to buy a semiconductor leader at a steep discount if it ever gets there.

Nvidia Stock Rises as SpaceX Picks It Over AMD for AI Infrastructure

Its five-year correlation to the index says overlap, and its past-year capture readings say that overlap arrives magnified in both directions.

AMD's data center sales exploded while the stock slipped, and retail investors are scratching their heads. Here is why the math behind the confusion points to a very specific price target.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.31%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.05%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.03%. September E-mini S&P futures (ESU26 ) are up +0.33%, and September E-mini Nasdaq futures...

In this segment of the AI Investor Podcast from 24/7 Wall St., co-hosts Eric Bleeker and Austin Smith work through Intel's quarter and the whipsaw price action around it. Bleeker opens with the trading pattern as a microcosm of the month: Intel rose 10% after hours on the report, then fell roughly 30% over the following days, leaving it down 34% on the month at the end of last week. Yet, zoomed out, the stock is up 134% year to date and still more than double its post-February level, while most momentum names have given back their post-February gains entirely. He reads that as evidence Intel remains a structural winner. Bleeker credits two calls made earlier. The first was the rise of CPUs, which he says is playing out more forcefully than expected, with Intel's CPU prices up 48%. The second, and the one that matters more long term, is the foundry business. Intel guided 14A to volume production in 2028, which Bleeker takes as on track. Wall Street's disappointment centered on Intel declining to name customers, but Bleeker argues that silence is rational: a company shifting volume away from Taiwan Semiconductor has no interest in publicizing it and risking its existing allocation. What Intel needs, he notes, is wafer customers rather than packaging work, and he sees potential majors like Google drifting toward it. Smith agrees the non-disclosure is sensible and adds that these are not phantom customers. He points to reporting on xAI and the widely covered Apple arrangement as reasonably well established, meaning Intel gains little by confirming them publicly.