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CorpGov hosted a fireside chat on July 28 from the floor of the New York Stock Exchange with Gabriel Hasson, Global Head of Governance, Shareholder and Activism Advisory, Managing Director at ICR. The in-person interview was joined by Editor-in-Chief John Jannarone and they discussed the back to fundamentals for corporate governance as shareholder activism reaches […] The post Activist Investors Shift Back to Basics: ICR Global Head of Governance Gabriel Hasson, Live at NYSE appeared first on Co

Three-quarters of its sales already come from data centers, and the company's own guidance widens that share even as it plans for cloud spending growth to cool.

Baird just set the highest AMD price target on Wall Street after a brutal July selloff, and a surprise Microsoft announcement may have handed AMD the exact catalyst needed to justify it.

AMD heads into Q2 earnings with robust EPYC, Instinct and Ryzen AI demand, but a lofty valuation and fierce competition temper its growth outlook.

Rivian just posted its cleanest quarterly beat in months and lifted full-year guidance, so why are shareholders waking up to an 8% drop while Lucid bleeds in sympathy and Tesla quietly holds its ground?

Just over half of revenue still leans on a shrinking handset market, and the businesses meant to replace it do not reach their targeted scale for years.

AMD has surged over 100% this year, then gave back 22% in a single week, leaving investors wondering whether the selloff is a warning or an opportunity. The answer hinges on a handful of AI commitments that Wall Street may not be pricing correctly.

Intel swung from an operating loss to an operating profit with the costly part of its turnaround still running, and that swing is what the spending debate keeps drowning out.

Arm delivered solid results, but all eyes are on its upcoming AGI CPU chip.

Apple stock was falling Friday as limited supply of chips held back its outlook. The solution could lie with Intel, according to Melius Research. Apple shares were down 8% in the premarket as shortages of memory chips and other processors limited the iPhone market's guidance for the September quarter.

Amazon jumped more than 12% after second-quarter earnings and revenue comfortably beat expectations. Alphabet and Meta Platforms were both punished by the market after hiking capex this earnings season. The spending hike is good news for Marvell Technology as it helps design Amazon’s artificial-intelligence chips.

↗️ SK Hynix (KR:000660), Samsung (KR:005930): Shares of both chipmakers surged over 25% in Asian trading, staging a strong recovery after a turbulent week. Peers Marvell (MRVL), Intel (INTC), Micron (MU), also moved higher.

The gains in U.S. chip stocks on Thursday and Friday mark a dramatic reversal of the selloff this month.

Astera Labs is posting triple-digit growth with a fortress balance sheet, while Intel is seeing accelerating data center growth.

(Bloomberg) -- Aggressive AI spending plans by Amazon.com Inc., Microsoft Corp. and Alphabet Inc. provided fresh evidence that demand for chips and related equipment will remain strong, offering relief to a sector that’s been battered in recent days. Most Read from BloombergChip Stocks Post Biggest Advance Since April 2025: Markets WrapUS Strikes Iran Again as Conflict Spreads Across Middle EastBond Yields at 19-Year High Send Warsh Credibility WarningWarner Bros. Deal Collapse Would Cost the El

Synopsys and Keysight Technologies have certified advanced EDA and electromagnetic simulation tools for Intel's latest 14A and 18A P foundry nodes. The certification expands Intel Foundry's design ecosystem for AI and high performance computing customers using these advanced manufacturing processes. The new tool support is intended to help reduce design risk and shorten time to market for chips built on NasdaqGS:INTC process technology. Intel is working to position its foundry business as a...

Apple (AAPL) reported strong fiscal third-quarter results amid momentum in iPhone sales, though the

The sticker shock on AMD’s valuation fades once you look two years out, but the discount hinges on an aggressive growth story that deserves a closer look.

(Updates with market moves at the end of the day.) The Nasdaq Composite surged Thursday, reboundi

US equity indexes ended higher Thursday after Microsoft (MSFT) posted AI-backed gains and semiconduc

Government backing on its Foundry business helps, but customers must now commit

While the world sees a GPU company, management is building a major business in a market it has never addressed before. The company now has visibility to nearly $20 billion in total CPU revenue this year. This shift reframes the growth story from components to full systems.

Intel shares soar as TSMC takes on its AI chip packaging technology

One manufacturing bottleneck is becoming a crucial battleground

The reported operating margin has risen in each of the last two years, and management plans to grow costs far more slowly than revenue from here.

Situational Awareness, an AI-focused hedge fund run by former OpenAI researcher Leopold Aschenbrenner, sold the bulk of its stock portfolio to Ken Griffin’s Citadel after being battered by heavy losses ‌in its tech holdings, two sources familiar with the matter told Reuters on Thursday. Situational was forced to unwind most of its ‌public equities portfolio, which included sizable holdings in several prominent AI names that have been rocked by the recent market selloff, the sources said, requesting anonymity as the discussions are ​confidential. The fund was under pressure to either raise fresh capital from investors or offload its entire book, and eventually chose the latter option, the sources added.

(Updates with latest market prices and developments.) US benchmark equity indexes were higher int

Moby summary of Brookfield Infrastructure Partners L.P.'s Q2 2026 earnings call

The chipmaker reportedly gave a new startup access to Atom processor technology in a rare licensing move.

Semiconductor stocks just staged one of their sharpest single-day reversals of the year, but the real question is whether the buyers rushing back into Intel, AMD, and Taiwan Semiconductor are riding a genuine recovery or setting themselves up for another painful whipsaw.