High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Taiwan Semiconductor appears to be borrowing a page from one of Intel's most underappreciated playbooks, and the reasons behind that move reveal something surprising about where the real AI bottleneck actually sits.
Jim Cramer's framework for buying stocks punished by margin compression is getting live stress-tested right now, with five companies showing what that setup actually looks like in the middle of an AI spending war.
The hyperscalers are trapped in a race where pulling back costs more than pressing forward, and one chipmaker sits at the exact point where their fear turns into revenue.
The picks and shovels of the AI boom are still hard at work. Alphabet last week and Meta Platforms yesterday raised their capital-spending plans for this year and suggested more was to come in 2027. Microsoft also painted a picture of lavish AI spending ahead last night, although an accounting change resulted in a reduction to its nominal total for the year.
Intel’s EMIB technology has reportedly drawn interest from Nvidia for a future processor combining four graphics chips in a single package.
AMD just posted blowback-proof earnings with 37% revenue growth and a 252% surge in free cash flow, yet the stock cratered nearly 20% in a month while its closest rivals barely flinched. One analyst sees a path to 190% gains from here, and the hyperscale commitments backing that call are harder to dismiss than the price action suggests.
Intel’s stock remains strong today despite a report from The Information indicating that Taiwan Semiconductor Manufacturing Co. (TSMC) is developing an "EMIB-like" advanced packaging technology, potentially challenging a key advantage for Intel’s Foundry business. However, the prospect of TSMC neutralizing this advantage hasn’t dented Intel’s share price, as the broader tech market is buoyed by massive AI spending commitments from companies like Microsoft and Meta. Here is why Intel’s stock is h
Columbia Threadneedle Investments, an investment management company, released its “Columbia Seligman Global Technology Fund” second quarter 2026 investor letter. A copy of the letter can be downloaded here. During the quarter, the Fund’s Institutional Class shares returned 50.34%, outperforming the MSCI World Information Technology Index’s 33.65% gain. Stock selection in semiconductors, technology hardware and software, together […]
Intel and AMD dominate the server CPU market, but Nvidia seems to be becoming an influential player in this space.
Fortinet raised its annual revenue forecast after reporting strong Q2 results that exceeded its prior guidance on revenue and profitability. The company highlighted progress in its shift to a subscription led model and deeper use of generative AI across its product suite. Fortinet announced a collaboration with Intel on the Fortinet Security Processor 6 and rolled out new offerings including FortiGate 1200G and FortiSOC. Moody’s upgraded Fortinet’s ratings to the highest level for any...
Despite its solid growth prospects and improving fundamentals, most Wall Street analysts aren’t bullish on Intel stock.
Intel stock has delivered a very large 1 year gain, yet the current intrinsic value estimate from a Discounted Cash Flow (DCF) model and the broader valuation checks now point to something closer to fair rather than clearly cheap or clearly expensive. Over the past 1 year Intel has returned 322.8%, which puts extra focus on whether recent price weakness changes the longer term valuation picture or simply cools a rapid rerating. Progress in advanced manufacturing and AI focused products, such...
Jim Cramer just told a caller with a compelling Cerebras bull case that he liked their logic, then put his money somewhere else entirely. The stock he chose surprises almost everyone betting on pure-play AI inference winners right now.
Both chipmakers just crushed their earnings yet their stocks are cratering, and only one of them has a business reason to survive the back half of 2026 intact.
There was a lot to like in Intel's Q2 earnings. However, investors are taking issue with Intel's ambitious spending plans.
The NASDAQ correction is shaking up semiconductor rankings in a way that defies the usual AI playbook, and the names leading the surge carry valuations that raise serious questions about what happens next.
Warren and Schiff want an SEC investigation into Trump Media's Truth API, the $100,000 paid feed launching August 1. Two precedents show how it ends.
A Chinese IPO just torched the entire memory sector in a single session, and one analyst is doubling down on a price target that implies 168% gains from here. The bull and bear cases for Micron have never been further apart.
Intel's post-earnings pullback highlights tech ETFs with sizable exposure that can offer diversified access to its long-term potential.
While the world focuses on its GPU dominance, the company is mounting a surprise attack on an entirely new market. It is now targeting the CPU space, a category it has never addressed before. This move opens a brand new addressable market, altering the company's growth profile.
United Microelectronics (NYSE:UMC) reported higher second-quarter revenue, wafer shipments and utilization as demand strengthened in communications and consumer applications, while the company raised its 2026 capital-expenditure budget to support silicon photonics and advanced-packaging growth initi
A number of semiconductor stocks continued to pull back amid a broad global sell-off, fueled by concerns over increased competition from China and growing doubts about the sustainability of AI-related demand.
A stock that historically falls harder than the market during market-wide shocks is trading well below its own high, and its own shock record says how deep and how long a real drawdown could run.
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