News

Apple turning to Intel for chips, as Washington announced last week, has the neat logic of necessity meeting ambition. A deal - which neither ‌company has formally announced - would pair Intel's effort to rebuild its credibility as a contract chipmaker with Apple's search for more manufacturing capacity, as its supplier TSMC struggles to meet surging AI chip ​demand from the likes of Nvidia. Supply constraints at the contract manufacturer have held back iPhone sales, Apple CEO Tim Cook said in April.

Intel (NASDAQ:INTC) is one of the 15 AI Stocks Analysts Are Watching: Microsoft, Nvidia, and More. Intel Corporation may benefit from tailwinds coming from advanced packaging technologies, which has led one firm to raise estimates and its price target for the stock. On June 22, Mizuho analyst Siti Panigrahi raised the price target on the […]

Nvidia’s exponential growth is hitting a physical and economic wall as it faces a two-front war against custom AI chips and shrinking margins. While the company expands into lower-profit infrastructure to defend its dominance, this defensive strategy will inevitably dilute its massive profits and halt NVDA stock's seemingly limitless surge.

Retail sentiment remained cautious, with Stocktwits data showing SPY sentiment stuck in bearish territory while QQQ sentiment improved to bullish.

(Bloomberg) -- SK Hynix Inc. is looking to raise 45.45 trillion won ($29.4 billion) by selling depositary receipts on the Nasdaq exchange.Most Read from BloombergStocks Slide as Wall Street Gets AI Wake-Up Call: Markets WrapOracle Cut 21,000 Jobs in 12 Months, Says AI Replaced Some Roles‘FOMO Really Got Me’: Taiwanese Go Deep Into Debt to Amp 100% Stock RallySpaceX Falls for Third Day, Erases $600 Billion in Market ValueKorean Stocks Tumble 10% as Extreme Volatility Rattles InvestorsThe company

The contract chipmaker is raising prices between 5% to 10% on all leading-edge 7nm and below chip manufacturing processes, according to Tim Culpan.

A look at the day ahead in European and global markets from Tom Westbrook South Korea's chip-heavy KOSPI made an unconvincing attempt at a bounce on Wednesday after notching the fifth-biggest selloff

Taiwan Semiconductor Manufacturing, NYSE:TSM, has reported a breakthrough in advanced packaging through its CoWoS platform for high bandwidth memory integration. The company has also reported successful integration of 2D-material transistors at record pitches for future AI-oriented chip architectures. These developments are being positioned as key enablers for the next generation of AI semiconductors and computing systems. Taiwan Semiconductor Manufacturing sits at the center of the AI chip...

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the fastest-growing high-bandwidth memory stocks to buy. The company’s latest relevant financial update came on June 10, 2026, when it reported May revenue of NT$416.98 billion, up 30.1% year over year, while January-through-May revenue rose 30.0% to NT$1.96 trillion. The HBM link is not through memory […]

Chip stocks plunged on Tuesday, one day after the Philadelphia semiconductor index, known as SOX, hit a record high.

Investors continue to wait for official announcements from Intel and Apple, but that hasn't stopped them from trading and believing in INTC's turnaround strategy.

Find insight on ASML, Getty Images, SGHand more in the latest Market Talks covering technology, media and telecom.

The chip maker can get its mojo back, but it must overcome technical challenges that have dogged it in the past.

SpaceX shares have fallen for a third straight session, sinking to their lowest level since the firm's market debut and wiping out most of the spectacular gains made after its IPO, just as it launches its first-ever bond sale.View on euronews

(Bloomberg) -- Andy Cheng is 26, unemployed and, with the help of a little borrowed money, the proud owner of $60,000 worth of Taiwanese tech stocks. And in many ways, he speaks for the entire island of 23 million people when he doles out the following advice: “Buy any stock and you will make money.”AI mania has gripped any number of stock markets across the globe in recent months — South Korea, China, the US — but perhaps nowhere is at it as frenzied as here in Taiwan, the No. 1 producer of the

In the closing of the recent trading day, TSMC (TSM) stood at $467.67, denoting a +1.2% move from the preceding trading day.

Cerebras Systems (NASDAQ:CBRS) is approaching its first earnings report as a public company with execution rather than demand as the key variable to watch, according to Wedbush analysts. Demand risk is "almost zero," according to Wedbush, given Cerebras's existing deals with OpenAI and...

Several of the best-performing dividend ETFs of 2026 have benefited from heavy exposure to AI-related semiconductor stocks, leaving investors more vulnerable to a tech selloff than they may realize.

Four billionaire portfolio managers who almost never end up on the same side of a trade quietly converged on Taiwan Semiconductor Manufacturing (NYSE:TSM). Chase Coleman’s Tiger Global added 49.38% to its Taiwan Semiconductor position. That lifted it to the fund’s fourth-largest holding at $1.04 billion. David Tepper boosted his stake alongside other chip names. Stanley ... Forget Nvidia: Four Billionaires Who Rarely Agree on Anything Hold the Same Overlooked Chip Stock

This AI Infrastructure Stock Could Be Poised for Another Breakout

The Dutch lithography leader remains a strong long-term investment.

Cerebras Systems' (CBRS) Q1 results versus expectations will likely depend on supply dynamics and ea

(Bloomberg) -- For the first time in four years, companies in emerging markets are beating profit estimates, giving investors a fresh reason to believe the bull market is just getting started.Most Read from BloombergIran Says Hormuz Closed Again as Talks With US Set to OpenUS and Iran Make ‘Progress’ in Talks, Aim to Keep Hormuz OpenIranian Negotiators Said to Still Be Engaged in Talks With USDOJ Rejects Judge Request to Certify $1.8 Billion Fund NixedTrump’s Fears About Economy Undercut US Leve

TSMC's biggest strength may be that its customers are also its competitors.

Intel's turnaround is taking shape.

Intel just cleared a major milestone in its race to reclaim manufacturing leadership. Here is what it means for the company and for the future of AI computing.

Earlier this week, President Donald Trump said Apple has agreed to work with Intel to design and manufacture chips in the United States, signaling a potential shift of some of Apple’s processor production from overseas suppliers like TSMC to Intel’s U.S. facilities. This prospective Apple-Intel partnership, if confirmed, would validate Intel’s push to build a large third‑party foundry business and strengthen U.S. efforts to localize advanced semiconductor manufacturing. We’ll now examine how...

Applied Materials is trading at a higher valuation than its late-1990s dot-com era peak as investors price in its central role in AI chip manufacturing.

Amkor Technology has ignited a powerful rally after securing a transformative 10-year TSMC partnership. What should be your move now?

Intel (INTC) has spent years trying to convince investors that its turnaround story is real. For a long time, Wall Street was suspicious. The chipmaker was hampered by manufacturing delays, igniting rivalry and raising concerns that it had fallen forever behind its rivals in the contest to power ...