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Intel (INTC) Was A Brutal Rotation, Says Jim Cramer
Insider Monkey76d agoneutral
Intel (INTC) Was A Brutal Rotation, Says Jim Cramer

We recently published Jim Cramer Insisted Recent AI Chip Selloff Wasn’t A Bottom & Discussed These 17 Stocks. Intel Corporation (NASDAQ:INTC) is one of the stocks discussed by Jim Cramer. While Intel Corporation (NASDAQ:INTC) has been one of the hottest stocks in 2026, the shares have struggled recently. Over the year and year-to-date, the stock […]

XSD vs. SMH: Should Your Semiconductor ETF Be Equal-Weight or Cap-Weight?
24/7 Wall St.77d agoneutral
XSD vs. SMH: Should Your Semiconductor ETF Be Equal-Weight or Cap-Weight?

The SPDR S&P Semiconductor ETF (NYSEARCA:XSD) and the VanEck Semiconductor ETF (NASDAQ:SMH) both offer exposure to semiconductors, yet they are two very different bets. XSD spreads chips money almost evenly across roughly 40 U.S. semiconductor names. SMH funnels most of its dollars into the 25 largest, tilting hard toward the AI mega-caps. Over the last ... XSD vs. SMH: Should Your Semiconductor ETF Be Equal-Weight or Cap-Weight?

Price Prediction: Can Intel Double by 2030?
24/7 Wall St.77d agoneutral
Price Prediction: Can Intel Double by 2030?

Intel’s turnaround is starting to look real. Intel (NASDAQ:INTC) has ripped 198.75% year to date, and CEO Lip-Bu Tan just posted a sixth consecutive quarter of revenue above expectations. Data Center and AI revenue grew 22% year over year to $5.05B, Foundry grew 16%, and 18A is in high-volume manufacturing. Can Intel double from here ... Price Prediction: Can Intel Double by 2030?

Taiwan Semiconductor Is a No-Brainer Buy Before July 16 Earnings. Here’s Why
24/7 Wall St.77d agobullish
Taiwan Semiconductor Is a No-Brainer Buy Before July 16 Earnings. Here’s Why

Taiwan Semiconductor Manufacturing (NYSE:TSM) presents one of the cleanest large-cap setups heading into next Thursday’s earnings report, and the setup gives retirement-focused investors a rare combination of visible earnings momentum, guided margin expansion and a valuation the growth rate already outruns. The Setup Into July 16 Monthly filings have already de-risked the earnings report. May ... Taiwan Semiconductor Is a No-Brainer Buy Before July 16 Earnings. Here’s Why

Chips Made In The USA Are Making A Comeback. What Investors Should Know.
Investor's Business Daily77d agoneutral
Chips Made In The USA Are Making A Comeback. What Investors Should Know.

Semiconductor manufacturing was dominated by American companies before factories moved to countries like Taiwan and South Korea. Now, hints of that original vigor are emerging again as a fab construction boom promises to revive what once was the global standard: computer chips made in the USA. "Today, all of the major semiconductor manufacturers capable of building a state-of-the-art semiconductor are investing in the United States," said Joe Stockunas, president of the Americas unit of the SEMI industry trade group.

Bloomberg77d agoneutral
Big Tech Doubles Debt Load to $350 Billion in AI Spending Spree

(Bloomberg) -- The largest builders of artificial intelligence data centers have doubled their debt load in the last five years, turning to borrowing to finance an unprecedented spending spree they claim is needed to transform the economy. Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameNvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsZuckerberg Pledges ‘Aggressive’ Pricing With Meta’s First Pay-to-Use AITrump Vents Anger With Iran and

Intel's new chip patent and the solution to AI's biggest logjam
Proactive77d agoneutral
Intel's new chip patent and the solution to AI's biggest logjam

Intel Corp (NASDAQ:INTC, XETRA:INL)has filed a patent describing a new way to build the memory that AI chips depend on, potentially removing one of its most expensive components. In simple terms, it may be a solution to a bottleneck that is hampering the advancement of artificial...