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Is Intel stock finally ready to beat TSMC?
Dell Technologies is rising sharply after President Donald Trump publicly voices his support for the company and its products. It’s not the first time he had endorsed the computer company.
Shares of Broadcom (NASDAQ:AVGO) are up 6% to $381 in early Monday trading after the company said it agreed to expand its custom-chip partnership with Apple (NASDAQ:AAPL) through 2031. The news is fueling a broad semiconductor rebound after last week’s pullback. Advanced Micro Devices (NASDAQ:AMD) stock is up 10% to $568, and Intel (NASDAQ:INTC) stock ... Broadcom Rallies 6% on a Broadened Apple Partnership as AMD Gains 10%, Intel Rises 5%
These stocks were up by more than 270% at the mid-point of the year.
Investing.com -- HSBC doubled its price target on Intel to $200, the highest on Wall Street, and maintained its Buy rating, citing a stronger server CPU outlook and the decision to include Intel's foundry business in its valuation for the first time.
Another semiconductor rally, another ho-hum day for Nvidia The leading chip maker is still suffering from the fear that it won’t be one of the main beneficiaries of artificial-intelligence spending in future but analysts at Goldman Sachs preach patience. Nvidia shares were up 0.2% in premarket trading. The company’s major issue continues to be that major customers like Alphabet and Amazon are offering their own custom AI chips to third parties, even as they buy up Nvidia’s processors.
NVIDIA’s fundamentals have never looked stronger, yet its stock is limping through 2026. NVIDIA (NASDAQ:NVDA) is up just 3.2% year to date, a striking laggard in a sector where money is flooding into almost everything else. That is the paradox: the company at the center of the AI buildout has become the black sheep of ... How Nvidia Became The Black Sheep Of The Chip Stock Rally
Both tech giants are trading at premium valuations.
Intel has a lot of ground to make up on Taiwan Semiconductor.
Two of the most-watched retail trading proxies in America filed very different sets of paperwork last year. Nancy Pelosi averaged roughly one trade every 22 days over the past 12 years. Donald Trump logged more than 21,000 stock trades across eight investment accounts in 2025, roughly 60 trades per day, according to Financial Times and ... Trump vs. Pelosi: Who Made More Money in the Stock Market Last Year?
Some S&P 500 companies' second-quarter earnings grew so fast — even analysts are having trouble keeping up.
Intel was leading a chip-sector recovery, while memory storage stocks Sandisk and Western Digital were also climbing.
Stocks were gaining in premarket Monday with technology stocks prominent among the gainers. Semiconductor companies were particularly prominent as the artificial-intelligence trade took off again. Western Digital was up 4.5%, Sandisk was up 3.9%, and Micron Technology rose 2.3% as memory-and-storage companies regained their momentum after a drop last week.
↗️ easyJet (UK:EZJ): The budget U.K. airline agreed in principle to a takeover offer by U.S. investment firm Castlelake, in a deal that could exceed $7 billion. Shares jumped in London. ↗️ Strategy (MSTR): Shares in Michael Saylor's bitcoin-hoarding company climbed premarket, setting it up to extend recent gains on the back of a turnaround meant to shore up investor confidence.
This trio has dominated the S&P 500.
Super Micro Computer Inc. (NASDAQ:SMCI) is one of BlackRock’s 30 most important AI stocks right now. BlackRock is the largest institutional owner in the company, with 7.21% or 43.36 million outstanding shares, according to Yahoo Finance data. On June 23, Super Micro Computer Inc. (NASDAQ:SMCI) broadened its offering of edge AI computing hardware by incorporating […]
These Nvidia rivals climbed in the triple digits.
Intel spent most of 2023 and 2024 as one of the most beaten-down chip stocks on Wall Street. Frank Lee, an HSBC semiconductor analyst, was among the skeptics. In late 2025 he had the company on reduce with a $24 price target and a straightforward message: time to bail out. On July 2, Lee published ...
Two pieces of newsflow positively impacted the stock in June, and there could be more to come.
CEO Lip-Bu Tan has transformed Intel, but the improvements may already be priced into the stock.
We recently published Jim Cramer’s Biggest Winners to Buy: Top 20 AI & Other Stocks He Got Right in 2026. Intel Corporation (NASDAQ:INTC) is one of the stocks discussed by Jim Cramer. Intel Corporation (NASDAQ:INTC) has been one of the hottest stocks of 2026. It’s also a stock that Cramer has been optimistic about for […]
Data center chip sales could go from $0 to $15 billion in four years.
At ISTE+ASCD 2026 in Orlando, ASUS and Intel showcased an AI-ready education ecosystem spanning rugged student laptops, ExpertBook teacher devices, ExpertCenter desktops, Chromebooks, NUC mini PCs, and the new Chromebox 6a powered by 14th Gen Intel Core processors, alongside Intel-based esports rigs and edge AI accelerators for classrooms. The event underscored how Intel’s platform, including Copilot+ capable NUCs and on-device AI processing, is being positioned to keep sensitive K‑12 data...
The exact math on 2026's most dramatic large-cap comeback -- and the question it leaves for latecomers.