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30,605 signal articles · 126 in last 24h · 155,437 total before filter · latest 1h ago
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Bloomberg88d agoneutral
Chip Stocks’ Best Quarter Ever Is Ending With Some Wild Swings

(Bloomberg) -- Chip stocks are heading for their best quarter ever, extending an extraordinary start to the year driven by insatiable demand for artificial intelligence equipment. But after recent jitters sent the stocks tumbling, investors are wondering how much further the rally can go. Most Read from BloombergYen Hits Four-Decade Low in Historic Slide That’s Rattled JapanTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsWhatsApp Opens Username Reservations to 3 Billion UsersUS St

The Margin Squeeze Threatening Intel Stock
Trefis88d agoneutral
The Margin Squeeze Threatening Intel Stock

If you hold Intel (INTC) stock, you’ve had a strong year. The shares have posted a 478% gain over the last 12 months, and the narrative has shifted in the company’s favor. Management now sees “clear signs that the CPU is reinserting itself as the indispensable foundation of the AI era.” The market has bought into this comeback story, with the stock trading near 91% of its 52-week high.

The Real Price Of Intel Stock Is Three Years Away
Trefis88d agoneutral
The Real Price Of Intel Stock Is Three Years Away

At a glance, Intel (INTC) stock looks expensive. Trading around $128.32, the shares command a multiple of about 118x this year’s expected earnings. For many investors, that’s where the analysis stops. A triple-digit price-to-earnings ratio is often a dealbreaker, suggesting a price tag that has far outrun the business fundamentals.

Wall Street Just Supersized Its Price Target on Intel. Is the Stock Still Too Cheap?
24/7 Wall St.88d agoneutral
Wall Street Just Supersized Its Price Target on Intel. Is the Stock Still Too Cheap?

Intel (NASDAQ:INTC) stock is trading at $130.60 midday Monday, up 2% on the session. The move follows a major price-target hike from Cantor Fitzgerald, which raised its target on the shares to $150 from $90 while keeping its rating at Neutral. That nuance matters. A supersized target without a rating change signals strong conviction in ... Wall Street Just Supersized Its Price Target on Intel. Is the Stock Still Too Cheap?

Alphabet debuts in Dow Jones Industrial Average as index tilts toward tech
Reuters88d agoneutral
Alphabet debuts in Dow Jones Industrial Average as index tilts toward tech

Alphabet shares climbed on Monday as the Google parent made its debut in the blue-chip Dow Jones ‌Industrial Average, replacing Verizon Communications, and immediately ranking among its ‌most influential members. • Its shares rose 3.7% to $350.24, offering one of the biggest boosts ​to the 30-member Dow. • The company replaced Verizon on the index, S&P Dow Jones Indices said in an announcement on June 23.

Investing.com88d agoneutral
ByteDance targets CPU mass production in H2 2027 to power AI push - SCMP

Investing.com -- ByteDance is racing to finalize the design of a next-generation in-house CPU by early 2027 at the latest, with mass production and wider deployment targeted for the second half of that year, South China Morning Post reported Monday, citing three people familiar with the matter. The disclosure, the first of its kind for the TikTok parent, underscores how urgently one of the world's most valuable private tech companies is building out its own silicon stack to sustain explosive gro

Comcast, Alphabet, Palantir, SpaceX, Microsoft, and More Stocks That Explain Today’s Market
Barrons.com88d agoneutral
Comcast, Alphabet, Palantir, SpaceX, Microsoft, and More Stocks That Explain Today’s Market

Technology stocks were trading higher in premarket trading Monday as the looked set to finally snap its five-day losing streak. Semiconductor companies, other artificial-intelligence stocks, and the Magnificent Seven were among those rebounding to start the week. Microsoft jumped 2% ahead of the open, while Amazon Alphabet Nvidia Meta and Tesla were all up around 1%.

Here’s What Bank of America Securities Thinks About Intel (INTC)
Insider Monkey89d agoneutral
Here’s What Bank of America Securities Thinks About Intel (INTC)

Intel Corporation (NASDAQ:INTC) is one of the High Growth Semiconductor Stocks to Buy Now. On June 23, Bank of America Securities raised the firm’s price target on Intel Corporation (NASDAQ:INTC) from $135 to $160 and maintained a Buy rating on the shares. ​The firm noted updating its semiconductor industry models and price objectives to bring […]

Piper Sandler Upgrades “Overweight” from Neutral on Synopsys, Inc. (SNPS)
Insider Monkey89d agobullish
Piper Sandler Upgrades “Overweight” from Neutral on Synopsys, Inc. (SNPS)

Synopsys, Inc. (NASDAQ:SNPS) is among the Best Semiconductor Stocks. On June 23, Piper Sandler upgraded Synopsys, Inc. (NASDAQ:SNPS) to “Overweight” from Neutral. The analyst raised the price target to $550 from $450 on the shares. Analyst Clarke Jeffries said the firm expects a faster-than-anticipated recovery in Synopsys’ intellectual property business. The analyst noted improving expectations for […]

Intel Corporation (INTC)’s Stock Has Surged but Needs an Engineering Revival
Insider Monkey89d agobullish
Intel Corporation (INTC)’s Stock Has Surged but Needs an Engineering Revival

Intel Corporation (NASDAQ:INTC) is among the Best Semiconductor Stocks. On June 23, The Wall Street Journal reported that Intel Corporation (NASDAQ:INTC)’s stock has climbed more than 550% over the past year since new chip partnerships and support from President Donald Trump lifted investor interest. However, the company still faces manufacturing challenges. The report stated that Trump […]