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Intel's stock is surging while the rest of the chip sector sits flat, and the reasons behind that split tell a much bigger story about where the semiconductor race is actually headed.
Investing.com -- The recent pullback in semiconductor stocks, driven by surging oil prices, rising bond yields and concerns over AI spending, represents a buying opportunity for the sector, Citi analysts say.
Investing.com -- Amkor Technology Inc (NASDAQ:AMKR) shares jumped 16.6% in after-hours trading Thursday following the announcement of a multi-year strategic partnership with NVIDIA Corporation (NASDAQ:NVDA) valued at $1.5 billion to develop advanced semiconductor packaging and test technologies for AI and accelerated computing platforms.
Nvidia stock slides below an early entry at 213.99 on Thursday. The move comes after Alphabet's earnings report late Wednesday.
Celestica is reporting Q2 earnings on July 27, and the setup heading into that print raises a question most investors have not asked yet: what happens when a pick-and-shovel AI play trades at a discount to its own growth rate with 20 of 21 analysts already bullish?
Blackstone reported strong second-quarter results.
U.S. chipmaking giants Intel and Advanced Micro Devices are signing longer-term purchase commitments with Chinese server customers for data-centre processors as prices surge, two people familiar with the talks said. The move highlights a broader consequence of the AI boom: demand has spread beyond AI accelerators to memory, networking gear and server processors, giving suppliers greater leverage to seek long-term purchase deals. AI data centres require not only Nvidia-style graphics processors (GPUs) but also large numbers of central processing units (CPUs) to support servers, storage, networking and inference workloads.
The chipmaker finally put a name on its foundry momentum -- two days before the report that will test it.
SpaceX must bridge the gap between its visionary long-term plans and the reality of its current operations.
Nvidia is trailing the Nasdaq-100 this year, but that may not last.
Netflix just posted a beat on earnings and its biggest buyback quarter ever, yet the stock cratered anyway. Jim Cramer thinks that disconnect has created a rare opening, but his buy strategy comes with a pointed warning about what comes next.
Jim Cramer is steering investors away from NASDAQ and toward industrial blue chips, but one of his top picks fell nearly eight dollars even after landing what he called a ridiculous, record-breaking order. Here is why he still thinks the setup is worth it.
ASML's results make it clear that the company is benefiting big time from the heavy investments in AI infrastructure.
Investors are worried about Oracle's debt, but the company's long-term prospects could outweigh the near-term risks.
The deal gives Microsoft more computing capacity in Europe and brings Mistral's AI models into Microsoft Foundry and Copilot Studio
Texas Instruments and ServiceNow both report earnings on the same day after weeks of steep selloffs, and Wall Street is quietly stacking its chips heavily toward one of them while the other faces a very different kind of pressure.
Some contract announcements move stocks. And then there are the ones that reframe an entire investment thesis. We saw the latter on a Monday, July 20. IREN Limited (IREN) was trading up more than 21% to $40.57 as of July 20 midday, according to Yahoo Finance. That’s after the Australia-based ...
The company beat on revenue but fell short on earnings.
The shares of Hut 8 (Nasdaq: HUT), a Bitcoin miner that has been expanding into artificial intelligence (AI) infrastructure, jumped as much as 14% on July 20 after the firm signed a $9.8 billion lease that fully commercializes its massive Texas data center campus. The 15-year deal covers the second ...
AMD stock rallied Monday after the chip giant announced an expanded AI partnership with technology giant Microsoft.
Bristol Myers Squibb said on Monday it is buying the latest-generation computing system from chip company Nvidia to support its use of artificial intelligence across its drug discovery and development operations. The drugmaker said it will be the first life sciences company to buy an Nvidia DGX SuperPOD based on its Vera Rubin systems. The chipmaker unveiled its Vera Rubin architecture earlier this year as the successor to its current generation of AI computing systems.
Why opt for speculation when you could grab a 6.3% dividend yield that's been paid for 127 years in a row?
Royal Caribbean still checks the most boxes.
The market is pricing Alphabet like a legacy ad company with an AI problem, and that gap between perception and reality is exactly where the opportunity lives ahead of the July 22 earnings report.
During an interview with CNBC, JPMorgan’s Global Market Strategist, Hugh Gimber, said the chip sector's next leg higher depends on continued Big Tech AI spending.
This company aims to rival AI chip giant Nvidia.
One data point doesn't make for an investment thesis.
Tuesday's inflation report was good news for one of the market's most rate-sensitive dividend payers.
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