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Agentic AI is reshaping expectations for chip infrastructure and CPU demand.

Marvell Technology (MRVL) shares trade near $261, and its options price a one-year range of about $133 to about $514. In plain terms, a rough but ordinary year from here could leave the stock at roughly half today's price or nearly double it. Yet that range is still calmer than the ride holders had over the past twelve months.

Who will win in the latest AI power struggle?

Synopsys shares rally as BNP Paribas upgrades them to "Neutral." Here’s what made analyst Andrew DeGasperi upgrade SNPS stock today.

Customer adoption strengthens ASML's monopoly while shifting attention toward throughput, installation schedules and manufacturing returns.

Democrat Senator from Colorado Michael Bennet said that the American people want a president more focused on high interest rates and fuel prices rather 'than throwing reporters out of the White House and the glamour of his dinner with the president of China.' Bennet also weighed in on talks around AI safety and said that the Presidents decision to not enact guardrails is an 'extremely naive position.'

Persistent agents create orchestration work around inference, while supplier selection remains unconfirmed.

Nvidia stock is having a good year, but it hasn't been as strong as investors may have expected.

NVIDIA (NVDA) stock trades near $225, about 28.3 times its adjusted earnings over the past twelve months. Adjusted here means normalized net income with stock-based compensation added back, the same broad basis analysts use in their forecasts. For a stock near its 52-week high, that looks steep. But the multiple leaves out the growth analysts already expect, and that growth depends on how much NVIDIA can supply.

Micron Technology (MU) stock has returned 552% over the past twelve months. At near $1,070 a share, has the price run ahead of the business? On the last twelve months of adjusted earnings, meaning normalized net income with stock-based compensation added back, Micron trades at about 23.5 times. That number looks backward, and memory prices have moved too fast for it to show what Micron earns today.

NVDA's $279B supply commitments aim to support Blackwell and Vera Rubin production, but demand shifts and excess inventory remain key risks.

After one of the most jaw-dropping runs among large-cap tech names this year, Intel shares are pulling back hard this morning alongside AMD and the broader chip sector, raising a question every holder needs to answer right now.

Intel's AI opportunity has strengthened its growth story, but the stock's sharp run has pushed its sales multiple above the semiconductor industry average.

Intel has outperformed AMD over the past year, but the future could be different.

AI stocks struggle as Wall Street frets about rising bond yields, while Meta Platforms slides as investors lock in some profit after a 12% rally.

Sept 24 (Reuters) - Wall Street futures dropped on Thursday as the Middle East conflict remained far from a resolution while investors also exercised caution ahead of a keenly watched summit between

Intel has been on a powerful run in 2026, helped by a wave of AI driven demand and fresh headlines, which naturally raises a simple question for you as an investor. Is the current share price at US$122.60 still grounded in what the business is generating through its sales, or has sentiment moved ahead of the underlying revenue base? Intel shares have returned 292.7% over the past year, which puts a lot of weight on whether the current valuation can be anchored in its recent and expected...

VYM's rulebook for picking stocks quietly funnels money into the exact corner of the market where dividend cuts tend to originate, and two of its recent holdings proved just how expensive that design flaw can get.

The chipmaker set this deadline itself. Its chief financial officer is starting to sound like a company that already knows the answer.

ON Semiconductor (ON) and Micron Technology (MU) are owned for the same reason. AI data centers need more silicon than the industry can make, and both sell into that shortage. The resemblance stops there. Micron has signed part of its peak pricing into multiyear contracts. ON Semiconductor is climbing out of a trough, still rationing parts between its AI customers and its car customers. Same shortage, opposite ends of a cycle.

Yahoo Finance Technology Editor Dan Howley breaks down what investors need to know about Qualcomm's (QCOM) two new Snapdragon AI chips.

Marvell Technology (MRVL) stock has returned 248% since September 22, 2025, against about 18% for the S&P 500 over the same window. The products that drove that run were named in public months before the share price moved. None came with a date.

Masayoshi Son is turning SoftBank’s public-market assets into fuel for his OpenAI bet. On September 21, SoftBank launched more than $11 billion of dollar and euro bonds as it prepared for another $10 billion OpenAI installment. The financing follows a broader credit line backed by Arm Holdings plc (NASDAQ:ARM), while SoftBank sold its entire roughly […]

Bullishness abounds about the company as it achieves a major milestone.

Intel Corporation (NASDAQ:INTC) has been one of the market’s biggest recoveries this year. The shares closed at $123.86 on September 22, near the top of a twelve-month range that started under $30. Three things drove the run. Chief executive Lip-Bu Tan has delivered a genuine turnaround. The manufacturing roadmap is finally shipping. And the market […]

Advanced Micro Devices crossed a $1 trillion market value for the first time on September 21 after the shares jumped roughly 10%, a milestone that forces investors to ask what kind of AI business is already embedded in the price. One answer is sitting inside Oracle Corporation (NYSE:ORCL): Oracle and Advanced Micro Devices, Inc. (NASDAQ:AMD) […]

Intel Corporation (NASDAQ:INTC) can supply only about half of the processor demand its customers are asking for. Chief executive Lip-Bu Tan said so at Splunk’s .conf26 conference in Denver this month. Other chief executives have called him asking for more chips, he said, and he has had to apologize. Not all of the shortage is […]

Persistent agents add orchestration work, but Meta disclosed neither Intel hardware nor a purchase commitment.

Taiwan Semiconductor holds a massive market share advantage.

The Philadelphia semiconductor index, known as SOX, slid Wednesday as chip stocks took a breather after a six-day climb.