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By Lewis Krauskopf NEW YORK, July 17 (Reuters) - U.S. corporate earnings season heats up in the coming week, with Alphabet and Intel set to offer updates that could sway the market-leading AI trade

↘️ Intel (INTC), Micron Technology (MU), Marvell Technology (MRVL), Advanced Micro Devices (AMD): Chip stocks slid across the board in premarket trading amid mounting skepticism about the sustainability of the AI boom.

July 17 (Reuters) - U.S. stock index futures slid on Friday as a selloff in chip stocks deepened, forcing investors to reassess the staying power of this year's AI-fueled rally, while a weak forecast

Investors are shifting out of high-flying AI chip stocks and into relatively cheaper Big Tech software and internet names after an extended semiconductor rally.

Users on social media, too, are criticizing what they believe are excessively stringent guardrails in Fable 5.

A number of stocks fell in the afternoon session after TSMC paired topline strength with a free cash flow-compressing capital expenditure reset, compounding a sector-wide selloff that began with ASML the day before.

U.S. stocks fell as a fresh wave of selling hit semiconductor stocks, overshadowing record earnings from Taiwan Semiconductor Manufacturing and strong results from UnitedHealth.

The composition of chip maker sales says a lot about trends in the semiconductor business. In the second quarter, AI took over.

Susquehanna sees stronger server demand, though weaker PC trends remain a concern.

The chipmaker has gone quiet on its old, diversified businesses, making its high-stakes wager on AI infrastructure the only story that matters now.

If you checked on your Micron Technology (MU) holdings on Wednesday, you might have done a double-take. After a strong prior session, the stock returned -8.0% while the broader S&P 500 returned +0.4%. The company hadn't made a misstep. In fact, it's the exact opposite, which makes the story here so compelling.

Susquehanna raised its price target on Intel to $115 from $80 while maintaining a 'Neutral' rating, implying nearly 20% upside from current levels.

Big Tech's earnings are coming fast, and it'll be all about AI spending.

Marvell has surged over 100% this year, but a sudden wave of AI spending fears is now erasing billions in market value across the entire chip sector. Whether this is a brief shakeout or the beginning of a deeper unwind depends on one crucial question.

The chips are down, extending what’s been a rough stretch for the AI trade lately.

In the high-stakes world of AI chips, one company's performance metrics seem to be telling a very different story than its stock price.

Nvidia dominates the headlines, but the real battleground of the AI chip revolution is hiding inside a 50-year-old technology that most investors have never thought twice about. The companies quietly reinventing it could shape how far the AI boom actually goes.

Intel (NasdaqGS:INTC) and ASML reached a high volume manufacturing milestone using High NA EUV lithography for Intel’s Ultra 3 / 18A node, with yields reported in line with existing platforms. Ultra 3 processors using this process are shipping to customers, targeting smaller, faster, and more efficient chips. Intel also announced a collaboration with Ultralytics to optimize YOLO26 computer vision models for the Intel OpenVINO toolkit. The partnership aims to deliver up to 10x faster and sub...

Intel shed nearly 20% in a month while most of Wall Street shrugged and called the stock fairly valued. One HSBC analyst just broke from the crowd in a dramatic way, and his reasoning centers on a part of Intel's business the rest of the Street has largely ignored.

The options market is pricing a notably wide path for this AI darling, and if you hold the shares, you are already exposed to the full, two-sided swing.

The chip giant sent owners a torrent of cash while its stock price went nowhere fast, raising a sharp question about what all that money actually bought.

TSMC just posted its biggest profit surge in years while the stock quietly slipped from its highs, and that gap between operating momentum and share price tells a complicated story about what comes next.

The Nasdaq composite is down more than 1% this morning. Here are the stocks on the index that are getting hit hard: 💾 Chips, memory makers: Sandisk, Micron, AMD, SK Hynix's ADRs, Intel, Western Digital, Seagate, Arm, Broadcom, Nvidia and Marvell are all deep in the red.

The chipmaker's stock has been on an absolute tear over the past year.

Investing.com -- U.S. stock index futures were mixed on Thursday as investors weighed lingering Middle East tensions, and focused on corporate earnings and further signs that U.S. inflationary pressures are easing.

AMD, Dell, Intel, and Micron shares fall as Wall Street questions how long the AI spending boom can last.

Wall Street looked set for a mixed open Thursday with further yo-yoing in technology stocks amidst a fresh batch of corporate earnings. Futures pointed to the Dow Jones opening 0.2%, while the S&P 500 was called down 0.2% and the Nasdaq looked set to bear the brunt of the selling, with...

Intel fell nearly 8% despite a major ASML milestone. Here is what triggered the sudden collapse: all you need to know.

↘️ Dell Technologies (DELL): The stock extended its decline in premarket trading following a double-digit drop yesterday, driven by mounting fears of an industry-wide AI overbuild. ↘️ Taiwan Semiconductor Manufacturing (TSM): The chip maker’s U.

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