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Agent workloads could multiply CPU demand, but revenue still depends on architecture share and chip mix.

Bank of America just cut UPS to sell, and the catalyst has nothing to do with shipping demand or Amazon competition. The real threat is a regulatory change that turns UPS's fastest, highest-volume lanes into a compliance liability that surcharges alone may not fix.

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.

The valuation milestone raises the return required from AMD's transition toward complete computing systems.

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

Gabelli Funds' John Belton and Wells Fargo Advisors' James Taylor break down the viral "doomer" warnings rippling through the AI industry, and why slowing down development might actually prevent a massive tech bubble.

Marvell Technology (MRVL) raised its revenue outlook in late August. Yet its stock has fallen 16.4% over the past three months, before dividends. The S&P 500 returned 4.2% with dividends reinvested over the same stretch. After its late-August results, investors worried about when a key AI chip deal will pay off. Management placed the biggest gains from it in fiscal 2029 and beyond. Meanwhile, the shares already trade at a far higher multiple of profit than the S&P 500.

Here's a check of the markets in the first few minutes of trading.

Nvidia stock was left out of the latest chip rally sparked by Meta Platforms’ Muse agent. Nvidia shares were down 0.2% in premarket trading Tuesday, having risen 2.3% the previous day. AMD has gained 187% this year so far coming into Tuesday’s session, compared with Nvidia’s 22% rise.

US equity indexes were higher Monday as communication services and technology stocks rose after long

Ark Invest added nearly $25 million of CoreWeave as it trimmed several major AI and technology holdings

Cathie Wood's ARK Invest funds made a broad move out of crypto-linked assets during the week, led by the sale of more than 1.5 million shares of the ARK 21Shares Bitcoin ETF.

CBRS faces margin pressure and customer concentration, but strong RPO, expanding capacity and liquidity support its long-term growth outlook.

Marvell's stock has cratered even as its AI data-center business posts record numbers and analysts pile on upgrades, and one KeyBanc analyst is drawing a very different conclusion from the selloff than the rest of the market.

NVIDIA (NVDA) stock trades near $212, about 10% below its 52-week high, and it has gone nowhere over the past three months. The company itself has not been standing still. So it is worth asking the uncomfortable question: how far does a stock like this fall when a real shock arrives, and how long would you wait to get it back.

AMD is the IBD Stock Of The Day as the chipmaker rises on renewed hopes for continued heavy spending on AI data centers.

Broadcom posted record AI chip numbers and Wall Street still hammered the stock, leaving analysts pointing to a gap between price and target that rarely opens this wide on a mega-cap. Here is what the sell side is betting the market is missing.

The bank sees memory, AI servers, and chip equipment supporting another leg of semiconductor growth.

Chip and computer hardware stocks tied to the artificial intelligence buildout attempted a comeback Tuesday after Monday's harsh sell-off.

Chip stocks slid as Dario Amodei's AI slowdown call rattled markets, but analysts say a crash is not the base case yet.

Calls for slower AI development challenge sentiment, but they do not establish that customers have canceled orders.

(Updates with latest market prices and developments.) US benchmark equity indexes were lower intr

Top AI leaders called for slowing capability development

Most of the AI trade is hitting the brakes this morning.

Here's a check of the markets in the first few minutes of trading.

A weekend essay from an AI CEO that never named a single chipmaker just sent Intel, AMD, and NVIDIA sliding in unison, and the order in which they fell tells a story that contradicts the obvious explanation.

The benchmark US stock measures were tracking in the red before the opening bell Monday as traders a

Advanced Micro Devices (NASDAQ:AMD) shares fell 5. 6% in pre-market trading on Monday to $487.

Nvidia stock was dropping with Broadcom and AMD on the prospect of an AI slowdown but it could be better shielded than its peers.

Shares of major technology companies fell early Monday after leading artificial intelligence executi