Cooler wholesale prices hit the tape just as chipmakers are flexing their earnings muscle, and the combination is reshaping how traders are thinking about the Fed, the AI trade, and what PayPal…
Intel reports earnings on July 23, and something unusual is happening ahead of that print: prediction markets, insider activity, and a major rival's capital are all pointing in the same direction at…
A cooler-than-expected inflation print sent chip stocks surging Tuesday, but AMD sitting at a 185x P/E after a 150% year-to-date run raises a sharp question: is this a breakout toward $600 or…
Trump just claimed the right to charge every ship on Earth a 20% toll to pass through one of the world's most critical waterways, and oil markets are already reacting to what…
A surprise profit warning out of South Korea sent shockwaves through the chip sector Monday, and the fallout is hitting equipment makers and AI hardware names in ways that point to a…
Geopolitical friction is rattling semiconductor stocks and sending oil prices climbing just as corporate earnings season heats up. Here is what traders are watching as the pressure spreads across chips, space, and…
The SPDR S&P Semiconductor ETF (NYSEARCA:XSD) and the VanEck Semiconductor ETF (NASDAQ:SMH) both offer exposure to semiconductors, yet they are two very different bets. XSD spreads chips money almost evenly across roughly…
Intel is staking its survival on a capital program approaching $200 billion, and the operating results are starting to answer a question that once seemed unanswerable: can the company actually pull this…
Intel’s turnaround is starting to look real. Intel (NASDAQ:INTC | INTC Price Prediction) has ripped 198.75% year to date, and CEO Lip-Bu Tan just posted a sixth consecutive quarter of revenue above…
Vandita Jadeja Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) presents one of the cleanest large-cap setups heading into next Thursday’s earnings report, and the setup gives retirement-focused investors a rare combination of visible…
Micron Technology (NASDAQ: MU | MU Price Prediction) and Intel (NASDAQ: INTC) both delivered earnings that reframed how investors think about AI silicon. Micron posted record fiscal Q3 results powered by memory…
Meta (NASDAQ: META | META Price Prediction) and Intel (NASDAQ: INTC) both reported Q1 2026 results that sharpened a debate about who actually earns money from the AI buildout. Meta turned $19.00…
Alex Sirois Six gigawatts. That is the total AMD Instinct GPU capacity AMD (NASDAQ:AMD | AMD Price Prediction) will deploy for Meta under a partnership disclosed alongside its most recent earnings, with the first…
Shares of Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) are up 7% to $555.26 in early trading Thursday, leading a broad semiconductor rebound. Intel (NASDAQ:INTC) shares are up 5% to $116.14,…
Broadcom (NASDAQ:AVGO | AVGO Price Prediction) stock is outperforming the semiconductor sector today, climbing 5% to $390 after Apple announced an expanded multiyear chip agreement with the company. Meanwhile, Intel (NASDAQ:INTC) stock…
