Jensen Huang calls it a full-stack AI factory platform, not a chip company, and that distinction is reshaping where billions in hyperscaler spending actually land across five companies fighting over the same…
Intel shares have already surged over 140% this year, but a bold price target sitting 64% above current levels is forcing a real question: does the math actually hold, or is this…
Vandita Jadeja Huawei's best AI chip cannot keep pace with Nvidia hardware that is already three generations old, and the gap is widening faster than most investors realize.
A blowout jobs report pushed September rate hike odds past 60%, which should have hammered high-multiple chip stocks. Instead, the semiconductor complex ran straight into the headwind and left the rest of…
One number buried in NVIDIA's latest earnings report tells you everything about whether this company has real pricing power or just a lucky streak, and most investors scroll right past it.
One stubborn number buried in Nvidia's latest earnings report signals something that almost never survives at hardware scale, and it is the reason this investor keeps adding shares despite a valuation that…
AMD and Intel both posted blockbuster data center quarters, but one company is bleeding billions from its own factories while the other signs gigawatt GPU deals with Anthropic and Microsoft. The gap…
Intel has staged one of the most dramatic reversals in semiconductor history, but the real question is whether the forces driving its comeback can hold long enough to justify where the stock…
One ETF sponsor filed a bearish bet against the chip industry's biggest name, then five days later launched a fund built to profit from the same sector's growth. The timing raises questions…
AMD has already doubled in 2026 while Lisa Su insists the AI buildout is barely getting started, but a sky-high valuation and tightening export controls raise the question of whether the real…
A global bond selloff sent long-term yields surging to levels not seen in over a year, and the chips sector is bearing the brunt as traders reprice the market's most ambitious AI…
Palantir posted record software growth while Intel staged its biggest revenue comeback in fifteen years, and choosing between them for the second half of 2026 comes down to a single uncomfortable question…
Palantir runs elite software margins while Intel bleeds billions building fabs, yet one of them looks like the smarter trade for the next four months and the answer is not the obvious…
Intel's CEO just put $10 million of his own money into his company's stock at a price the market is now refusing to match. Whether that bet signals a turning point or…
AJ Tiarsmith Marvell just posted record Data Center numbers and raised its outlook, yet the stock is getting crushed in early trading. The culprit is a massive Google AI deal that Wall Street wanted…
