Retail investors dumped Intel shares the moment a massive stock offering hit the news, but the institutions behind the scenes reacted in a way that almost nobody saw coming.
Rich Duprey Intel just chose to sell $15 billion worth of its own stock rather than borrow more money, and shareholders are already paying the price. The question hanging over the entire AI infrastructure…
Rich Duprey Both Micron and Intel just reported earnings that crushed expectations, but one company is locking in guaranteed billion-dollar AI contracts while the other is still waiting for its first external foundry customer…
Intel's surprise stock offering rattled tech investors just as rising oil prices and Strait of Hormuz tensions gave the broader market fresh reasons to pull back from last week's record highs.
Intel just rattled its own shareholders with a massive equity raise while every other major chipmaker barely flinched, and the gap between Intel's selloff and the flat sector tells a story about…
SpaceX and Tesla just announced a semiconductor megafactory in Texas that would dwarf every building on Earth, but the gap between what is legally committed and what Elon Musk is promising raises…
Ron Paul just compared a Republican president's signature economic policy to democratic socialism, and his argument targets a specific stock that has already surged over 400% in a year.
Joel South Training a frontier AI model is a one-time event, but running it in production is a recurring bill that never stops, and one chipmaker is quietly positioning itself to own that side…
TSMC and Intel both reported blowout quarters riding the same AI wave, yet one walks away with a 67% gross margin while the other bleeds billions from its foundry. Whether Intel can…
Memory stocks are cratering despite blockbuster earnings, and the reason reveals something uncomfortable about how much of the AI storage boom traders had already priced in before Thursday's open.
AMD's data center sales exploded while the stock slipped, and retail investors are scratching their heads. Here is why the math behind the confusion points to a very specific price target.
AMD just posted a record quarter and the stock is tanking anyway, while NVIDIA is surging on a surprise deal that doubles as a direct shot at AMD's biggest ambitions.
Chip stocks are surging across the board, but the biggest winner today may be the one that fell 24% last month and still has no trailing earnings to justify the bounce. Here…
TSMC dominates on every traditional metric, yet one overlooked structural factor is quietly making its scrappier rival a more compelling bet for the next 24 months.
Every time AMD drops, the market hands out a discount on what may be the most strategically vital company in the AI infrastructure race, and three specific forces keep pulling this investor…
