12:06pm ET
Investing
Buying Intel Over TSMC Isn’t as Crazy as It Might Seem
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.
INTC Coverage Page 11
11:59am ET
Investing
AMD Fell: Here Are 3 Reasons I’m Buying Without Fear
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…
9:30am ET
Investing
1 Beaten-Down Semiconductor Stock That Could Make a Comeback
Intel has delivered its strongest revenue growth in fifteen years and rewarded patient investors with a massive run, yet the stock just shed nearly a third of its value in a single…
Vandita Jadeja 11:50am ET
Investing
AMD is Down 10% Over a Month: Did Microsoft’s Catalyst Just Spark the 155% Upside Expected By Wall Street Pro?
Baird just set the highest AMD price target on Wall Street after a brutal July selloff, and a surprise Microsoft announcement may have handed AMD the exact catalyst needed to justify it.
11:14am ET
Investing
Rivian Sinks 8% Despite Q2 Beat and Raised Guidance; Lucid Falls 6%
Rivian just posted its cleanest quarterly beat in months and lifted full-year guidance, so why are shareholders waking up to an 8% drop while Lucid bleeds in sympathy and Tesla quietly holds…
10:30am ET
Investing
AMD Stock Is Up Big, and Wall Street Is Underestimating It
AMD has surged over 100% this year, then gave back 22% in a single week, leaving investors wondering whether the selloff is a warning or an opportunity. The answer hinges on a…
11:51am ET
Investing
Intel and AMD Soar 13%, Taiwan Semiconductor Rallies 7% as AI-Chip Stocks Bounce Hard
Semiconductor stocks just staged one of their sharpest single-day reversals of the year, but the real question is whether the buyers rushing back into Intel, AMD, and Taiwan Semiconductor are riding a…
11:13am ET
Investing
Taiwan Semiconductor Is Copying One of Intel’s Best Ideas — Here’s Why Investors Should Pay Attention
Taiwan Semiconductor appears to be borrowing a page from one of Intel's most underappreciated playbooks, and the reasons behind that move reveal something surprising about where the real AI bottleneck actually sits.
11:11am ET
Investing
Jim Cramer Says When Margin Goes Down Big You Have to Buy What Was Blown Out: 5 Stocks to Consider
Jim Cramer's framework for buying stocks punished by margin compression is getting live stress-tested right now, with five companies showing what that setup actually looks like in the middle of an AI…
11:08am ET
Investing
The Hyperscaler Prisoner’s Dilemma: Why I Keep Buying Nvidia
The hyperscalers are trapped in a race where pulling back costs more than pressing forward, and one chipmaker sits at the exact point where their fear turns into revenue.
10:03am ET
Investing
AMD is Down 18% Over a Month: One Analyst Targets $1,250, Meaning 190% Returns From Here
AMD just posted blowback-proof earnings with 37% revenue growth and a 252% surge in free cash flow, yet the stock cratered nearly 20% in a month while its closest rivals barely flinched.…
8:30am ET
Investing
Jim Cramer Just Dumped Tech Stocks. He’s Loading Up on Intel Instead of Cerebras.
Jim Cramer just told a caller with a compelling Cerebras bull case that he liked their logic, then put his money somewhere else entirely. The stock he chose surprises almost everyone betting…
1:43pm ET
Investing
Is Intel or Micron More Dangerous for the Rest of 2026?
Both chipmakers just crushed their earnings yet their stocks are cratering, and only one of them has a business reason to survive the back half of 2026 intact.
1:28pm ET
Investing
Intel Stock Is Up 124% This Year and AMD Is Up 100%: Is the NASDAQ Correction a Take-Profit Signal?
The NASDAQ correction is shaking up semiconductor rankings in a way that defies the usual AI playbook, and the names leading the surge carry valuations that raise serious questions about what happens…
11:28am ET
Investing
AMD Sinks 8%, Marvell Sinks 7%, Intel Fall 6% as AI Chip Trade Narrows to NVIDIA
Chip stocks are getting hammered Tuesday while NVIDIA barely budges, and the gap between winners and losers reveals a stark shift in how investors are positioning ahead of the biggest earnings week…