Oil's sharp drop gave bulls a reason to step back in Monday morning, but the rally hit a wall the moment a state-backed Chinese firm entered the chip equipment race, rattling Nvidia,…
Intel just posted the kind of quarter that rewrites a narrative, but the stock has already pulled back sharply from its recent peak, leaving investors to decide whether this is a second…
A Korea-led overnight selloff is dragging the entire U.S. memory sector down hard on Friday, and even a glowing Elon Musk endorsement could not stop Micron from joining the retreat. Here is…
Intel's stock is surging while the rest of the chip sector sits flat, and the reasons behind that split tell a much bigger story about where the semiconductor race is actually headed.
A leaked investor call from a Chinese AI CEO contains a pointed argument about the one assumption holding up NVIDIA's entire valuation, and if the logic holds, the fallout reaches well beyond…
Intel stock has surged over 300% in a year, but tonight's Q2 report arrives with margins under pressure, massive foundry losses, and a market watching every word from Lip-Bu Tan for proof…
Thomas Richmond A trailing P/E of 207 should send any rational investor running, yet the hyperscaler spending commitments piling up behind AMD tell a completely different story about who actually controls the AI infrastructure…
Intel shares have shed more than a quarter of their value since June, but a quiet breakthrough inside its foundry operation may force Wall Street analysts to rethink everything they thought they…
CHIPS Act dollars, a U.S. government equity stake, and a pending merger are converging on three American chipmakers at the same moment that reshoring shifts from political promise to balance-sheet reality. Whether…
Micron and Intel both crushed earnings, but one stock already tripled while the other gave back gains heading into summer. Before you buy either semiconductor name, the risk-reward gap between them tells…
Intel shares have surged over 350% in the past year on the promise that CPUs are becoming the backbone of AI infrastructure, but Thursday's earnings report will reveal whether that thesis has…
Rich Duprey Super Micro Computer just dropped a preliminary earnings update that sent its stock surging more than 20%, and the numbers behind that move suggest something fundamental may have shifted in the company's…
A leaked report about SK Hynix eyeing Intel's massive Ohio chip campus sent shares swinging, but a swift denial only tells part of the story behind today's volatile session.
Super Micro Computer just posted preliminary numbers that sent margin bears scrambling for cover, and the ripple is already moving through the AI server sector in ways that could reset expectations across…
SK Hynix surged 14% Tuesday without a single company-specific headline, and the real test comes July 29 when its earnings either confirm or shatter the bullish memory narrative Micron just set.
