Intel shares are up over 300% in a year, but Wall Street still has serious doubts, and the gap between the consensus target and the bull case reveals a high-stakes bet on…
Vandita Jadeja NVIDIA's first public 13F filing surprised Wall Street with a portfolio that reads less like passive investing and more like a strategic blueprint for controlling the entire AI supply chain. Five of…
Intel sits on roughly $30 billion in cash, yet its entire disclosed stock portfolio fits inside just two struggling companies tied to autonomous flight and self-driving cars. The reasoning behind that concentrated…
Quarterly institutional filings just revealed which major tech rivals and hedge funds were crowding into the same chip stock before Tuesday's sharp selloff, and the concentration levels are raising eyebrows across Wall…
Masayoshi Son just placed an enormous bet on a single American chipmaker, and the move has already turned against him on paper. Whether his conviction holds the key to Intel's next chapter…
A Wedbush note linking Cerebras to OpenAI's fastest inference tier sent shares surging after last week's brutal selloff, and the 13F filings landing Monday reveal exactly which major funds are quietly betting…
A Sunday research note on a single chip ramp sent the entire AI networking layer surging Monday morning, and institutional positioning already hiding in plain sight suggests the move may have had…
Top hedge funds quietly rotated out of one chip giant and piled into another last quarter, and the price action since then suggests they knew something. Here is what Druckenmiller, Loeb, and…
Stanley Druckenmiller opened three brand-new semiconductor positions in a single quarter, and the names he chose reveal a calculated bet that the AI infrastructure boom has room to grow far beyond the…
Intel's stock has already tripled, so why did the company's own CEO just write a $10 million personal check to buy even more shares at full market price alongside ordinary investors?
Rich Duprey Two AI chip giants moved in opposite directions Friday as Wall Street put a massive dollar figure on a financing structure that Broadcom and Nvidia both use, raising questions about which companies…
AMD just posted blowout earnings and still cratered 9% after hours, but one Wall Street analyst sees that selloff as the setup for a gain most investors would dismiss as fantasy.
Cerebras is getting crushed after earnings while nearly every other AI chip and infrastructure name surges to fresh highs. What one company's bad day reveals about where this trade is actually headed…
Intel just posted its strongest revenue growth in over 15 years, yet shares sit more than 30% below their recent peak after a massive stock offering rattled investors. Whether that gap is…
Intel has staged one of the most dramatic stock revivals in recent memory, but two unresolved catalysts will either confirm the turnaround as real or expose this year's triple-digit rally as a…
Alex Sirois 
