Broadcom's CEO stood before a room of investors and called them casino gamblers, then turned around and raised his own AI revenue guidance. The contradiction points to three separate warnings buried in…
Intel and AMD have each tripled their value in a matter of months, leaving shareholders staring down a decision that cuts both ways. The case for staying in is compelling, and so…
KLA builds the machines that catch chip defects before they become costly scrap, and that narrow specialty turned one quiet semiconductor stock into one of the market's most surprising long-term compounders. Here…
Intel shares have already surged more than 200% this year, but Wall Street still calls the stock a hold. Here is what bulls and skeptics are each missing about where INTC goes…
TSMC prints the chips and ASML prints the machines that make them possible, but five years from now only one of these AI supply chain giants looks positioned to justify its valuation…
Nvidia grabs the AI headlines, but every leading-edge chip it sells has to pass through one company's factories first, and that company trades at a fraction of its biggest customer's valuation.
A chipmaker that lost billions last year now commands a valuation that dwarfs two of the world's most profitable consumer giants, and the math holding that together is razor thin.
Chip stocks are under pressure as rising long-term Treasury yields and a sharp jump in oil prices revive inflation worries, with the selling reaching the artificial intelligence (AI) trade hardest. Intel (NASDAQ:INTC…
Microsoft just built its most powerful laptop ever and left Intel out of it entirely, raising a question every PC investor should be asking about who controls the market going forward.
BNP Paribas just slapped a price target on AMD that towers over Wall Street consensus, but reaching it would demand a sequence of wins that our model says the stock has not…
Marvell's management just handed Wall Street a revenue target so far above analyst models that the stock surged double digits, yet one key risk could make the whole thesis collapse before the…
Intel has already left the S&P 500 in the dust, and Jim Cramer is doubling down on its CPU business just as analysts debate whether the market has gotten ahead of the…
AMD has surged past every analyst price target on the back of gigawatt-scale AI chip commitments, but the product that justifies this valuation has not yet shipped a single unit at scale.
Two Wall Street price target raises built on separate arguments are lifting Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) stock, and the market is treating the bullish case as one that…
After years of losses and stumbles, Intel has strung together seven consecutive quarters of beating its own expectations, and the gap between its bull and bear cases now spans nearly $40 per…
