Holding All the Cards The U.S. and EU forged a transformative $1.7 trillion trade deal this morning that zeroes in on energy, autos, and technology, particularly advanced artificial intelligence (AI) semiconductors, to…
Senior officials inside the White House are weighing a plan that would make the United States government the largest single shareholder in Intel (NASDAQ:INTC | INTC Price Prediction). This would convert billions…
Owning the Means of Production The Trump administration’s push for a 10% equity stake in Intel (NASDAQ:INTC | INTC Price Prediction), leveraging $10.9 billion in CHIPS Act grants — $7.9 billion for…
Shining a Spotlight on Intel Intel (NASDAQ:INTC | INTC Price Prediction) has emerged from the shadows of its semiconductor rivals, capturing the attention of investors and policymakers alike. After years of struggling…
Live Updates Tuesday Wrap-up4:12pm ETThe Vanguard S&P 500 ETF closed at 588.15 Tuesday, down 0.5%. Softbank Rides to Intel's Rescue12:10pm ET“Great minds think alike,” goes the old saying, and today, one of…
Investors have mostly been buying the most popular semiconductor stocks. And while they can still give you significant upside that beats the market, you’re unlikely to get multi-bagger upside potential. A trillion-dollar…
Live Updates Monday Wrap-up4:11pm ETThe Vanguard S&P 500 ETF closed at 591.36 Monday, down 0.04%. BREAKING NEWS: INTEL12:32pm ETBloomberg just reported — literal seconds ago — that the Trump Administration is discussing…
One of a Kind Opportunities Monopolies often carry a negative connotation, viewed as market-dominating giants that stifle competition and invite regulatory scrutiny. Governments worldwide, from the U.S. to the EU, have historically…
Government Stake in Intel Sparks Surge Reports yesterday that the Trump administration is exploring a potential equity stake in Intel (NASDAQ:INTC | INTC Price Prediction), a move that could significantly reshape U.S.…
Live Updates Friday Wrap-up4:08pm ETThe Vanguard S&P 500 ETF closed at 591.52 Friday, down 0.2% for the day but up 1% for the week. GE Aerospace Flies Lower11:31am ETBernstein just raised its…
Live Updates Morgan Stanley Just Reiterated an Overweight Rating on Apple8:32am ETThis morning, Morgan Stanley reiterated an outperform rating on Apple, noting that the tech giant appears to be “turning a corner.”…
A Fragile Foothold in China Nvidia (NASDAQ:NVDA | NVDA Price Prediction) and Advanced Micro Devices (NASDAQ:AMD) recently secured U.S. approval to resume sales of their lower-end AI chips, the H20 and MI308,…
Semiconductor Trade Deals Stir Controversy The U.S.-China trade landscape has been a high-stakes chessboard, with semiconductor giants Nvidia (NASDAQ:NVDA | NVDA Price Prediction) and Advanced Micro Devices (NASDAQ:AMD) recently securing controversial export…
Political Meddling Overshadows Strategic Win Intel (NASDAQ:INTC | INTC Price Prediction) stock is down 2.2% in morning trading today after President Trump publicly called for CEO Lip-Bu Tan’s resignation, citing a “conflict…
Strong Quarter, Weak Outlook British semiconductor designer Arm Holdings (NASDAQ:ARM | ARM Price Prediction) delivered a solid fiscal 2026 first-quarter, posting revenue of $1.053 billion, up 12% year-over-year, marking its second straight…
