AI workloads have stretched data-center capacity to the limit. Hyperscalers now spend hundreds of billions annually to keep pace, yet GPUs handle only part of the job. CPUs still orchestrate training runs,…
Rich Duprey Live Updates Market Turnaround12:52pm ETThe markets have recovered earlier losses in a whipsaw trading session, with all three of the major stock market averages now in the green. The Nasdaq Composite is…
Intel (NASDAQ: INTC | INTC Price Prediction) stock has risen 225.2% over the past year, climbing from less than $18 to a 52-week high of $59.17. If you watched that move from…
Trey Thoelcke Intel (NASDAQ:INTC | INTC Price Prediction) stock is surging 8% in Wednesday morning trading, moving from $52.91 to $57. It’s the second consecutive session of sharp gains, as the TeraFab partnership narrative…
Intel (NASDAQ:INTC | INTC Price Prediction) stock advanced 3% in Tuesday’s session, moving above $52 after news broke that SpaceX, Tesla (NASDAQ:TSLA), and xAI are partnering with Intel on the ambitious TeraFab…
Fresh off reports Intel (NASDAQ:INTC | INTC Price Prediction) is in advanced talks with Google and Amazon (NASDAQ:AMZN) for advanced packaging services on custom AI chips, the chipmaker is back again reporting…
Rich Duprey Advanced packaging has quietly become the make-or-break factor in the AI race. Hyperscalers need to combine chiplets, high-bandwidth memory, and dense interconnects into powerful final packages that overcome the physical limits of…
Rich Duprey Intel (NASDAQ:INTC | INTC Price Prediction) stock’s multi-year comeback might still have legs, especially as the firm looks to change things up under its new leader and CEO, Lip-Bu Tan. Though it’s…
Joey Frenette Intel Corporation (NASDAQ:INTC | INTC Price Prediction) stock is up 4% in Thursday trading, changing hands at nearly $50 after opening at $48.03. The move extends a strong run that has INTC…
Still a giant in its field, GE Aerospace (NYSE:GE | GE Price Prediction) shares are down nearly 14% over the past month and nearly 5% year to date, even as the business…
The chip sector is rallying Wednesday morning, with Intel (NASDAQ:INTC | INTC Price Prediction) shares up 8% and Advanced Micro Devices (NASDAQ:AMD) stock rising 3% in early trading. The two moves reflect…
CNBC just said something that caught my eye: “This month alone, Nvidia has committed $2 billion each to Lumentum, Coherent, before that $2 billion into Synopsys, a billion into Nokia, stakes in…
CrowdStrike (NASDAQ:CRWD | CRWD Price Prediction) stock is trading up 4% in Monday afternoon trading, with shares around $383 after opening at $369.58. The move is a sharp reversal from last Friday’s selloff,…
Semiconductor stocks and AI stocks are slowing down, even though their financials aren’t. One stock I’m especially hopeful about is Arm Holdings (NASDAQ:ARM | ARM Price Prediction), and it’s one I believe…
Intel (NASDAQ:INTC | INTC Price Prediction) shares are sliding 5% in Monday trading, pulling back to the $41 area. Advanced Micro Devices (NASDAQ:AMD) is also in the red, falling 3% to $196…
