7:15am ET
Investing
AMD Is Eating Intel’s Lunch
AMD and Intel both posted blockbuster Q2 2026 data center numbers, but one company is quietly locking up the customers, the sockets, and the AI rack deals while the other burns billions…
INTC Coverage Page 5
12:12pm ET
Investing
Intel Is Stuck in Neutral. There Is Exactly One Thing That Should Change Your Mind.
Intel has surged over 300% in a year and hyperscalers are circling, but one unresolved question determines whether this rally is a genuine reset or the most expensive bet in semiconductors right…
Alex Sirois 9:23am ET
Investing
Chip Stocks Tumble as AI Pacing Call Reaches Beyond Memory: Intel Drops 7%, AMD Sinks 6%, NVIDIA Pulls Back
Chip stocks are sliding in early Monday trading after an AI pacing appeal over the weekend rippled beyond memory suppliers and into logic and accelerator names. Intel (NASDAQ:INTC | INTC Price Prediction)…
8:00am ET
Investing
Prediction: Intel Could Be the Tech Comeback Story of the Decade
Intel just posted its strongest revenue growth in over 15 years, and shares have already tripled. The question now is whether the forces driving this turnaround are powerful enough to push the…
Vandita Jadeja 10:50am ET
Investing
Cramer Asked Who Was Buying Gigantic Bloom Energy Calls. A Pelosi Filing Named Two of the Same Stocks Weeks Earlier.
Jim Cramer used his Mad Dash segment on CNBC’s Squawk on the Street to flag what he described as outsized call buying, executed through flex calls, across a basket of technology and…
12:30pm ET
Investing
Wall Street Just Erased $57 Billion From Micron. The Shortage Behind Its Boom Is Getting Worse.
Micron just posted the highest revenue guidance in its history while the shortage fueling its growth gets worse, yet Wall Street wiped out tens of billions in market cap anyway. The signal…
11:59am ET
Investing
Micron’s Powerful Economics 101 Lesson Keeps Me Buying
Three companies control the world's DRAM supply, AI is burning through memory faster than fabs can build it, and one of those three just signed contracts that could permanently rewire what a…
11:30am ET
Investing
TSMC Price Prediction: One Number Could Define the Stock’s Next Move
TSMC is up over 66% in the past year, AI customers are booking capacity years out, and the only foundry rival is hemorrhaging billions. So why does one critical number still cast…
10:17am ET
Investing
Intel Climbs 3% on Chip Price Hike Report a Day After Piper Sandler Went Neutral; AMD Rises 2%, Taiwan Semiconductor Drifts
A report of Intel raising chip prices sent shares surging 3% and erased the prior session's Piper Sandler-driven selloff, but the real question is whether the company has genuine pricing power or…
9:29am ET
Investing
Why the driverless company Intel controls just bet on a Florida shuttle startup
Mobileye is losing money, trading below book value, and largely absent from Intel's investor pitch, yet it just led a venture round for a Florida shuttle startup with ambitions far beyond Orlando.…
8:51am ET
Investing
Intel May Raise Chip Prices 10% and the Stock Took Off. Why Most Analysts Still Refuse to Buy.
Intel's stock surged after reports of a 10% processor price hike, yet the vast majority of analysts still refuse to upgrade their ratings. The disconnect between Wall Street's caution and the market's…
Omor Ibne Ehsan 8:25am ET
Investing
Investors Should Know Exactly What to Do With Intel
Intel stock has surged over 300% in a year while losing billions on a GAAP basis, and the next two earnings reports will determine whether $100 is a launchpad or the ceiling…
10:01am ET
Investing
Intel Sinks 6% as Profit Taking Hits a Parabolic Run; NVIDIA and AMD Retreat 3%
After a 188% year-to-date surge, Intel is suddenly retreating hard on a Thursday that turned risk-off fast, and NVIDIA and AMD are getting dragged down with it. Here is what is driving…
8:30am ET
Investing
Intel May Raise Chip Prices 10% and the Stock Took Off. Why Most Analysts Still Refuse to Buy.
Intel's stock has surged to levels that leave Wall Street's analyst community unmoved, and the gap between what traders are betting on and what the fundamentals actually show keeps widening in ways…
10:45am ET
Investing
AMD Rises 3% as CFO Lifts AI Chip Market Forecast Toward $3 Trillion; Intel Ticks Up
AMD's CFO just reshaped how big the AI chip market could get, and investors sent the stock surging past a key technical level while quietly slamming a door on one of Intel's…