10:45am ET
Investing
Why Jim Cramer Is All-In on Intel’s CPU Comeback
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…
INTC Coverage Page 6
8:45am ET
Investing
AMD’s Valuation Is Really Starting To Ruffle Feathers on Wall Street
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.
11:56am ET
Investing
AMD Spikes 4% as Citi Lifts Target to $800 and Stifel Goes to $700; NVIDIA Ticks Up, Intel Slips
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…
8:45am ET
Investing
Intel’s Biggest Opportunity May Be Its Comeback
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…
1:02pm ET
Investing
Taiwan Semiconductor Gains 2% to Record as Musk Confirms Early Terafab Talks; Broadcom Rises 2%, Qualcomm Pulls Back
Early-stage, unconfirmed talks with Terafab, a chip-manufacturing venture planned for Texas, have sent Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) stock to a record. Taiwan Semiconductor stock is up 2% to…
8:45am ET
ETF
NVIDIA Is the 8th Biggest Holding in the Most Popular AI ETF. What’s Number One?
The most popular AI ETF on the market buries the stock everyone associates with artificial intelligence near the bottom of its holdings, and the companies sitting at the top reveal a very…
8:34am ET
Investing
Intel Drops 4% as Elon Musk Signals Taiwan Semiconductor Could Join Terafab; AMD Slips, NVIDIA Holds Steady
A weekend comment about a Texas chip venture is testing the most visible outside endorsement of Intel‘s (NASDAQ:INTC | INTC Price Prediction) foundry turnaround. Intel stock is at $114.52, down 4% in…
7:15am ET
Investing
I’m Loading Up on Taiwan Semiconductor Ahead of Oct. 15 Earnings
Every time I rebalance my portfolio, one stock keeps winning the argument against NVIDIA and Intel combined. With October 15 earnings approaching, here is why I am loading up now instead of…
11:30am ET
Investing
The AI Chip Revolution Wouldn’t Be Possible Without This Company
Every major AI chip runs through one company's fabs, and its stock still trades cheaper than the customers that depend on it. Here is why analysts keep raising their targets despite a…
12:30pm ET
Investing
If You Invest $10,000 in AMD Today, Here’s What It Could Be Worth by 2030
AMD has surged dramatically over the past year, and its AI ambitions stretch into trillion-dollar markets by 2030, but the model scoring it a hold at near fair value tells a more…
12:00pm ET
Investing
AMD Doesn’t Need to Beat Nvidia to Be a Big AI Winner
AMD's Data Center revenue just doubled and hyperscalers are signing gigawatt-scale deals, yet our model flags a specific risk hiding in plain sight that could send the stock sharply lower before those…
7:30am ET
Investing
Every S&P Sector Fell in September Except One
Ten of eleven S&P sectors dropped in September as oil and Treasury yields surged together, yet one corner of the market kept climbing and now sits at its highest concentration in years.
7:15am ET
Investing
I’m Dollar Cost Averaging AMD at Today’s Price Without Fear
AMD sits near a trillion-dollar market cap with a valuation that would make most investors flinch, yet one investor keeps hitting the buy button every single month without checking the price first.…
1:00pm ET
Investing
32 Analysts Say Hold on Intel. Here’s What the Numbers Actually Show
Wall Street has overwhelmingly parked Intel in hold territory, but the stock just posted a 212% gain this year while simultaneously losing billions in its foundry division. Something in those conflicting signals…
12:29pm ET
Investing
Intel Rises 3% as Chip Contender Caps Off Surprisingly Strong September; NVIDIA Ticks Up, AMD Slips
Intel (NASDAQ:INTC | INTC Price Prediction) stock rose 3% to $119.23 on Wednesday, capping a surprisingly strong September for the chip contender. NVIDIA (NASDAQ:NVDA) shares ticked up 1% to $230.48, while Advanced…