AMD and Intel both posted their strongest quarters in years, but the businesses underneath look nothing alike. One is riding an AI wave with premium margins, the other is burning billions to…
Three catalysts hit memory markets simultaneously Wednesday, sending sector stocks surging while valuations stay surprisingly restrained. Here is why analysts believe this move may be the beginning of a much larger re-rating.
Two AI-driven quarters, two brutal selloffs, and two very different reasons why Wall Street walked away from each. The capital structures tell a story that the revenue headlines buried.
Nvidia already sits at the center of every major AI deal, data center, and startup shaping the future of technology. What happens when the company that supplies the weapons also becomes the…
Intel just upsized a massive stock offering after a steep single-day drop, oil traders are watching the Middle East for any sign the tension is real or theater, and a quiet TSMC-Sony…
Retail investors dumped Intel shares the moment a massive stock offering hit the news, but the institutions behind the scenes reacted in a way that almost nobody saw coming.
Rich Duprey Intel just chose to sell $15 billion worth of its own stock rather than borrow more money, and shareholders are already paying the price. The question hanging over the entire AI infrastructure…
Rich Duprey Both Micron and Intel just reported earnings that crushed expectations, but one company is locking in guaranteed billion-dollar AI contracts while the other is still waiting for its first external foundry customer…
Intel's surprise stock offering rattled tech investors just as rising oil prices and Strait of Hormuz tensions gave the broader market fresh reasons to pull back from last week's record highs.
Intel just rattled its own shareholders with a massive equity raise while every other major chipmaker barely flinched, and the gap between Intel's selloff and the flat sector tells a story about…
SpaceX and Tesla just announced a semiconductor megafactory in Texas that would dwarf every building on Earth, but the gap between what is legally committed and what Elon Musk is promising raises…
Ron Paul just compared a Republican president's signature economic policy to democratic socialism, and his argument targets a specific stock that has already surged over 400% in a year.
Joel South Training a frontier AI model is a one-time event, but running it in production is a recurring bill that never stops, and one chipmaker is quietly positioning itself to own that side…
TSMC and Intel both reported blowout quarters riding the same AI wave, yet one walks away with a 67% gross margin while the other bleeds billions from its foundry. Whether Intel can…
Memory stocks are cratering despite blockbuster earnings, and the reason reveals something uncomfortable about how much of the AI storage boom traders had already priced in before Thursday's open.
