Cerebras is getting crushed after earnings while nearly every other AI chip and infrastructure name surges to fresh highs. What one company's bad day reveals about where this trade is actually headed…
Intel just posted its strongest revenue growth in over 15 years, yet shares sit more than 30% below their recent peak after a massive stock offering rattled investors. Whether that gap is…
Intel has staged one of the most dramatic stock revivals in recent memory, but two unresolved catalysts will either confirm the turnaround as real or expose this year's triple-digit rally as a…
Alex Sirois Elon Musk wants to build a chip factory so large it dwarfs every structure humans have ever assembled, on a dried-up reservoir outside Houston, for a purpose that sounds more like science…
South Korean memory stocks just posted their biggest surge in months while U.S. premarket tells a far more complicated story, with Coherent falling despite a beat and Micron moving in the opposite…
Elon Musk wants to build a chip-making facility in rural Texas so enormous it dwarfs every building on Earth, but the legal fine print buried in SpaceX's own filings tells a very…
Agentic AI is quietly multiplying compute demands at a scale most investors have not priced in, and one company sits at the only viable toll booth on that road. Here is why…
A blowout earnings report from deep inside the AI server supply chain sent shockwaves through the chip sector Wednesday, lifting three of the biggest names in logic silicon and raising the stakes…
Intel's stunning 176% run has the semiconductor sector buzzing, but with AMD trading at a jaw-dropping 123x earnings and a fresh dilution event on the table, figuring out where to hold and…
Jim Cramer just named Intel a major focus name and pointed directly at CEO Lip-Bu Tan, but Wall Street's cautious consensus tells a very different story about where this explosive turnaround actually…
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…
