1:43pm ET
Investing
Is Intel or Micron More Dangerous for the Rest of 2026?
Both chipmakers just crushed their earnings yet their stocks are cratering, and only one of them has a business reason to survive the back half of 2026 intact.
Companies
/Technology
Intel Corp
$127.39
▲ $4.79 (+3.91%) today
Markets closed · 5:05pm ET
INTC Coverage
Page 91:28pm ET
Investing
Intel Stock Is Up 124% This Year and AMD Is Up 100%: Is the NASDAQ Correction a Take-Profit Signal?
The NASDAQ correction is shaking up semiconductor rankings in a way that defies the usual AI playbook, and the names leading the surge carry valuations that raise serious questions about what happens…
11:28am ET
Investing
AMD Sinks 8%, Marvell Sinks 7%, Intel Fall 6% as AI Chip Trade Narrows to NVIDIA
Chip stocks are getting hammered Tuesday while NVIDIA barely budges, and the gap between winners and losers reveals a stark shift in how investors are positioning ahead of the biggest earnings week…
10:15am ET
ETF
This Chip ETF Just Pulled Off a Historic 2026 While Nvidia Stumbled
A chip ETF just posted one of its best years on record, and the stock everyone expected to lead it barely showed up. The real story is which names hijacked the rally…
9:31am ET
Investing
Live Nasdaq Composite: Semiconductor Sell-Off Drags Nasdaq Lower in Split Market
Chip stocks are dragging Nasdaq futures lower while the Dow surges on strong blue-chip earnings, and with Big Tech reporting this week alongside a Fed decision, the market's split personality is about…
3:15pm ET
Investing
AMD’s Microsoft Partnership Validates This Transition So I’m Loading Up
AMD has quietly transformed from a chip underdog into a rack-scale platform, and the hyperscalers placing the biggest bets in AI infrastructure are already voting with their wallets. Here is why one…
Alex Sirois 12:28pm ET
Investing
Jim Cramer Warns the Semiconductor Selloff Has ‘Monstrous’ Sellers Behind It
Jim Cramer says the chip sector selloff gripping NVIDIA, AMD, and Intel has nothing to do with their fundamentals, and the type of seller driving it makes a quick recovery far harder…
12:00pm ET
Investing
AI Stocks Crash After NVIDIA Plans to Finance $250 Billion OpenAI Buildout Are Reported
A Wall Street Journal report about NVIDIA potentially backstopping OpenAI's compute ambitions at a staggering scale has triggered a broad selloff across AI hardware names, and the concern investors cannot shake goes…
10:21am ET
Investing
Live Nasdaq Composite: Markets Rise as Oil Prices Fall But Chip Stocks Drop on China’s Competitive Threat
Oil's sharp drop gave bulls a reason to step back in Monday morning, but the rally hit a wall the moment a state-backed Chinese firm entered the chip equipment race, rattling Nvidia,…
12:00pm ET
Investing
Intel’s Strongest Revenue Growth in 15 Years Points to 30% Upside
Intel just posted the kind of quarter that rewrites a narrative, but the stock has already pulled back sharply from its recent peak, leaving investors to decide whether this is a second…
10:58am ET
Investing
SK Hynix and Micron Sink 6%, SanDisk Drops 9% as Korea Chip Selloff Hits U.S. Memory Stocks
A Korea-led overnight selloff is dragging the entire U.S. memory sector down hard on Friday, and even a glowing Elon Musk endorsement could not stop Micron from joining the retreat. Here is…
9:16am ET
Investing
Intel Rises 3% on Q2 Earnings Beat, Upbeat Q3 Outlook as Chip Sector Stays Flat
Intel's stock is surging while the rest of the chip sector sits flat, and the reasons behind that split tell a much bigger story about where the semiconductor race is actually headed.
3:17pm ET
Investing
A Chinese CEO Just Outlined the Bear Case for NVIDIA. It Should Terrify Owners of the Stock.
A leaked investor call from a Chinese AI CEO contains a pointed argument about the one assumption holding up NVIDIA's entire valuation, and if the logic holds, the fallout reaches well beyond…
2:00pm ET
Investing
Live: Can Intel Continue Its Meteoric 327% Run With Q2 Earnings Tonight?
Intel stock has surged over 300% in a year, but tonight's Q2 report arrives with margins under pressure, massive foundry losses, and a market watching every word from Lip-Bu Tan for proof…
Thomas Richmond 1:08pm ET
Investing
I’m Buying ‘Fully Priced’ AMD Because The Math Says I Should
A trailing P/E of 207 should send any rational investor running, yet the hyperscaler spending commitments piling up behind AMD tell a completely different story about who actually controls the AI infrastructure…