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…
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 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…
Intel shares have shed more than a quarter of their value since June, but a quiet breakthrough inside its foundry operation may force Wall Street analysts to rethink everything they thought they…
CHIPS Act dollars, a U.S. government equity stake, and a pending merger are converging on three American chipmakers at the same moment that reshoring shifts from political promise to balance-sheet reality. Whether…
Micron and Intel both crushed earnings, but one stock already tripled while the other gave back gains heading into summer. Before you buy either semiconductor name, the risk-reward gap between them tells…
Intel shares have surged over 350% in the past year on the promise that CPUs are becoming the backbone of AI infrastructure, but Thursday's earnings report will reveal whether that thesis has…
Rich Duprey Super Micro Computer just dropped a preliminary earnings update that sent its stock surging more than 20%, and the numbers behind that move suggest something fundamental may have shifted in the company's…
A leaked report about SK Hynix eyeing Intel's massive Ohio chip campus sent shares swinging, but a swift denial only tells part of the story behind today's volatile session.
Super Micro Computer just posted preliminary numbers that sent margin bears scrambling for cover, and the ripple is already moving through the AI server sector in ways that could reset expectations across…
SK Hynix surged 14% Tuesday without a single company-specific headline, and the real test comes July 29 when its earnings either confirm or shatter the bullish memory narrative Micron just set.
SanDisk, Western Digital, and Micron are surging for a second straight session as a Bank of America upgrade and a sweeping UBS note collide with one of the heaviest earnings weeks of…
AMD keeps landing on the buy list every quarter, and the reasons have less to do with hype than with a specific set of contracts, cash flow numbers, and a rack-scale bet…
Chip stocks surged and early Q2 reports crushed expectations, but the bigger question is whether this momentum can hold as the week's heaviest hitters prepare to report.
A single analyst preview note sent Intel surging and pulled the entire chip sector with it, but the same firm kept a price target well below where the stock trades today. Here…
