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Semiconductor stocks just took a bruising, but the companies powering every major AI buildout are nowhere near done growing. Three…
Intel shares have shed more than a quarter of their value since June, but a quiet breakthrough inside its foundry…
Coatue Management's latest 13F reveals Philippe Laffont stacking chips on a single concentrated AI infrastructure bet, and one of his…
TSMC just posted 77% profit growth and Wall Street still calls its stock cheap, yet shares have dropped 8% in…
Morgan Stanley's latest roundtable reveals a structural gap between the U.S. and Europe in AI investment that no single policy…
Chip stocks surged and early Q2 reports crushed expectations, but the bigger question is whether this momentum can hold as…
A single analyst preview note sent Intel surging and pulled the entire chip sector with it, but the same firm…
Most AI investors are gambling on which chip designer comes out on top, but there is a quieter way to…
Intel's stock has surged nearly 323% over the past year on a turnaround narrative, but the GAAP numbers behind that…
Appaloosa Management just concentrated its biggest US equity bets across five stocks that together cover every layer of the AI…
Stanley Druckenmiller is skipping the mega-cap tech herd and loading up on a Mexican discount grocer, an Argentine shale producer,…
TSMC and Intel both beat earnings expectations this quarter, but one company is compounding billions while the other is still…
Semiconductor stocks are getting crushed, but not every name in the space deserves the same fate. One chipmaker sits at…
A wave of selling swept through semiconductor stocks Friday as investors began questioning whether the AI spending boom can justify…
TSMC just posted a record quarter that sent shares sliding despite blowing past estimates, and the most important part of…
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