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…
Coatue Management's latest 13F reveals Philippe Laffont stacking chips on a single concentrated AI infrastructure bet, and one of his five picks has nothing to do with semiconductors at all.
TSMC just posted 77% profit growth and Wall Street still calls its stock cheap, yet shares have dropped 8% in the past month. Here is whether the world's most powerful chipmaker can…
Vandita Jadeja Morgan Stanley's latest roundtable reveals a structural gap between the U.S. and Europe in AI investment that no single policy fix can close, and the timeline for when this imbalance reshapes global…
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…
Most AI investors are gambling on which chip designer comes out on top, but there is a quieter way to profit from the revolution no matter who wins. One manufacturer sits at…
Rich Duprey Intel's stock has surged nearly 323% over the past year on a turnaround narrative, but the GAAP numbers behind that story tell a completely different tale about where this trade is actually…
Appaloosa Management just concentrated its biggest US equity bets across five stocks that together cover every layer of the AI stack, and one of them has nothing to do with chips.
Stanley Druckenmiller is skipping the mega-cap tech herd and loading up on a Mexican discount grocer, an Argentine shale producer, and a biotech that Wall Street just handed a 38% discount despite…
TSMC and Intel both beat earnings expectations this quarter, but one company is compounding billions while the other is still rebuilding the foundation to compete. The gap between them reveals something uncomfortable…
Semiconductor stocks are getting crushed, but not every name in the space deserves the same fate. One chipmaker sits at such a critical chokepoint in the AI buildout that the entire sector…
A wave of selling swept through semiconductor stocks Friday as investors began questioning whether the AI spending boom can justify chip valuations built on optimism alone. The forces driving this rotation reveal…
TSMC just posted a record quarter that sent shares sliding despite blowing past estimates, and the most important part of the story has barely shown up in the numbers yet.
Rich Duprey NVIDIA prints 75% margins while TSMC bets tens of billions on new fabs, and both companies insist they are winning the AI race. Only one business model can claim the better long-term…
