NVDA heads toward its Q2 earnings release with revenues expected near $91 billion as AI, Data Center and Blackwell demand fuel growth prospects.

The paradox of Micron is that even as its stock has soared 700% over the past year, it still has an underwhelming valuation. Micron CEO Sanjay Mehrotra thinks the market is wrong and the stock could be drastically undervalued. Mehrotra wants the narrative to change and for memory to lose its commodity status.

Great Hill Capital founder Tom Hayes believes Berkshire Hathaway Inc. will fail to beat the S&P 500 over the next decade, declaring the conglomerate’s era of market outperformance is “done.” Instead, the contrarian investor is placing high-conviction turnaround bets on...

Micron's record revenue arrived on shipments that barely grew, which leaves the price of memory carrying the entire case.

The paradox of Micron is that even as its stock has soared 700% over the past year, it still has an underwhelming valuation. Micron CEO Sanjay Mehrotra thinks the market is wrong and the stock could be drastically undervalued. Mehrotra wants the narrative to change and for memory to lose its commodity status.

Nvidia Corp. is in early discussions with the Korean AI chip designer Rebellions about possible collaborations, including a technical partnership, an investment or perhaps even an acquisition, according to people familiar with the matter.

Druckenmiller has never had a down year in all his years as a professional investor.

Wall Street has some mixed opinions on these three stocks.

On August 13, 2026, The Wall Street Journal reported that Lenovo Group Limited (OTC:LNVGY)’s first-quarter revenue jumped 43% year over year to $26.94 billion on AI hardware demand. The company now expects to hit its $100 billion annual revenue goal ahead of schedule, even as it swung to a net loss. Intel Corporation (NASDAQ:INTC) raised […]

Coatue Management started a new AMD stock position worth $55.8 million in Q2, joining a wave of fresh AI bets from the hedge fund giant.

For those holding Advanced Micro Devices, here is a way to get paid a real income now, money you keep no matter what, in exchange for capping your gains at a higher price.

A powerful business turnaround is fueling this chipmaker's stock, but a recent pullback forces every investor to ask if the real opportunity has already been priced in.

Cathie Wood and Stanley Druckenmiller are looking at the same AI chip stock and moving in opposite directions. ARK Invest sold 25,917 Advanced Micro Devices, Inc. (NASDAQ:AMD) shares across four ETFs on August 17 while simultaneously adding Nvidia across five funds. The move continued a pattern of trimming AMD exposure: ARK’s second-quarter filing showed about […]

Moderna was the best performing stock in the S&P 500 yesterday. Moderna stock had fallen over 22% on Thursday in its worst single-day decline on record, according to Dow Jones Market Data. The stock more than doubled in the trading session prior.

Stanley Druckenmiller's Duquesne Family Office exited Intel entirely last quarter, even as the chipmaker posts its strongest growth in years.

Stanley Druckenmiller just closed out three of the most talked-about semiconductor positions on Wall Street and immediately put the proceeds to work in a pair of AI infrastructure names most income investors overlook entirely.

Consensus turns today's multiple into a much lower one within two years, and by management's own account the constraint on getting there is capacity rather than demand.

Micron is spending record cash flow on new fabs whose output arrives into the same year its own outlook expects memory supply to improve.

Qualcomm's non-handset business is inflecting fast enough that management expects it to replace the revenue Apple is taking away, and the first proof of that arrives in the December quarter.

Google just handed Marvell a $12.2 billion equity-linked custom-chip deal, and Broadcom shareholders are left wondering how much of their AI revenue story walked out the door with it.

Tiger Global's Chase Coleman was busy buying Cerebras and Intel stock in Q2.

The share count hasn't budged since March. The value more than tripled. The difference matters for anyone who owns the chipmaker's stock.

A number of stocks fell in the afternoon session after investors reacted to a significant partnership between Google and Marvell Technology for custom AI chip development, signaling a potential shift in market share.

AMD and Alphabet look like good long-term buys.

Philippe Laffont aggressively added to his positions in semiconductor stocks in the second quarter.

The market is treating NVIDIA like a semiconductor laggard, even as its growth and profit metrics dominate the very peers it's being priced against.

Rising memory costs are starting to reshape hardware pricing

Intel Faces New AI Hardware Headwind as GPU Prices Surge Across Key Markets

The multiple is paid on capacity that is still being built, while the trailing year still ends in a loss.

Wedbush sees another sign of memory inflation.

Lee Ainslie just torched Maverick Capital's playbook, dumping chip giants to pour hundreds of millions into five names that look nothing like his fund's typical bets, and one of them involves derivatives on a Brazilian fintech.

Intel's client computing business is gaining momentum as AI PCs, Edge AI, robotics and Physical AI open new growth avenues beyond traditional PCs.

Chip stocks are selling off hard even as bond yields fall and the broader market turns green, yet one name in the sector is holding completely flat while its peers bleed out.

Intel Intel (NASDAQ:INTC) CEO Lip-Bu Tan bought about $10 million worth of INTC shares earlier this month at $95 a share, the same price at which Intel had just priced a $20 billion secondary offering days earlier. Intel’s Q2 revenue rose 25% year over year, a massive acceleration from Q1’s 7% growth. Margins jumped to […]

Several stocks have recently seen notable insider buys from CEOs, including a $10 million dollar bet from a semiconductor favorite.

Here’s what could be next for Intel stock.

Analog Devices (ADI) on Wednesday projected above-consensus profit and sales for its fiscal fourth q

Samsung reportedly raising prices for manufacturing processors should be good news for its competitors Intel and Taiwan Semiconductor Manufacturing.

Tech stocks faced renewed selling pressure, while healthcare, basic materials, and consumer discretionary stocks rose.

Super Micro Computer's early AI system availability, liquid cooling and full-stack data center solutions strengthen its position as AI infrastructure evolves.

Intel CEO Lip-Bu Tan just bought over 100,000 shares of Intel in the open market.

It's been a big year so far, at least for these 15 companies.

Can these AI stocks deliver life-changing returns?

The billionaire's family office sold five chip and photonics stocks in a single quarter -- and made two of its biggest bets on the companies writing the checks for AI instead of chasing them.

U.S. futures are flat as artificial intelligence-related stocks continue to sell off and oil prices rise again. AI-related stocks have become volatile in recent months as the value of company shares have soared while confidence in a pay off, at least soon, has waned. The futures for the S&P 500 were relatively unchanged, while those for the Dow Jones Industrial Average rose 0.1%.

Intel (INTC) has just completed a US$20b follow on equity offering of 210,526,315 common shares at US$95 each. This capital raise directly affects shareholder dilution and future funding flexibility. See our latest analysis for Intel. The follow on offering has arrived alongside a sharp pullback in Intel’s share price, with the stock down 6.58% over the last day but still carrying a very strong year to date share price return of 145.52% and a one year total shareholder return of 282%. This...

The chipmaker recently released its 13F holdings report, revealing a large stake in the space stock.

As CEO Lip-Bu Tan buys another 105,000 shares, his growing bet on Intel adds fresh confidence to the chipmaker’s turnaround story.

Intel’s improving position in AI, solid demand for data center products, and expanding foundry ambitions provide credible sources of future growth.

Nvidia's latest 13F filings have revealed a massive stake in SpaceX; here's which has greater upside potential.