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.

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.

Intel Stock Takes Another Hit as UBS Trims Price Target to $112

Intel shares tumbled Tuesday as the ongoing Iran conflict continues to rattle markets.

↗️ BHP Group (AU:BHP, BHP): The Australia-based miner reported a 9% increase in annual net profit as prices of copper surged to record highs. Its shares rose more than 2% in Australia. 🔎 Home Depot (HD): The home-improvement company posted higher sales ahead of the opening bell; shares advanced 0.

This chipmaker's stock has delivered a chart-topping performance, but its operating results sit squarely in the middle of the pack, forcing investors to decide if the price has run too far ahead of the business.

Stocks were in the red as investors fretted over heavy fiscal spending and inflation.

All 30 stocks in the PHLX Semiconductor index are down in recent trading, helping drag the Nasdaq composite lower. Here are some of the biggest decliners: Coherent, down 11.4% Credo Technology, down 11.

Intel shares are up over 300% in a year, but Wall Street still has serious doubts, and the gap between the consensus target and the bull case reveals a high-stakes bet on whether one unproven technology can rewrite the entire story.

U.S. stocks are trading lower today. The Nasdaq is down 1.4%, the Dow Jones Industrial Average is off 0.1% and the S&P 500 is down 0.6%. Here is what is driving the markets today: Worldwide bond selloff: An accelerating bond selloff in recent days has pushed some Treasury yields to levels not seen since 2007.

Nvidia Corp. shares could be trading at a discount of as much as 50%, as investors overstate risks related to the leader in artificial intelligence chips, according to Bank of America.

NVIDIA's first public 13F filing surprised Wall Street with a portfolio that reads less like passive investing and more like a strategic blueprint for controlling the entire AI supply chain. Five of its holdings reveal exactly where Jensen Huang thinks the real money flows after the GPU.

Chip stocks spent just 21 days in bear market territory. But that’s where the good news ends on Tuesday.

Intel sits on roughly $30 billion in cash, yet its entire disclosed stock portfolio fits inside just two struggling companies tied to autonomous flight and self-driving cars. The reasoning behind that concentrated bet says more about CEO Lip-Bu Tan's grand vision than any earnings call ever could.