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24/7 Wall St.108d agoneutral
AMD Sinks 6% Despite a Holding Pattern in Intel and NVIDIA: The Selective AI Chip Trade Is Here

Shares of Advanced Micro Devices (NASDAQ:AMD) are sinking 6% in midday trading Monday, changing hands near $340 after closing Friday at $360.54. The selloff stands out because AMD’s peers are barely moving. Intel (NASDAQ:INTC) stock is down 2% and NVIDIA (NASDAQ:NVDA) stock is off just 1%. After months of correlated moves higher, the artificial intelligence ... AMD Sinks 6% Despite a Holding Pattern in Intel and NVIDIA: The Selective AI Chip Trade Is Here

Here’s What Jim Cramer Wants President Trump to Do With Intel (INTC)
Insider Monkey108d agoneutral
Here’s What Jim Cramer Wants President Trump to Do With Intel (INTC)

We recently published Jim Cramer Commented On Big Market Confusion & Discussed These 20 Stocks. Intel Corporation (NASDAQ:INTC) is one of the stocks discussed by Jim Cramer. Chip manufacturing giant Intel Corporation (NASDAQ:INTC)’s shares have been on a tear lately. They are up by a whopping 383% over the past year and by 152% year-to-date. […]

Intel’s Next Chapter Government Backing Foundry Ambitions And AI Partnerships
Simply Wall St.108d agobullish
Intel’s Next Chapter Government Backing Foundry Ambitions And AI Partnerships

The U.S. government holds a 10% stake in Intel (NasdaqGS:INTC), with public backing highlighted by President Trump and continued political support for the company. Intel is reported to be close to securing major foundry deals with Apple and Google to manufacture next generation chips using its advanced process and packaging technologies. U.S. antitrust regulators have cleared additional Intel investments in AI company SambaNova, supporting further expansion of Intel's AI partnerships and...

HSBC Downgrades AMD to Hold After 77% Rally: Is the AI Chip Trade Out of Steam?
24/7 Wall St.108d agoneutral
HSBC Downgrades AMD to Hold After 77% Rally: Is the AI Chip Trade Out of Steam?

Advanced Micro Devices (NASDAQ:AMD) stock received an analyst downgrade from HSBC on Monday, May 4, with the firm cutting its rating to Hold from Buy while nudging the price target to $340 from $335. The call lands one day before AMD reports its Q1 2026 earnings on May 5, and after a blistering 77% rally ... HSBC Downgrades AMD to Hold After 77% Rally: Is the AI Chip Trade Out of Steam?

Palantir to report Q1 earnings after Monday's close: What to expect
Yahoo Finance Video108d agoneutralVIDEO
Palantir to report Q1 earnings after Monday's close: What to expect

AI operator and military contractor Palantir Technologies (PLTR) is set to report first quarter earnings results after the bell on Monday. Morning Brief Host Julie Hyman Barron's Investor Circle Newsletter editor Josh Schafer look at Wall Street's expectations for the AI company, while also examining Palantir's release of a new chore coat.

Chip Stocks Soared 70%+ in April. Have They Gone Too Far?
24/7 Wall St.108d agobullish
Chip Stocks Soared 70%+ in April. Have They Gone Too Far?

Semiconductor stocks ripped higher in April, with several names posting one-month gains that would outperform one-year returns for most portfolios. On CNBC’s Halftime Report episode “Can the Market Move Higher in May?” (5/1/26), the panel openly split on a single question: Do you keep buying after a move this large, or sell on the risk ... Chip Stocks Soared 70%+ in April. Have They Gone Too Far?

Intel Stock Has Quintupled From Lows: Is the Easy Money Already Gone?
24/7 Wall St.108d agoneutral
Intel Stock Has Quintupled From Lows: Is the Easy Money Already Gone?

Intel (NASDAQ: INTC) shares have ripped roughly 398.6% over the past year, climbing from $19.98 on May 1, 2025, to $99.62 on May 1, 2026, with the move only accelerating. The stock is up 107.4% in the past month alone and trades within pennies of its 52-week high of $100.45. For a retirement-focused investor who ... Intel Stock Has Quintupled From Lows: Is the Easy Money Already Gone?