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Intel’s Insiders
The Wall Street Journal35d agoneutral
Intel’s Insiders

Plus, a plan to protect Earth from solar storms, how to shop for iPhones this year, how AI advice is undermining eating-disorder therapy and more.

Intel (INTC) Raises Server Chip Prices As AI Demand Pushes Supply Limits
Simply Wall St.35d agoneutral
Intel (INTC) Raises Server Chip Prices As AI Demand Pushes Supply Limits

Intel is increasing prices on key server and laptop CPUs as demand for its server chips exceeds available supply. The company is currently negotiating longer term pricing and volume agreements with customers. This move is tied to rising AI infrastructure demand that is straining industry supply chains. Intel, ticker NasdaqGS:INTC, is making this pricing move with its shares around $109.84 after a very large 1 year return and a 178.9% gain year to date. Those gains come despite the stock...

Intel (INTC) Was A Brutal Rotation, Says Jim Cramer
Insider Monkey36d agoneutral
Intel (INTC) Was A Brutal Rotation, Says Jim Cramer

We recently published Jim Cramer Insisted Recent AI Chip Selloff Wasn’t A Bottom & Discussed These 17 Stocks. Intel Corporation (NASDAQ:INTC) is one of the stocks discussed by Jim Cramer. While Intel Corporation (NASDAQ:INTC) has been one of the hottest stocks in 2026, the shares have struggled recently. Over the year and year-to-date, the stock […]

XSD vs. SMH: Should Your Semiconductor ETF Be Equal-Weight or Cap-Weight?
24/7 Wall St.37d agoneutral
XSD vs. SMH: Should Your Semiconductor ETF Be Equal-Weight or Cap-Weight?

The SPDR S&P Semiconductor ETF (NYSEARCA:XSD) and the VanEck Semiconductor ETF (NASDAQ:SMH) both offer exposure to semiconductors, yet they are two very different bets. XSD spreads chips money almost evenly across roughly 40 U.S. semiconductor names. SMH funnels most of its dollars into the 25 largest, tilting hard toward the AI mega-caps. Over the last ... XSD vs. SMH: Should Your Semiconductor ETF Be Equal-Weight or Cap-Weight?

Price Prediction: Can Intel Double by 2030?
24/7 Wall St.37d agoneutral
Price Prediction: Can Intel Double by 2030?

Intel’s turnaround is starting to look real. Intel (NASDAQ:INTC) has ripped 198.75% year to date, and CEO Lip-Bu Tan just posted a sixth consecutive quarter of revenue above expectations. Data Center and AI revenue grew 22% year over year to $5.05B, Foundry grew 16%, and 18A is in high-volume manufacturing. Can Intel double from here ... Price Prediction: Can Intel Double by 2030?

Taiwan Semiconductor Is a No-Brainer Buy Before July 16 Earnings. Here’s Why
24/7 Wall St.37d agobullish
Taiwan Semiconductor Is a No-Brainer Buy Before July 16 Earnings. Here’s Why

Taiwan Semiconductor Manufacturing (NYSE:TSM) presents one of the cleanest large-cap setups heading into next Thursday’s earnings report, and the setup gives retirement-focused investors a rare combination of visible earnings momentum, guided margin expansion and a valuation the growth rate already outruns. The Setup Into July 16 Monthly filings have already de-risked the earnings report. May ... Taiwan Semiconductor Is a No-Brainer Buy Before July 16 Earnings. Here’s Why

Chips Made In The USA Are Making A Comeback. What Investors Should Know.
Investor's Business Daily37d agoneutral
Chips Made In The USA Are Making A Comeback. What Investors Should Know.

Semiconductor manufacturing was dominated by American companies before factories moved to countries like Taiwan and South Korea. Now, hints of that original vigor are emerging again as a fab construction boom promises to revive what once was the global standard: computer chips made in the USA. "Today, all of the major semiconductor manufacturers capable of building a state-of-the-art semiconductor are investing in the United States," said Joe Stockunas, president of the Americas unit of the SEMI industry trade group.