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The sticker shock on AMD shares fades when you look a few years out, but the real question is whether the company can deliver the growth that makes today’s price a bargain.

At $195.74, NVIDIA (NVDA) looks set up for roughly 51% of upside over the next three years under a conservative scenario. That is a move large enough to justify digging into where it comes from. Revenue compounding does the work, but the multiple takes a meaningful cut along the way. Here is the operational reality the math is built on.

The chipmaker just unveiled a new business model that locks in remarkable profits for years, but the real question is what it might be giving up in return.

Nvidia has dominated the AI chip market for years, but the era of total dependence might be ending. OpenAI just shared its plans to spice things up with Jalapeño, its custom inference chip built with Broadcom, joining Google, Apple, and SpaceX in a growing list of companies building their way out of single-supplier risk. The goal is less of a […]

Micron sees growth ahead for smartphones and PCs.

Top Bank Says SpaceX's AI Expansion Could Supercharge Nvidia and Intel

Shares of ON Semiconductor (NASDAQ:ON) are down 20% in early Friday trading, sliding to $95 after the chipmaker unveiled an all-stock acquisition of Synaptics (NASDAQ:SYNA). The drop erases a meaningful slice of ON stock’s recent rally. ON Semiconductor stock entered the session up 119% year to date (YTD), so today’s air pocket lands on a ... ON Semiconductor Tumbles 20%: Is It Dragging Down Semiconductor Names Like AMD and Intel?

Intel (NASDAQ:INTC) and Taiwan Semiconductor Manufacturing (NYSE:TSM) both posted Q1 2026 results that frame the same question from opposite sides: who builds the world’s most advanced chips, and where. TSMC remains the engine of AI silicon. Intel is the Western alternative hyperscalers are quietly funding. Geography matters more than the numbers. Foundry Bets Lift Intel. ... Big Tech’s Quiet Diversification Out of Taiwan Is the Ultimate Catalyst for Intel’s Turnaround

Former Speaker of the House Nancy Pelosi (D-Calif.) is one of the most-followed members of Congress for tracking the stock and options trading activity disclosed by her husband, venture capitalist Paul Pelosi. Here are Pelosi’s latest disclosed trades. Pelosi Discloses...

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The semiconductor sector declined on Friday as high memory and storage costs weighed on stocks.

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Intel (INTC) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Tech stocks swooned, and broader equity index futures declined in Friday's premarket trading amid co

The benchmark US stock measures were tracking in the red before the open Friday as bearish sentiment

Tech looks set to extend a recent slump as Wall Street dumps some of the stocks that have benefited most from the AI trading frenzy.

June 26 (Reuters) - Futures tied to the tech-heavy Nasdaq led Wall Street losses on Friday, as chip stocks came under renewed pressure after a sharp rally in the previous session, while some megacap

Vice President JD Vance headlined an RNC fundraiser on Thursday night in Palo Alto, California, at the residence of influential investor and All-In Podcast host Chamath Palihapitiya , raking in $4.2 million for the Republican Party, a source familiar with the dinner tells Axios.

Investing.com -- U.S. semiconductor stocks slipped in premarket trading on Friday, extending a global technology selloff after Apple raised prices on several of its products, fanning concerns that surging memory chip costs could dampen consumer electronics demand and cloud the outlook for the broader AI trade.

Goldman Sachs initiated coverage of Intel with a 'Neutral' rating and a 12-month price target of $150, according to Investing.com.

Micron has never before had this kind of market power, and it hasn’t taken long to throw around its newfound muscle.

Before the stock surged, management was methodically laying out a future beyond handsets, but you had to be listening for a different kind of story.

IBM (IBM) hasn’t built a commercial computer chip of its own in nearly a decade. On Thursday, June 25, the company said its research labs had cracked something the rest of the chip industry hasn’t managed yet. The breakthrough has nothing to do with software, and everything to do with one tiny ...

Goldman Sachs Group Inc. (GS) initiated coverage of Intel Corp. (INTC) this week with a neutral rating and a $150 price target, based on TipRanks' report. That implies only about 12% upside, modest given the stock’s run over the past year. The bigger signal is who wrote it, not the number itself. ...

Expectations are high, but only one of these companies dominates processor manufacturing.

(Bloomberg) -- I-Pulse Inc. will receive $250 million in US funding for semiconductor and pulsed-power development as the venture co-founded by Robert Friedland joins American efforts to reduce reliance on foreign-chip supply chains.Most Read from BloombergInvestor Who Scored 900% Win in 2008 Crisis Has New Big Short BetApple Shares Sink After Sweeping Price Hikes Hit iPads and MacsStocks Whipsaw as Micron Surges While Apple Sinks: Markets WrapGrand Ole Opry House Up For Sale by Owner Ryman Hosp

Apple (AAPL) is unlikely to lose customers as a result of the iPhone maker increasing prices on its

While investors fixate on NVIDIA's dizzying growth rate, a far more telling number lies in its supply commitments, revealing a concrete plan to meet demand that skeptics think is unsustainable.

Nancy Pelosi disclosed a new Intel position, but investors should focus on the chipmaker’s turnaround, valuation, and earnings momentum.

Investing.com -- Credit-default swaps linked to SpaceX began trading Thursday after the company completed its first high-grade bond offering earlier this week, Bloomberg reported. The development allows investors to protect against potential losses or bet on the company's creditworthiness.