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Intel has begun risk production of chips based on a new process node, which could help it prevent further market share losses to AMD.

MU heads into fiscal Q3 2026 earnings with expectations for sharp revenue growth, strong margins and continued AI-driven memory demand.

Four billionaire portfolio managers who almost never end up on the same side of a trade quietly converged on Taiwan Semiconductor Manufacturing (NYSE:TSM). Chase Coleman’s Tiger Global added 49.38% to its Taiwan Semiconductor position. That lifted it to the fund’s fourth-largest holding at $1.04 billion. David Tepper boosted his stake alongside other chip names. Stanley ... Forget Nvidia: Four Billionaires Who Rarely Agree on Anything Hold the Same Overlooked Chip Stock

David Tepper’s Appaloosa Management trimmed NVIDIA (NASDAQ:NVDA) by roughly 13% of shares and cut AMD (NASDAQ:AMD) by roughly 32% of shares while nearly doubling its Amazon position, adding about 2.14 million shares (an increase of roughly 98%) during the quarter ended March 31, 2026. The disclosure landed in the 13F filed May 15, 2026, and ... David Tepper Trimmed Nvidia and AMD, but Doubled Down on This AI Stock

QCOM's QCT revenue fell 4% as handset weakness persisted, but booming automotive and IoT sales are helping offset smartphone market pressures.

Micron Technology led other AI hardware stocks higher to start the week, ahead of the memory chipmaker's earnings.

AMD's stock has already more than doubled this year.

AVGO's AI chip and networking demand fuel record semiconductor sales, with strong bookings and customer commitments supporting further growth.

Premji Invest led the round, which brings Upscale AI's total funding to $500 million in under 18 months

Memory giant Micron (MU) will report its third quarter earnings after the bell on Wednesday, providing another update on the broader AI build-out.

Memory giant Micron (MU) will report its third quarter earnings after the bell on Wednesday, providing another update on the broader AI build-out.

Nvidia was edging up early on Monday as investors assess the latest news around U.S.-Iran peace talks.

The stock is up more than 150% this year, but many investors believe the story isn't over yet.

MU's DRAM revenues may have surged in Q3 as AI demand, HBM leadership and NVIDIA ties fuel one of its strongest memory markets in years.

With a forward P/E of 40.39, Advanced Micro Devices, Inc. (NASDAQ:AMD) is among the 10 Most Overvalued Quantum Computing Stocks According to Short Sellers. On June 16, Advanced Micro Devices, Inc. (NASDAQ:AMD) and Rackspace Technology announced a definitive agreement for the phased deployment of an initial 30-megawatt footprint dedicated to AMD-powered computing infrastructure across Rackspace’s global data […]

Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who lost money in tech stocks during 2022.

Mavenir has introduced its Agentic Service Assurance Framework, designed to enhance network operations through scalable, closed-loop automation using artificial intelligence. This multi-agent framework, aligned with TM Forum specifications IG1251 and IG1453, aims to accelerate autonomous network operations across multi-vendor and multi-domain environments. By capturing and automating expert workflows from Network Operations Centers (NOC), the system seeks to replicate and expand human...

↘️ SpaceX (SPCX): Shares of Elon Musk's rocket company declined 3% premarket, setting up the stock for its third straight session of declines since it began trading publicly a little over a week ago. ↗️ Intel (INTC): Shares in the tech giant climbed 4% premarket.

Nvidia was edging down early on Monday as investors assess the latest news around U.S.-Iran peace talks.

TSMC's biggest strength may be that its customers are also its competitors.

Wall Street loves a new nickname for its favorite trade.

Both chipmakers have soared on the AI boom, but only one looks like the clearer buy at today's prices.

D.A. Davidson’s head of technology research, Gil Luria, used a CNBC “Closing Bell Overtime” appearance to argue that the chip rally has produced a valuation contradiction investors should not ignore. His framing: both major semiconductor ETFs are up more than 80% this year, while memory names have surged 300% or more, yet the multiples investors ... Analyst Warns Intel Valuation ‘Doesn’t Make Sense.’ Suggests NVIDIA, AMD, Micron, and Broadcom as Alternatives.

Earlier this week, TD SYNNEX expanded its role in artificial intelligence and security distribution by adding new independent software vendor solutions to the HPE Unleash AI portfolio and collaborating with EigenQ to help AMD EPYC-based environments prepare for post-quantum security requirements. Together, these moves deepen TD SYNNEX’s position at the intersection of AI infrastructure and quantum-resilient cybersecurity, areas that many enterprise and public-sector buyers are actively...

Rackspace Technology and Advanced Micro Devices have signed a massive agreement to deploy artificial intelligence computing power for regulated enterprises.

We just covered Donald Trump Stock Portfolio: 10 Best AI and Tech Stock Picks in 2026. Adeia Inc (NASDAQ:ADEA) ranks #9 (see Donald Trump Stock Portfolio: 5 Best AI and Tech Stock Picks in 2026). The stocks identified in this article are based on Trump’s financial disclosure filings released by the U.S. Office of Government Ethics […]

The artificial intelligence boom has triggered one of the largest infrastructure buildouts in technology history. The largest cloud providers are on pace to spend more than $750 billion on AI infrastructure this year alone. For years, much of that spending flowed directly to Nvidia (NASDAQ:NVDA), whose GPUs became the gold standard for training and running ... Forget AMD: Amazon Declares War on Nvidia by Selling Its Own AI Chips

Astera Labs Inc. (NASDAQ:ALAB) is one of the fastest-growing AI infrastructure stocks to buy. On June 3, 2026, Astera Labs said it had expanded its Taiwan operations and Cloud-Scale Interop Lab, strengthening engineering, operations, and coordination with customers and ecosystem partners in one of the world’s key semiconductor supply-chain hubs. For AI infrastructure, time to […]

At $507.29, Advanced Micro Devices (NASDAQ:AMD) screens as fully valued, with a more attractive risk/reward profile emerging only on a macro-induced, index-wide technical pullback at or below $440. The stock is pressed against record territory just as Kevin Warsh gavels in his first Fed meeting. Systemic multiple compression could mask AMD’s enterprise market share gains ... Buy, Hold, or Sell: AMD Rested Near All-Time Highs as Kevin Warsh Opened His First Fed Meeting. Is AMD Stock a Buy at $507

Broadcom's AI chip business is growing at an extraordinarily fast pace, but another large part of the company's business is getting ready to accelerate.