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Three of the biggest names in logic chips closed higher on August 12, following a strong earnings report deep in the AI server supply chain. Advanced Micro Devices, Inc. (NASDAQ:AMD) up 1.8% at $483, Intel Corporation (NASDAQ:INTC) up 3.3% to $101, and NVIDIA Corporation (NASDAQ:NVDA) up 3% to $224, in a broad rally sparked not […]
Arista is firing on all cylinders with 39% net margins and zero debt, while Intel is burning cash and posting losses as it pivots to foundry.
Intel once was the biggest chipmaker in the world. During the 1990s through the mid-2010s, Intel’s semiconductor powered most of the personal computers in businesses and homes worldwide. Nowadays, the company is playing catch-up, competing with other powerful players in the semiconductor industry — ...
According to Intel’s latest filings with the Securities and Exchange Commission (SEC), the company held a steady 15.3 million shares of Joby and 50 million Class A shares of Mobileye as of both March 31 and June 30.
A number of stocks jumped in the afternoon session after a wave of upbeat earnings reports and bullish forecasts from key industry players signaled robust and sustained demand for artificial intelligence technology.
Two AI chip giants moved in opposite directions Friday as Wall Street put a massive dollar figure on a financing structure that Broadcom and Nvidia both use, raising questions about which companies benefit from AI's debt-fueled buildout and which carry the hidden risk.
Semiconductors are the picks and shovels of modern technology. The way we live and work is also changing with AI, which is creating secular demand for more powerful chips. As a result, the industry has seen solid stock price performance over the last six months as its gain of 46.5% has outpaced the S&P 500’s 13.5% return.
Great Hill Capital chairman & managing partner Thomas Hayes joins Opening Bid to break down the explosive momentum in memory stocks and explain why investors may want to exercise caution—even as JPMorgan (JPM) sees further upside for SanDisk (SNDK).
ASX's LEAP demand is driving revenue and margin gains as AI infrastructure needs fuel advanced packaging growth and capacity expansion.
Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% […]
Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% […]
Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% […]
Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% […]
Intel Gets AI Boost as Bank of America Sees Massive CPU Market Growth
The data-center opportunity is becoming much broader than GPUs
Intel just posted its strongest revenue growth in over 15 years, yet shares sit more than 30% below their recent peak after a massive stock offering rattled investors. Whether that gap is a buying opportunity or a warning sign depends entirely on one unresolved question about its foundry business.
While the S&P 500 (^GSPC) includes industry leaders, not every stock in the index is a winner. Some companies are past their prime, weighed down by poor execution, weak financials, or structural headwinds.
South Korean memory stocks just posted their biggest surge in months while U.S. premarket tells a far more complicated story, with Coherent falling despite a beat and Micron moving in the opposite direction from its Asian peers.
Agentic AI is quietly multiplying compute demands at a scale most investors have not priced in, and one company sits at the only viable toll booth on that road. Here is why the buy button keeps getting pressed.
A blowout earnings report from deep inside the AI server supply chain sent shockwaves through the chip sector Wednesday, lifting three of the biggest names in logic silicon and raising the stakes for what could be an even bigger catalyst on the horizon.
INTC's stronger 2026 growth outlook, AI PC momentum and price gains outweigh its premium valuation, making it the better chip pick than QCOM.
In today's Chart of the Day, Yahoo Finance Markets & Data Editor Jared Blikre dives into Intel's (INTC) rally and how the chipmaker’s surging stock price saved the company millions as it prepares to issue $20 billion in new common stock.
Intel said Monday it plans to raise $15 billion by selling new shares to investors, giving it fresh cash for factories, equipment, day-to-day operations, and other needs. That comes with a cost for existing shareholders — one that its recent stock rally has dramatically reduced.
A Chinese company is reportedly manufacturing its own DUV systems.
TSMC said its sales in July rose nearly 6% from June and 45% year over year thanks to strong demand for AI chips.
Intel is planning to raise $15 billion through a share sale, the U.S. chipmaker said on Monday as it looks to fund the costly build-out of its chip contract manufacturing business by cashing in on a stock surge fueled by its turnaround efforts. Once the dominant force in the global chip industry, Intel is investing heavily in new facilities and advanced packaging capabilities as it seeks to challenge industry leader such as TSMC in contract chip manufacturing. Its shares fell more than 3% in premarket trading, likely on concerns about shareholder dilution from the stock sale.
NVIDIA's 11% monthly gain is backed by surging AI demand, strong cash flow and a forward P/E below the tech sector average.
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