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CHIPS Act dollars, a U.S. government equity stake, and a pending merger are converging on three American chipmakers at the same moment that reshoring shifts from political promise to balance-sheet reality. Whether their current share prices leave room for what comes next is the harder question.
I have covered each of the following four stocks separately over the past few weeks:Micron's historic earnings. Intel's painful turnaround. AMD's server CPU advantage heading into August 4. Applied Materials' wafer equipment supercycle. On July 21, Jim Cramer put them all in the same basket with a ...
U.S. chipmaking giants Intel and Advanced Micro Devices are signing longer-term purchase commitments with Chinese server customers for data-centre processors as prices surge, two people familiar with the talks said. The move highlights a broader consequence of the AI boom: demand has spread beyond AI accelerators to memory, networking gear and server processors, giving suppliers greater leverage to seek long-term purchase deals. AI data centres require not only Nvidia-style graphics processors (GPUs) but also large numbers of central processing units (CPUs) to support servers, storage, networking and inference workloads.
A report out of South Korea on Tuesday, July 21, claimed SK Hynix was in talks to buy Intel’s unfinished Ohio semiconductor campus, according to Stocktwits. The claim traced back to Korea JoongAng Daily and described a deal that would give SK Hynix front-end memory production in the United States, ...
The chipmaker finally put a name on its foundry momentum -- two days before the report that will test it.
Asking for a Trend Host Josh Lipton lays out what investors need to watch on Thursday, July 22, including key earnings reports from Intel (INTC), RTX Corporation (RTX), T-Mobile US Inc (TMUS), along with the latest reading on initial jobless claims as markets look for clues on the health of the economy.
Tesla CEO Elon Musk might get his company into yet another business: computers that don't roll. Musk is fond of pointing out that Tesla vehicles are advanced computers on wheels. Each Tesla has a powerful computer capable of running advanced self-driving software.
Investing.com -- Intel is seeking a partner to help operate its Ohio semiconductor manufacturing facility, according to a Semafor report published Wednesday. The chipmaker is considering various companies to assist with the project rather than selling it outright.
Texas Instruments (TXN) delivered earnings and revenue surprises of +12.04% and +4.57%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Earnings must support soaring expectations around the chipmaker's turnaround
Fortinet announced a collaboration with Intel to develop the Fortinet Security Processor 6 on the Intel 4 process, making Fortinet the first named cybersecurity customer for Intel Foundry.
If TSMC believed there was an AI bubble, it wouldn't be spending $64 billion.
Revenue growth is expected to accelerate.
IDC sees AI infrastructure market approaching $500 billion this year
Micron and Intel both crushed earnings, but one stock already tripled while the other gave back gains heading into summer. Before you buy either semiconductor name, the risk-reward gap between them tells a very different story.
Intel shares have surged over 350% in the past year on the promise that CPUs are becoming the backbone of AI infrastructure, but Thursday's earnings report will reveal whether that thesis has real legs or just hype propping up a lofty valuation.
Super Micro Computer just dropped a preliminary earnings update that sent its stock surging more than 20%, and the numbers behind that move suggest something fundamental may have shifted in the company's business model.
A leaked report about SK Hynix eyeing Intel's massive Ohio chip campus sent shares swinging, but a swift denial only tells part of the story behind today's volatile session.
Intel heads into Q2 earnings as investors watch AI, foundry progress and manufacturing updates after the chipmaker's strong rebound and rising expectations.
A major revelation from foundry giant TSMC suggests Intel could deliver stronger-than-expected results and guidance.
Super Micro Computer just posted preliminary numbers that sent margin bears scrambling for cover, and the ripple is already moving through the AI server sector in ways that could reset expectations across the board.
Lisa Su inherited a company days away from irrelevance and turned it into an AI powerhouse challenging Nvidia. What her decade in charge actually did to a modest $10,000 stake will make you rethink every stock you ever sold too soon.
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