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Check out the companies making headlines yesterday:

Intel (NASDAQ:INTC) stock is under heavy pressure today, falling 7% as semiconductor stocks retreat across the board. The weakness extends beyond Intel stock, with Advanced Micro Devices (NASDAQ:AMD) stock down 5% and Taiwan Semiconductor Manufacturing (NYSE:TSM) stock lower by 6%. The broad-based decline comes after Bank of America warned that bubble risk is beginning to ... Intel Drops 7%, AMD Slides 5%, Taiwan Semiconductor Falls 6% as BoA Flags “Bubble Risk”

Investing.com -- Chip stocks were hit hard Wednesday following a report from The Information that OpenAI engineers have unlocked software optimizations capable of slashing inference costs in half. These breakthrough efficiencies reportedly slashed the number of Nvidia GPUs required to support non-logged-in ChatGPT visitors, triggering immediate Wall Street anxieties over a potential slowdown in AI hardware demand.

Intel stock has logged an extremely strong run over the past year, and the question now is whether that surge still lines up with what the current valuation checks are saying or if expectations have moved ahead of the fundamentals. Over the last 12 months, Intel shares have returned a very large gain of about 5.1x, which sets a high bar for what needs to go right from here for that performance to be sustained. Expectations around AI driven CPU demand and foundry contracts can support a...

At $139.63, Intel (NASDAQ:INTC) is a hold. After a 278.4% year-to-date run into a fresh 52-week high, the setup demands a view rather than a reflex. Intel is the world’s largest x86 CPU designer and increasingly a contract chip manufacturer under CEO Lip-Bu Tan. The turnaround thesis rests on three legs: Intel Foundry scaling on ... Intel Just Hit a 52-Week High: Buy, Sell or Hold At $140?

Strategas Asset Management chief ETF strategist Todd Sohn explains what's in store for the exchange-traded fund (ETF) market in the third quarter.

The VanEck Semiconductor ETF has gained nearly 76% in the first six months of 2026.

Jabil's AI/ML strengths, diversified end markets and upbeat earnings estimates underscore its growth prospects after a 78% rally over the past year.

The Campbell, California company wants to let chip designers build custom AI silicon without a full chip program

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

MU's AI-driven memory surge fuels a historic rally, making semiconductor ETFs a diversified way to tap the industry's broad-based momentum.

Big Tech's first half was marked by a divide between software stocks and hardware.

Concern is growing as investors pour money into "leveraged" ETFs that use debt to amp up returns.

The three chipmakers are now the 10th, 11th, and 12th most valuable U.S. tech companies as investors broaden AI bets

U.S. futures are in the red Wednesday as investors await Fed Chair Kevin Warsh's remarks on interest rates at an ECB forum in Portugal

Seven S&P 500 stocks have already tripled in 2026, with memory giant Sandisk far in front All are AI stocks.

Alpha & Omega Semiconductor Limited (NASDAQ:AOSL) is one of the best tech stocks to buy for the next 5 years. On May 18, Alpha & Omega Semiconductor/AOS introduced a new family of digital multiphase controllers designed to power Intel’s next-gen Panther Lake and Wildcat Lake mobile processors. By pairing these controllers with AOS’s Smart Power […]

Jim Cramer names Micron, Intel, AMD, Marvell, and Sandisk as the chip stocks leading Wall Street's AI spending cycle

As high-end chipmakers build new production lines to meet soaring demand, they'll need more of Lam Research's equipment.

Investors leaned toward companies that make processors, secure software, and infrastructure needed to run AI applications.

Gary Jiang’s appointment was confirmed through his LinkedIn profile, where he lists his position as “Director, Tera Fab” at Tesla on a full-time, on-site basis in Austin.

Intel (NasdaqGS:INTC) and ASUS jointly showcased a full lineup of AI focused education devices at ISTE+ASCD 2026. The portfolio includes rugged laptops, desktops, Chromebooks and AI acceleration hardware built around Intel Core Ultra processors. The solutions target K-12 schools and educators, with an emphasis on classroom use, privacy and edge computing. Intel is using this education focused launch to extend its AI hardware push beyond data centers and consumer PCs into classrooms. For...

Investing.com -- Mizuho Securities Asia raised its forecast for TSMC's monthly CoWoS packaging capacity to 140,000 units by 2026 and 190,000–200,000 units by 2027, up from prior estimates of 120,000 and 170,000–180,000 respectively, as a sharply upgraded outlook for AI-driven server CPU demand forces a broad revision to the firm's semiconductor supply model.

Shares of computer processor maker Intel (NASDAQ:INTC) jumped 7.2% in the afternoon session after a wave of positive sentiment swept through the semiconductor sector, fueled by analyst price target increases and optimism about artificial intelligence (AI) infrastructure spending.

The company's growth outlook is impressive, but a huge piece of its future depends on the flawless execution of one specific, high-concentration bet.

Tech and industrial stocks led advances while gold slipped, and investors eyed a strong quarter close, today, June 30, 2026.

Investing.com -- Three major chipmakers gained about $2 trillion in combined market value during the second quarter as investors expanded their artificial intelligence holdings beyond Nvidia.

The S&P 500 and Nasdaq, which logged their best quarterly performances since 2020, ended the day 0.79% and 1.52% higher, respectively.

(Updates with market moves at the end of the day.) The Dow Jones Industrial Average hit an new al

Beyond surging demand, the stock’s incredible run was powered by a new kind of deal designed to kill the company’s cyclical curse.