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Qualcomm Tumbles as Inflation Shock Sparks Semiconductor Selloff

AMD and Green Hills Software announced a partnership to deliver a safety focused development platform for AMD Versal AI Edge Gen 2 SoCs. The platform combines a real time operating system, hypervisor, and tools for automotive, aerospace, and robotics applications. The collaboration targets safety certified embedded AI use cases where reliability and regulatory compliance are central requirements. For investors watching NasdaqGS:AMD, this move speaks directly to where the company is trying...

FEATURE Intel stock and shares of other semiconductor companies were gaining early Wednesday. The chips rally looked set to resume after a blip the previous day.  Intel shares were up 4% in premarket trading, while Advanced Micro Devices was rising 2.

A number of stocks jumped in the afternoon session after the semiconductor sector rose buoyed by robust AI-related demand and a strong global sales outlook. Global semiconductor sales are on a significant upward trend, projected to surpass $1 trillion this year, largely driven by widespread AI infrastructure and data-center needs.

Penguin Solutions Inc. (NASDAQ:PENG) shares are trending on Wednesday. PENG shares surged 11.01% to $48.99 after hours trading on Tuesday, as the company’s Advanced Micro Devices (NASDAQ:AMD)-backed high-performance computing expansion and fresh Securities and Exchange Commission insider filings drew investor attention. Penguin-AMD-Shell Trio Penguin, together with AMD, deployed an Altus server cluster at Shell's Skybox Houston One facility in Katy, Texas, featuring 864 dual-socket systems power

Nvidia (NVDA) stock investors have laughed all the way to the bank over the past three years, as the company has crushed the AI chip space. CoreWeave (CRWV) CEO Michael Intrator, however, just laid out why that incredible level of dominance requires consistent defense. In a recent CNBC ...

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the top “blue chip” stocks that were suddenly on fire in April. KeyBanc lifted the price target on Advanced Micro Devices, Inc. (NASDAQ:AMD) to $530 from $330 on May 7, reaffirming an Overweight rating on the shares. The firm stated that the company posted solid fiscal Q1 […]

Yahoo Financed Tech Editor Dan Howley and Futurum CEO Daniel Newman join Asking for a Trend to discuss the chip trade and the AI trade.

With a short percentage of outstanding shares of just 1.85%, Myseum.AI, Inc. (NASDAQ:MYSE) is among the 7 Best Machine Learning Stocks to Buy According to Short Sellers. Myseum.AI, Inc. (NASDAQ:MYSE) announced on April 17 that it had been accepted into the AMD AI Developer Program operated by Advanced Micro Devices, a development that provides the company […]

The Nasdaq Composite and the S&P 500 fell Tuesday as technology shares slid, with traders apparently

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed down -0.16%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.11%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.87%. June E-mini S&P futures (ESM26 ) fell -0.16%, and June E-mini Nasdaq futures...

For much of 2026, the chip trade has been the only show on Wall Street. The iShares Semiconductor ETF (SOXX) is still up 77% year to date through May 11, Advanced Micro Devices (NASDAQ:AMD) has more than doubled, and Intel (NASDAQ:INTC) has been the comeback story of the cycle. But today, the bid disappeared. SOXX ... Chip Stocks Are Bleeding Today. The 2018 and 2022 Selloffs Tell You Exactly What Comes Next

Chip stocks got beat up after the latest inflation report. The tech-heavy Nasdaq was down 0.7%, the S&P 500 was down 0.2% while the Dow gained 56 points, or 0.1%. Notably, almost all major chip stocks were down, barring Nvidia.

US benchmark equity indexes were mostly lower intraday, weighed down by a technology sell-off, as in

Shares of Intel (NASDAQ:INTC) are down 10% in Tuesday trading, changing hands near $116 after closing at $129.44 on Monday. Advanced Micro Devices (NASDAQ:AMD) is sliding alongside, off 5% at roughly $436. The selloff lands after both names ripped through a parabolic stretch. Intel stock gained 35% in the week ending May 11, while AMD ... Intel Crashes 10%, AMD Slides 5% as Chip Trade Cools After Parabolic Run

On Bloomberg Businessweek Weekend’s May 8th segment, AMD chief Lisa Su delivered a forecast that should make GPU-only investors uncomfortable. The current ratio of 4 to 5 GPUs per CPU in AI infrastructure is about to compress toward 1-to-1 as agentic AI and inference workloads start hammering the CPU layer. What Su said on the ... AMD CEO Lisa Su Says CPUs Will Match GPUs 1-to-1 in AI’s Next Phase

Oracle's (ORCL) fiscal fourth-quarter results are likely to benefit from robust spending on technolo

Mizuho raised its price target on Intel (NASDAQ:INTC) stock to $124 from $100 on May 12, keeping a Neutral rating as the firm cited agentic AI continuing to drive server demand. The revision is part of a broader semiconductor and AI infrastructure estimate hike across multiple names. For long-term investors, the move signals that even cautious ... Mizuho Hikes Intel Price Target to $124 as Agentic AI Server Demand Validates the Turnaround

Mizuho just turned more bullish on Advanced Micro Devices (NASDAQ:AMD), raising its price target to $515 from $415 while keeping an Outperform rating. The firm cited agentic AI continuing to drive server demand as the catalyst behind the call. The price target raise is a sign that Wall Street views AMD as a primary beneficiary ... Mizuho Just Hiked AMD Price Target to $515: Agentic AI Server Demand Powers the Bull Case

Mizuho raised its price target on Dell Technologies (NYSE:DELL) to $300 from $260, maintaining an Outperform rating and pointing to agentic AI workloads as a durable driver of server demand. The price target raise to $300 lands as part of a broader semiconductor and AI infrastructure estimate hike following the March quarter earnings season. For ... Mizuho Hikes Dell Price Target to $300 as Agentic AI Server Demand Powers the Bull Case

Several Wall Street analysts raised their price targets on highflying AI stocks, including Nvidia, AMD and Broadcom.

At the 2018 Chinese Grand Prix, Advanced Micro Devices, Inc. CEO Lisa Su found herself in an awkward viral moment during a live Formula One grid walk — years before her chip company's meteoric rise transformed it into a more...

Arista Networks Inc. (NYSE: ANET) is currently priced for a future that leaves no room for error. While the company has undeniably outpaced legacy rivals, its current 47x trailing earnings multiple suggests the AI rally may have finally outrun its fundamental support. Historically, Arista has found its valuation comfort zone closer to 38x; today’s significant premium assumes several years of uninterrupted AI tailwinds while ignoring the cyclical gravity that eventually pulls on all hardware vend

Stocks of most chip companies were getting hit, besides Nvidia. Texas Instruments, Samsung Electronics, ASML stocks were all down more than 2%, while shares of Taiwan Semiconductor Manufacturing were down 1.

Investor optimism builds ahead of Nvidia's May 20 earnings report.

I bought more Advanced Micro Devices (NASDAQ:AMD) again last week, and I am not embarrassed to say it was my biggest single buy of the year. AMD is the position I keep funding because Lisa Su has quietly turned this company into the second pillar of the AI infrastructure buildout, and the receipts from May 5, ... This Stock Is My Biggest Bet For May

Quarterly filings reveal Nvidia's revenue base and profit margins far outpace AMD's, with both companies posting notable product launches in early 2026.

(Bloomberg) -- A scorching rally in Intel Corp. shares is threatening huge losses for traders wagering that they’re due to fall. But that isn’t stopping them from placing those bets. Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO to Miss China Trip After Year of Travels With TrumpSince hitting a low on March 30, the chip

AMD, Intel Set for Massive AI Server Boom, GF Securities Says

Micron Technology's stock has risen by almost 9x over the past twelve months, taking its market capitalization above $800 billion - one of the largest single-year gains in the company's four-decade trading history. The rally is driven by surging demand and a shortage of high-bandwidth memory, the specialized chips that sit alongside AI accelerators in data centers. Micron has pre-sold its entire HBM production through 2026 under binding contracts. Hyperscalers, including Microsoft (MSFT), Alphab