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The Nasdaq 100 (^NDX) is home to some of the biggest success stories in tech and growth investing. However, certain stocks in the index face challenges like profitability concerns, rising costs, or shifts in market trends.

Landing a cybersecurity giant bodes well for Intel's security chip business.

Ron Paul just compared a Republican president's signature economic policy to democratic socialism, and his argument targets a specific stock that has already surged over 400% in a year.

ARM Holdings Plc (NASDAQ:ARM) has become one of the key beneficiaries of the AI boom. It has expanded beyond its traditional smartphone business into the fastest-growing cloud and data center markets. The company’s energy-efficient CPU designs are increasingly being adopted by major cloud providers building AI data centers. As ARM continues to grow its presence […]

Intel (NasdaqGS: INTC) announces a joint venture with SpaceX and Tesla to build a semiconductor fabrication facility in Texas as part of the Terafab project. The Terafab facility is intended to support chips for next generation robotics and autonomous vehicle platforms used by SpaceX and Tesla. The partnership highlights efforts by the companies to tighten control over chip supply for AI hardware and advanced manufacturing in North America. The announcement positions Intel as a key foundry...

Intel suspended its dividend in 2024 after a brutal stretch. Now the stock is up 389% over the past year, a real turnaround, and investors are asking whether the payout is finally coming back.

Lower profit and additional investment commitments renewed scrutiny of the group's increasingly concentrated artificial-intelligence strategy.

Advanced Micro Devices just posted huge growth forecasts, but on its earnings call, analysts zeroed in on whether the company can actually build it all without the success eating its own margins.

Get paid a healthy income now for a chance to own the AI leader at a price well below today's, an income you keep whether the stock soars or sinks.

AMD's post-earnings dip highlights near-term PC and gaming weakness, but surging Data Center demand and AI deployments support long-term growth prospects.

NVIDIA's 11% monthly gain is backed by surging AI demand, strong cash flow and a forward P/E below the tech sector average.

AMD posted record Q2 results, but high expectations overshadowed one of the strongest quarters in its history.

SpaceX's gravitational pull is undeniable. That's why it's unsurprising that a few offhand remarks in SpaceX's earnings call on Tuesday still managed to jolt stocks in the further reaches of the company's orbit.

A company known for cyclicality is locking in its future. Micron has signed strategic agreements with customers that include take-or-pay commitments. These 14 contracts alone represent approximately $100 billion in cumulative revenue at a minimum price. This move attempts to build a floor under a historically volatile business.

On August 5-6, 2026, the joint venture between SpaceX, Tesla, and Intel was formalized in Grimes County, Texas, following the signing of a JETI tax abatement agreement and a $10 million non-refundable payment. The project, centered at the former Gibbons Creek coal-fired power plant site, marks a definitive step toward the construction of what Elon […]

Training a frontier AI model is a one-time event, but running it in production is a recurring bill that never stops, and one chipmaker is quietly positioning itself to own that side of the ledger.

TSMC and Intel both reported blowout quarters riding the same AI wave, yet one walks away with a 67% gross margin while the other bleeds billions from its foundry. Whether Intel can close that gap in the next year comes down to a single unresolved bet.

Here is a way to collect an attractive income stream on an AI chip powerhouse now, which you keep no matter what, while lining up a chance to buy the stock at a serious discount if it ever stumbles.

Twenty years ago, Advanced Micro Devices Inc. (AMD) spent the better part of a decade selling processors into a market Intel dominated, waiting for the moment Intel could not keep pace with demand on its own. That moment eventually arrived, and AMD converted patience into real share of the server ...

Advanced Micro Devices, Inc. (NASDAQ:AMD) is poised to benefit from the next phase of the AI infrastructure boom. This comes as chip demand expands beyond graphics processing units (GPUs) into central processing units (CPUs) and other data center products. According to a Reuters report on July 23, AMD and Intel Corp (NASDAQ:INTC) are negotiating longer-term […]

The handset chip business still supplies most of Qualcomm's revenue, and it is now shrinking year over year on the Android side and stepping down on the Apple side at the same time.

The next leg of growth runs through AI accelerators, and that is the piece management says carries a gross margin slightly below the company average.

The contracts that put a floor under its record margins also cap what rising memory prices can add.

Sandisk Triggers AI Chip Selloff With Weak Outlook

The earnings multiple looks ordinary, but the sales multiple is where the real bet on margins sits.

Intel stock has dropped harder than the index in past shocks, and the spending it carries into the next one is rising rather than easing.

Keep an eye on Intel here.

Investing.com -- Elon Musk’s ambition to build the world’s largest semiconductor factory is officially moving forward. Today, Texas Governor Greg Abbott joined SpaceX and Tesla to confirm that Terafab—a massive, vertically integrated chip manufacturing plant—will be built in Grimes County, Texas. While Musk teased the project earlier this year, today’s announcement locks in the location and the staggering financials for the first phase of construction. Structured as a formal joint venture betwee

The Japanese investment giant posted a $2.2 billion quarterly profit, with a 1.3 trillion yen gain on Intel stock doing most of the heavy lifting

Qualcomm (NASDAQ:QCOM) signed a long-term deal on July 29 to supply chips for BMW’s future digital cockpit and advanced driver-assistance systems through the next decade. The agreement builds on a partnership that already put the Snapdragon Ride Pilot system into BMW’s iX3, and it arrives while investors are still deciding whether Qualcomm’s push beyond smartphones […]