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Arm delivered solid results, but all eyes are on its upcoming AGI CPU chip.

Apple stock was falling Friday as limited supply of chips held back its outlook. The solution could lie with Intel, according to Melius Research. Apple shares were down 8% in the premarket as shortages of memory chips and other processors limited the iPhone market's guidance for the September quarter.

Amazon jumped more than 12% after second-quarter earnings and revenue comfortably beat expectations. Alphabet and Meta Platforms were both punished by the market after hiking capex this earnings season. The spending hike is good news for Marvell Technology as it helps design Amazon’s artificial-intelligence chips.

↗️ SK Hynix (KR:000660), Samsung (KR:005930): Shares of both chipmakers surged over 25% in Asian trading, staging a strong recovery after a turbulent week. Peers Marvell (MRVL), Intel (INTC), Micron (MU), also moved higher.

The gains in U.S. chip stocks on Thursday and Friday mark a dramatic reversal of the selloff this month.

Astera Labs is posting triple-digit growth with a fortress balance sheet, while Intel is seeing accelerating data center growth.

(Bloomberg) -- Aggressive AI spending plans by Amazon.com Inc., Microsoft Corp. and Alphabet Inc. provided fresh evidence that demand for chips and related equipment will remain strong, offering relief to a sector that’s been battered in recent days. Most Read from BloombergChip Stocks Post Biggest Advance Since April 2025: Markets WrapUS Strikes Iran Again as Conflict Spreads Across Middle EastBond Yields at 19-Year High Send Warsh Credibility WarningWarner Bros. Deal Collapse Would Cost the El

Synopsys and Keysight Technologies have certified advanced EDA and electromagnetic simulation tools for Intel's latest 14A and 18A P foundry nodes. The certification expands Intel Foundry's design ecosystem for AI and high performance computing customers using these advanced manufacturing processes. The new tool support is intended to help reduce design risk and shorten time to market for chips built on NasdaqGS:INTC process technology. Intel is working to position its foundry business as a...

Apple (AAPL) reported strong fiscal third-quarter results amid momentum in iPhone sales, though the

The sticker shock on AMD’s valuation fades once you look two years out, but the discount hinges on an aggressive growth story that deserves a closer look.

(Updates with market moves at the end of the day.) The Nasdaq Composite surged Thursday, reboundi

US equity indexes ended higher Thursday after Microsoft (MSFT) posted AI-backed gains and semiconduc

Government backing on its Foundry business helps, but customers must now commit

While the world sees a GPU company, management is building a major business in a market it has never addressed before. The company now has visibility to nearly $20 billion in total CPU revenue this year. This shift reframes the growth story from components to full systems.

Intel shares soar as TSMC takes on its AI chip packaging technology

One manufacturing bottleneck is becoming a crucial battleground

The reported operating margin has risen in each of the last two years, and management plans to grow costs far more slowly than revenue from here.

Situational Awareness, an AI-focused hedge fund run by former OpenAI researcher Leopold Aschenbrenner, sold the bulk of its stock portfolio to Ken Griffin’s Citadel after being battered by heavy losses ‌in its tech holdings, two sources familiar with the matter told Reuters on Thursday. Situational was forced to unwind most of its ‌public equities portfolio, which included sizable holdings in several prominent AI names that have been rocked by the recent market selloff, the sources said, requesting anonymity as the discussions are ​confidential. The fund was under pressure to either raise fresh capital from investors or offload its entire book, and eventually chose the latter option, the sources added.

(Updates with latest market prices and developments.) US benchmark equity indexes were higher int

Moby summary of Brookfield Infrastructure Partners L.P.'s Q2 2026 earnings call

The chipmaker reportedly gave a new startup access to Atom processor technology in a rare licensing move.

Semiconductor stocks just staged one of their sharpest single-day reversals of the year, but the real question is whether the buyers rushing back into Intel, AMD, and Taiwan Semiconductor are riding a genuine recovery or setting themselves up for another painful whipsaw.

Taiwan Semiconductor appears to be borrowing a page from one of Intel's most underappreciated playbooks, and the reasons behind that move reveal something surprising about where the real AI bottleneck actually sits.

Jim Cramer's framework for buying stocks punished by margin compression is getting live stress-tested right now, with five companies showing what that setup actually looks like in the middle of an AI spending war.

The hyperscalers are trapped in a race where pulling back costs more than pressing forward, and one chipmaker sits at the exact point where their fear turns into revenue.

The picks and shovels of the AI boom are still hard at work. Alphabet last week and Meta Platforms yesterday raised their capital-spending plans for this year and suggested more was to come in 2027. Microsoft also painted a picture of lavish AI spending ahead last night, although an accounting change resulted in a reduction to its nominal total for the year.

Demand is not Intel's problem; what a holder is really underwriting is years of capital spending that must be paid long before the foundry meant to justify it can prove itself.

Intel’s EMIB technology has reportedly drawn interest from Nvidia for a future processor combining four graphics chips in a single package.

AMD just posted blowback-proof earnings with 37% revenue growth and a 252% surge in free cash flow, yet the stock cratered nearly 20% in a month while its closest rivals barely flinched. One analyst sees a path to 190% gains from here, and the hyperscale commitments backing that call are harder to dismiss than the price action suggests.

Intel’s stock remains strong today despite a report from The Information indicating that Taiwan Semiconductor Manufacturing Co. (TSMC) is developing an "EMIB-like" advanced packaging technology, potentially challenging a key advantage for Intel’s Foundry business. However, the prospect of TSMC neutralizing this advantage hasn’t dented Intel’s share price, as the broader tech market is buoyed by massive AI spending commitments from companies like Microsoft and Meta. Here is why Intel’s stock is h