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With a new Fed chair stepping in, uncertainty around inflation could rattle the market.

Intel stock has led the chip rally but it faces fierce competition from Arm and Advanced Micro Devices.

Intel's stock has more than tripled in roughly one month. Analysts have been scrambling to catch up. Deutsche Bank just moved its target by the most it has in over a year. And the specific reason it gave for doing so is not what most investors are focused on when they talk about Intel right now. ...

After years of heavy losses and repeated restructurings, Canopy Growth is showing early signs of stabilization.

Advanced Micro Devices (NASDAQ:AMD) and Arm Holdings (NASDAQ:ARM) continued to strengthen their positions in the server processor market during the first quarter of 2026, taking additional share from Intel (NASDAQ:INTC), according to a new report published by UBS. The report also showed that personal computer shipments remained weaker than typical seasonal patterns for a second consecutive quarter.

On March 21, 2026, at the Seaholm Power Plant in Austin, Elon Musk unveiled “the most epic chip-building exercise in history”: Terafab, a joint venture between Tesla (NASDAQ:TSLA), SpaceX, and xAI, with Intel (NASDAQ:INTC) as foundational manufacturing partner. The stated goal: one terawatt of AI compute capacity per year, an order-of-magnitude expansion of global semiconductor ... Elon Musk’s $119 Billion Gambit: The Real Reason He’s Building the World’s Largest Chip Plant.

Intel (NASDAQ:INTC) is making a return to Formula One after agreeing to a multi-year partnership with McLaren, where it will serve as the racing organisation’s official compute partner, according to a report from Sky. The partnership is expected to be formally announced on Thursday, although financial details of the agreement have not been disclosed, Sky said.

Investing.com -- AMD and ARM continued to gain ground in the server chip market at Intel’s expense in the first quarter of 2026, according to a report from UBS, which also found that PC shipments came in below seasonal norms for the second consecutive quarter.

Cisco shares rise after the dot-com darling shows off its AI credentials, while Micron declines following the memory-chip maker’s stellar rally.

As crypto prices show signs of recovery, Solana, Chainlink, and Cardano all have long-term potential.

It's simpler than you might think to build wealth in the stock market.

Teva's turnaround is real -- and may not be over.

Accelerating inflation has made interest rate increases more likely, and they have historically been bad news for the stock market.

Highly profitable AI stocks with surging demand are within reach.

Based on Meta Platforms' growth rate, its stock is looking cheap.

There's been progress in its recovery, but not enough to please the market.

The AI chipmaker's growth story is still extraordinary, but rising competition and a premium valuation make another name in the space look more attractive.

Shares of makers of chips and related equipment delivered stock-picking funds such as Steve Cohen’s Point72 their best month in decades.

Two chip designers are pulling hard on the AI build-out, but one looks like a far more dependable long-term bet.

Although the chip complex has spent the last six months looking unstoppable, Wall Street is starting to whisper that the heat may finally be coming out of the trade. A Reuters analysis is warning that the “sizzling” semiconductor trade is at risk of cooling and could stall the broader US stocks rally. The iShares Semiconductor ... Wall Street Is Worried About a ‘Sizzling’ Semiconductor Trade. History Says Cooling Periods Like This Set Up the Next Leg Higher

On the prospect of a potential buyout, an analyst tracking the company upgraded his recommendation.

Evolv's Q1 report looked pretty solid, but that wasn't enough to stop sell-offs.

These companies' central positions in the artificial intelligence megatrend look secure.

An analyst cut his price target on the power producer.

The memory chip giant's market cap has doubled in a little over a month.

They offer more value than passive income.

These two chipmakers have two different investment profiles.

Some institutional investors have been increasing their positions in Lucid stock.