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Investors have plenty of reasons to be uncertain right now. But that has not wholly shaken companies' faith in their ability to deliver strong earnings growth this year.

Intel's moderate correlation to the market is partial independence, but the stock travels at more than three times the index's volatility.

Super Micro Computer (SMCI) is back in focus after rolling out new high-density AI data center racks and H15 servers, paired with management’s confident AI demand outlook and reinforced ties to Nvidia, AMD, and Intel. See our latest analysis for Super Micro Computer. Those new AI racks and H15 servers have arrived alongside a sharp short-term rebound in Super Micro Computer’s stock, with a 7 day share price return of 23.31% and a 30 day share price return of 16.55%. However, the 1 year total...

Palantir, Microsoft, and ServiceNow look like potential big AI SaaS winners.

Investors were once again trying to make sense of comments from Elon Musk on Wednesday, after the SpaceX CEO said his rocket and AI company would exclusively use Nvidia chips from now on. AMD was the S&P 500's worst performer ahead of the opening bell, slumping 8.7% as Musk's announcement overshadowed a second-quarter earnings beat. Nvidia's own shares climbed 2%.

FEATURE Stock futures were rising on Wednesday, putting both the and the on track to notch record highs. SpaceX slumped 11% in premarket trading after the rockets, telecom, and AI company beat analysts’ second-quarter earnings target but reported higher capital expenditure than Wall Street was expecting.

Advanced Micro Devices Inc. (NASDAQ:AMD) stock fell nearly 9% in premarket trading Wednesday as investors appeared to want a stronger forward outlook following the chipmaker’s second-quarter results. The sell-off came even after AMD reported second-quarter revenue of $11.54 billion, topping the Wall Street estimate of $11.28 billion. However, much of the market’s attention shifted to the company’s outlook, particularly expectations for Helios, its upcoming rack-scale AI platform. Futurum Group C

Advanced Micro Devices shares declined before the bell on Wednesday as the chipmaker's stronger-than-expected revenue forecast ‌fell short of lofty expectations and investors sought clearer ‌signs that a multibillion-dollar AI spending boom will translate into faster growth. The move underscores elevated expectations facing AMD as it aims to challenge Nvidia's dominance amid intensifying competition with Intel racing to ‌regain technology leadership after ⁠strong results. "We suspect expectations had moved higher following Intel's results a couple of weeks ago, and the ⁠buyside already has a fairly bullish outlook," said Stacy Rasgon, analyst at Bernstein.

Advanced Micro Devices shares declined before the bell on Wednesday as the chipmaker's stronger-than-expected revenue forecast ‌fell short of lofty expectations and investors sought clearer ‌signs that a multibillion-dollar AI spending boom will translate into faster growth. The move underscores elevated expectations facing AMD as it aims to challenge Nvidia's dominance amid intensifying competition with Intel racing to ‌regain technology leadership after ⁠strong results. "We suspect expectations had moved higher following Intel’s results a couple of weeks ago, and the ⁠buyside already has a fairly bullish outlook," said Stacy Rasgon, analyst at Bernstein.

Alphabet’s stock is down double digits after it reported negative free cash flow in the second quarter. What does that mean for big tech, neoclouds, and the entire supply chain?

Intel (INTC) heads into the Future of Memory and Storage 2026 conference in Santa Clara with investors weighing fresh Q2 results, updated revenue guidance, and new AI focused partnerships across PCs, packaging, and foundry services. See our latest analysis for Intel. Intel’s recent conference buzz, new AI PC and packaging collaborations, and stronger Q2 guidance sit against a mixed price pattern. The share price is up 10.92% over one day and 16.96% over seven days, yet down 16.13% over 30...

The chipmaker's growth story is accelerating, but history offers a serious note of caution for anyone thinking of buying this pullback.

Intel Stock Roars Back 10% as Investors Rush Into Chip Stocks

AMD is riding AI momentum with major partnerships and a 34% revenue surge, while Intel battles losses and restructuring.

Improving EMIB yields may bring a long-rumored TPU partnership closer.

Semiconductor stocks led the S&P 500 to all-time highs on Tuesday.

Chip stocks are surging across the board, but the biggest winner today may be the one that fell 24% last month and still has no trailing earnings to justify the bounce. Here is what is actually driving the move.

Investors are increasingly concerned that AI spending won't pay off.

TSMC is reportedly developing an Intel-inspired packaging technology, suggesting AI chip packaging is becoming a key battleground, giving Intel a rare chance to narrow the gap.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.73%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.03%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.00%. September E-mini S&P futures (ESU26 ) are up +0.72%, and September E-mini Nasdaq futures...

For anyone holding shares, the market is pricing a future where the stock could either more than double or be cut in half, and that uncertainty is the risk you carry today.

Nvidia stock has lagged behind the PHLX Semiconductor Index, which is up 61% this year so far through Monday’s close.

Wall Street futures were given a new boost ahead of another packed earnings session, helped by a renewed fall in oil prices as hopes of a deal with Iran resurfaced. Dow Jones futures were up 453 points, or 0.9%, while those for the Nasdaq gained 0.9%. S&P 500 futures were 0.2% higher,...

The sticker price on this AI chip designer looks steep, but the real question is what you are paying for the earnings that are still on their way.

Computer processor maker Intel (NASDAQ:INTC) announced better-than-expected revenue in Q2 CY2026, with sales up 25.4% year on year to $16.13 billion. On top of that, next quarter’s revenue guidance ($16.3 billion at the midpoint) was surprisingly good and 7.8% above what analysts were expecting. Its non-GAAP profit of $0.42 per share was 93.1% above analysts’ consensus estimates.

Chinese tech groups are accelerating work on open-weight AI models, with Alibaba releasing a powerful new system that could increase competition with Intel in AI infrastructure. TSMC is reportedly developing advanced chip packaging technology that resembles Intel's EMIB approach, which could narrow Intel's edge in high performance chip designs. These developments add fresh competitive risks for Intel's AI and packaging plans that have not been the focus of recent coverage. Intel, trading on...

In late July 2026, mimik Technology announced a collaboration with Intel to optimize its mimOE Agentix Operating Engine for Intel-powered AI PCs, while Lens Technology signed a non-binding memorandum of understanding with Intel to explore glass-based TGV advanced packaging and other AI hardware opportunities. Together with fresh earnings showing higher sales but a larger net loss of US$11.03 billion, these moves highlight Intel’s push to link AI PCs, advanced packaging and foundry execution...

The memory chip maker looks pricey today, but a steep discount appears on future earnings if you believe the AI-driven demand story.

NVIDIA offers a bet on relentless innovation to justify its price, but Micron locked in its future with long-term contracts, creating a starkly different, and arguably safer, way to own the same demand.

TSMC dominates on every traditional metric, yet one overlooked structural factor is quietly making its scrappier rival a more compelling bet for the next 24 months.