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The chipmaker kept telling investors its own AI targets were too low, but the message took a while to land.

A leaked investor call from a Chinese AI CEO contains a pointed argument about the one assumption holding up NVIDIA's entire valuation, and if the logic holds, the fallout reaches well beyond NVDA stock.

AMD says its chips are superior to Nvidia, Intel, and Arm offerings. It’s out-of-character bravado for the firm.

Here are some of the biggest decliners in the Nasdaq Composite Index, recently down 2.3%: Tesla (TSLA), down 14% T-Mobile (TMUS), down 7.8% Alphabet (GOOG), down 6.5% Strategy (MSTR), down 6.

A trailing P/E of 207 should send any rational investor running, yet the hyperscaler spending commitments piling up behind AMD tell a completely different story about who actually controls the AI infrastructure arms race.

You’d expect Nvidia’s (NVDA) next big catalyst to come from familiar places: quicker GPUs, larger clusters, and more cloud spending. Google parent Alphabet’s earnings strengthened that assumption. Google bumped its 2026 CapEx forecast to $195 billion to $205 billion, according to ...

Find insight on Alphabet, SK Hynix, CXMT and more in the latest Market Talks covering technology, media and telecom.

QCOM is set to report Q3 results with new Snapdragon launches boosting AI, PCs and smartphones, but competition and Android demand remain key challenges.

All three major US stock indexes were down in late-morning trading Thursday, as Alphabet (GOOG) and

Intel shares have shed more than a quarter of their value since June, but a quiet breakthrough inside its foundry operation may force Wall Street analysts to rethink everything they thought they knew about the company's margin trajectory.

The company delivered a staggering 997% average earnings surprise over the prior four quarters.

Second-quarter earnings results from Alphabet and Tesla kicked off a crucial test for the AI trade yesterday. The initial verdict? Oof. Both companies reported soaring revenue, but investors these days care much more about the AI spending bill.

Intel has outperformed Nvidia by a huge margin over the past year, but the latter continues to clock impressive growth.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

After a stunning +749% run over the last twelve months, Micron Technology (MU) stock has recently pulled back, trading at about $959.48 a share. The company sits at the heart of the AI buildout, supplying the critical memory chips that power modern data centers. Yet for investors, its position within its competitive group presents a puzzle. Micron trades at a premium 44.8 times earnings, more expensive than rival NVIDIA's 32.3 multiple, but its operating margin of 48% doesn't reach NVIDIA's 64.

For investors wanting semiconductor exposure, First Solar's locked-in demand and superior metrics present a more compelling forward case than Qualcomm's turnaround story.

Rising server demand is giving chip suppliers more leverage with major Chinese customers.

Server chip shortages push customers toward longer-term supply agreements

AI-driven semiconductor demand continues to fuel the sector's rally, making MU, INTC, NVDA, AMAT and TXN stocks to watch for growth this year.

Some CPU products have risen more than 40% in price in China since the start of the year, tightening supply for cloud providers and internet companies

The chipmaker is a standout winner, but owning it means doubling down on the market's biggest swings, not escaping them.

US equity futures were lower pre-bell Thursday as the traders considered the possibility of the Midd

Some of the biggest names in the artificial intelligence data center business are betting on Qualcomm's processing technology.

US equity markets were tracking in the red before the opening bell Thursday and oil prices rose amid

↘️ Tesla (TSLA): Elon Musk’s EV maker reported negative free cash flow of more than $1 billion in the second quarter amid heavy spending on AI and robotics. Shares fell about 5% premarket. ↘️ Alphabet (GOOGL): Shares slid more than 3% premarket after the tech company announced plans to significantly boost its capital expenditure.

Stocktwits data showed retail sentiment is weak, declining to ‘extremely bearish’ on SPY and ‘bearish’ on QQQ.

(Bloomberg) -- Intel Corp. is expected to report strong second-quarter earnings after the market close Thursday, but even blowout results likely won’t be enough to reverse the stock’s July slide. Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyApple to Launch ‘Upgrade’ Device Le

U.S. stock futures fell in early European trade as the global oil benchmark topped $98 a barrel after another night of escalating tensions in the Gulf.

Today Earnings (a.m.): American Airlines, Blackstone, Lockheed Martin, Comcast, RTX, PG&E, T-Mobile Earnings (p.m.): Intel Central banks: The European Central Bank announces its interest-rate decision.

Intel Corp (NASDAQ:INTC) reports second-quarter financial results Thursday after the closing bell, with investors expected to look for updates on whether the company has started easing the supply constraints that executives said limited revenue in the first quarter. Supply Limited Revenue in Q1 During the first-quarter earnings call in April, CEO Lip-Bu Tan said demand continued to outpace supply across Intel’s businesses, particularly for Xeon server CPUs, even as the company expanded factory o