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The AI Chip Rally Is Masking a Dangerous Truth. Half the S&P 500 Is Being Left Behind
24/7 Wall St.88d agobullish
The AI Chip Rally Is Masking a Dangerous Truth. Half the S&P 500 Is Being Left Behind

The Philadelphia Semiconductor Index has climbed roughly 64% since late March. Nathan Peterson, Director of Derivatives Research and Strategy at Schwab, framed last week’s action around a single dominant theme on the firm’s Market Update podcast: “The driving engine behind last week’s push higher in stocks continued to be the AI infrastructure plays, especially in ... The AI Chip Rally Is Masking a Dangerous Truth. Half the S&P 500 Is Being Left Behind

Intel Slumps 7%, AMD and NVIDIA Slide 4% in Chipmaker Selloff
24/7 Wall St.88d agobearish
Intel Slumps 7%, AMD and NVIDIA Slide 4% in Chipmaker Selloff

The semiconductor sector is selling off at the open on Friday, with all three major U.S.-listed chipmakers giving back a slice of their parabolic spring rallies. Intel (NASDAQ:INTC) shares are leading the move lower, sliding 8% in early trading to $108 from Thursday’s close of $115.93. Advanced Micro Devices (NASDAQ:AMD) stock is down 4% to ... Intel Slumps 7%, AMD and NVIDIA Slide 4% in Chipmaker Selloff

Forget Intel. Its Own Executives Are Cashing Out and This Is the Chip Stock You Should Own Instead
24/7 Wall St.88d agoneutral
Forget Intel. Its Own Executives Are Cashing Out and This Is the Chip Stock You Should Own Instead

Intel (NASDAQ:INTC) has roughly tripled this year on a turnaround narrative wrapped around AI inference workloads, a fresh Google partnership, and selection as the host CPU for NVIDIA‘s (NASDAQ:NVDA) DGX Rubin systems. But here’s what you should actually be watching. The Intel Rally Is a Crowded Trade Dressed Up as a Comeback Intel is up ... Forget Intel. Its Own Executives Are Cashing Out and This Is the Chip Stock You Should Own Instead

Trump Bought the Software Stock Slump—and More Revelations From His Trades
Barrons.com88d agobearish
Trump Bought the Software Stock Slump—and More Revelations From His Trades

President Donald Trump has been busy in the stock market. Trump disclosed purchases and sales of hundreds of millions of dollars worth of U.S. stocks in the first quarter, according to a disclosure released by the U.S. Office of Government Ethics. Trump purchased between $1 million and $5 million worth of ServiceNow Adobe Workday on Feb. 10, the disclosure revealed.

Stocks to Watch: Intel, Nvidia, LVMH
The Wall Street Journal88d agoneutral
Stocks to Watch: Intel, Nvidia, LVMH

↘️ Intel (INTC), Nvidia (NVDA), Advanced Micro Devices (AMD): Chip stocks retreated premarket, following a ferocious rally in their shares. Intel, whose shares are up more than 200% this year through Thursday, is among the hardest hit, falling more than 4%.