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AMD vs Intel: One Triples Free Cash Flow While Another Burns Billions on Foundry Ambitions
24/7 Wall St.89d agoneutral
AMD vs Intel: One Triples Free Cash Flow While Another Burns Billions on Foundry Ambitions

AMD (NASDAQ:AMD) and Intel (NASDAQ:INTC) both reported Q1 fiscal 2026 results within two weeks of each other, and the contrast is striking. AMD posted $10.25 billion in revenue powered by AI accelerators, while Intel delivered $13.58 billion alongside a sprawling foundry rebuild. Two chipmakers, two very different bets on where compute is heading. Data Center ... AMD vs Intel: One Triples Free Cash Flow While Another Burns Billions on Foundry Ambitions

Intel Just Ripped 82% in a Month, but Is It Beating AMD?
24/7 Wall St.89d agobullish
Intel Just Ripped 82% in a Month, but Is It Beating AMD?

Shares of Intel (NASDAQ:INTC) are trading at $115 in midday action Thursday, down 4% on the session. Even with today’s pullback, INTC stock has gained 82% over the past month, a truly impressive move. The natural question for chip investors is whether Intel is actually beating Advanced Micro Devices (NASDAQ:AMD). AMD stock is at $445, ... Intel Just Ripped 82% in a Month, but Is It Beating AMD?

The Dow Hasn't Closed Above 50,000 Since February
Barrons.com89d agoneutral
The Dow Hasn't Closed Above 50,000 Since February

The Dow, among the oldest stock market indicators, was up as much as 500 points today, or nearly a percent. The index could use some more semiconductor stocks. It would help the Dow keep up with S&P 500 and Nasdaq, which have clocked in one all-time high after another.

Investing.com89d agoneutral
Trump revamps stock portfolio, adding Nvidia and other AI names

Investing.com -- President Donald Trump’s latest OGE Form 278-T disclosure reveals a significant paring of his larger technology holdings during the first quarter of 2026. Large-scale sales of Amazon.com Inc (NASDAQ:AMZN), Meta Platforms Inc (NASDAQ:META), and Microsoft Corporation (NASDAQ:MSFT) were recorded in the peak-valuation tier of $5 million to $25 million.

Jim Cramer Says “TJX Is Superb in This Environment”
Insider Monkey89d agoneutral
Jim Cramer Says “TJX Is Superb in This Environment”

The TJX Companies, Inc. (NYSE:TJX) was one of the stocks on which Jim Cramer shared his take, explaining that dot-com analogies do not hold up in this market. Cramer was bullish on the stock and other similar ones, as he stated: The most important question today wasn’t how high QUALCOMM should go or whether Intel […]

Elon Musk vs. Jeff Bezos: The Three-Way War for the Future of Space-Based AI
24/7 Wall St.89d agoneutral
Elon Musk vs. Jeff Bezos: The Three-Way War for the Future of Space-Based AI

On March 21, 2026, at the old Seaholm Power Plant in Austin, Elon Musk unveiled Terafab, a project to build 1 terawatt of AI compute capacity annually. Six weeks later, Intel (NASDAQ:INTC) signed on as foundational manufacturing partner, and shares rose 150.45% from April 1 through May 13. Jeff Bezos filed Blue Origin’s Project Sunrise ... Elon Musk vs. Jeff Bezos: The Three-Way War for the Future of Space-Based AI

Intel McLaren Deal Highlights Racing Use Case And Valuation Questions
Simply Wall St.89d agoneutral
Intel McLaren Deal Highlights Racing Use Case And Valuation Questions

Intel (NasdaqGS:INTC) has joined McLaren Racing as its Official Compute Partner. The multi-year agreement covers McLaren’s Formula One and IndyCar operations. Intel will supply Xeon and Core Ultra processors for performance-critical racing workloads. For Intel, this partnership sits at the intersection of high-performance computing and real-world testing. The company already sells processors into data centers, PCs and other connected devices, and motorsports adds a highly visible use case...

Why Doximity Stock Plunged Today
Motley Fool89d agobearish
Why Doximity Stock Plunged Today

Doximity remains the leading platform for medical professionals, but the combo of increased AI spending amid industry weakness weighed on results.

If Lisa Su Is Right, AMD Could Be as Big as Nvidia
24/7 Wall St.89d agoneutral
If Lisa Su Is Right, AMD Could Be as Big as Nvidia

Lisa Su’s pitch on the Q1 call had a specific shape. She’s arguing that the ratio of CPUs to GPUs inside an AI data center is about to collapse. “…in the past, the CPU to GPU ratio was primarily just as a host node in like a 1:4 or 1:8 configuration node, now changing and ... If Lisa Su Is Right, AMD Could Be as Big as Nvidia