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SanDisk Up 558% This Year as Chip Stocks Outpace the 1999 Dot-Com Bubble
24/7 Wall St.90d agoneutral
SanDisk Up 558% This Year as Chip Stocks Outpace the 1999 Dot-Com Bubble

The semiconductor sector has entered territory the Wall Street Journal is now calling “the great chip stock melt-up of 2026.” By every objective measure of raw price performance, this rally has surpassed the 1999 dot-com bubble. The Morning Brew Daily podcast episode on Monday, May 11, laid out the bull and bear case for the ... SanDisk Up 558% This Year as Chip Stocks Outpace the 1999 Dot-Com Bubble

Intel Foundry's $1 Trillion Upside
Trefis90d agoneutral
Intel Foundry's $1 Trillion Upside

Intel (INTC) foundry business has finally hit its stride after years of setbacks. Intel's 18A process node, its most advanced yet, is in commercial production. The company has secured business from marquee external customers. Its U.S.-based manufacturing assets are increasingly treated as strategically irreplaceable. The markets have taken notice, with the stock up roughly 3x year-to-date and nearly doubling in the past month alone.

Forget Intel: Here Is the Chip Stock Wall Street Is Sleeping On
24/7 Wall St.90d agoneutral
Forget Intel: Here Is the Chip Stock Wall Street Is Sleeping On

Intel (NASDAQ:INTC) is the stock of the moment, riding a 250.79% year-to-date melt-up and dominating every chip headline. But here is what you should actually be watching. The Intel story sounds tidy at the headline: revenue beat by 9.22%, non-GAAP EPS of $0.29, and a CEO talking up agentic AI. Look one layer down and ... Forget Intel: Here Is the Chip Stock Wall Street Is Sleeping On

Intel Stock Surges As Jensen Huang Joins Trump's China Trip To Push For Market Access
Benzinga90d agobullish
Intel Stock Surges As Jensen Huang Joins Trump's China Trip To Push For Market Access

Intel Corp (NASDAQ:INTC) shares are trading higher by 2.5% in tandem with its semiconductor peers during Wednesday’s premarket session as traders lean into a firmer tech tone and U.S.-China chip headlines keep semiconductors in focus. The move is also consistent with a market backdrop where Nasdaq is leading early, with QQQ up 0.57% in premarket trading. The latest chip-policy headline centers on NVIDIA Corp (NASDAQ:NVDA) CEO Jensen Huang joining President Donald Trump‘s China delegation after T