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Bank of America revamps Intel stock price target
TheStreet85d agoneutral
Bank of America revamps Intel stock price target

Intel (INTC) stock closed the May 11 trading session at $129.44. That means it has gained 93.8% since April 23, according to Yahoo Finance. Meanwhile, the SPDR S&P 500 index (SPY) is up about 4.3% in the same period. Why is Intel outpacing the S&P 500 so much, and why that specific period? ...

QuickLogic Q1 Earnings Call Highlights
MarketBeat86d agoneutral
QuickLogic Q1 Earnings Call Highlights

QuickLogic (NASDAQ:QUIK) reported higher first-quarter fiscal 2026 revenue and reiterated expectations for strong full-year growth, as management highlighted progress in radiation-hardened FPGA products, embedded FPGA intellectual property and chiplet-related opportunities. President and Chief Exec

Cerebras IPO to land amid chipmaker mania on Wall Street
TheStreet86d agoneutral
Cerebras IPO to land amid chipmaker mania on Wall Street

The U.S. might be facing a testy economic backdrop, with the Iran War, worries about oil rationing, and a return of inflation, but the market continues to soldier onward and upward. The market has clung onto one balloon in particular: chipmakers. From its March lows, the VanEck Semiconductor ETF ...

Today Is All About Chip Stocks—Again
The Wall Street Journal87d agoneutral
Today Is All About Chip Stocks—Again

Look at the most actively traded stocks on the S&P 500 this morning and you'll find some of the past few days' usual suspects: After powering the index to a fresh record Friday, chipmakers are the stocks changing hands the most this morning, extending their breakneck run-up.

Fed’s Eyes Turn to Inflation: Heard on the Street Weekly Recap
The Wall Street Journal87d agoneutral
Fed’s Eyes Turn to Inflation: Heard on the Street Weekly Recap

The U.S. economy added 115,000 jobs in April, the Labor Department said, far exceeding expectations. The unemployment rate stayed unchanged at 4.3%. The jobs report puts the Federal Reserve’s focus squarely on inflation data when it comes to determining its next move on interest rates.

What’s Next for the Chip-Stock Juggernaut
The Wall Street Journal87d agoneutral
What’s Next for the Chip-Stock Juggernaut

Welcome to the great chip-stock melt-up of 2026. Intel is now up 239% this year. Sandisk shares have surged 558%. South Korea’s largest stock index has nearly doubled. And the S&P 500’s semiconductor companies have added roughly $3.

Goldman Sachs resets Broadcom stock forecast
TheStreet88d agoneutral
Goldman Sachs resets Broadcom stock forecast

Broadcom (AVGO) is a semiconductor giant with a vast product portfolio spanning wired infrastructure, wireless communications, enterprise storage, and industrial end markets. The company positioned itself as a major player in enterprise infrastructure software following its 2023 acquisition of ...