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If you hold Marvell (MRVL) stock, you’ve been on a wild ride. The shares have gained +207% over the past year, even after pulling back from their recent peak. But with that performance comes a new kind of pressure. Management has laid out a vision for growth so ambitious that the stock is now priced for near-flawless execution, leaving very little room for error.

Intel deploys ASML's High NA EUV system for part of its Ultra 3 production in Oregon.

The AI optics trade just handed back a chunk of its parabolic gains in a single afternoon, and the question now is whether the stocks leading this year's most crowded hardware rally are taking a breather or signaling something worse.

TSMC earnings will show if Big Tech clients intend to keep spending on artificial-intelligence chips.

Management has gone quiet on the multi-billion-dollar China problem that once dominated its calls, and what they're talking about instead reveals a fundamental shift in where the company's growth must now come from.

Intel stock has become a valuation puzzle, with a very large 1 year gain sitting alongside a low overall value score. This suggests the recent repricing may already be demanding a lot from future execution in AI and foundry. Intel is up about 370% over the past year, which puts recent declines over the past week and month into context as a pullback after a very sharp rerating. On the upside, investor expectations are being shaped by Intel’s push into AI focused manufacturing and capacity...

A single report on Chinese memory chip makers sent Micron tumbling and pulled Intel, AMD, and Marvell down with it, raising a question traders need to answer fast: is this a sector-wide buying opportunity or the start of something bigger?

The memory chip giant is on a tear, but its real value for your portfolio lies in how it moves on its own.

A quiet admission that the company couldn't make its older chips fast enough revealed more than any grand AI promise.

Intel Corporation (NASDAQ:INTC) ranks among the Best Stocks to Buy Now for High Returns. The stock has gained 5.14% over the past month despite the broader semiconductor sector sell-off. Analysts expect the company to grow its EPS by roughly 45%. ​Recently, on July 6, HSBC doubled the price target on Intel Corporation (NASDAQ:INTC) from $100 […]

Intel Corporation (NASDAQ:INTC) ranks 4th among our Best Quantum Computing Stocks to buy and Hold Forever. The company ranks among quantum stocks due to its bet on silicon spin qubits, a technology that leverages Intel’s existing chip manufacturing expertise rather than requiring entirely new fabrication methods. ​Recently, on July 10, Stifel raised the price target on […]

SK Hynix is the biggest manufacturer of high-bandwidth memory (HBM), a critical component used in AI data centers.

Ron Paul just compared a sitting Republican president to Bernie Sanders and Zohran Mamdani, and his argument is structural rather than partisan, which is why investors in government-backed equities like Intel should pay close attention.

The move brings next-generation lithography into commercial chip production.

Here is how Marvell Technology convinced the market its already bright future was accelerating at a pace few saw coming.

Intel reports earnings on July 23, and something unusual is happening ahead of that print: prediction markets, insider activity, and a major rival's capital are all pointing in the same direction at once.

Stock Market Today: The Dow Jones index wavered Wednesday ahead of key inflation data. ASML stock jumped on earnings.

ASML raised its sales outlook for the second time this year, lifting semiconductor stocks even as oil prices climbed on renewed U.S. military action

Stocks look set to build on their recent gains as investors try to make sense of another batch of quarterly earnings reports.

(Updates with the stock move in the headline and first paragraph, and Intel collaboration in the las

ASML Holding stock has delivered a strong 180.4% return over the past 5 years, yet its current valuation checks send a more measured message rather than a clear bargain signal. A 180.4% 5 year return highlights how strongly ASML Holding has rewarded long term shareholders, which naturally raises the bar for what counts as good value from here. Progress on High NA EUV deployment with Intel and continued demand for advanced lithography tools can support high expectations, while tighter export...

(Bloomberg) -- Chinese hedge funds that made hefty gains on artificial intelligence-linked stocks this year are starting to dial back their exposure, telling investors they are on high alert for signs the rally is becoming unsustainable. Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeTrump Drops 20% Fee for Hormuz Cargo After Gulf PressureOpenAI’s First Device Will Be Movable, Screenless Speak

ASML Holding (NasdaqGS:ASML) reported strong Q2 2026 earnings and lifted its full year 2026 sales outlook. Intel has become the first chipmaker to put ASML's next generation High NA EUV lithography systems into production use. The company highlighted AI related demand as a key driver of equipment orders and utilization across its product portfolio. ASML Holding sits at the center of high end chip manufacturing, and the latest results illustrate how critical its tools are for leading...

The company’s second upgrade to annual guidance is a sign that companies are scrambling for its semiconductor-making tools in the race to build AI infrastructure.

ASML (NASDAQ:ASML) reported second-quarter 2026 net sales and gross margin above its own guidance, driven by stronger-than-expected demand from its installed base business and continued customer investment tied to artificial intelligence, memory and advanced logic production. Roger Dassen, ASML’s e

Many call buyers likely have no idea that the implied volatility of calls is so high that stocks must make huge moves for them to profit.

Intel has decided to use a high-end machine from ASML to ‌manufacture some of its flagship Panther Lake laptop chips, ASML ‌said on Tuesday, a move that will help the chipmaker learn to use ​the tool more effectively. Following experiments that began in 2024, Intel has begun to use ASML's next-generation high numerical aperture (High NA) extreme ultraviolet (EUV) machines, which print circuit patterns on to microchips, to help produce a ‌portion of its Panther ⁠Lake processors, ASML said. The industry has debated at what point it makes economic sense to begin deploying the ⁠High NA tools, which likely will be needed by chipmakers in the future as they continue to shrink the atomic-sized features that ​make up ​chips.

(Bloomberg) -- ASML Holding NV lifted its annual sales forecast for the second time this year as a surge in artificial intelligence spending drives demand for the Dutch company’s chip-making machines. Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeTrump Drops 20% Fee for Hormuz Cargo After Gulf Pressure‘We Faltered’: IBM Plunges Most Since at Least 1968 on MissOpenAI’s First Device Will Be Mov

The gains come after weeks of volatility due to shifting views on memory durability and the recent escalation in the U.S.-Iran war.

Cadence leads in 2nm partnerships while Synopsys scales broader capabilities, but their financial profiles and risk exposures diverge sharply.