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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.

The chipmaker's recent strength is tempting, but its long-term behavior tends to magnify the market's moves, not counter them.

Semiconductor Stocks Rally After Sharp Selloff as Geopolitical Fears Ease

The market is offering an unusually high cash return to own this chip giant, forcing a hard look at whether its core business is stalling or simply reloading.

We recently published Jim Cramer Discussed These 22 Stocks Including A Hidden Oil & Energy Play. Intel Corporation (NASDAQ:INTC) is one of the stocks discussed by Jim Cramer. Intel Corporation (NASDAQ:INTC)’s shares are up by a whopping 371% over the past year and by 178% year-to-date. It is a classic example of a stock that […]

Intel is doubling down on its AI manufacturing ambitions with a $5.7 billion Ireland expansion, a move that could strengthen its turnaround story.

Astera Labs, Inc. (NASDAQ:ALAB) is among the Best AI Stocks. On June 29, UBS raised its price target on Astera Labs, Inc. (NASDAQ:ALAB) to $400 from $205. The firm maintained a Neutral rating on the stock. Earlier, on June 3, Astera Labs, Inc. (NASDAQ:ALAB) announced an expansion of its Taiwan operations and Cloud-Scale Interop Lab. It […]

Intel Corporation (NASDAQ:INTC) is one of the 15 Best AI Stocks to Buy and Hold for the Next 5 Years. On July 2, HSBC doubled its price target on Intel Corporation (NASDAQ:INTC) to $200 from $100. The firm retained a Buy rating on the stock. HSBC said the foundry business is now “too good to […]

CPU makers Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD), Intel Corp (NASDAQ:INTC, XETRA:INL), Arm Holdings PLC (NASDAQ:ARM) and Qualcomm Inc (NASDAQ:QCOM, XETRA:QCI) are all reporting earnings in the coming weeks, and Bank of America says the results will tell very different stories...

China could take steps that would cripple Taiwan Semi.

Advanced Micro Devices got a big vote of confidence Tuesday as the artificial-intelligence trade was getting back in gear. KeyBanc Capital Markets analyst John Vinh, in a research note on the semiconductor sector, included a price target hike for AMD to $725 from $530. The firm maintained its Overweight rating on the chip stock, with the analyst writing KeyBanc remains “positive” on the shares.

Two ETFs both claim to buy cheap U.S. large-caps, yet their portfolios look nothing alike and their recent returns are miles apart. The difference comes down to one rule that forces one fund into some very unexpected territory.

The company is building a fortress of long-term contracts to protect against the memory market's notorious cycles, but a look inside shows how much of the kingdom is still outside the walls.

The chipmaker's headline numbers looked grim, but one corner of its business was already signaling the AI-fueled turnaround to come.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.30%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.60%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.97%. September E-mini S&P futures (ESU26 ) are up +0.28%, and September E-mini Nasdaq futures...

A cooler-than-expected inflation print sent chip stocks surging Tuesday, but AMD sitting at a 185x P/E after a 150% year-to-date run raises a sharp question: is this a breakout toward $600 or the setup for a painful unwind?

FEATURE The artificial-intelligence trade appeared to be reignited Tuesday as investors digested a slew of bank earnings reports ahead of the consumer-price index inflation report for June. International Business Machines sank 23% after the company’s preliminary second-quarter adjusted earnings and revenue missed analysts’ targets.

The expansion, which has already begun, will boost output for Intel’s Xeon 6 processors used for data center and artificial intelligence computing.

Wall Street looked set for a mixed open as investors digested a 23% plunge in IBM shares, another jump in oil prices and the start of the second-quarter earnings season. Dow Jones futures were down 281 points, or 0.5%, while S&P 500 futures were 0.1% lower. Nasdaq futures were pointing...

🔎 Goldman Sachs (GS), JPMorgan Chase (JPM), Bank of America (BAC), Wells Fargo (WFC), Citigroup (C): The banks will report second-quarter earnings today. Analysts expect them to post higher revenue and profit.

The latest investment will upgrade Intel’s Irish facility, expand chip production, and support local jobs and research activities.

The U.S. struck targets in Iran again on Monday night, with President Donald Trump saying a deal could still be struck.

Apple, Tesla and Intel have been highlighted in this Investment Ideas article.

ASML, the biggest supplier of equipment used to manufacture AI chips, reports quarterly earnings on Wednesday looking to justify its chunky valuation and demonstrate how it will contend with U.S. moves to block ‌exports to China. Clouding the outlook, however, is a proposed U.S. law requiring U.S. allies to align with export controls to curb China's ability to make advanced chips, with ASML named in the legislation. The company has denied selling its most advanced EUV tools to China, which is forecast to account for up to 20% of ASML's sales this year through legal purchases of ‌less-advanced DUV tools to make chips for automotive, ⁠industrial and electronic products.

Trump just claimed the right to charge every ship on Earth a 20% toll to pass through one of the world's most critical waterways, and oil markets are already reacting to what that could mean for energy prices, global trade, and U.S. alliances.

President Donald Trump said the U.S. would resume a blockade of Iranian ships transiting the Strait of Hormuz.

The latest trading day saw Intel (INTC) settling at $103.12, representing a -6.12% change from its previous close.

While Tesla's price action has been lackluster lately, history proves that these frustrating lulls are often the quiet before the bull storm.

U.S. stocks fell as a sharp selloff in chip stocks rattled investor confidence in the artificial-intelligence trade.