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↘️ Intel (INTC), Micron Technology (MU), Marvell Technology (MRVL), Advanced Micro Devices (AMD): Chip stocks slid across the board in premarket trading amid mounting skepticism about the sustainability of the AI boom.
Investors are shifting out of high-flying AI chip stocks and into relatively cheaper Big Tech software and internet names after an extended semiconductor rally.
Megatrends in AI favor long-term upside for these tech stocks.
A number of stocks fell in the afternoon session after TSMC paired topline strength with a free cash flow-compressing capital expenditure reset, compounding a sector-wide selloff that began with ASML the day before.
As the Q1 earnings season wraps, let’s dig into this quarter’s best and worst performers in the processors and graphics chips industry, including AMD (NASDAQ:AMD) and its peers.
The firm sees more room for GPU sales growth as AMD prepares to outline its next AI products.
Western Digital and Seagate are riding AI-driven storage demand with strong revenue outlooks, expanding margins and earnings growth that could fuel further upside.
Bank of America just flagged a hidden revenue engine inside Nvidia that the market is still ignoring, and the numbers suggest Wall Street has been pricing the wrong business this entire time.
If you checked on your Micron Technology (MU) holdings on Wednesday, you might have done a double-take. After a strong prior session, the stock returned -8.0% while the broader S&P 500 returned +0.4%. The company hadn't made a misstep. In fact, it's the exact opposite, which makes the story here so compelling.
AMD (NASDAQ:AMD) is the ticker every AI-hungry investor is chasing right now, riding a 273.82% one-year rally on OpenAI and Meta gigawatt deals. But here’s what you should actually be watching. The seasoned playbook says buy scarcity when it is cheap and lighten up when it is priced for perfection. AMD is priced for perfection. ... Forget AMD: Choose This Blue-Chip Haven to Lock in Fortress Gains Amid Tech Volatility
AI infrastructure spending has turned three chip suppliers into the biggest beneficiaries of the largest buildout in human history, and the math behind where their stocks land by 2029 is more surprising than the headline numbers suggest.
Advanced Micro Devices' market cap has more than doubled this year to around $840 billion.
Marvell has surged over 100% this year, but a sudden wave of AI spending fears is now erasing billions in market value across the entire chip sector. Whether this is a brief shakeout or the beginning of a deeper unwind depends on one crucial question.
Marvell shed a third of its value in a single month while its AI data center business posted record revenue and management flagged an all-time high in design wins. One Wall Street analyst just set a target that would roughly double the stock, and the reasoning centers on a program most investors have not priced in.
I keep hitting the buy button on NVIDIA because of one policy decision, and I want to be blunt about it: the 25x quarterly dividend jump from $0.01 to $0.25 paired with a fresh $80 billion buyback authorization on top of the roughly $39 billion still remaining is the single clearest signal a management team ... This Single Nvidia Policy Keeps Me Hitting The Buy Button
NVIDIA prints 75% margins while TSMC bets tens of billions on new fabs, and both companies insist they are winning the AI race. Only one business model can claim the better long-term edge, and the answer depends on which number you trust more.
Nvidia dominates the headlines, but the real battleground of the AI chip revolution is hiding inside a 50-year-old technology that most investors have never thought twice about. The companies quietly reinventing it could shape how far the AI boom actually goes.
Intel shed nearly 20% in a month while most of Wall Street shrugged and called the stock fairly valued. One HSBC analyst just broke from the crowd in a dramatic way, and his reasoning centers on a part of Intel's business the rest of the Street has largely ignored.
The Nasdaq composite is down more than 1% this morning. Here are the stocks on the index that are getting hit hard: 💾 Chips, memory makers: Sandisk, Micron, AMD, SK Hynix's ADRs, Intel, Western Digital, Seagate, Arm, Broadcom, Nvidia and Marvell are all deep in the red.
Every bearish headline about AI spending sends most investors to the sidelines, but one piece of software infrastructure keeps pulling me back to the buy button with growing conviction about where a decade of AI capital is actually flowing.
Investing.com -- U.S. stock index futures were mixed on Thursday as investors weighed lingering Middle East tensions, and focused on corporate earnings and further signs that U.S. inflationary pressures are easing.
Inference is poised to be the next big AI infrastructure market.
New facilities would produce advanced 2-nanometer processors
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