↘️ SK Hynix (KR:000660, SKHY): The chipmaker’s Korean shares sank more than 15%, its biggest one-day drop on record, as investors cashed out after its ADRs’ Nasdaq debut on Friday sparked a price rally.
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Wall Street sees Nvidia's Vera CPU as a major growth catalyst that could expand its AI leadership beyond graphics chips.
Plus, a plan to protect Earth from solar storms, how to shop for iPhones this year, how AI advice is undermining eating-disorder therapy and more.
Intel is increasing prices on key server and laptop CPUs as demand for its server chips exceeds available supply. The company is currently negotiating longer term pricing and volume agreements with customers. This move is tied to rising AI infrastructure demand that is straining industry supply chains. Intel, ticker NasdaqGS:INTC, is making this pricing move with its shares around $109.84 after a very large 1 year return and a 178.9% gain year to date. Those gains come despite the stock...
Editor’s Note: This story has been updated to correct details related to Intel (INTC). When it comes to tracking the trading activity of members of Congress, former Speaker of the House Nancy Pelosi (D-Calif.) has been among the most followed....
Intel is raising chip prices as server CPU demand outpaces supply, and Wall Street sees the move as proof of a much bigger AI-driven boom ahead.
The business is as strong as ever, and one by one, analysts are confirming that.
We recently published Jim Cramer Insisted Recent AI Chip Selloff Wasn’t A Bottom & Discussed These 17 Stocks. Intel Corporation (NASDAQ:INTC) is one of the stocks discussed by Jim Cramer. While Intel Corporation (NASDAQ:INTC) has been one of the hottest stocks in 2026, the shares have struggled recently. Over the year and year-to-date, the stock […]
AMD and Intel investors have enjoyed incredible gains so far in 2026.
The chip maker’s business is improving, with government twisting the arms of potential customers and partners including Apple and Nvidia
A new $120 price target from $75 maintains Hold as the chipmaker's turnaround reduces margin pressure over the next few quarters
Wrapping up Q1 earnings, we look at the numbers and key takeaways for the processors and graphics chips stocks, including Intel (NASDAQ:INTC) and its peers.
Wedbush sees opportunities in general-purpose computing and networking.
Intel Stock Slides as Chip Sector Pullback Hits Ahead of Earnings
The SPDR S&P Semiconductor ETF (NYSEARCA:XSD) and the VanEck Semiconductor ETF (NASDAQ:SMH) both offer exposure to semiconductors, yet they are two very different bets. XSD spreads chips money almost evenly across roughly 40 U.S. semiconductor names. SMH funnels most of its dollars into the 25 largest, tilting hard toward the AI mega-caps. Over the last ... XSD vs. SMH: Should Your Semiconductor ETF Be Equal-Weight or Cap-Weight?
Intel is staking its survival on a capital program approaching $200 billion, and the operating results are starting to answer a question that once seemed unanswerable: can the company actually pull this off?
Intel’s turnaround is starting to look real. Intel (NASDAQ:INTC) has ripped 198.75% year to date, and CEO Lip-Bu Tan just posted a sixth consecutive quarter of revenue above expectations. Data Center and AI revenue grew 22% year over year to $5.05B, Foundry grew 16%, and 18A is in high-volume manufacturing. Can Intel double from here ... Price Prediction: Can Intel Double by 2030?
AMD (AMD) has surged almost 4x in the past twelve months, with its market cap approaching $900 billion.
Taiwan Semiconductor Manufacturing (NYSE:TSM) presents one of the cleanest large-cap setups heading into next Thursday’s earnings report, and the setup gives retirement-focused investors a rare combination of visible earnings momentum, guided margin expansion and a valuation the growth rate already outruns. The Setup Into July 16 Monthly filings have already de-risked the earnings report. May ... Taiwan Semiconductor Is a No-Brainer Buy Before July 16 Earnings. Here’s Why
Amtech Systems trades at a steep valuation discount as AI packaging growth offsets weak fabrication demand, supporting a hold stance.
Semiconductor manufacturing was dominated by American companies before factories moved to countries like Taiwan and South Korea. Now, hints of that original vigor are emerging again as a fab construction boom promises to revive what once was the global standard: computer chips made in the USA. "Today, all of the major semiconductor manufacturers capable of building a state-of-the-art semiconductor are investing in the United States," said Joe Stockunas, president of the Americas unit of the SEMI industry trade group.