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Chips Made In The USA Are Making A Comeback. What Investors Should Know.
Investor's Business Daily27d agoneutral
Chips Made In The USA Are Making A Comeback. What Investors Should Know.

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.

Bloomberg27d agoneutral
Big Tech Doubles Debt Load to $350 Billion in AI Spending Spree

(Bloomberg) -- The largest builders of artificial intelligence data centers have doubled their debt load in the last five years, turning to borrowing to finance an unprecedented spending spree they claim is needed to transform the economy. Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameNvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsZuckerberg Pledges ‘Aggressive’ Pricing With Meta’s First Pay-to-Use AITrump Vents Anger With Iran and

Intel's new chip patent and the solution to AI's biggest logjam
Proactive27d agoneutral
Intel's new chip patent and the solution to AI's biggest logjam

Intel Corp (NASDAQ:INTC, XETRA:INL)has filed a patent describing a new way to build the memory that AI chips depend on, potentially removing one of its most expensive components. In simple terms, it may be a solution to a bottleneck that is hampering the advancement of artificial...

Cathie Wood's ARK Says AMD Chips 'Can Already Be More Performant Per Dollar' Than Nvidia
Benzinga27d agoneutral
Cathie Wood's ARK Says AMD Chips 'Can Already Be More Performant Per Dollar' Than Nvidia

Advanced Micro Devices Inc. (NASDAQ:AMD) is positioning itself to challenge Nvidia Corp.‘s (NASDAQ:NVDA) long-standing dominance in the lucrative AI accelerator market. According to a fresh analysis released by Cathie Wood‘s ARK Invest, internal research reveals that AMD chips “can already be more performant than Nvidia chips” per dollar on select workloads, highlighting a massive shift in data center cost efficiency. The CPU Playbook Applied to GPUs ARK Invest’s Director of Research, AI & Cloud

Six Months In, AZA Law Firm’s Dallas Office Tracks Toward Its Year-One Plan
Exec Edge27d agoneutral
Six Months In, AZA Law Firm’s Dallas Office Tracks Toward Its Year-One Plan

By Exec Edge Editorial Staff AZA Law Firm opened its Dallas office at the Trammell Crow Center on January 1, 2026. The launch ended 32 years of Houston-only practice. Six months in, the office is tracking the public timeline managing partner John Zavitsanos set when the lease was signed: from five lawyers at launch to […] The post Six Months In, AZA Law Firm’s Dallas Office Tracks Toward Its Year-One Plan appeared first on ExecEdge.

ASML Holdings (ASML): Best QQQ Stocks to Invest in
Insider Monkey27d agoneutral
ASML Holdings (ASML): Best QQQ Stocks to Invest in

ASML Holding (NASDAQ:ASML) is one of the best QQQ Stocks to invest in. On July 6, ASML reported the latest transactions conducted under its ongoing share buyback program. Between June 29 and July 3, the company repurchased a total of 48,397 shares. The daily transactions saw a total value of approximately €15.87 million for each […]

Micron Vs. Intel: Which Volatile Memory Giant Should Investors Buy Now?
24/7 Wall St.27d agobullish
Micron Vs. Intel: Which Volatile Memory Giant Should Investors Buy Now?

Micron Technology (NASDAQ: MU) and Intel (NASDAQ: INTC) both delivered earnings that reframed how investors think about AI silicon. Micron posted record fiscal Q3 results powered by memory pricing. Intel notched a sixth straight revenue beat while absorbing a heavy restructuring hit. One is harvesting the AI build-out today. The other is rebuilding fabs and ... Micron Vs. Intel: Which Volatile Memory Giant Should Investors Buy Now?

Meta vs Intel: Buy Meta for High-Margin Infrastructure Monetization and Avoid Capital-Strained Intel
24/7 Wall St.27d agobullish
Meta vs Intel: Buy Meta for High-Margin Infrastructure Monetization and Avoid Capital-Strained Intel

Meta (NASDAQ: META) and Intel (NASDAQ: INTC) both reported Q1 2026 results that sharpened a debate about who actually earns money from the AI buildout. Meta turned $19.00 billion in quarterly capex into ad growth. Intel spent aggressively on foundry capacity while absorbing a $4.07 billion restructuring charge tied largely to Mobileye. Ad Engines Hum ... Meta vs Intel: Buy Meta for High-Margin Infrastructure Monetization and Avoid Capital-Strained Intel

Will Ultra Clean (UCTT) New CFO Hire Quietly Redefine Its UCT 3.0 Execution Story?
Simply Wall St.27d agoneutral
Will Ultra Clean (UCTT) New CFO Hire Quietly Redefine Its UCT 3.0 Execution Story?

Ultra Clean Holdings, Inc. recently announced that Michael Keogh, a veteran finance executive with experience at Ford, Bright Machines, Apple, Stanley Black & Decker, and Intel, will become its Chief Financial Officer on August 5, 2026, succeeding Sheri Savage. Keogh’s background in automation, advanced manufacturing, and large-scale finance organizations adds a new level of execution-focused leadership that could be important as Ultra Clean pursues its UCT 3.0 transformation plans. With...

AMD’s $300 Billion Ambition Is Putting Pressure on Rivals
24/7 Wall St.27d agoneutral
AMD’s $300 Billion Ambition Is Putting Pressure on Rivals

Six gigawatts. That is the total AMD Instinct GPU capacity AMD (NASDAQ:AMD) will deploy for Meta under a partnership disclosed alongside its most recent earnings, with the first 1-gigawatt tranche powered by a custom MI450-based GPU. For scale reference, one gigawatt is roughly the output of a large nuclear reactor. Meta is committing to power-plant-scale ... AMD’s $300 Billion Ambition Is Putting Pressure on Rivals

Why AMD’s Stock Rise Is Worrying This Analyst
Barrons.com27d agoneutral
Why AMD’s Stock Rise Is Worrying This Analyst

Advanced Micro Devices has soared over the past year amid excitement over its central-processing units. AMD shares were up 7.4% at $555.62 in early trading Thursday, adding to a 259% gain over the past 12 months through to Wednesday’s close.

AMD Jumps 7%, Intel Climbs 5%, Broadcom Rises 2% as Tom Lee Calls the Chip Selloff a Buying Opportunity
24/7 Wall St.28d agobullish
AMD Jumps 7%, Intel Climbs 5%, Broadcom Rises 2% as Tom Lee Calls the Chip Selloff a Buying Opportunity

Shares of Advanced Micro Devices (NASDAQ:AMD) are up 7% to $555.26 in early trading Thursday, leading a broad semiconductor rebound. Intel (NASDAQ:INTC) shares are up 5% to $116.14, and Broadcom (NASDAQ:AVGO) shares are up 2% to $396. The bounce reverses a rough stretch for chip names after several sessions of selling. The iShares Semiconductor ETF ... AMD Jumps 7%, Intel Climbs 5%, Broadcom Rises 2% as Tom Lee Calls the Chip Selloff a Buying Opportunity