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AI infrastructure stocks experienced a sell-off after a report said OpenAI was considering delaying its IPO.

Sarah Kunst of Cleo Capital went on CNBC Friday morning and said what a lot of portfolio managers have been muttering to themselves all week. “People are wondering if putting all of their eggs into the AI, a sort of high growth hyperscaler basket, was maybe not the best idea over the past couple of ... A VC Says the ‘All Your Eggs in the AI Basket’ Trade Is Finally Cracking — Here’s Where the Money Goes Next

Exploring the Latest Investment Moves in the Second Quarter of 2026

Intel (NASDAQ:INTC) and Taiwan Semiconductor Manufacturing (NYSE:TSM) both posted Q1 2026 results that frame the same question from opposite sides: who builds the world’s most advanced chips, and where. TSMC remains the engine of AI silicon. Intel is the Western alternative hyperscalers are quietly funding. Geography matters more than the numbers. Foundry Bets Lift Intel. ... Big Tech’s Quiet Diversification Out of Taiwan Is the Ultimate Catalyst for Intel’s Turnaround

This is a dominant chip foundry with pricing power.

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) ranks among the best tech stocks to buy now for the “Vera Rubin” chip cycle. On June 16, Aletheia Capital boosted its price objective for Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) to NT$3,500 from an unknown previous level, keeping a Buy rating on the company’s shares. The firm also […]

Investing.com -- U.S. semiconductor stocks slipped in premarket trading on Friday, extending a global technology selloff after Apple raised prices on several of its products, fanning concerns that surging memory chip costs could dampen consumer electronics demand and cloud the outlook for the broader AI trade.

Shares of European semiconductor companies were following their Asian peers in negative territory as investors ditched stocks linked to artificial intelligence. A strong set of earnings and outlook from Micron Technology late Wednesday failed to reignite a rally in AI stocks on Thursday.

IBM (IBM) hasn’t built a commercial computer chip of its own in nearly a decade. On Thursday, June 25, the company said its research labs had cracked something the rest of the chip industry hasn’t managed yet. The breakthrough has nothing to do with software, and everything to do with one tiny ...

Expectations are high, but only one of these companies dominates processor manufacturing.

Janus Henderson Investors, an investment management company, released its first-quarter 2026 investor letter for the “Global Sustainable Equity Fund”. A copy of the letter can be downloaded here. In the quarter, the Fund returned -3.07%, slightly better than the MSCI World Index’s -3.57%. Strong stock selection in information technology, especially companies tied to artificial intelligence […]

Moor Insights & Strategy Founder, CEO & Chief Analyst Patrick Moorhead joins Julie Hyman on Market Catalysts to discuss Qualcomm's (QCOM) increased outlook for data center revenue and what it signals about the company's growing role in the AI infrastructure boom.

GFS' richer AI infrastructure mix lifts margins in Q1, with silicon photonics, SiGe and data-center demand pointing to a more profitable phase.

Intel (NASDAQ:INTC) is the loudest ticker on Wall Street right now, riding a turnaround narrative powered by NVIDIA’s $5.0 billion equity stake, SoftBank’s $2.0 billion investment, and $8.9 billion in total U.S. Government support. But here’s what you should actually be watching: Taiwan Semiconductor Manufacturing (NYSE:TSM). The Intel Rally Has Outrun the Business Intel shares ... Forget Intel: 1 Semiconductor Juggernaut to Buy Hand Over Fist While Turnaround Hype Rules Wall Street

Intel (NASDAQ:INTC) and Taiwan Semiconductor Manufacturing (NYSE:TSM) just delivered very different earnings stories. Intel posted a 2,183.46% non-GAAP EPS beat under CEO Lip-Bu Tan while absorbing a $4.07 billion restructuring charge. TSMC kept compounding, with Q1 revenue rising 21.4% YoY and net income jumping 43.8%. Both sit at the heart of the AI hardware buildout, ... Intel vs TSM: Which Chip Giant is the Better Investment?

IBM debuts the first sub-1 nanometer chip, marking a step forward in the race to make AI chips smaller and more efficient.

In demand among the best mutual fund managers, Nvidia, TSMC and Intel partner Keysight looks to etch a breakout.

A major deal with CoreWeave is reshaping the outlook for Backblaze as AI demand boosts interest in low-cost data storage.

IBM debuts the first sub-1 nanometer chip, marking a step forward in the race to make AI chips smaller and more efficient.

IBM on Thursday unveiled what it said was the world's first technology capable of producing chips smaller than ‌one nanometer, as tech companies race to build semiconductors that can handle increasingly ‌demanding AI workloads. The new chip technology, which bolsters IBM's ‌position to compete with contract ⁠chipmakers TSMC and Intel, has a transistor architecture of 0.7 nanometers, or 7 angstroms. Last week, Intel said the new generation of its 18A manufacturing ⁠process, which makes 1.8 nanometer chips, moved into risk production, the testing phase before commercial manufacturing.

(Bloomberg) -- SK Hynix Inc.’s planned $29 billion US listing has arbitrage investors dissecting securities filings and peppering brokers with questions about a single unresolved issue: whether the Korean chipmaker’s American depository receipts can be freely exchanged for Seoul-listed shares, a feature that could determine whether price gaps persist between the two markets.Most Read from BloombergInvestor Who Scored 900% Win in 2008 Crisis Has New Big Short BetGrand Ole Opry House Up For Sale b

Dell, Hewlett and Taiwan have been highlighted in this Screen of The Week article.

Even as Warren Buffett’s Berkshire Hathaway exited the stock, big institutions bought 253 million more shares of Amazon during the past 12 months.

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) is one of the 10 Best AI Chip Stocks to Buy for the Long Term. The stock jumped 98.28% over the past year and increased 36.54% year-to-date. On June 22, TheFly reported that Susquehanna analyst Mehdi Hosseini increased the price target on Taiwan Semiconductor Manufacturing to $575 from $500 […]

The setup is almost too neat. South Korea’s Kospi just had what local press called a “Black Tuesday,” dropping nearly 10% as foreign investors dumped semiconductor shares and tripping circuit breakers. American chip names sold off in sympathy. And onto CNBC walked Jay Woods of Freedom Capital Markets with a thesis that has been building ... A Top Strategist Says the AI Trade Is Cooling, but Chipmakers Are Quietly Winning

Amid AI spending fears and market volatility, DELL stands out among the three dividend-growth stocks highlighted for income and growth.

Despite a sharp AI stock selloff, TSM's reported 5% to 10% price hike on advanced chip production suggests demand remains strong. Companies don't pay more for scarce capacity if growth is fading.

Amkor surges 119.7% in 2026, but advanced packaging growth, AI demand and its Arizona expansion could keep the momentum going.

Taiwan Semiconductor Manufacturing (NYSE:TSM) just put the rest of the chip sector on notice. Monthly revenue for May 2026 hit NT$416.98 billion, up 30.1% year over year, and CEO C.C. Wei is telling investors the company will “grow by above 30% in U.S. dollar terms” for full-year 2026. Shares are already up 44.32% year to ... Can Taiwan Semiconductor Shares Hit $500 Before 2026 Ends?

Apple turning to Intel for chips, as Washington announced last week, has the neat logic of necessity meeting ambition. A deal - which neither ‌company has formally announced - would pair Intel's effort to rebuild its credibility as a contract chipmaker with Apple's search for more manufacturing capacity, as its supplier TSMC struggles to meet surging AI chip ​demand from the likes of Nvidia. Supply constraints at the contract manufacturer have held back iPhone sales, Apple CEO Tim Cook said in April.