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Wedbush sees opportunities in general-purpose computing and networking.

One brutal week and one chaotic Thursday left Rackspace investors staring at a guidance cut, a shareholder investigation, and a last-minute AI gamble with Palantir. Now the stock is bouncing hard, and the question is whether this recovery has any real foundation under it.

Every quarter, one chipmaker hands its shareholders a stronger reason to own it than the previous quarter, and most investors are still scanning the wrong names for AI exposure.

Cerebras CEO Andrew Feldman says AI compute suppliers are not building on speculation but chasing orders already under contract, and the companies moving fastest to secure power and pour concrete may be sitting on the greatest opportunity since the internet itself.

The ChatGPT developer’s recent model beats releases from Elon Musk’s SpaceX and Alphabet’s Google on Artificial Analysis’s intelligence ranking.

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?

Rapidus hopes to mass-produce 2 nm chips in 2027.

(Bloomberg) -- The Trump administration plans to ease export restrictions on the United Arab Emirates, clearing the way for the Gulf state to buy a wide range of advanced technologies including commercial satellites and semiconductors used for artificial intelligence. 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 LevelsRyanair Passenger Partly Sucked From Jet After Window BreaksPrabowo’s Clam

CBRS is riding the shift to faster AI inference, backed by major cloud deals, but capacity, concentration and margin risks keep execution in focus.

Stifel just blew past Wall Street's AMD consensus with a target that would push the chipmaker into trillion-dollar territory, and the conditions required to get there are more specific than most investors realize.

Cerebras pairs 92% core revenue growth and ample liquidity with customer concentration, margin pressure and capacity-delivery risks.

The ChatGPT developer’s recent model beats releases from Elon Musk’s SpaceX and Alphabet’s Google on Artificial Analysis’s intelligence ranking.

Ark Invest is lightening its stake in three popular investments.

Marvell Technology's five AI infrastructure growth engines underpin plans for 40% revenue growth in fiscal 2027 and 45% in fiscal 2028.

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?

This is a hyper-growth chapter for Broadcom (AVGO), fueled by what management calls insatiable demand for AI infrastructure. The company's core engine is supplying custom accelerators and networking silicon to a handful of hyperscale customers, including Alphabet (GOOG.

While South Korean memory chipmaker SK Hynix (000660.KS) makes its debut on US market with a fresh listing on the Nasdaq, Yahoo Finance Markets and Data Editor Jared Blikre and Senior Business Reporter Ines Ferré take a closer look at the semiconductor landscape and memory chip trade.

Rackspace Technology (RXT) may generate $450 million to $600 million in annual enterprise AI revenue

Intel's operating margins jump as AI PC demand, Xeon growth and cost discipline boosted profitability. Can the momentum drive further upside?

AMD has nearly tripled in a year on the back of exploding Data Center revenue and Lisa Su's boldest guidance yet, but the stock sits 12% off its highs with analyst targets still lagging the price. Whether $800 is a stretch goal or the next logical stop depends on three things going right.

Advanced Micro (AMD) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Cathie Wood's Latest Trade: Big Meta Bet, Fresh AMD Sell-Off

After a monster run, executives are promising accelerating growth for years to come, forcing investors to decide if the best gains are already in the rearview mirror.

AMD (AMD) has surged almost 4x in the past twelve months, with its market cap approaching $900 billion.

According to TheFly, Stifel analysts raised their price target for AMD to $635 from $450 while maintaining a ‘Buy’ rating.

Meta stock faces a challenge as social-media company Meta Platforms reportedly plans to start manufacturing a new in-house AI chip from September.

The benchmark US stock measures were struggling for direction before the open Friday as traders awai

The chipmaker's premium valuation melts away when you look at what analysts expect it to earn, but that discount depends entirely on the growth arriving.

A milestone that was unthinkable a few years ago has reshuffled the case for two chip giants.

The Nasdaq-100 is holding up. Its old leaders are struggling.