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Jim Cramer Highlights Intel’s “Three Major Growth Opportunities”
Insider Monkey34d agoneutral
Jim Cramer Highlights Intel’s “Three Major Growth Opportunities”

Intel Corporation (NASDAQ:INTC) was among the stocks on Jim Cramer’s Mad Money radar as he taught investors how to profit from the upcoming wave of takeovers. Cramer noted that it is currently his favorite stock, as he said: Next is Intel, currently my favorite stock. CEO Lip-Bu Tan has turned this company around. Intel has […]

Wall Street flees software plays for triple-digit chipmaker boom
TheStreet34d agoneutral
Wall Street flees software plays for triple-digit chipmaker boom

Software used to be the safe bet in artificial intelligence. Buy the companies writing the code, sit back, and let subscription revenue do the work. That trade has come undone. While the iShares Expanded Tech-Software Sector ETF sits about 20% below its record high, the chipmakers building the AI ...

Jim Cramer Just Named His Favorite Stock, and It’s the Comeback Nobody Saw Coming
24/7 Wall St.35d agoneutral
Jim Cramer Just Named His Favorite Stock, and It’s the Comeback Nobody Saw Coming

On June 30, Jim Cramer told Mad Money viewers his favorite stock is a company most people wrote off two years ago. “Intel, currently my favorite stock. CEO Lip-Bu Tan has turned this company around,” he said. He dismissed the mega-cap AI hyperscalers in favor of the chipmaker they all now depend on. The pick ... Jim Cramer Just Named His Favorite Stock, and It’s the Comeback Nobody Saw Coming

Intel Sinks 6% Even as HSBC Sees 60% Upside, AMD Slides 5% as Chip Stocks Pull Back
24/7 Wall St.35d agoneutral
Intel Sinks 6% Even as HSBC Sees 60% Upside, AMD Slides 5% as Chip Stocks Pull Back

Intel (NASDAQ:INTC) shares are down 6% to $119.83 at midday Thursday, leading a sharp pullback across chip names. Advanced Micro Devices (NASDAQ:AMD) stock is off 5% to $511.67, and the iShares Semiconductor ETF (NASDAQ:SOXX) is down 6% to $561.49. The moves are notable because the news flow into Thursday was constructive. Intel just picked up ... Intel Sinks 6% Even as HSBC Sees 60% Upside, AMD Slides 5% as Chip Stocks Pull Back

Applied Optoelectronics Plunges 17%, Coherent and Lumentum Sink 10% as Photonics Stocks Reset
24/7 Wall St.35d agobearish
Applied Optoelectronics Plunges 17%, Coherent and Lumentum Sink 10% as Photonics Stocks Reset

Shares of high-flying photonics names are sliding at midday Thursday. Applied Optoelectronics (NASDAQ:AAOI) stock is down 17% to $114.93, the biggest decliner in the group and easily the sharpest single-session drop of the three. Coherent (NYSE:COHR) stock is off 10% to $331.57, while Lumentum (NASDAQ:LITE) stock is down 10% to $720.91. The moves interrupt some ... Applied Optoelectronics Plunges 17%, Coherent and Lumentum Sink 10% as Photonics Stocks Reset

TPIsoftware Adopts Intel (INTC) Processors and GPUs to Power Enterprise AI Solutions
Insider Monkey35d agoneutral
TPIsoftware Adopts Intel (INTC) Processors and GPUs to Power Enterprise AI Solutions

Intel Corporation (NASDAQ:INTC) is one of the most buzzing stocks to buy right now. On June 23, TPIsoftware announced the adoption of Intel Xeon 6 processors and Intel Arc Pro B60 GPUs as the foundation for its enterprise AI solutions. By integrating this hardware into its SysTalk.VIKI platform, the company aims to provide businesses with […]

This 40%-a-Year Fund Manager Says Semis Are STILL the Place to Be After a 100% Run
24/7 Wall St.35d agoneutral
This 40%-a-Year Fund Manager Says Semis Are STILL the Place to Be After a 100% Run

Dom Rizzo runs T. Rowe Price’s Global Technology Fund, and the numbers he brings to the table force even skeptics to sit up. His fund has compounded at more than 40% a year over the past three and a half years, beating its benchmark by more than 500 basis points, largely on a fat overweight ... This 40%-a-Year Fund Manager Says Semis Are STILL the Place to Be After a 100% Run

Forget Intel: Buy Microsoft Hand Over Fist on the Sector Rotation
24/7 Wall St.35d agobullish
Forget Intel: Buy Microsoft Hand Over Fist on the Sector Rotation

Intel (NASDAQ:INTC) is the ticker dominating financial headlines after a stunning 455.89% one-year rally powered by CEO Lip-Bu Tan’s turnaround pitch and a fresh AI positioning story. But here’s what you should actually be watching. The Intel Rally Has Left Fundamentals Behind Intel now trades at $127.02, well above the $67.32 level at its Q1 ... Forget Intel: Buy Microsoft Hand Over Fist on the Sector Rotation

Does Intel pay dividends? How the chipmaker spends its money
TheStreet35d agoneutral
Does Intel pay dividends? How the chipmaker spends its money

Intel stock has had a wild run in 2026, up well over 200% during the first half of the year and trading near all-time highs. As the only U.S. company that both designs and manufactures leading-edge logic chips, Intel is well-positioned to continue reaping the benefits of the AI boom, and its ...

Has Lip-Bu Tan’s Magic Worn Off? Intel Just Gave Back Its Gains
24/7 Wall St.35d agoneutral
Has Lip-Bu Tan’s Magic Worn Off? Intel Just Gave Back Its Gains

Intel (NASDAQ:INTC) at $127 looks like a wait-and-see. After a year that saw the stock rise from around $22.40 to nearly $140, Wednesday’s 9% single-day drop is the first real crack in the Lip-Bu Tan turnaround narrative. Intel is trying to become a leading-edge foundry, an AI infrastructure supplier, and a national industrial policy asset ... Has Lip-Bu Tan’s Magic Worn Off? Intel Just Gave Back Its Gains

The ‘Michael Burry Bear Case’ for AI Chips Is Back, and This GPU Math Problem Won’t Go Away
24/7 Wall St.35d agoneutral
The ‘Michael Burry Bear Case’ for AI Chips Is Back, and This GPU Math Problem Won’t Go Away

On CNBC’s Closing Bell Overtime the evening of June 30, 2026, a guest said the quiet part out loud about AI hardware: “the AI memory hardware food chain is still trading as if there’s no choice… there’s still reckonings to be had.” The bull case for the shovels in the AI gold rush rests on ... The ‘Michael Burry Bear Case’ for AI Chips Is Back, and This GPU Math Problem Won’t Go Away

Why Analysts Are Growing More Bullish on Cadence Design Systems, Inc. (CDNS)
Insider Monkey35d agoneutral
Why Analysts Are Growing More Bullish on Cadence Design Systems, Inc. (CDNS)

Cadence Design Systems, Inc. (NASDAQ:CDNS) is among the most profitable software stocks to buy right now. As of June 30, Cadence Design Systems, Inc. (NASDAQ:CDNS) has a Buy rating from 85% of the analysts covering the stock, with the remaining 15% rating it Neutral. Among those bullish is Stifel, as the firm lifted the price […]

Stocks to Watch: Alphabet, Micron, Strategy
The Wall Street Journal35d agoneutral
Stocks to Watch: Alphabet, Micron, Strategy

↘️ Alphabet Inc. Cl A (GOOGL): Shares slipped premarket after Google lost a lengthy legal battle to overturn an EU fine of about $4.69 billion over its Android operating system. ↘️ Samsung Electronics (KR:005930), SK Hynix (KR:000660), Kioxia (JP:285A): The Asian memory-chip makers slumped, dragging down South Korea's Kospi and Japan's Nikkei 225 indexes.

Bank of America revamps Sandisk stock price target
TheStreet35d agoneutral
Bank of America revamps Sandisk stock price target

Sandisk (SNDK) has gained about 762.52% year to date at the time of writing, Wednesday afternoon, July 1. Meanwhile, the SPDR S&P 500 index (SPY) is up about 9.54% in the same period. The third-largest enterprise solid-state drive (SSD) manufacturer has outpaced the S&P 500 by a wide ...