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The stock market just wrapped up one of its strongest first halves in years. In the first six months of 2026, the Dow was up 8.9%, marking its best first half since 2021. The S&P 500 gained 9.6%, and the Nasdaq added 12.8%, while the Russell 2000 soared nearly 22% for its best first-half ...
Meta Platforms led a rally in Magnificent Seven stocks on Wednesday, but the Nasdaq couldn’t overcome a chip stock clobbering. The Nasdaq fell 0.7%. The S&P 500 dropped 0.2%. The Dow fell slightly. Despite the S&P 500's struggles, a majority of stocks actually rose.
Check out the companies making headlines yesterday:
Intel (NASDAQ:INTC) stock is under heavy pressure today, falling 7% as semiconductor stocks retreat across the board. The weakness extends beyond Intel stock, with Advanced Micro Devices (NASDAQ:AMD) stock down 5% and Taiwan Semiconductor Manufacturing (NYSE:TSM) stock lower by 6%. The broad-based decline comes after Bank of America warned that bubble risk is beginning to ... Intel Drops 7%, AMD Slides 5%, Taiwan Semiconductor Falls 6% as BoA Flags “Bubble Risk”
Investing.com -- Chip stocks were hit hard Wednesday following a report from The Information that OpenAI engineers have unlocked software optimizations capable of slashing inference costs in half. These breakthrough efficiencies reportedly slashed the number of Nvidia GPUs required to support non-logged-in ChatGPT visitors, triggering immediate Wall Street anxieties over a potential slowdown in AI hardware demand.
Intel stock has logged an extremely strong run over the past year, and the question now is whether that surge still lines up with what the current valuation checks are saying or if expectations have moved ahead of the fundamentals. Over the last 12 months, Intel shares have returned a very large gain of about 5.1x, which sets a high bar for what needs to go right from here for that performance to be sustained. Expectations around AI driven CPU demand and foundry contracts can support a...
At $139.63, Intel (NASDAQ:INTC) is a hold. After a 278.4% year-to-date run into a fresh 52-week high, the setup demands a view rather than a reflex. Intel is the world’s largest x86 CPU designer and increasingly a contract chip manufacturer under CEO Lip-Bu Tan. The turnaround thesis rests on three legs: Intel Foundry scaling on ... Intel Just Hit a 52-Week High: Buy, Sell or Hold At $140?
Jabil's AI/ML strengths, diversified end markets and upbeat earnings estimates underscore its growth prospects after a 78% rally over the past year.
The Campbell, California company wants to let chip designers build custom AI silicon without a full chip program
Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.
MU's AI-driven memory surge fuels a historic rally, making semiconductor ETFs a diversified way to tap the industry's broad-based momentum.
Concern is growing as investors pour money into "leveraged" ETFs that use debt to amp up returns.
The three chipmakers are now the 10th, 11th, and 12th most valuable U.S. tech companies as investors broaden AI bets
U.S. futures are in the red Wednesday as investors await Fed Chair Kevin Warsh's remarks on interest rates at an ECB forum in Portugal
Alpha & Omega Semiconductor Limited (NASDAQ:AOSL) is one of the best tech stocks to buy for the next 5 years. On May 18, Alpha & Omega Semiconductor/AOS introduced a new family of digital multiphase controllers designed to power Intel’s next-gen Panther Lake and Wildcat Lake mobile processors. By pairing these controllers with AOS’s Smart Power […]
Investors leaned toward companies that make processors, secure software, and infrastructure needed to run AI applications.
Gary Jiang’s appointment was confirmed through his LinkedIn profile, where he lists his position as “Director, Tera Fab” at Tesla on a full-time, on-site basis in Austin.
Intel (NasdaqGS:INTC) and ASUS jointly showcased a full lineup of AI focused education devices at ISTE+ASCD 2026. The portfolio includes rugged laptops, desktops, Chromebooks and AI acceleration hardware built around Intel Core Ultra processors. The solutions target K-12 schools and educators, with an emphasis on classroom use, privacy and edge computing. Intel is using this education focused launch to extend its AI hardware push beyond data centers and consumer PCs into classrooms. For...
Investing.com -- Mizuho Securities Asia raised its forecast for TSMC's monthly CoWoS packaging capacity to 140,000 units by 2026 and 190,000–200,000 units by 2027, up from prior estimates of 120,000 and 170,000–180,000 respectively, as a sharply upgraded outlook for AI-driven server CPU demand forces a broad revision to the firm's semiconductor supply model.
Shares of computer processor maker Intel (NASDAQ:INTC) jumped 7.2% in the afternoon session after a wave of positive sentiment swept through the semiconductor sector, fueled by analyst price target increases and optimism about artificial intelligence (AI) infrastructure spending.
