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Intel stock has delivered a very large 1 year gain, yet the current intrinsic value estimate from a Discounted Cash Flow (DCF) model and the broader valuation checks now point to something closer to fair rather than clearly cheap or clearly expensive. Over the past 1 year Intel has returned 322.8%, which puts extra focus on whether recent price weakness changes the longer term valuation picture or simply cools a rapid rerating. Progress in advanced manufacturing and AI focused products, such...

Jim Cramer just told a caller with a compelling Cerebras bull case that he liked their logic, then put his money somewhere else entirely. The stock he chose surprises almost everyone betting on pure-play AI inference winners right now.

Both chipmakers just crushed their earnings yet their stocks are cratering, and only one of them has a business reason to survive the back half of 2026 intact.

There was a lot to like in Intel's Q2 earnings. However, investors are taking issue with Intel's ambitious spending plans.

The NASDAQ correction is shaking up semiconductor rankings in a way that defies the usual AI playbook, and the names leading the surge carry valuations that raise serious questions about what happens next.

Warren and Schiff want an SEC investigation into Trump Media's Truth API, the $100,000 paid feed launching August 1. Two precedents show how it ends.

A Chinese IPO just torched the entire memory sector in a single session, and one analyst is doubling down on a price target that implies 168% gains from here. The bull and bear cases for Micron have never been further apart.

Intel's post-earnings pullback highlights tech ETFs with sizable exposure that can offer diversified access to its long-term potential.

While the world focuses on its GPU dominance, the company is mounting a surprise attack on an entirely new market. It is now targeting the CPU space, a category it has never addressed before. This move opens a brand new addressable market, altering the company's growth profile.

United Microelectronics (NYSE:UMC) reported higher second-quarter revenue, wafer shipments and utilization as demand strengthened in communications and consumer applications, while the company raised its 2026 capital-expenditure budget to support silicon photonics and advanced-packaging growth initi

Vertiv stock drops sharply after the data-center infrastructure company’s second-quarter sales came in below Wall Street’s expectations.

Visa CEO Ryan McInerney says artificial intelligence is helping ‘shape the way work gets done.’ The payments giant reports earnings after the closing bell Tuesday.

A number of semiconductor stocks continued to pull back amid a broad global sell-off, fueled by concerns over increased competition from China and growing doubts about the sustainability of AI-related demand.

A stock that historically falls harder than the market during market-wide shocks is trading well below its own high, and its own shock record says how deep and how long a real drawdown could run.

The stock has gone down after a massive run-up, but when will it stop falling?

(Updates with market moves at the end of the day.) The Dow Jones Industrial Average rose for a th

Shares of a number of chipmakers are falling, extending a rough stretch for the AI trade and dragging the Nasdaq lower.

Longview Economics global economist and chief market strategist Chris Watling joins Market Domination to discuss what he calls a "beautiful consolidation," what he's observed in the markets over the summer, and why he believes cyclical stocks are poised for a comeback.

A quarter that nearly doubled expected profit still could not outweigh a rising capital bill, a softer profit guide, and a foundry deep in the red.

Between AI spending doubts, a potential Fed surprise, and new competition from China, here's what's rattling investors.

More than a year of the company's own earnings calls already described the exact demand shift that eventually re-rated AMD stock, even though options traders were not positioned for it.

Anyone who has shipped software before it was fully tested knows the math. A bug caught in code review costs an afternoon. The same bug caught after launch costs a weekend, an apology, and sometimes a customer. Chip design runs on a version of that math, except the much-higher stakes involve ...

(Updates with latest market prices and developments.) US benchmark equity indexes were mostly hig

Intel is back in focus after analysts lifted their fair value estimate from US$88.61 to US$115.65, a sharp reset that puts recent price target moves under a brighter spotlight. Many firms now cluster in the US$120 to US$200 range, reflecting optimism around Q2 results, AI driven server CPU demand and improving foundry traction, even as valuation and execution questions keep plenty of Neutral and Hold ratings in play. In the sections that follow, you will see how this evolving narrative might...

INTC teams up with Lens Technology to advance glass substrate packaging, improving chip performance and power efficiency for AI and next-gen computing.

Chip stocks around the world sold off sharply, the latest chapter in the monthslong jitters surrounding artificial intelligence, memory and chip stocks.

Visa CEO Ryan McInerney says artificial intelligence is helping ‘shape the way work gets done.’ The payments giant reports earnings after the closing bell Tuesday.

Chip stocks are getting hammered Tuesday while NVIDIA barely budges, and the gap between winners and losers reveals a stark shift in how investors are positioning ahead of the biggest earnings week of the year.

Wilson said during an interview with CNBC that the choppiness in the S&P 500 index may continue for another month.

A chip ETF just posted one of its best years on record, and the stock everyone expected to lead it barely showed up. The real story is which names hijacked the rally and why the fund's rulebook deserves more credit than any of its holdings.