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22,379 signal articles · 254 in last 24h · 107,508 total before filter · latest 8m ago
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$20 Billion: Inside Nvidia’s VERA CPU Bet to Break the Intel-AMD Duopoly
24/7 Wall St.65d agoneutral
$20 Billion: Inside Nvidia’s VERA CPU Bet to Break the Intel-AMD Duopoly

You can argue about almost every line in a NVIDIA (NASDAQ:NVDA) earnings release. The size, the margins, the customer concentration, the China hole. What you cannot argue about is what happens when a company that did zero CPU revenue last year tells you it expects to do $20 billion in CPU revenue this fiscal year. ... $20 Billion: Inside Nvidia’s VERA CPU Bet to Break the Intel-AMD Duopoly

Broadcom Sinks 14% on Soft AI Chip Outlook Despite Earnings Beat, Dragging Down AMD and Intel
24/7 Wall St.65d agobullish
Broadcom Sinks 14% on Soft AI Chip Outlook Despite Earnings Beat, Dragging Down AMD and Intel

Shares of Broadcom (NASDAQ:AVGO) are down 14% in Thursday morning trading, sinking to around $410 after closing Wednesday at $479.23. The reversal follows the company’s fiscal Q2 2026 earnings release after the close on June 3. The pain is spreading. Advanced Micro Devices (NASDAQ:AMD) is off 4% to around $521, and Intel (NASDAQ:INTC) is down ... Broadcom Sinks 14% on Soft AI Chip Outlook Despite Earnings Beat, Dragging Down AMD and Intel

Taiwan Semiconductor Delivers 2,095% Gain Over 10 Years. Will It Continue To Outperform?
24/7 Wall St.65d agobullish
Taiwan Semiconductor Delivers 2,095% Gain Over 10 Years. Will It Continue To Outperform?

A decade ago, Taiwan Semiconductor Manufacturing (NYSE: TSM) was respected but boring. It made chips for Apple, Qualcomm, and a long list of fabless designers, and the market valued it like a cyclical industrial. Then the node race got serious. TSMC pulled away from Samsung and Intel at 7nm, then 5nm, then 3nm, and the ... Taiwan Semiconductor Delivers 2,095% Gain Over 10 Years. Will It Continue To Outperform?

AMD’s $130,000 Decade: U.S. Chipmaker Rises from Near-Bankruptcy to AI Leader
24/7 Wall St.65d agobearish
AMD’s $130,000 Decade: U.S. Chipmaker Rises from Near-Bankruptcy to AI Leader

Ten years ago, AMD (NASDAQ:AMD) was a punchline. The stock traded around $4.16 in June 2016, the company was bleeding share to Intel, and bankruptcy chatter was still fresh. Then CEO Lisa Su shipped the Zen architecture, Ryzen launched in 2017, and EPYC began chewing through the data center. The acquisition spree followed: Xilinx for ... AMD’s $130,000 Decade: U.S. Chipmaker Rises from Near-Bankruptcy to AI Leader

Intel Lands AI Partnership With Apple Supplier Foxconn. Why the Stock Is Falling.
Barrons.com65d agobearish
Intel Lands AI Partnership With Apple Supplier Foxconn. Why the Stock Is Falling.

Intel is teaming up with Apple supplier Foxconn to develop artificial-intelligence infrastructure—but that wasn’t enough to stop the chip manufacturer’s stock from sliding on Thursday. The selloff came after Intel and Foxconn, also known as Hon Hai Precision Industry said they would collaborate to speed up the AI buildout. “Together, we are accelerating the delivery of end-to-end platforms that unlock new capabilities and extend the impact of AI worldwide,” Intel CEO Lip-Bu Tan said.

Intel and Foxconn Join Forces on AI Infrastructure Development (INTC)
InvestorsHub65d agoneutral
Intel and Foxconn Join Forces on AI Infrastructure Development (INTC)

Intel (NASDAQ:INTC) and Taiwanese manufacturing giant Foxconn (USOTC:FXCOF) have announced a strategic collaboration aimed at developing next-generation artificial intelligence infrastructure and intelligent computing platforms, positioning both companies to benefit from rising global demand for AI-powered computing solutions. The partnership was well received by investors, with Intel shares climbing 4.