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TSMC dominates on every traditional metric, yet one overlooked structural factor is quietly making its scrappier rival a more compelling bet for the next 24 months.

Every time AMD drops, the market hands out a discount on what may be the most strategically vital company in the AI infrastructure race, and three specific forces keep pulling this investor back to the buy button without hesitation.

Tech stocks coverage for the week of Aug. 3.

Intel has delivered its strongest revenue growth in fifteen years and rewarded patient investors with a massive run, yet the stock just shed nearly a third of its value in a single month. Understanding what is behind that violent pullback reveals whether this beaten-down chip giant deserves a spot in your portfolio right now.

Morgan Stanley says that despite doubts about AI spending, there remains a major opportunity for investors.

AMD heads into Q2 earnings with robust EPYC, Instinct and Ryzen AI demand, but a lofty valuation and fierce competition temper its growth outlook.

Arm delivered solid results, but all eyes are on its upcoming AGI CPU chip.

The gains in U.S. chip stocks on Thursday and Friday mark a dramatic reversal of the selloff this month.

Astera Labs is posting triple-digit growth with a fortress balance sheet, while Intel is seeing accelerating data center growth.

(Updates with market moves at the end of the day.) The Nasdaq Composite surged Thursday, reboundi

Intel shares soar as TSMC takes on its AI chip packaging technology

Situational Awareness, an AI-focused hedge fund run by former OpenAI researcher Leopold Aschenbrenner, sold the bulk of its stock portfolio to Ken Griffin’s Citadel after being battered by heavy losses ‌in its tech holdings, two sources familiar with the matter told Reuters on Thursday. Situational was forced to unwind most of its ‌public equities portfolio, which included sizable holdings in several prominent AI names that have been rocked by the recent market selloff, the sources said, requesting anonymity as the discussions are ​confidential. The fund was under pressure to either raise fresh capital from investors or offload its entire book, and eventually chose the latter option, the sources added.

(Updates with latest market prices and developments.) US benchmark equity indexes were higher int

Semiconductor stocks just staged one of their sharpest single-day reversals of the year, but the real question is whether the buyers rushing back into Intel, AMD, and Taiwan Semiconductor are riding a genuine recovery or setting themselves up for another painful whipsaw.

Jim Cramer's framework for buying stocks punished by margin compression is getting live stress-tested right now, with five companies showing what that setup actually looks like in the middle of an AI spending war.

The hyperscalers are trapped in a race where pulling back costs more than pressing forward, and one chipmaker sits at the exact point where their fear turns into revenue.

Intel and AMD dominate the server CPU market, but Nvidia seems to be becoming an influential player in this space.

U.S. stock futures rose, as markets stabilized after reacting sharply to the Fed’s rate meeting Wednesday.

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

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

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.

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.

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...

AI chip and memory leaders MU, INTC and TSM stand out for August as AI demand, growth and targets support upside.

President Trump said that talks with Iran were taking place. In response, Brent crude further declined while Treasurys strengthened and the dollar fell.

AMD has quietly transformed from a chip underdog into a rack-scale platform, and the hyperscalers placing the biggest bets in AI infrastructure are already voting with their wallets. Here is why one investor keeps loading up even at a triple-digit P/E.

Intel reported blowout numbers in the second quarter of 2026.

Intel's turnaround is just starting, but the stock has fully priced in a complete revival.

This trio is absolutely crushing the rest of the market.

Intel has joined the AI infrastructure party, but that doesn't make its stock a buy.