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A CEO apologizing for a chip shortage sounds like bad news -- unless fuller factories are a big part of the profit story.

Investors need something that evolves with a changing economy.

Applied Materials has posted three consecutive quarterly gains and now generates $9.1 billion in revenue, while Intel's operating margin sits at half that of its competitor.

Investing.com -- UBS now expects artificial intelligence capital expenditure to reach nearly $1 trillion in 2026 before climbing to around $1.4 trillion in 2027, with surging memory costs accounting for most of the increase.

Micron Technology (NasdaqGS: MU) and Intel CEOs cautioned that memory chip shortages and higher prices could persist through 2027. Micron's leadership indicated on a recent call that supply constraints may only start to ease meaningfully from 2028 onward. Intel's CEO echoed the outlook for extended tightness in DRAM and NAND availability, pointing to heavy AI and data center demand. This warning from Micron and Intel about multi year memory shortages and rising prices is important context...

Chip maker Intel Corporation (NASDAQ:INTC) has become one of the hottest stocks in today’s market with year-to-date gains and valuation both being richer than AI GPU giant NVIDIA. The shares are up by more than 170% year-to-date while the forward P/E ratio of 54.64 is also higher than NVIDIA’s 23.58. In his morning appearance on […]

A veteran tech analyst thinks Intel stock could gain seriously in two years if its foundry plan gets the right customers.

Five-to-sevenfold price increases protect margins while testing customers' hardware budgets.

Jim Cramer put Intel Corporation (NASDAQ:INTC) and Micron Technology, Inc. (NASDAQ:MU) at the top of his technology stock list during the September 17 episode of Mad Money, as he said: Yesterday, I said that people would buy tech. We got that in spades today. I continue to recommend the cybersecurity stocks, and I’d add Okta […]

Component inflation supports AI scarcity while raising the cost of systems carrying Intel processors.

XLK markets itself as diversified large-cap tech exposure, but a closer look at the holdings reveals a chip bet so large that even a quarterly rebalance may do nothing to shrink it.

Nvidia just raised its dividend by 2,400%. Is Micron next?

NVIDIA (NVDA) is the strongest business in its peer group, and it is priced below every rival you can compare it with fairly, at 27.5 times earnings. Yet over the past twelve months NVDA returned 25.7% while AMD returned 239.7%. The best business in the group is one of its weakest stocks, and not because anyone doubts the demand.

Intel's CEO just warned that memory prices have surged to levels that could reshape the economics of everything from budget smartphones to AI servers, and the worst may still be two years away.

Memory supply constraints could intensify in 2027, potentially benefiting memory chipmakers and ETFs such as DRAM and DISK.

Some of the market's strongest large-cap performers are clustering around chips, memory and AI infrastructure.

FEATURE Stock futures were rising on Friday, as investors carried on piling into tech following the Federal Reserve’s first interest-rate increase in more than three years. The artificial-intelligence trade still has legs, judging by premarket moves.

Key Stats for Intel StockPrice change for Intel stock: 8%$INTC Stock Price as of Sep. 17: $10952-Week High: $142$INTC Stock Price Target: $116What Happened?Intel (INTC) stock jumped after Reuters reported that SK Hynix is in talks to manufacture memory chips on U.

Major initiatives of one administration inevitably attract scrutiny when political power changes hands, Y. David Scharf writes.

↘️ Nestle (CH:NESN): The Swiss food-product maker said it is assessing options for its Russian unit after Moscow transferred control to external administrators, in the latest move by the Kremlin to seize the local assets of international companies.

All major U.S. indexes were in the green after the S&P 500 and Nasdaq posted their best trading days in six weeks during the prior session.

When Apple’s iPhone turned into an immediate hit upon its 2007 release, CEO Steve Jobs was quick to realize the value of designing and owning as many of the components in its devices as possible. Since then, designing the main chips for all its devices has been a priority for Apple and a potent differentiator, enabling deeper integration between software, services, and hardware than any other consumer technology company. This week’s release of iPhone 18 Pro and the A20 Pro chip inside of it, makes the advantages of Apple’s chip strategy as clear as day.

Intel could solve a surprising issue for the AI chip giant.

Intel's warning that the memory shortage could worsen next year reminded investors why Micron's pricing power has been so extraordinary.

(Updates with index/price moves, macroeconomic data, and company/geopolitical news from the first pa

(Updates with index/price moves and geopolitical news from the first paragraph.) US equity indexe

Earlier this month, Verizon expanded its 6G Innovation Forum by adding nine major partners, including AWS, Cisco, Intel, MediaTek, NVIDIA and others, and showcased ISAC-based crowd sensing, drone and vehicle tracking, and AI-powered fan experiences that use 5G Advanced and edge computing as a stepping stone toward future 6G capabilities. This broad, multi-partner push into 6G architectures and network-native sensing underscores how Verizon is working to position its network as a platform for...

Intel Stock Climbs as Memory Giant Eyes U.S. Chip Production With Intel

The Philadelphia semiconductor index, known as SOX, rose for the third straight session Thursday. AMD stock was among the big gainers.

The Dow lost 630 points on the Fed's rate hike. A day later, chip stocks took most of it back.