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Tech stocks coverage for the week of Aug. 3.

Tech stocks coverage for the week of Aug. 3.

Tech stocks coverage for the week of Aug. 3.

Worries over increased competition from China sent semiconductor stocks lower on Monday.

Investors are kicking off a new trading month on an upbeat note. But that hasn’t stopped one of July’s most painful trends from carrying into August. Chip stocks and other companies tied to the AI trade are some of the biggest decliners today, with Micron Technology, Sandisk, Intel and Western Digital all down about 3% or more.

Microchips struggle as South Korea shows more weakness in the semiconductor area. As the AI trade continues to struggle, this will be felt in multiple places.

The chipmaker looks dear on profits and slightly cheap on cash, and what sits under that gap is a business that turns far more of each sales dollar into cash than into profit while it swaps a shrinking handset exposure for faster end markets in data centers and automotive.

AMD will report its Q2 earnings Tuesday.

8.31am: AstraZeneca talks suggest 'reduced confidence' in outlook AstraZeneca's reported talks with Bristol Myers about creating a $400 billion company appear to make "limited strategic sense for Astra and would likely be subject to antitrust scrutiny, given the overlaps of their oncology...

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.

Taiwan Semiconductor Manufacturing Co. is reportedly developing an advanced packaging technology, which could erode Intel Corp.‘s competitive advantage. Intel’s stock is trading 4.62% higher in Friday’s pre-market trading session, while TSMC stock is trading 3.69% higher. Don’t Miss: A single...

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

Despite exceeding Wall Street’s estimates for both revenue and non-GAAP profit, Intel’s second quarter results prompted a significant negative market reaction. Management pointed to record demand for server CPUs, robust data center performance, and improving manufacturing execution as key drivers of the period. CEO Lip-Bu Tan highlighted, “Our core server CPU franchise is growing faster than ever,” and emphasized progress in Intel’s advanced packaging and foundry offerings. However, the company

The chipmaker lost $11 billion last quarter on paper. The math underneath points somewhere very different.

Advanced Micro is heading into Q2 earnings with Susquehanna raising its price target on stronger server CPU expectations.

Intel Corporation (NASDAQ:INTC), over the past year, has remained one of Cramer’s favorite stocks. The shares are up by 302% over the past year and by 107% year-to-date. Most of the CNBC TV host’s optimism about the firm stems from its CEO, Lip-Bu Tan. He has continuously praised Tan’s experience in the industry and remarked […]

Companies rarely name a secret internal project after a rival’s product. Doing so hands over the story before it even becomes public: that the smaller competitor built something worth copying. That is essentially what just happened inside Taiwan Semiconductor Manufacturing. TSMC engineers are ...

Yahoo Finance Washington Correspondent Ben Werschkul joins Market Domination to discuss the Trump administration's equity stakes in 30 companies, what those investments mean, and how investors are viewing the government's growing role as a corporate shareholder.

Melius maintained its buy rating but lowered Apple's target and suggested using Intel to reduce processor-supply risk.

Melius suggested Apple could reduce manufacturing risk by using Intel alongside its principal processor supplier.

CorpGov hosted a fireside chat on July 28 from the floor of the New York Stock Exchange with Gabriel Hasson, Global Head of Governance, Shareholder and Activism Advisory, Managing Director at ICR. The in-person interview was joined by Editor-in-Chief John Jannarone and they discussed the back to fundamentals for corporate governance as shareholder activism reaches […] The post Activist Investors Shift Back to Basics: ICR Global Head of Governance Gabriel Hasson, Live at NYSE appeared first on Co

Three-quarters of its sales already come from data centers, and the company's own guidance widens that share even as it plans for cloud spending growth to cool.

Baird just set the highest AMD price target on Wall Street after a brutal July selloff, and a surprise Microsoft announcement may have handed AMD the exact catalyst needed to justify it.

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

Rivian just posted its cleanest quarterly beat in months and lifted full-year guidance, so why are shareholders waking up to an 8% drop while Lucid bleeds in sympathy and Tesla quietly holds its ground?

Just over half of revenue still leans on a shrinking handset market, and the businesses meant to replace it do not reach their targeted scale for years.

AMD has surged over 100% this year, then gave back 22% in a single week, leaving investors wondering whether the selloff is a warning or an opportunity. The answer hinges on a handful of AI commitments that Wall Street may not be pricing correctly.

Intel swung from an operating loss to an operating profit with the costly part of its turnaround still running, and that swing is what the spending debate keeps drowning out.

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

Apple stock was falling Friday as limited supply of chips held back its outlook. The solution could lie with Intel, according to Melius Research. Apple shares were down 8% in the premarket as shortages of memory chips and other processors limited the iPhone market's guidance for the September quarter.