Intel Corp (INTC)

These leaders have helped power impressive gains for the chip industry.

Intel's rally looks powerful, but the real story is whether AI, foundry momentum, and improving margins can turn the comeback into lasting profits.

Arm reported strong results, but investors were more concerned about a supply chain issue.

Intel stock edges higher but underperforms the tech sector as Nvidia and AMD dominate the AI "two-horse race" narrative.

Lam may be overbought after a historic rally, but strong earnings and fresh SpaceX-related excitement suggest the rally may have room to run.

Intel's 108x forward P/E and 173% gap from its 200-day average echo Cisco's March 2000 mania, but the dislocation runs deeper.

SanDisk (SNDK) trades at 9x forward P/E. Nebius (NBIS) is growing revenue 500%+. Luke Lango breaks down why the dip in AI infrastructure stocks is a buying opportunity.

Sales of Intel's central processing units and custom AI processors are gaining traction as AI inference workloads grow.

Arm defended its AI CPU growth against AMD and Intel, with CEO Rene Haas predicting Arm will lead the CPU market by decade's end.

Almost every semiconductor stock has soared over the last year.

AMD’s data center revenue jumped 57%, giving investors hard evidence of demand for server CPUs and AI accelerators as the company guided for another strong quarter.

What Happened? Shares of semiconductor testing company FormFactor (NASDAQ:FORM) jumped 2.6% in the afternoon session after strong results from Advanced Micro...

What Happened? Shares of computer processor maker Intel (NASDAQ:INTC) jumped 3.9% in the afternoon session after strong results from Advanced Micro Devices s...

Apple’s reported talks with Intel reinforce the company’s dramatic turnaround, though after a historic rally, the stock may need time to cool before its next move higher.

The iPhone maker is reportedly in talks with Intel to manufacture its processors.

AMD’s earnings beat highlighted a deeper shift inside AI infrastructure. The company’s growing role in inference computing may matter more than investors currently appreciate.

A strong report from AMD was good news for Arm.

The tech giant is in a league of its own in its important industry.

Advanced Micro Devices upside is yet to be seen as its CPU and GPU strengths have just been revealed; expect acceleration to continue.