CPU renaissance and advanced process node competition · Thesis · Arbora ↑

Bernstein raised price targets on AMD, Arm, and Intel citing a 'CPU renaissance' driven by AI workloads demanding higher single-thread performance and specialized compute. Intel's 18A-P process has entered risk production, targeting advanced AI and data center chips and signaling a credible manufacturing comeback. AMD continues to gain market share in AI accelerators and data center CPUs, with Bernstein flagging explosive AI demand and accelerating financial results. Together these three names represent a distinct CPU/advanced-node thesis separate from the GPU-centric AI infrastructure story.

Published 2026-06-17 Updated 2026-09-27

Core thesis

AI workloads are reigniting demand for high-performance CPUs and advanced process nodes, creating a distinct investment opportunity in AMD, Intel, and Broadcom that runs parallel to — and is underappreciated relative to — the dominant GPU-centric AI infrastructure narrative.

Causal chain

AI complexity expands beyond GPUs → CPU single-thread and specialized compute demand surges
Modern AI inference, agentic workloads, and data center orchestration require not just raw parallel throughput (GPUs) but high single-thread performance for latency-sensitive tasks, memory controllers, and host-side compute. As AI deployments scale from training into pervasive inference, the CPU layer becomes a bottleneck — and a renewed investment priority.

Renewed CPU demand → AMD gains data center CPU and AI accelerator share
AMD's competitive positioning in data center CPUs and AI accelerators allows it to capture incremental wallet share as hyperscalers and enterprises build out AI infrastructure. Bernstein's explicit flagging of explosive AI demand and accelerating financials suggests this share gain is already flowing through to results, not merely a forward expectation.

CPU renaissance → pressure on process node leadership → Intel 18A-P as credibility catalyst
If CPUs matter again at scale, the process node on which they are manufactured becomes a critical competitive moat. Intel's advancement of its 18A-P process into risk production — targeting AI and data center chips — signals that Intel is re-entering the leading-edge manufacturing race. Risk production is a meaningful milestone: it means the process is stable enough to produce functional silicon for customer evaluation, converting a narrative of potential recovery into tangible evidence.

Intel manufacturing credibility → foundry customer pipeline expands → revenue and margin re-rating
A credible 18A-P process attracts external foundry customers and internal product wins, which would structurally improve Intel's revenue mix and gross margins over time. The market has historically discounted Intel's recovery timeline; demonstrated risk production compresses that discount.

Broadcom's AI custom silicon franchise → benefits from same advanced-node tailwinds
Broadcom's position as a leading designer of custom AI ASICs (XPUs) for hyperscalers means it is a direct beneficiary of the same AI infrastructure buildout. Dan Loeb's pivot to AI and ranking of Broadcom among top AI picks reflects institutional recognition that Broadcom's custom compute and networking silicon is structurally tied to AI capex cycles — complementing rather than duplicating the CPU thesis.

Analyst price-target upgrades → institutional re-rating of the CPU/advanced-node basket
Bernstein's simultaneous price-target hikes across AMD, Arm, and Intel under the explicit "CPU renaissance" framing serves as a potential catalyst for broader institutional repositioning into this sub-theme, drawing capital that had been concentrated in GPU-pure-plays.

Key drivers

AI inference scaling: As AI moves from centralized training to distributed, latency-sensitive inference, CPU performance per watt and per dollar becomes a first-order concern for hyperscalers and enterprises
Bernstein's explicit CPU renaissance thesis: A high-signal, high-confidence analyst call (0.85–0.9 signal strength) with simultaneous price-target hikes provides near-term institutional momentum
Intel 18A-P risk production milestone: Confirmed entry into risk production for AI and data center chips represents a tangible, verifiable step in Intel's manufacturing recovery — reducing execution risk in the bear case
AMD's demonstrated financial acceleration: AMD's AI-driven revenue growth and market share gains are already reflected in financials, not purely speculative, providing earnings support for the thesis
Broadcom's hyperscaler custom silicon relationships: Long-term, sticky design wins with major hyperscalers for custom AI ASICs provide durable, recurring revenue tied directly to AI capex
Differentiation from GPU narrative: The CPU/advanced-node thesis is analytically distinct from Nvidia-centric AI trades, potentially attracting investors seeking AI exposure with less crowding risk
Dan Loeb's institutional endorsement of Broadcom: Billionaire investor pivot to AI with Broadcom as a top pick signals smart-money validation of the custom silicon angle

Risks and counter-case

GPU dominance persists longer than expected: If AI workloads remain overwhelmingly GPU-bound for both training and inference, the incremental CPU uplift may be smaller and slower than the renaissance narrative implies
Intel 18A-P execution risk remains high: Risk production is not volume production; yield ramp, defect density, and customer qualification timelines could slip materially, as Intel's recent manufacturing history demonstrates
AMD valuation crowding: AMD is already up ~149% year-to-date per cited evidence, raising the question of whether the AI demand tailwind is already priced in — any guidance miss or demand deceleration could trigger sharp multiple compression
Custom ASIC cannibalization: Hyperscalers building proprietary AI chips (Google TPUs, Amazon Trainium, Microsoft Maia) could reduce their reliance on both AMD and Broadcom over time, compressing addressable market
Macro and capex cycle risk: AI infrastructure spending is heavily concentrated among a small number of hyperscalers; any pullback in their capex guidance would disproportionately impact all three names
Competitive response from TSMC ecosystem: TSMC's N2 and A16 nodes, combined with Nvidia's and AMD's own roadmaps, could neutralize Intel's 18A-P differentiation before it achieves commercial scale
Thesis conflation risk: The inclusion of Broadcom (AVGO) — primarily a custom ASIC and networking play — alongside pure CPU names AMD and Intel means the basket thesis is somewhat heterogeneous; AVGO may not move on CPU-specific catalysts

What to watch

Intel 18A-P yield and customer qualification updates: Any public disclosure of yield rates, tape-out completions, or named foundry customers for 18A-P would be the single most important confirmation signal for Intel's recovery leg of the thesis
AMD data center CPU and AI accelerator revenue in quarterly earnings: Sequential and year-over-year growth rates in AMD's data center segment will confirm or challenge the "accelerating financials" claim
Hyperscaler CPU and custom silicon procurement disclosures: Capex commentary and supplier references from AWS, Microsoft Azure, and Google Cloud earnings calls will indicate whether CPU/custom ASIC demand is accelerating
Broadcom AI revenue segment growth: Broadcom's disclosed AI-related revenue (custom XPU shipments, AI networking) in quarterly results will validate or undercut the Loeb thesis
Bernstein and peer analyst estimate revisions: Follow-on estimate changes from Bernstein and other tier-1 analysts will signal whether the CPU renaissance thesis is gaining or losing institutional traction
Intel foundry customer announcements: Any named external customer wins for Intel Foundry Services on 18A or 18A-P would be a strong positive re-rating catalyst
AI inference deployment mix data: Industry data on the ratio of inference-to-training compute spend — if inference share grows, CPU demand thesis strengthens structurally
AMD competitive positioning vs. Intel in data center CPUs: Server CPU market share data (IDC, Mercury Research) will show whether AMD is sustaining or extending its gains against Intel's Xeon roadmap

Sources

AMD, Arm, Intel Get Price-Target Hikes On 'CPU Renaissance' 2026-06-17
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AMD’s stock split history (& prospects) explained 2026-06-26
AMD’s stock split history (& prospects) explained
Micron Added Over $1.2 Trillion In Market Cap In A Year — This Analyst Says The AI Memory Rally Has 2026-06-26
Micron Added Over $1.2 Trillion In Market Cap In A Year — This Analyst Says The AI Memory Rally Has More Room To Run
Yahoo Finance 2026-06-26
The China International Supply Chain Expo (CISCE) opens today in Beijing, debuting an AI zone, with more than a thousand exhibitors from around the globe connecting to the future
Forget Pouring Everything Into the SpaceX IPO. This Fund Spreads the Space Bet and Is Up 46% in a Ye 2026-06-26
Forget Pouring Everything Into the SpaceX IPO. This Fund Spreads the Space Bet and Is Up 46% in a Year — This Fund Spreads the Space Bet and Is Up 46% in a Year
Yahoo Finance 2026-06-26
Broadcom & OpenAI Unveil Jalapeno AI Chip: More Upside for AVGO Stock?
Yahoo Finance 2026-06-26
Nancy Pelosi Discloses New Stock Trades: Here’s The 2 Picks On Her List
Stock Market Today, June 26: Sandisk Tumbles and Tech Weakness Weighs on Markets 2026-06-26
Stock Market Today, June 26: Sandisk Tumbles and Tech Weakness Weighs on Markets
Yahoo Finance 2026-06-26
Intel (INTC) Lands Kontron Partnership For Core Ultra Edge AI Systems
Yahoo Finance 2026-06-26
Nancy Pelosi bets up to $6 million on Intel and Uber, public disclosures show
Yahoo Finance 2026-06-26
2 Reasons to Like AMD and 1 to Stay Skeptical — The company’s stock price has jumped 147%, hitting $530.48 per share.
Yahoo Finance 2026-06-26
These Are the Best Income Investments Now. Where to Find Yields of 5% or More. — While the S&P 500 yields just 1%, there are plenty of pockets of the stock market where investors can snag 3%-plus dividend yields, including utilities, REITs, pipelines, and one of the most hated sectors, cable and telecom.
Yahoo Finance 2026-06-26
Can Marvell Technology's Record Cash Flow Fuel Future Growth? — MRVL nearly doubles Q1 fiscal 2027 operating cash flow to a record $638.8M, even as it completes major acquisitions and boosts investment spending.
Micron Stock Emerges as Wall Street’s Top Growth Pick 2026-06-26
Micron Stock Emerges as Wall Street’s Top Growth Pick
Yahoo Finance 2026-06-26
Investors Heavily Search Intel Corporation (INTC): Here is What You Need to Know
Yahoo Finance 2026-06-26
This Week In AI Chips - Onsemi Expands Into Physical AI With Synaptics Acquisition — onsemi has announced its agreement to acquire Synaptics for approximately $7 billion, signaling a significant expansion into "Physical AI" systems.
What Analog Devices Stock Was Saying By Intentionally Selling Less 2026-06-27
What Analog Devices Stock Was Saying By Intentionally Selling Less
Does AMD pay dividends? How the chipmaker spends its money 2026-06-27
Does AMD pay dividends? How the chipmaker spends its money
Bank of America resets Micron stock price target after earnings 2026-06-27
Bank of America resets Micron stock price target after earnings — Micron (MU) stock closed the June 25 trading session up 15.81% at $1,213.56. The stock is up 313.14% year-to-date, at the time of writing, Friday afternoon, June 26.
Intel vs. Navitas: Which Semiconductor Stock Is a Better Buy in 2026? 2026-06-27
Intel vs. Navitas: Which Semiconductor Stock Is a Better Buy in 2026?
AMD’s stock buybacks explained: History, balance & outlook 2026-06-27
AMD’s stock buybacks explained: History, balance & outlook
Yahoo Finance 2026-06-27
Is Broadcom (AVGO) One of the Best Future Stocks to Buy and Hold for 10 Years? — On June 18, Broadcom announced the results of its cash tender offers for various series of outstanding senior notes, while simultaneously increasing the aggregate purchase price capacity to $3.0 billion.
Broadcom and OpenAI Just Unveiled the New Jalapeño AI Chip. What That Means for AVGO Stock. 2026-06-27
Broadcom and OpenAI Just Unveiled the New Jalapeño AI Chip. What That Means for AVGO Stock.
A $2.7 Trillion Reason Intel Stock Just Got a New Street-High Price Target 2026-06-27
A $2.7 Trillion Reason Intel Stock Just Got a New Street-High Price Target — Bank of America sees a $2.7 trillion semiconductor opportunity ahead, and that massive AI-driven growth forecast just helped Intel earn a new Street-high price target.
Why Investors Should Avoid Nebius Stock 2026-06-27
Why Investors Should Avoid Nebius Stock
Yahoo Finance 2026-06-28
Advanced Micro Devices (AMD) Is A Stock That Could Skyrocket, According To Newsletters
Yahoo Finance 2026-06-28
Broadcom (AVGO) And OpenAI Launch Jalapeño AI Chip In Nine Months
Yahoo Finance 2026-06-28
Thomas Massie Says Republicans Decry Communist 'Involvement' In Democratic Party, But Look Other Way As Trump Nationalizes 'Ownership' In Intel, US Steel
5 AI Hardware Stocks Create a New ‘MANIA’ Trade That Replaces the Magnificent 7. Hedge Your Bets on 2026-06-28
5 AI Hardware Stocks Create a New ‘MANIA’ Trade That Replaces the Magnificent 7. Hedge Your Bets on the Hot Tickers with These 2 Leveraged ETFs.
Yahoo Finance 2026-06-28
Broadcom Inc. (AVGO) is Avoiding Acquisitions in Favor of AI Organic Development
Baidu's AI chip unit Kunlunxin targets $50 billion Hong Kong IPO, The Information reports 2026-06-28
Kunlunxin $50B valuation target confirmed by second source, signals scale of Chinese AI chip ambition
Samsung, SK Reportedly to Invest $1.3 Trillion Over 10 Years 2026-06-28
Samsung and SK Hynix poised to announce $1.3T combined investment over next decade
Baidu shares jump 7% as AI chip arm Kunlunxin said to target $50 billion Hong Kong IPO 2026-06-29
Baidu's Kunlunxin targeting $50B Hong Kong IPO for AI chip unit
Samsung, SK Hynix shares fall as investors brace for reported $1.3 trillion spending plans 2026-06-29
Samsung and SK Hynix shares plunged on investment plan news, capital intensity concern
Yahoo Finance 2026-06-29
Here’s What Bank of America Securities Thinks About Intel (INTC) — On June 23, Bank of America Securities raised the firm’s price target on Intel Corporation (NASDAQ:INTC) from $135 to $160 and maintained a Buy rating on the shares.
Yahoo Finance 2026-06-29
UBS Raises PT on Advanced Micro Devices (AMD) — (NASDAQ:AMD) from $455 to $670, while maintaining a Buy rating on the shares.
Micron Stock: Let's Talk About Those Long-Term Contracts 2026-06-29
Micron Stock: Let's Talk About Those Long-Term Contracts — Revenue surged 4x year-over-year, earnings per share jumped 15x, and gross margins hit a massive 84.6%.
Yahoo Finance 2026-06-29
3 Unprofitable Stocks We Steer Clear Of
Yahoo Finance 2026-06-29
Is AMD’s (AMD) Russell Top 50 Move Reframing Its AI Infrastructure Investment Story?
Yahoo Finance 2026-06-29
Broadcom (AVGO) Raises Tender-Offer Cap to $3 Billion, Accepts $2.9 Billion in Notes
Yahoo Finance 2026-06-29
AMD (AMD) Commits £2 Billion to the UK and Helps Build Two AI Supercomputers at Cambridge — Lisa Su, announced the company’s commitment to invest up to £2 billion over the next five years in the United Kingdom.
What Was AMD Stock Really Saying Before Its AI Breakout? 2026-06-29
What Was AMD Stock Really Saying Before Its AI Breakout?
This CIO Says the AI Bubble Pops the Moment Good News Stops Moving Stocks 2026-06-29
This CIO Says the AI Bubble Pops the Moment Good News Stops Moving Stocks
Yahoo Finance 2026-06-29
V&E Appoints Michael Jay as New IP Litigation Partner in LA
Yahoo Finance 2026-06-29
HPE vs. AMD: Which Stock Is the Better Value Option?
Yahoo Finance 2026-06-29
Can ADI's Strong Cash Flow and Inventory Strategy Drive Future Growth?
Yahoo Finance 2026-06-29
Why Intel (INTC) Outpaced the Stock Market Today — The latest trading day saw Intel (INTC) settling at $131.72, representing a +2.65% change from its previous close.
Stock Indexes Finish Sharply Higher as Tech Soars 2026-06-29
Stock Indexes Finish Sharply Higher as Tech Soars — The S&P 500 Index ($SPX ) (SPY ) on Monday closed up +1.18%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.59%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +2.25%. September E-mini S&P futures (ESU26 ) rose +1.20%, and September E-mini Nasdaq futures...
The Real Price Of Intel Stock Is Three Years Away 2026-06-29
The Real Price Of Intel Stock Is Three Years Away — Trading around $128.32, the shares command a multiple of about 118x this year’s expected earnings.
Yahoo Finance 2026-06-29
Advanced Micro Devices, Inc. (AMD) Is a Trending Stock: Facts to Know Before Betting on It
Nvidia Is Still a Bargain. Analysts See 57% Upside in NVDA Stock. 2026-06-29
Nvidia Is Still a Bargain. Analysts See 57% Upside in NVDA Stock.
Yahoo Finance 2026-06-30
What Broadcom (AVGO)'s Jalapeño AI Accelerator Partnership With OpenAI Means For Shareholders
Yahoo Finance 2026-06-30
Home Prices Increased More Than Expected
Yahoo Finance 2026-06-30
Super Micro, AeroVironment, AMD, ViaSat, Strategy, and More Stocks That Explain Today’s Market — AeroVironment is surging following better-than-expected earnings, ViaSat could be an acquisition target, and Advanced Micro Devices could close with a market value above $900 billion.
Yahoo Finance 2026-06-30
Pre-Markets Dip into Red, Jobs & Housing Data Today
Marvell Stock's Price Tag Is A Matter Of Time 2026-06-30
Marvell Stock's Price Tag Is A Matter Of Time
Yahoo Finance 2026-06-30
Cencora Pick of the Week at Smart Insider Following Chairman's Share Purchase — Cencora (COR) was Smart Insider's stock pick of the week after Chair Mark Durcan bought $1 million i
Yahoo Finance 2026-06-30
Key Industry Players Focus on Advancing Computational Storage Solutions — The computational storage market is set to surge from USD 0.93 billion in 2026 to USD 4.30 billion by 2032, with a CAGR of 29.0%.
Yahoo Finance 2026-06-30
NVDA Splits Business Structure: Can It Drive Higher Revenue Potential?
Stock Market Today, June 30: Rocket Lab Soars on Acquisition and Major Indexes Gain 2026-06-30
Stock Market Today, June 30: Rocket Lab Soars on Acquisition and Major Indexes Gain
CNBC 2026-06-30
Record chip rally adds $2 trillion in combined value to Micron, Intel and AMD in second quarter
Yahoo Finance 2026-06-30
Intel to Report Second-Quarter 2026 Financial Results
How Micron Used The AI Boom To Tame Its Oldest Demon 2026-06-30
How Micron Used The AI Boom To Tame Its Oldest Demon
Yahoo Finance 2026-06-30
Veteran Bank Revamps AMD Stock Price Target for 2027
Yahoo Finance 2026-06-30
Intel Stock Jumps as Wall Street Sees AI's Next Big Winner
Broadcom Just Cratered 16% in a Month. Is It Time to Sell, or Buy More? 2026-06-30
Broadcom Just Cratered 16% in a Month. Is It Time to Sell, or Buy More? — Shares are up 1% to $377.31 in midday trading, a small rebound that does little to undo the damage. AVGO stock is down 16% over the past month, raising the obvious question for holders and watchers. Broadcom Just Cratered 16% in a Month.
Yahoo Finance 2026-06-30
Intel (INTC) And ASUS Unveil AI Classroom Devices For K 12 Schools
Yahoo Finance 2026-06-30
Why Intel (INTC) Stock Is Up Today — Shares of computer processor maker Intel (NASDAQ:INTC) jumped 7.2% in the afternoon session after a wave of positive sentiment swept through the semiconductor sector, fueled by analyst price target increases and optimism about artificial intelligence (AI) infrastructure spending.
Yahoo Finance 2026-06-30
Profit From Intel Stock's High Volatility With An Advanced Options Trade: The Short Strangle — A short strangle trade on the chipmaker could generate $735 in premium.
After China, OpenAI Chips Away at Nvidia: So Why is NVDA Stock Up? 2026-06-30
After China, OpenAI Chips Away at Nvidia: So Why is NVDA Stock Up?
This Blue-Chip Dividend Stock Just Boosted Its Payout by 200% to $0.60 Per Share 2026-06-30
This Blue-Chip Dividend Stock Just Boosted Its Payout by 200% to $0.60 Per Share — DuPont de Nemours raised its quarterly dividend by 200% to $0.60 per share, signaling strong confidence in its cash generation and future outlook amid a challenging industrial environment.
Yahoo Finance 2026-07-01
Why investors should 'complement' their SpaceX ETFs with these other themes
Micron Drops 8%, SanDisk Slumps 10%, Western Digital Falls 7% as Memory Stocks Pull Back With the NA 2026-07-01
Micron Drops 8%, SanDisk Slumps 10%, Western Digital Falls 7% as Memory Stocks Pull Back With the NASDAQ — Shares of Micron Technology (NASDAQ:MU) are down 8% to $1,061.44 in Wednesday morning trading, while SanDisk (NASDAQ:SNDK) stock has slid 10% to $2,051.10 and Western Digital (NASDAQ:WDC) shares have dropped 7% to $595.81.
Broadcom Vs. Marvell: Why Broadcom’s Custom Silicon Dominance Crushes Marvell’s Premium-Priced AI Gr 2026-07-01
Broadcom Vs. Marvell: Why Broadcom’s Custom Silicon Dominance Crushes Marvell’s Premium-Priced AI Growth — Broadcom reported Q2 FY2026 revenue of $22.187 billion, up 47.9% year over year, on June 3, 2026. Marvell followed with $2.418 billion in Q1 FY2027 revenue on May 27, 2026.
Yahoo Finance 2026-07-01
Jabil's AI-Led Growth Story Drives a 78% Rally: Time to Invest? — Jabil's AI/ML strengths, diversified end markets and upbeat earnings estimates underscore its growth prospects after a 78% rally over the past year.
Raja Koduri's Oxmiq raises $35 million for AI chip architecture 2026-07-01
Raja Koduri's Oxmiq raises $35 million for AI chip architecture
Yahoo Finance 2026-07-01
Lam Research Stock Surges 154% in H1'26: Should You Buy More or Exit? — LRCX soars 153.9% in H1'26, and AI infrastructure demand, margin gains and advanced packaging growth may keep the stock's rally alive.
Yahoo Finance 2026-07-01
Stock Market News for July 1, 2026
Yahoo Finance 2026-07-01
Meta Drives Mag 7 Pop. Chip Wipeout Clobbers Nasdaq. — The Nasdaq fell 0.7%. The S&P 500 dropped 0.2%.
Yahoo Finance 2026-07-01
Intel (INTC) Stock Looks Undervalued Despite Its 5.1x One Year Run — Over the last 12 months, Intel shares have returned a very large gain of about 5.1x, which sets a high bar for what needs to go right from here for that performance to be sustained.
AMD Is Up 150% This Year But Here Are 5 Overlooked Stocks Betting on What Comes Next 2026-07-01
AMD Is Up 150% This Year But Here Are 5 Overlooked Stocks Betting on What Comes Next — The Pentagon just earmarked over $74 billion for drone dominance and counter drone technologies in the FY2027 budget request, and that is only one slice of the AI arms race AMD and NVIDIA are fighting over.
Yahoo Finance 2026-07-01
AMD Expands AI Reach With Versal Premium Gen 2 MoP SoCs: What's Ahead?
Yahoo Finance 2026-07-01
Broadcom (AVGO) Stock Could Be A Bargain On Cash Flow Yet Rich On Earnings — Broadcom has returned about 7.6x over 5 years, which makes the recent volatility more striking as investors reassess what a reasonable long term price looks...
Yahoo Finance 2026-07-01
Top Analyst Reports for AMD, Lam Research & Cisco
Yahoo Finance 2026-07-01
Advanced Micro Devices (AMD) Dips More Than Broader Market: What You Should Know — Advanced Micro Devices (AMD) closed at $540.88 in the latest trading session, marking a -6.89% move from the prior day.
Analysts at UBS Say Advanced Micro Devices Stock Could Rally to $670 2026-07-01
Analysts at UBS Say Advanced Micro Devices Stock Could Rally to $670
Yahoo Finance 2026-07-02
AMD (AMD) Unveils Versal Premium Gen 2 For AI And Aerospace Markets — The stock trades at $540.88, with the share price up 4.1%...
Meta Compute Launch Sends AI Compute Stocks Tumbling Globally 2026-07-02
Meta Compute Launch Sends AI Compute Stocks Tumbling Globally
Bank of America revamps Sandisk stock price target 2026-07-02
Bank of America revamps Sandisk stock price target — Sandisk (SNDK) has gained about 762.52% year to date at the time of writing, Wednesday afternoon, July 1. Meanwhile, the SPDR S&P 500 index (SPY) is up about 9.54% in the same period.
OpenAI Reportedly Floats Giving 5% Stake To Government Amid IPO Race With Anthropic 2026-07-02
OpenAI Reportedly Floats Giving 5% Stake To Government Amid IPO Race With Anthropic
AMD Stock Is Having Its Best Year In A Decade — And CEO Lisa Su Gets $36M Equity Reward To Match 2026-07-02
AMD Stock Is Having Its Best Year In A Decade — And CEO Lisa Su Gets $36M Equity Reward To Match — AMD increased Su’s base salary from $1.32 million to $1.38 million.
Yahoo Finance 2026-07-02
Trump administration may get a 5% stake in OpenAI. What would this mean for markets? — OpenAI (OPAI.PVT) is considering giving the Trump administration a 5% stake in the company.
Yahoo Finance 2026-07-02
Micron Stock Rebounds as Chip Slump Suddenly Reverses
Yahoo Finance 2026-07-02
INTC Outpaces Industry in a Year: How to Play the Stock?
Yahoo Finance 2026-07-02
What Makes Broadcom (AVGO) Emerald Wealth Partners’ Core Holding?
Yahoo Finance 2026-07-02
The Zacks Analyst Blog Highlights AMD, Lam Research, Cisco Systems, Perma-Pipe international and AstroNova
Wall Street flees software plays for triple-digit chipmaker boom 2026-07-02
Wall Street flees software plays for triple-digit chipmaker boom — While the iShares Expanded Tech-Software Sector ETF sits about 20% below its record high, the chipmakers building the AI ...
Yahoo Finance 2026-07-02
Terra Innovatum Appoints Smart Wires CEO Joanna Lohkamp as Independent Director
Broadcom vs. ON Semiconductor: Which Technology Stock Is a Better Buy in 2026? 2026-07-02
Broadcom vs. ON Semiconductor: Which Technology Stock Is a Better Buy in 2026?
The 2 Signals That Will Determine EWY’s Next 12 Months: AI Memory Demand and Samsung Concentration 2026-07-02
The 2 Signals That Will Determine EWY’s Next 12 Months: AI Memory Demand and Samsung Concentration — EWY closed near $192, down roughly 12% on its most recent trading day.
Yahoo Finance 2026-07-02
TPIsoftware Adopts Intel (INTC) Processors and GPUs to Power Enterprise AI Solutions
Broadcom vs. Navitas Semiconductor: Which AI Chip Maker Stock Is a Better Buy in 2026? 2026-07-02
Broadcom vs. Navitas Semiconductor: Which AI Chip Maker Stock Is a Better Buy in 2026?
Trump Weighs In On Elon Musk, OpenAI, Intel — And Takes Aim At The 'Hostile' Fed Board 2026-07-02
Trump Weighs In On Elon Musk, OpenAI, Intel — And Takes Aim At The 'Hostile' Fed Board
Yahoo Finance 2026-07-02
MRVL Rallies 154% in 3 Months: Time to Hold or Fold the Stock? — Marvell Technology surges 154% in three months.
Yahoo Finance 2026-07-03
Arm Holdings' Robust Licensing Business Drives AI-Fueled Growth
Yahoo Finance 2026-07-03
How are Active Electrical Cables Driving Credo's Growth?
Broadcom Has Barely Moved in 2026. Should You Switch to AMD or Intel Now? 2026-07-03
Broadcom Has Barely Moved in 2026. Should You Switch to AMD or Intel Now? — Shares of Broadcom (NASDAQ:AVGO) have gone almost nowhere in 2026, up just 4.15% year to date (YTD) while the rest of the AI chip complex has ripped higher.
Yahoo Finance 2026-07-03
Qualcomm Lags Industry in the Past Year: An Opportunity to Buy?
Yahoo Finance 2026-07-03
Investors Heavily Search Broadcom Inc. (AVGO): Here is What You Need to Know
Yahoo Finance 2026-07-03
Can Higher Memory Prices Extend Micron Technology's Profit Boom?
Nokia's 138% Run Has A Margin Problem 2026-07-03
Nokia's 138% Run Has A Margin Problem
Yahoo Finance 2026-07-03
AMD's Valuation is Stretched at 54.08X P/E: Buy, Sell or Hold the Stock?
JPMorgan names 2 Strong Buy picks for the rest of 2026 2026-07-03
JPMorgan names 2 Strong Buy picks for the rest of 2026 — U.S. equities have been solid so far in 2026, and according to JPMorgan's global investment strategist, Kriti Gupta, the S&P 500 could climb as high as 9,000 by mid-2027. That would mark a gain of about 20% from where the index sits now.
Yahoo Finance 2026-07-03
Broadcom Inc. (AVGO) Down 14% Since Last Earnings Report: Can It Rebound?
Yahoo Finance 2026-07-03
Can MRVL's AI Infrastructure Growth Outpace Its Margin Pressure?
Yahoo Finance 2026-07-03
Broadcom (AVGO) Backs DriveNets Tomahawk 6 Push For Open Ethernet AI Data Centers
Five July 4th Fireworks: Unusual Options Activity Flags Cheap Lottery-Ticket Calls in CHWY, AVGO, PY 2026-07-03
Five July 4th Fireworks: Unusual Options Activity Flags Cheap Lottery-Ticket Calls in CHWY, AVGO, PYPL, STLA and WMT — These five unusually active July 10 out-of-the-money calls are priced below $0.20. Stellantis offers the highest probability of profit at 26.23%, while Chewy, Broadcom, PayPal, and Walmart round out the list of cheap, speculative bets for next week's expiration.
Yahoo Finance 2026-07-03
Micron Trades at a Discount Despite 243% YTD Rally: Buy More MU Shares? — MU still trades at a steep discount to the sector despite its 242.6% YTD rally, as AI memory demand, HBM strength and margins fuel growth.
Yahoo Finance 2026-07-04
Jim Cramer on Dell: “I Missed One of the Greatest Stories Ever Told”
Jim Cramer surprises investors with his favorite stock pick 2026-07-04
Jim Cramer surprises investors with his favorite stock pick — His recent pick was trading in the low $20s less than a year ago.
Yahoo Finance 2026-07-04
OpenAI to Offer Trump Administration a 5% Equity Stake and Other AI Firms Could Also Follow: Report — OpenAI is reportedly considering offering the U.S. government a 5% equity stake as part of a broader effort to deepen ties with the Trump administration and secure financial backing.
Yahoo Finance 2026-07-04
Is Intel’s (INTC) AI-Ready Classroom Push Quietly Reshaping Its Long-Term PC Strategy?
Yahoo Finance 2026-07-05
Why Broadcom Inc.’s (AVGO) Custom AI Silicon Growth Still Supports Its Estimate Story
Yahoo Finance 2026-07-05
Intel Corporation (INTC) Is One Of Jim Cramer’s Top Performing 2026 Stocks
Micron Risks Falling Out of the Trillion-Dollar Club. AMD Stock Has a Clear Path to Joining. 2026-07-05
Micron Risks Falling Out of the Trillion-Dollar Club. AMD Stock Has a Clear Path to Joining. — Micron's $1 trillion valuation is being tested as investors question how long AI memory shortages will last. AMD's broader AI business could help it reach the $1 trillion club, though both companies remain positioned for long-term growth.
Yahoo Finance 2026-07-06
Wells Fargo Upholds Overweight Rating for Advanced Micro Devices (AMD) — BlackRock is the largest institutional owner in the company, holding approximately 145.57 million shares, or around 8.93% of outstanding shares, according to Yahoo Finance data.
Yahoo Finance 2026-07-06
Broadcom (AVGO) is One of BlackRock’s 30 Most Important AI Stocks, Here is Why
Yahoo Finance 2026-07-06
Super Micro Computer (SMCI) Expands Its Edge AI Computing Hardware Offerings — BlackRock is the largest institutional owner in the company, with 7.21% or 43.36 million outstanding shares, according to Yahoo Finance data.
Yahoo Finance 2026-07-06
AMD (AMD) Expands Into Self Driving With Turing Deal And Venture Backing
Yahoo Finance 2026-07-06
2 Reasons Intel Can Help Lead a Tech Rebound Into Earnings Season
Yahoo Finance 2026-07-06
Trump Wants You to ‘Go Out and Buy a Dell’ and the Endorsement Sends the Stock Soaring
Yahoo Finance 2026-07-06
Silicon Motion Soars 307% in a Year: Is the Stock Worth Buying Now? — SIMO's 307% surge reflects SSD controller traction, fabless advantages, bullish guidance and growth exposure to AI, cloud and automotive markets.
Yahoo Finance 2026-07-06
NVIDIA Falls 7% in a Month: Should You Still Hold NVDA Stock or Exit? — NVDA's 6.6% monthly drop reflects chip-sector weakness, but AI demand, cash flow and a lower forward P/E keep the stock worth holding.
MTUM Owns the Winners, but July Could Turn Into a Momentum Bloodbath 2026-07-06
MTUM Owns the Winners, but July Could Turn Into a Momentum Bloodbath — The iShares MSCI USA Momentum Factor ETF (BATS:MTUM) has ridden the AI-chip surge to a 29% year-to-date gain through July 6, but the fund just took its worst weekly hit of the year, dropping nearly 7% in the seven days ending July ...
The Second-Biggest Stock Sale in History Hits the Nasdaq Friday, and Chip Stocks Are Ripping 2026-07-06
The Second-Biggest Stock Sale in History Hits the Nasdaq Friday, and Chip Stocks Are Ripping — CNBC’s Kristina Partsinevelos reported Monday that “SK Hynix plans to raise roughly $28 billion through an American depositary receipts, or ADR, on ...
Yahoo Finance 2026-07-06
Goldman Sach Revamps AMD Stock Price Target for 2027
Dow Tops 53,000 as Chip Stocks Re-Take the Lead: Stock Market Today 2026-07-06
Dow Tops 53,000 as Chip Stocks Re-Take the Lead: Stock Market Today
Yahoo Finance 2026-07-07
Intel-Backed Syntiant, Maker of AI Chips for Earbuds and Cars, Files for IPO on Nasdaq
Yahoo Finance 2026-07-07
Intel (INTC) Following 18A Progress And AI Optimism Looks Pricey On DCF — Intel’s share price has swung sharply in recent weeks, with a 1-day share price return of 1.54% and a 7-day decline of 7.23%, but momentum over longer periods remains strong, including a 30-day share price return of 23.22%, a...
Yahoo Finance 2026-07-07
Advanced Micro Devices (AMD) Wins Fresh Analyst Backing, Is The Upside Already Priced In? — This reshuffle reflects AMD’s current profile, with a roughly US$844.4b market value and an AI focused data center business, rather than a traditional value oriented semiconductor company.
Yahoo Finance 2026-07-07
Intel Stock Tumbles as Samsung's Record Profit Sparks Fresh AI Fears
U.S. Stocks Rallied Over 15% In Q2 2026 — These 3 AI Stocks Still Have A Long Way to Run 2026-07-07
U.S. Stocks Rallied Over 15% In Q2 2026 — These 3 AI Stocks Still Have A Long Way to Run — U.S. stocks ripped more than 15% higher in the second quarter of 2026. Stocks Rallied Over 15% In Q2 2026 — These 3 AI Stocks Still Have A Long Way to Run
Texas Instruments Stock: Powering AI Beyond The GPU 2026-07-07
Texas Instruments Stock: Powering AI Beyond The GPU — AI has pushed Texas Instruments (TXN) stock to near all-time highs, with shares surging roughly 70% year to date.
Yahoo Finance 2026-07-07
LITE Expands Co-Packaged Optics: Can It Become the Next Growth Driver?
Yahoo Finance 2026-07-07
Broadcom (AVGO) Extends Strategic Partnership With Nationwide Building Society
Yahoo Finance 2026-07-07
Perplexity says it plans to use Nvidia's new CPU — Nvidia has said it expects to generate $20 billion in sales from its "Vera" CPU, a more generic computing chip than its AI-specific offerings, by the end of this fiscal year.
Yahoo Finance 2026-07-07
SpaceX Drags on First Day in Nasdaq 100 — SpaceX was down 5.3% while the Nasdaq 100 was 1.4% in the red.
Yahoo Finance 2026-07-07
Cerebras Drops 19% in a Month: Buy, Sell or Hold the CBRS Stock?
Yahoo Finance 2026-07-07
AMD Ryzen Strengthens Agentic AI Footprint: More Upside Ahead?
Samsung Wipes Out AI Stocks. Is This the Buying Opportunity You Were Waiting For? 2026-07-07
Samsung Wipes Out AI Stocks. Is This the Buying Opportunity You Were Waiting For?
Goldman Sachs resets AMD stock price target for the rest of 2026 2026-07-07
Goldman Sachs resets AMD stock price target for the rest of 2026
Yahoo Finance 2026-07-07
AMD CEO Lisa Su Once Said She Fell in Love With Chips Thanks to an Accidental Part-Time Job: 'Careers Are Very Much by Chance'
Yahoo Finance 2026-07-07
Here's Why Advanced Micro Devices (AMD) Fell More Than Broader Market — Advanced Micro Devices (AMD) concluded the recent trading session at $513.58, signifying a -6.97% move from its prior day's close.
INTC, WDC, SNDK, AMD: Red-Hot AI Chip Stocks Lose Sheen In Samsung-Triggered Selloff 2026-07-08
INTC, WDC, SNDK, AMD: Red-Hot AI Chip Stocks Lose Sheen In Samsung-Triggered Selloff
Yahoo Finance 2026-07-08
Intel (INTC) Backer Syntiant Files For IPO In Edge AI Chips
Yahoo Finance 2026-07-08
AI chip maker SambaNova raises $1B at $11B valuation, 5 months after last mega round — AI chip maker SambaNova has raised at an $11B valuation months after Intel was rumored to be trying to buy it for about $1.6 billion.
Yahoo Finance 2026-07-08
Yahoo Finance 2026-07-08
Top Midday Stories: Trump Says US May Attack Iran Again; Apple Signs $30 Billion Deal With Broadcom for US-Made Chips
Yahoo Finance 2026-07-08
Nancy Pelosi bets up to $6 million on Intel and Uber, public disclosures show
Yahoo Finance 2026-07-08
SpaceX Stock Slides to its Lowest Levels Since IPO: Buy the Dip?
Yahoo Finance 2026-07-08
Intel vs. Silicon Motion: Which Semiconductor Stock is the Better Buy?
Yahoo Finance 2026-07-08
Exchange-Traded Funds, Equity Futures Lower Pre-Bell Wednesday as Trump Declares US-Iran Agreement Over — The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 0.5%, and the actively t
Yahoo Finance 2026-07-08
AMD to Report Fiscal Second Quarter 2026 Financial Results
Texas Instruments Stock Is Running On A Bold Promise 2026-07-08
Texas Instruments Stock Is Running On A Bold Promise
Stock Market Today, July 8: Stocks Slide and Dow Drops 1.5% as Middle East Tensions Spike 2026-07-08
Stock Market Today, July 8: Stocks Slide and Dow Drops 1.5% as Middle East Tensions Spike
Yahoo Finance 2026-07-08
Arm Holdings' Licensing Momentum Continues to Fuel Revenue Growth — ARM's licensing revenues jump 29% in fiscal Q4, driving 20% overall revenue growth as demand for AI infrastructure, custom silicon and next-generation chip designs remains robust.
Yahoo Finance 2026-07-08
AMD (AMD) Stock Looks Fully Valued Despite Strong AI Growth Hopes — Advanced Micro Devices has returned about 471.8% over five years, which puts extra focus on whether the current price already reflects much of that success.
AMD Tops $900 Billion Market Capitalization Again — Can It Follow Micron To $1 Trillion Valuation? 2026-07-09
AMD Tops $900 Billion Market Capitalization Again — Can It Follow Micron To $1 Trillion Valuation? — AMD stock hit a high of $558.67 at 10:04 am ET, taking its market capitalization to $910.63 billion.
Yahoo Finance 2026-07-09
Stocks making big moves yesterday: Penguin Solutions, Kirby, Dell, Broadcom, and Halliburton
What Owning Intel Stock Means In A Market Crash 2026-07-09
What Owning Intel Stock Means In A Market Crash
Yahoo Finance 2026-07-09
Update: US Equity Futures Edge Higher Pre-Bell Amid Re-Escalation of Middle East Hostilities
Yahoo Finance 2026-07-09
Why Is AMD (AMD) Stock Rocketing Higher Today — Shares of computer processor maker AMD (NASDAQ:AMD) jumped 5.8% in the afternoon session after a Morgan Stanley supply chain report highlighted surging demand for its next-generation chips, sparking multiple bullish analyst calls.
Yahoo Finance 2026-07-09
Update: US Equities Rise, Oil Prices Fall as Traders Look Past Middle East Tensions
Yahoo Finance 2026-07-09
$35 Billion AI Credit Deal Nears Trading as Broadcom Financing Advances — About $15 billion of the AI infrastructure financing could become tradable by early next year.
Yahoo Finance 2026-07-09
AMD's AI Infrastructure Push Gets Bigger
Yahoo Finance 2026-07-09
AMD Shares Soar After Landing Major AI Infrastructure Alliance
Goldman Sachs sees AMD entering earnings with 1 powerful advantage 2026-07-09
Goldman Sachs sees AMD entering earnings with 1 powerful advantage — First, Goldman Sachs raised its price target to $640 from $450 on July 5.
Yahoo Finance 2026-07-09
These Dividend Paying Stocks Offer Strong Exposure to AI Trends
Stocks Settle Higher as Chipmakers Rally and Crude Prices Fall 2026-07-09
Stocks Settle Higher as Chipmakers Rally and Crude Prices Fall — The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +0.81%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.27%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +1.62%. September E-mini S&P futures (ESU26 ) rose +0.82%, and September E-mini Nasdaq futures...
Yahoo Finance 2026-07-09
State Capitalism Ventures Into AI. What Could Go Wrong?
Broadcom Declines on Erste Group’s Downgrade. Ignore the Noise and Keep Buying AVGO Stock. 2026-07-09
Broadcom Declines on Erste Group’s Downgrade. Ignore the Noise and Keep Buying AVGO Stock.
Why Did Ciena Stock Gain 460%? 2026-07-10
Why Did Ciena Stock Gain 460%?
Yahoo Finance 2026-07-10
AMD (AMD) Partners With 5C To Build Gigascale AI Campuses
Yahoo Finance 2026-07-10
Cathie Wood's ARK Says AMD Chips 'Can Already Be More Performant Per Dollar' Than Nvidia
Yahoo Finance 2026-07-10
The Zacks Analyst Blog Highlights NVDA, AMD, INTC, SMHX, GXPT, SMH and SHOC
Yahoo Finance 2026-07-10
Goldman Sachs Increases Advanced Micro Devices (AMD) Price Target to $640 from $450 — On July 6, TheFly reported that Goldman Sachs increased its price target on AMD to $640 from $450 while maintaining a Buy rating on the stock.
Cathie Wood Goes On a Selling Spree: 3 Stocks She Just Sold 2026-07-10
Cathie Wood Goes On a Selling Spree: 3 Stocks She Just Sold
Yahoo Finance 2026-07-10
Can MRVL's AI-Infrastructure Engines Deliver Its Promised Growth? — Marvell Technology's five AI infrastructure growth engines underpin plans for 40% revenue growth in fiscal 2027 and 45% in fiscal 2028.
Yahoo Finance 2026-07-10
Rackspace Technology's Enterprise AI Buildout Could Generate Up to $600 Million in Annual Revenue, RBC Says — Rackspace Technology (RXT) may generate $450 million to $600 million in annual enterprise AI revenue
Marvell Stock And The Multi-Year Bet Management Made 2026-07-10
Marvell Stock And The Multi-Year Bet Management Made
AMD Stock Is Up 155% This Year, But Stifel Sees A Further Upside Of 16% – What’s Driving The Optimis 2026-07-10
AMD Stock Is Up 155% This Year, But Stifel Sees A Further Upside Of 16% – What’s Driving The Optimism? — According to TheFly, Stifel analysts raised their price target for AMD to $635 from $450 while maintaining a ‘Buy’ rating.
Yahoo Finance 2026-07-10
SBA, Intel to Host Arizona Supplier Matchmaking Expo for Aerospace and Semiconductor Industries
Meta Stock Had a Lousy First Half. Here’s Why the Tech Giant’s Shares Are Rising Again 2026-07-10
Meta Stock Had a Lousy First Half. Here’s Why the Tech Giant’s Shares Are Rising Again
Yahoo Finance 2026-07-10
Defense AI Heats Up: BigBear.ai Lands First European Validation for AI-Powered Airport Screening
I’d Put $25,000 in These 2 ETFs Before the Next Earnings Season 2026-07-10
I’d Put $25,000 in These 2 ETFs Before the Next Earnings Season
AI Sent AMD Soaring — But This Stock May Be the Better Value Play 2026-07-10
AI Sent AMD Soaring — But This Stock May Be the Better Value Play
Yahoo Finance 2026-07-10
Is CBRS Stock a Buy or a Wait as Growth Meets Execution Risk? — Cerebras pairs 92% core revenue growth and ample liquidity with customer concentration, margin pressure and capacity-delivery risks.
Rackspace Technology Cuts 2026 Outlook as $250M Stock Sale Fuels AI Push 2026-07-11
Rackspace Technology Cuts 2026 Outlook as $250M Stock Sale Fuels AI Push — Rackspace Technology (NASDAQ:RXT) said it is accelerating its push into enterprise artificial intelligence infrastructure, announcing a $250 million at-the-market equity offering and updated 2026 financial outlook as it moves away from lower-margin revenue streams.
Yahoo Finance 2026-07-11
Rackspace Technology (RXT) Is Down 6.6% After Revenue Cut And Dilutive AI Pivot Announcement – Has The Bull Case Changed? — Earlier this week, Rackspace Technology cut its 2026 revenue guidance to US$2.45–2.55 billion, reduced expected adjusted EBITDA, and outlined exits from low-margin public cloud resale and legacy hosting while launching a US$250 million at-the-market equity program to fund an enterprise AI push.
Cathie Wood-led ARK Invest Buys Coinbase, Trails Only SpaceX Among Friday's Top Buys 2026-07-11
Cathie Wood-led ARK Invest Buys Coinbase, Trails Only SpaceX Among Friday's Top Buys — Coinbase stock closed up over 0.4% on Friday with retail sentiment remaining neutral, and chatter on Stocktwits remained at ‘normal’ levels.
Yahoo Finance 2026-07-11
Intel (INTC) Was A Brutal Rotation, Says Jim Cramer
Micron Stock’s Sell-Off Won't Last. Here’s the Simple Reason Why. 2026-07-11
Micron Stock’s Sell-Off Won't Last. Here’s the Simple Reason Why.
Intel Future Price Hikes Send Huge Demand Signal to Wall Street 2026-07-11
Intel Future Price Hikes Send Huge Demand Signal to Wall Street
Yahoo Finance 2026-07-12
Intel (INTC) Raises Server Chip Prices As AI Demand Pushes Supply Limits — Intel, ticker NasdaqGS:INTC, is making this pricing move with its shares around $109.84 after a very large 1 year return and a 178.9% gain year to date.
Forget GPUs. Nvidia’s Next AI Gold Mine Could Be Even Bigger. 2026-07-12
Forget GPUs. Nvidia’s Next AI Gold Mine Could Be Even Bigger.
Yahoo Finance 2026-07-12
A $26.5 Billion Milestone: What SK Hynix’s U.S. Debut Means for the AI Trade — The South Korean memory-chip giant completed the largest-ever U.S. share sale by a foreign company, raising $26.5 billion through the sale of 177.9 million American Depositary Receipts (ADRs).
Yahoo Finance 2026-07-13
Rackspace Technology Inc (RXT) Q2 2026 Earnings Call Highlights: Strategic Shift Towards AI ...
Intel Just Announced A $5.7B Investment In Ireland – Retail Says Move Strengthens The Chipmaker’s Po 2026-07-13
Intel Just Announced A $5.7B Investment In Ireland – Retail Says Move Strengthens The Chipmaker’s Position
Yahoo Finance 2026-07-13
How Investors Are Reacting To Advanced Micro Devices (AMD) Sector-Wide AI Chip Pullback And Valuation Jitters
Intel invests $5.7 billion to expand Ireland chip campus 2026-07-13
Intel invests $5.7 billion to expand Ireland chip campus — The €5 billion capital program, which began earlier this year, will upgrade facilities and add several hundred jobs at the Leixlip site
Yahoo Finance 2026-07-13
Memory Stocks & ETF DRAM in Bear Market: Time to Buy the Dip?
Yahoo Finance 2026-07-13
Exchange-Traded Funds, Equity Futures Lower Pre-Bell Monday as Renewed US-Iran Conflict Lifts Oil Prices — The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 0.4%, and the actively t
Yahoo Finance 2026-07-13
Micron Offers a Lucrative Investment Opportunity at Current Valuation
Yahoo Finance 2026-07-13
SK Hynix stock drops, chip sector declines as AI trade angst returns
Yahoo Finance 2026-07-13
Intel Deepens Its European Chip Push
Yahoo Finance 2026-07-13
Veteran Analyst Firm Revises Intel Stock Price Target for 2027
Yahoo Finance 2026-07-13
AMD Gets Bigger AI Target From BofA
Yahoo Finance 2026-07-13
Bank of America Resets AMD Stock Price Target Ahead of Earnings
Yahoo Finance 2026-07-13
Is MaxLinear Stock a Buy Now or a Hold at Current Levels? — MXL's operating momentum is improving, but a 411.7% year-to-date surge and premium valuation leave less room for execution missteps.
Yahoo Finance 2026-07-13
MaxLinear Stock Outlook Hinges on Optics, Broadband and AI Demand
Yahoo Finance 2026-07-13
Intel (INTC) Declines More Than Market: Some Information for Investors — The latest trading day saw Intel (INTC) settling at $103.12, representing a -6.12% change from its previous close.
Yahoo Finance 2026-07-13
Why Broadcom Inc. (AVGO) Dipped More Than Broader Market Today — (AVGO) closed at $384.05, indicating a -3.98% shift from the previous trading day.
Yahoo Finance 2026-07-13
Intel Stock Falls. The Chip Maker Is Spending $5.7 Billion to Fuel Its AI Push — Intel Commits $5.7 Billion to AI Manufacturing
AMD Is Following Nvidia’s Playbook. Here’s Why Investors Should Pay Attention. 2026-07-13
AMD Is Following Nvidia’s Playbook. Here’s Why Investors Should Pay Attention.
Yahoo Finance 2026-07-13
Intel announces $5.7 billion AI-driven capital investment in Ireland — Intel has begun a €5 billion ($5.7 billion) capital investment to upgrade its Irish campus and expand its ‌European output to meet growing global demand for AI and high-performance computing, ‌the U.S. chipmaker said on Monday.
Kospi falls 9%, SK Hynix stock dives as Iran closes Hormuz Strait 2026-07-13
Kospi falls 9%, SK Hynix stock dives as Iran closes Hormuz Strait
Trump Reinstates the Iran Blockade and Demands a 20% Toll as America Becomes Hormuz’s “Guardian” 2026-07-14
Trump Reinstates the Iran Blockade and Demands a 20% Toll as America Becomes Hormuz’s “Guardian” — Trump just claimed the right to charge every ship on Earth a 20% toll to pass through one of the world's most critical waterways, and oil markets are already reacting to what that could mean for energy prices, global trade, and U.S. alliances.
Intel commits $5.7bn to expand Leixlip manufacturing site 2026-07-14
Intel commits $5.7bn to expand Leixlip manufacturing site
Yahoo Finance 2026-07-14
Top Midday Stories: June CPI Falls More Than Expected; IBM Shares Drop After Company Provides Update on Q2 Earnings 'Shortfall'
VLUE vs. VTV: Does the Value Factor Beat Just Buying Vanguard’s Value ETF? 2026-07-14
VLUE vs. VTV: Does the Value Factor Beat Just Buying Vanguard’s Value ETF?
What Intel Stock's Data Center Was Saying Before The Surge 2026-07-14
What Intel Stock's Data Center Was Saying Before The Surge
Silo Pharma’s QwikAgents Joins AMD AI Developer Program to Advance AI Agent Platform 2026-07-14
Silo Pharma’s QwikAgents Joins AMD AI Developer Program to Advance AI Agent Platform
Yahoo Finance 2026-07-14
NVIDIA's AI Partnerships Expand: Can This Keep NVDA Ahead of Rivals?
QCOM: A Cash Gusher At A Marked-Down Price 2026-07-14
QCOM: A Cash Gusher At A Marked-Down Price
Yahoo Finance 2026-07-14
Why AMD (AMD) Stock Is Up Today — Shares of computer processor maker AMD (NASDAQ:AMD) jumped 3.1% in the afternoon session after several Wall Street analysts raised their price targets for the stock, reinforcing optimism about the chipmaker's artificial intelligence and server businesses.
Yahoo Finance 2026-07-14
Jim Cramer Compared Intel Corporation (INTC) & Pepsi — Intel Corporation (NASDAQ:INTC)’s shares are up by a whopping 371% over the past year and by 178% year-to-date.
Yahoo Finance 2026-07-14
AMD Stock Jumps. Why This Analyst Sees 31% Upside. — KeyBanc Capital Markets analyst John Vinh, in a research note on the semiconductor sector, included a price target hike for AMD to $725 from $530.
Yahoo Finance 2026-07-14
UBS Raises its Price Target on Astera Labs, Inc. (ALAB) — (NASDAQ:ALAB) to $400 from $205.
Yahoo Finance 2026-07-14
HSBC is Bullish on Intel Corporation (INTC) — On July 2, HSBC doubled its price target on Intel Corporation (NASDAQ:INTC) to $200 from $100.
Yahoo Finance 2026-07-14
Goldman Sachs Raises its Price Target on Advanced Micro Devices, Inc. (AMD) — (NASDAQ:AMD) to $640 from $450.
A $5.7 Billion Reason to Buy Intel Stock Here 2026-07-14
A $5.7 Billion Reason to Buy Intel Stock Here — Intel is doubling down on its AI manufacturing ambitions with a $5.7 billion Ireland expansion, a move that could strengthen its turnaround story.
AMD Looks Set for a Beat-and-Raise Quarter on Surging AI Server Demand, According to BofA 2026-07-14
AMD Looks Set for a Beat-and-Raise Quarter on Surging AI Server Demand, According to BofA
The 2 Pressure Points That Will Determine SOXL’s Next 12 Months 2026-07-14
The 2 Pressure Points That Will Determine SOXL’s Next 12 Months — SOXL just shed 30% after a stunning run, and two very specific pressure points will decide whether holders walk away with gains or get wiped out over the next year.
Intel, ARM face near-term pain while AMD rides server boom: BofA 2026-07-14
Intel, ARM face near-term pain while AMD rides server boom: BofA
Yahoo Finance 2026-07-14
AMD (AMD) Wins Approval To Sell AI Chips To Select Chinese Firms — For investors watching Advanced Micro Devices, the new export approval lands after a powerful share price run, with NasdaqGS:AMD up 139.1%...
Cadence Design Systems vs. Synopsys: Which Technology Stock Is a Better Buy in 2026? 2026-07-14
Cadence Design Systems vs. Synopsys: Which Technology Stock Is a Better Buy in 2026?
Yahoo Finance 2026-07-15
ASML Holding (NasdaqGS:ASML) Lifts 2026 Outlook As Intel Puts High NA EUV To Work
Yahoo Finance 2026-07-15
FOMO Is Driving Options Prices Higher. How to Use It to Your Advantage.
Yahoo Finance 2026-07-15
Intel turns to next-generation ASML tool to help make its laptop chips
Yahoo Finance 2026-07-15
High NA EUV reaches new readiness milestone with first high-volume Logic product
Micron Stock Offers More Than Market Momentum 2026-07-15
Micron Stock Offers More Than Market Momentum
Yahoo Finance 2026-07-15
Apollo Lands Record $35 Billion AI Credit Deal, Challenging Wall Street Banks
What Intel Stock Was Saying Before Its 5x Climb 2026-07-15
What Intel Stock Was Saying Before Its 5x Climb
Prediction: SK Hynix Will Become the Next Nvidia 2026-07-15
Prediction: SK Hynix Will Become the Next Nvidia
Yahoo Finance 2026-07-15
[Latest] Global Value Stream Management Market Size/Share Worth USD 8.9 Billion by 2034 at a 12.5% CAGR: Custom Market Insights (Analysis, Outlook, Leaders, Report, Trends, Forecast, Segmentation, Gro — [220+ Pages Latest Report] According to a market research study published by Custom Market Insights, the demand analysis of Global Value Stream Management Market size & share revenue was valued at approximately USD 2.2 Billion in 2024 and is expected to reach USD 2.5 Billion…
Yahoo Finance 2026-07-15
Intel Begins Using ASML's Most Advanced Chipmaking Machine
Yahoo Finance 2026-07-15
Arista, Seagate and Astera Lead AI Picks
Yahoo Finance 2026-07-15
Intel (INTC) Stock May Be Reasonable On Its Very Large 1 Year Run — Intel is up about 370% over the past year, which puts recent declines over the past week and month into context as a pullback after a very sharp rerating.
NVDA Vs. AMD: Even if Nvidia’s Kyber Rack AI is Delayed, It is the Better Buy Over AMD 2026-07-15
NVDA Vs. AMD: Even if Nvidia’s Kyber Rack AI is Delayed, It is the Better Buy Over AMD — NVIDIA just reported revenue nearly eight times larger than AMD's AI hardware business, yet AMD shares have surged over 150% this year while NVIDIA barely moved.
Yahoo Finance 2026-07-15
MXL's Growth Story Tracks AI Optics, DOCSIS and Fiber Upgrades Ahead
Yahoo Finance 2026-07-15
How To Make An Iron Condor Take Off With Broadcom Stock
Yahoo Finance 2026-07-15
SpaceX Stock Is Coming Back to Earth — The stock was down 1.3% at $134.30 around noon today, extending its double-digit decline since its mid-June IPO.
Yahoo Finance 2026-07-15
Broadcom (AVGO) Faces EU Antitrust Review Over VMware Licensing Changes
Yahoo Finance 2026-07-15
HPE or AMD: Which Is the Better Value Stock Right Now?
Yahoo Finance 2026-07-15
Cisco Jumps 52% YTD: Is There More Room for the Stock to Rise? — CSCO's 52% YTD surge is backed by rising AI orders, networking growth, security momentum and stronger earnings visibility.
Yahoo Finance 2026-07-15
Stifel Raises PT on Intel (INTC)
Yahoo Finance 2026-07-15
Five cloud business groups urge EU interim measures against Broadcom
Can You Stomach The Plunge In Applied Optoelectronics Stock? 2026-07-16
Can You Stomach The Plunge In Applied Optoelectronics Stock?
Yahoo Finance 2026-07-16
Standard Chartered Selects Broadcom to Deliver Secure, Always-On Banking Services at Global Scale
Yahoo Finance 2026-07-16
CNCF Strengthens Partnership with Broadcom as a Platinum Member to Advance AI-Ready Cloud Native Infrastructure
Yahoo Finance 2026-07-16
Intel (INTC) Reaches High NA EUV Milestone And Brings YOLO26 To OpenVINO — The partnership aims to deliver up to 10x faster and sub...
Yahoo Finance 2026-07-16
MXL Drops 31% From 52-Week High: Buy, Sell or Hold the Stock? — MaxLinear's 31% pullback tests whether booming AI data-center demand can outweigh supply constraints, rising costs and a stretched valuation.
The $43 Billion Consolation Prize For QCOM Shareholders 2026-07-16
The $43 Billion Consolation Prize For QCOM Shareholders
Yahoo Finance 2026-07-16
Newegg Launches North America Exclusive AMD Ryzen™ 7 7700X3D Processor, A Lower-Cost Way Into High-End Gaming Amid Rising Memory Prices
Yahoo Finance 2026-07-16
Everyone's Buying NVIDIA, but 2 Smaller AI Stocks Could Soar Higher
Marvell Drops 8% as AI Capex Slowdown Fears Weigh on Chips; Broadcom, AMD, and Intel Slide 2026-07-16
Marvell Drops 8% as AI Capex Slowdown Fears Weigh on Chips; Broadcom, AMD, and Intel Slide — Shares of Marvell Technology (NASDAQ:MRVL) are down 8% to $189 in Thursday midday trading, extending a sharp semiconductor selloff into a second straight session. Marvell shares have now given back 31% over the past month. Broadcom (NASDAQ:AVGO) stock is off 3% to $381, Advanced Micro ...
Why Is NVDA Stock The Discount Option Among Its Peers? 2026-07-16
Why Is NVDA Stock The Discount Option Among Its Peers?
Yahoo Finance 2026-07-16
AMD Appoints Alan Smith as Newest Corporate Fellow
Stocks Settle Lower as Chipmakers and AI Stocks Slump 2026-07-16
Stocks Settle Lower as Chipmakers and AI Stocks Slump — The S&P 500 Index ($SPX ) (SPY ) on Thursday closed down -0.51%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.20%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -1.62%. September E-mini S&P futures (ESU26 ) fell -0.50%, and September E-mini Nasdaq futures...
Yahoo Finance 2026-07-17
Driving the Agentic AI Era: MiTAC Computing Showcases Comprehensive AI Infrastructure at WAIC
Yahoo Finance 2026-07-17
AMD Stock Gets New Street-High of $725 Target on AI Boom
The Two Radically Different Paths Priced Into NVIDIA Stock 2026-07-17
The Two Radically Different Paths Priced Into NVIDIA Stock
Why AMD Stock Might Keep Outpacing Nvidia From Here 2026-07-17
Why AMD Stock Might Keep Outpacing Nvidia From Here
Yahoo Finance 2026-07-17
TXN Likely to Beat Q2 Earnings Estimates: How to Play the Stock?
Yahoo Finance 2026-07-17
Can Lumentum's AI Laser Chip Demand Accelerate Revenue Growth?
Seagate Stock And The Bet On A Denser Future 2026-07-17
Seagate Stock And The Bet On A Denser Future
Yahoo Finance 2026-07-17
Long-Term Investors Should Listen Up
Yahoo Finance 2026-07-17
Fintech Disruptor StockFan Wins Bronze Globee® Award After Exploding Into 62 Countries in Year One
Yahoo Finance 2026-07-17
Apollo Likens Risky Private Credit to Mere ‘Sprinkle’ on Cupcake
Yahoo Finance 2026-07-17
Credo's Free Cash Flow Soars: Can the Momentum Continue? — CRDO's free cash flow surges to $177.5 million, strengthening liquidity for innovation, acquisitions and AI-driven connectivity growth.
What Could Reignite Accenture Stock From Here? 2026-07-17
What Could Reignite Accenture Stock From Here?
The $350-a-Year Tax Trap Inside this Semiconductor ETF Everyone Knows 2026-07-18
The $350-a-Year Tax Trap Inside this Semiconductor ETF Everyone Knows
Yahoo Finance 2026-07-18
AMD (AMD) Stock Faces Fresh AI Pressure After China Unveils Kimi K3
Yahoo Finance 2026-07-19
Broadcom (AVGO) Lands Standard Chartered Deal To Power Banking Cloud In 54 Markets
Cathie Wood sells $11.7 million of tumbling semiconductor stock 2026-07-20
Cathie Wood sells $11.7 million of tumbling semiconductor stock
Yahoo Finance 2026-07-20
Chipmakers head for big profit gains, but will it be enough?
CNBC 2026-07-20
AMD launches Helios, its first rack AI system to rival Nvidia, adding Microsoft as newest buyer
Yahoo Finance 2026-07-20
Cathie Wood Dumps $39 Million Worth of AMD Stock
The Real Engine Driving Qualcomm Stock Isn't A Smartphone 2026-07-20
The Real Engine Driving Qualcomm Stock Isn't A Smartphone
Yahoo Finance 2026-07-20
4 High Cash-Producing AI Chip Stocks to Buy Amid Market Uncertainties
Intel Reports Earnings Thursday. Here’s How Much Its Stock Is Seen Moving 2026-07-20
Intel Reports Earnings Thursday. Here’s How Much Its Stock Is Seen Moving
Yahoo Finance 2026-07-20
Kiosk and POS Market Report 'TIGER 2026' Released with RetailNOW Event
MarketWatch 2026-07-20
AMD’s stock climbs, and a new Microsoft deal is only part of the reason
AMD Gains a Major Customer for Its Latest Tech Ahead of Its ‘Advancing AI’ Event—Here’s What You Nee 2026-07-20
AMD Gains a Major Customer for Its Latest Tech Ahead of Its ‘Advancing AI’ Event—Here’s What You Need to Know
Yahoo Finance 2026-07-20
Is Ultralytics’ OpenVINO Boost a Quiet Step Toward Intel’s (INTC) Edge AI Foundry Ambitions? — In July 2026, Ultralytics announced that its YOLO26 computer vision models are now optimized for Intel’s OpenVINO toolkit, enabling up to 10x faster inference and sub-5 millisecond latency across Intel CPUs, GPUs, and NPUs already deployed in factories, stores, and cities.
Yahoo Finance 2026-07-20
Broadcom Inc. (AVGO) Ascends While Market Falls: Some Facts to Note — (AVGO) stood at $378.16, denoting a +1.98% move from the preceding trading day.
Yahoo Finance 2026-07-20
Advanced Micro Devices (AMD) Increases Despite Market Slip: Here's What You Need to Know — The latest trading day saw Advanced Micro Devices (AMD) settling at $503.57, representing a +1.58% change from its previous close.
Dear AMD Stock Fans, Mark Your Calendars for July 22 2026-07-20
Dear AMD Stock Fans, Mark Your Calendars for July 22 — AMD is set to host its Advancing AI 2026 event on July 22 amid strong AI server demand expectations and a solid Q1 where revenue reached about $10.3 billion.
Yahoo Finance 2026-07-21
Is Broadcom (AVGO) Still Undervalued As Netlist Patent Claims Test Sentiment? — Broadcom’s share price has been choppy, with a 1-day share price return of 1.98% after recent regulatory headlines, a 30-day share price return that is down 8.07%, and a 90-day share price return that is down 5.97%.
Yahoo Finance 2026-07-21
Intel Earnings Could Decide the Next Big Move for the Chip Stock
The Two Radically Different Futures Priced Into NVIDIA Stock 2026-07-21
The Two Radically Different Futures Priced Into NVIDIA Stock
CNBC 2026-07-21
Nvidia details its next-generation Vera CPU for AI, setting up challenge to AMD and Intel
Yahoo Finance 2026-07-21
Intel Slashes More Jobs Ahead of High-Stakes Q2 Earnings
Intel and Fortinet Expand Cybersecurity Collaboration to Develop Security Processor 6 (NASDAQ:INTC) 2026-07-21
Intel and Fortinet Expand Cybersecurity Collaboration to Develop Security Processor 6 (NASDAQ:INTC) (NASDAQ:FTNT)
Intel makes another painful move in one of its key businesses 2026-07-21
Intel makes another painful move in one of its key businesses — I have seen this painful chapter before in Intel's Artificial Intelligence (AI) story: cutting 40% of your global workforce, halting factories in Germany and Poland, shutting down your automotive chip division, flattening management from 12 layers to six.
Yahoo Finance 2026-07-21
Intel (INTC) Lands Fortinet As First Named Cybersecurity Customer For Its Foundry
Yahoo Finance 2026-07-21
Top Midday Gainers — Utz Brands (UTZ) shares surged 89% after Germany-based Intersnack said Tuesday it agreed to buy the
Yahoo Finance 2026-07-21
These Stocks Offer AI Exposure and Dividend Payouts
Stock Indexes Settle Higher as Chipmakers Soar 2026-07-21
Stock Indexes Settle Higher as Chipmakers Soar — The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed up +0.89%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.74%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +1.93%. September E-mini S&P futures (ESU26 ) rose +0.81%, and September E-mini Nasdaq futures...
Intel Stock Just Got a Stunning Price Target Hike Ahead of Earnings. How to Play INTC From Here. 2026-07-21
Intel Stock Just Got a Stunning Price Target Hike Ahead of Earnings. How to Play INTC From Here.
MU, SNDK, WDC Socks Rise Sharply For Second Day: Retail Feels Memory Pullback Is Over 2026-07-22
MU, SNDK, WDC Socks Rise Sharply For Second Day: Retail Feels Memory Pullback Is Over
Yahoo Finance 2026-07-22
ASML Lifts 2026 Outlook As High NA EUV Enters Intel Production Might Change The Case For Investing In ASML Holding (ENXTAM:ASML) — ASML Holding N.V. recently reported second-quarter 2026 results showing higher revenue and earnings versus a year earlier, raised its full-year 2026 net sales guidance to between €43.00 billion and €45.00 billion, confirmed third-quarter guidance of €11.00 billion to €12.00 billion in net sales, and declared an interim 2026 dividend of €1.88 per…
Is SK Hynix Buying Intel’s Ohio Fab? Korean Chipmaker Denies Report — Now All Eyes Are on Earnings 2026-07-22
Is SK Hynix Buying Intel’s Ohio Fab? Korean Chipmaker Denies Report — Now All Eyes Are on Earnings
Yahoo Finance 2026-07-22
SK Hynix Dismisses Intel Ohio Buyout Report: 'We Have No Plans for an Acquisition' (UPDATED)
Yahoo Finance 2026-07-22
DriveNets and AMD Publish Reference Architecture to Maximize AI Cluster Performance and Efficiency
Prediction: AMD Stock Will Skyrocket After Aug. 4 Due to This Massive News 2026-07-22
Prediction: AMD Stock Will Skyrocket After Aug. 4 Due to This Massive News
AMD commits up to $5 billion to Anthropic in 2-gigawatt AI infrastructure deal 2026-07-22
AMD commits up to $5 billion to Anthropic in 2-gigawatt AI infrastructure deal
Beyond The GPU: What Could Drive NVIDIA Stock Higher From Here? 2026-07-22
Beyond The GPU: What Could Drive NVIDIA Stock Higher From Here?
Yahoo Finance 2026-07-22
Intel earnings loom as investors watch jobs data and corporate results
Yahoo Finance 2026-07-22
AMD inks blockbuster multi-billion-dollar Anthropic AI deal
Yahoo Finance 2026-07-22
AMD Lands Multibillion-Dollar Anthropic Deal
AMD’s $5B Anthropic Investment, OpenAI’s $750B Compute Spend, Galaxy Digital’s $3.5B Raise 2026-07-22
AMD’s $5B Anthropic Investment, OpenAI’s $750B Compute Spend, Galaxy Digital’s $3.5B Raise — AMD and Anthropic are teaming up for a 2 GW AI rollout that includes AMD investing $5 billion in Anthropic. Plus, OpenAI plans to spend $750 billion on compute through…
AMD Stock Jumps 10% on Anthropic Deal: Can Nvidia’s Lead Hold? 2026-07-22
AMD Stock Jumps 10% on Anthropic Deal: Can Nvidia’s Lead Hold? — The AMD Anthropic deal sends AMD stock up 10%. Anthropic takes 2 gigawatts of Instinct GPUs, AMD invests $5 billion.
Yahoo Finance 2026-07-22
AMD (AMD) Lands $5 Billion Anthropic Partnership For AI Chips — AMD and Anthropic announced a multi year AI chip partnership valued at up to $5b.
Yahoo Finance 2026-07-22
Wall Street Banks Trading Parts of $35 Billion AI Chip Deal — (Bloomberg) -- Wall Street banks have started buying and selling an initial piece of a $35 billion financing package for Broadcom Inc. and Anthropic PBC’s AI infrastructure expansion, with the biggest private credit deal ever now being offered to a wider pool of investors.Most Read from BloombergTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyApple to Launch ‘Upgrade’ Device Leasing Program With Klarna…
Yahoo Finance 2026-07-22
Tesla's New AI Business Idea Could Help Intel
Yahoo Finance 2026-07-22
Texas Instruments (TXN) Tops Q2 Earnings and Revenue Estimates — Texas Instruments (TXN) delivered earnings and revenue surprises of +12.04% and +4.57%, respectively, for the quarter ended June 2026.
Stocks Settle Lower as Crude Oil Prices Jump 2026-07-22
Stocks Settle Lower as Crude Oil Prices Jump — The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -0.14%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.01%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.54%. September E-mini S&P futures (ESU26 ) fell -0.07%, and September E-mini Nasdaq futures...
Fortinet and Intel Just Announced a New Collaboration. The Real Test for FTNT Stock Is Earnings. 2026-07-22
Fortinet and Intel Just Announced a New Collaboration. The Real Test for FTNT Stock Is Earnings.
Jim Cramer reveals 4 surging chip stocks he likes best 2026-07-23
Jim Cramer reveals 4 surging chip stocks he likes best
SK Hynix denies Intel Ohio fab deal, but the market didn't care 2026-07-23
SK Hynix denies Intel Ohio fab deal, but the market didn't care
Yahoo Finance 2026-07-23
2 Semiconductor Stocks with Impressive Fundamentals and 1 Facing Challenges — Compute-intensive AI workloads are also priming them for the next wave of secular growth, so it’s no wonder the industry has outperformed the market over the past six months, delivering returns of 62.2% compared to 8.6% for the S&P 500.
Anthropic selects AMD Helios for 2GW GPU AI infrastructure 2026-07-23
Anthropic selects AMD Helios for 2GW GPU AI infrastructure — AMD has also committed to a strategic equity investment of up to $5bn in Anthropic as part of the agreement.
Yahoo Finance 2026-07-23
WDC vs. SMCI: Which AI Hardware Stock is the Smarter Investment Now?
Yahoo Finance 2026-07-23
4 Networking Semiconductor Stocks to Watch in August 2026
Needham sees AMD-Anthropic deal raising odds of more Riot Platforms leases 2026-07-23
Needham sees AMD-Anthropic deal raising odds of more Riot Platforms leases — AMD’s planned 2 GW deployment with Anthropic could support additional demand at Riot’s Texas data centers, according to Needham, which maintained its Buy rating and $28.50 target.
MarketWatch 2026-07-23
AMD’s rivalry with Nvidia is increasingly moving into a new realm
Yahoo Finance 2026-07-23
AMD, Arm gain after hours following blowout results from Intel — The print, which also included adjusted EPS of $0.42 against a consensus of $0.21, represented Intel's fastest revenue growth in nearly 15 years and triggered an immediate halo effect across the semiconductor space.
Intel revenue jumps 25% as AI demand lifts data center and foundry sales 2026-07-23
Intel revenue jumps 25% as AI demand lifts data center and foundry sales — Data Center and AI revenue climbed 59%, while stronger factory yields supported higher chip volumes. A mark-to-market charge tied to government escrowed shares produced an $11 billion GAAP net loss.
Intel Q2 2026 earnings: revenue up 25%, fastest growth since 2011 2026-07-23
Intel Q2 2026 earnings: revenue up 25%, fastest growth since 2011 — AI-driven demand for server chips powered Intel's data center business to 59% growth, lifting total revenue to $16.1 billion
Yahoo Finance 2026-07-23
Intel's PC business will be dictated by AI data center momentum: CFRA — Intel (INTC) stock is surging by over 11% in Thursday's extended hours after smashing second quarter expectations, reporting adjusted earnings of $0.42 per share (vs. estimates of $0.21) and revenue of $16.1 billion (vs. estimates of $14.43 billion).
Yahoo Finance 2026-07-23
Intel jumps 10% after AI-fueled quarter crushes estimates, upbeat outlook — Investing.com -- Intel shares surged more than 10% in extended trading on Thursday after the chipmaker reported its strongest quarterly revenue growth in more than 15 years, easily beat Wall Street estimates for second-quarter earnings and revenue, and issued a stronger-than-expected sales forecast as booming AI demand accelerated its turnaround.
Yahoo Finance 2026-07-23
Intel (NASDAQ:INTC) Delivers Impressive Q2, Inventory Levels Improve — Computer processor maker Intel (NASDAQ:INTC) reported revenue ahead of Wall Street’s expectations in Q2 CY2026, with sales up 25.4% year on year to $16.13 billion. On top of that, next quarter’s revenue guidance ($16.3 billion at the midpoint) was surprisingly good and 7.8% above what analysts were expecting. Its non-GAAP profit of $0.42 per share was 93.1% above analysts’ consensus estimates.
Yahoo Finance 2026-07-23
AMD’s Lisa Su defends open-source AI following Hugging Face security breach caused by OpenAI agents
Yahoo Finance 2026-07-23
Mobileye CEO Amnon Shashua to step aside as company pushes into robotaxis, robotics
Intel and AMD just got leverage they haven't had in years 2026-07-23
Intel and AMD just got leverage they haven't had in years
Intel Stock Jumps as Earnings Blow Past Expectations Amid Booming AI Demand 2026-07-23
Intel Stock Jumps as Earnings Blow Past Expectations Amid Booming AI Demand
AMSL, AMAT, KLAC, LRCX: Chipmaking Equipment Stocks Rise On Intel’s CapEx Bump 2026-07-24
AMSL, AMAT, KLAC, LRCX: Chipmaking Equipment Stocks Rise On Intel’s CapEx Bump
Middle East tensions and new U.S. tariffs dominate market attention: Dow Jones, S&P, Nasdaq, Wall St 2026-07-24
Middle East tensions and new U.S. tariffs dominate market attention: Dow Jones, S&P, Nasdaq, Wall Street Futures
Yahoo Finance 2026-07-24
Intel CEO Lip-Bu Tan Eyes $100 Billion Custom AI Chip Market, Backs $20 Over Billion CapEx Push Amid 'Unprecedented Demand for Compute' — (NASDAQ:INTC) is targeting a staggering $100 billion market for custom artificial intelligence silicon, leveraging its robust x86 computing franchise and advanced manufacturing network as global AI demand skyrockets.
Why Is INTC Stock Jumping In Premarket Trading Today? 2026-07-24
Why Is INTC Stock Jumping In Premarket Trading Today? — Intel bumped its 2026 capex forecast by $2 billion and said it plans to tap capital markets for additional funds.
Yahoo Finance 2026-07-24
Broadcom (AVGO) Lands At The Center Of A $35 Billion AI Financing Trade — Wall Street banks have begun trading pieces of a $35b financing package tied to Broadcom and Anthropic's AI chip and infrastructure build out.
Yahoo Finance 2026-07-24
AMD Stock Gains Overnight: Analysts Laud Chipmaker's ‘Server Leadership’ After Strong Helios, Custom 2026-07-24
AMD Stock Gains Overnight: Analysts Laud Chipmaker's ‘Server Leadership’ After Strong Helios, Customer Updates
Yahoo Finance 2026-07-24
Intel Corp (INTC) Q2 2026 Earnings Call Highlights: Surpassing Expectations with Strong Revenue ...
Intel rises as strong forecasts signal AI boost for turnaround 2026-07-24
Intel shares +6% premarket on bullish AI-driven forecasts signaling long-awaited turnaround
Nvidia Is Up Just 11% This Year. Here Is What History Says Happens Next. 2026-07-24
Nvidia trading at lowest valuation in years despite dominant AI chip position
Ark Invest's Cathie Wood Just Sold AMD Stock and Bought SpaceX. Why I'd Be Doing the Opposite. 2026-07-24
AMD positioned as better buy than SpaceX; custom silicon narrative intact
Yahoo Finance 2026-07-24
Stock Market Today: Dow Strengthens As Oil Prices Fall; SpaceX Slides On Launch Delay (Live Coverage)
Yahoo Finance 2026-07-24
Intel Q2 Beat Supports Buy Thesis on Foundry, Server Growth, BofA Says
Texas A&M selects Dell Technologies to develop new AI supercomputing platform 2026-07-24
Texas A&M selects Dell Technologies to develop new AI supercomputing platform
The Vastly Different Futures Priced Into Qualcomm Stock 2026-07-24
The Vastly Different Futures Priced Into Qualcomm Stock
Yahoo Finance 2026-07-24
INTC Q2 Earnings Call Highlights AI Demand Push
Yahoo Finance 2026-07-24
Exchange-Traded Funds, Equity Futures Higher Pre-Bell Friday Amid New US Tariffs — The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.2%, and the actively tra
Stock Market Today, July 24: Dow Recovers and Sandisk Tumbles 11% as Tech Stocks Fall Further 2026-07-24
Stock Market Today, July 24: Dow Recovers and Sandisk Tumbles 11% as Tech Stocks Fall Further
Yahoo Finance 2026-07-24
Top Research Reports for Intel, Dell & Progressive
INTC Stock Set To End Fifth Week Lower — Intel And Lens Technology Partner To Advance Semiconductor 2026-07-24
INTC Stock Set To End Fifth Week Lower — Intel And Lens Technology Partner To Advance Semiconductor Packaging
Yahoo Finance 2026-07-24
VAST Data Expands Collaboration with AMD to Advance AI Infrastructure for the Inference Era
Yahoo Finance 2026-07-24
Intel Wins Over Analysts, But Not Everyone Is Buying
AMD Stock Slips Despite Wave Of Price Target Hikes – Retail Traders Say Chip Rally Is 'Starting To L 2026-07-24
AMD Stock Slips Despite Wave Of Price Target Hikes – Retail Traders Say Chip Rally Is 'Starting To Look Exhausted' — Baird doubled its price target on AMD stock to $1,250, while UBS, Bank of America, Roth Capital and Jefferies also lifted their targets.
Stock Market Today, July 24: Intel Reverses Gains on Foundry and AI Spending Concerns 2026-07-24
Stock Market Today, July 24: Intel Reverses Gains on Foundry and AI Spending Concerns — Today, July 24, 2026, shares fell almost 8% as strong premarket momentum evaporated as investors refocused on increasing capex plans.
Wells Fargo doubles down on AMD stock after Anthropic deal 2026-07-24
Wells Fargo doubles down on AMD stock after Anthropic deal — Up more than 170% year-to-date. A market cap pushing toward $1 trillion.
How Much AMD Are You Really Betting On? 2026-07-24
How Much AMD Are You Really Betting On?
AMD price target boosted on strengthening AI outlook 2026-07-24
AMD price target boosted on strengthening AI outlook — Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) saw its price target raised to $600 from $450 by Wedbush following the chipmaker’s Advancing AI 2026 event, with the analysts writing that new partnerships and improving supply chain conditions increased confidence in the company’s data center...
Texas Instruments vs. Qualcomm: One Pays Out 94% of Earnings. The Better Dividend Chip Stock Is Clea 2026-07-24
Texas Instruments vs. Qualcomm: One Pays Out 94% of Earnings. The Better Dividend Chip Stock Is Clear.
Yahoo Finance 2026-07-24
Can AMD Partnership Strengthen Cerebras' AI Infrastructure Leadership? — CBRS teams up with AMD on a disaggregated AI inference platform targeting ultra-low latency, high throughput and up to 5X better efficiency.
Yahoo Finance 2026-07-25
This Eric Trump-Backed Startup Just Got AMD's Chips for Its Humanoid Robots— Now It's Building Military Versions Too, Reviving Conflict-Of-Interest Fears — Eric Trump-backed Foundation Future Industries will use Advanced Micro Devices Inc. chips to develop autonomous humanoid robots for factories and military operations, with industrial customers paying about $100,000 annually to lease each machine.
Yahoo Finance 2026-07-25
Samsung Wins $200 Billion Order to Supply Chips to Broadcom — (Bloomberg) -- Samsung Electronics Co. won a contract worth more than $200 billion to make chips for Broadcom Inc., as the companies race to win a larger share of the AI infrastructure market.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysHegseth Turns t…
Goldman delivers a candid response after Intel's stunning quarter 2026-07-25
Goldman delivers a candid response after Intel's stunning quarter
Bank of America revamps AMD stock price target for 2026 2026-07-25
Bank of America revamps AMD stock price target for 2026
Arm Just Scored a Major Server Market Share Win. What That Means for ARM Stock Here. 2026-07-25
Arm Just Scored a Major Server Market Share Win. What That Means for ARM Stock Here.
Yahoo Finance 2026-07-26
Intel CEO Lip-Bu Tan Warns AI Supply Crunch Won't Ease: Shortages Will 'Persist for the Foreseeable Future'
Yahoo Finance 2026-07-26
Supermicro (SMCI) Launches H15 Servers With 72 GPU AI Training Platform
UBS hurries to reset AMD stock target on key AI Day signals 2026-07-26
UBS hurries to reset AMD stock target on key AI Day signals
Yahoo Finance 2026-07-26
Intel CEO Lip-Bu Tan Eyes $100 Billion Custom AI Chip Market, Backs $20 Over Billion CapEx Push Amid 'Unprecedented Demand for Compute' — Intel Corp. is targeting a staggering $100 billion market for custom artificial intelligence silicon, leveraging its robust x86 computing franchise and advanced manufacturing network as global AI demand skyrockets.
Yahoo Finance 2026-07-26
Intel (INTC) Teams With Lens Technology On AI Chip Packaging
Mobileye Stock Is Down Despite Strong Results as Its Founder Steps Down. View the CEO Switch as a Re 2026-07-26
Mobileye Stock Is Down Despite Strong Results as Its Founder Steps Down. View the CEO Switch as a Reset, Not a Red Flag. — Mobileye beat second-quarter expectations while raising full-year guidance, but shares plunged roughly 15% after founder and CEO Amnon Shashua announced he is stepping down once a successor is named.
Intel Corp Shows Strong Q2 Results and Free Cash Flow - Shorting INTC Puts is Still the Best Play 2026-07-26
Intel Corp Shows Strong Q2 Results and Free Cash Flow - Shorting INTC Puts is Still the Best Play
What a Major Anthropic Chip Deal Really Means for AMD Stock 2026-07-26
What a Major Anthropic Chip Deal Really Means for AMD Stock
Washington Has Quietly Built A Stock Portfolio That Nobody Can Size: Report 2026-07-26
Washington Has Quietly Built A Stock Portfolio That Nobody Can Size: Report
Yahoo Finance 2026-07-27
CXMT Becomes China's Most Valuable Listed Company After Memory Chipmaker Surges 500% on Debut — China’s ChangXin Memory Technologies (CXMT) soared more than 500% in its Shanghai debut on Monday, becoming the country’s most valuable listed company by market capitalization. Asia’s Biggest IPO Delivers Massive Debut Gain CXMT raised 57.92 billion yuan ($8.55 billion) after pricing its IPO at 8.66 yuan ($1.28) per share, making it Asia’s biggest public offering so far this year.
Yahoo Finance 2026-07-27
Will AMD’s New Helios AI Platform and Full‑Stack Push Change Advanced Micro Devices' (AMD) Narrative?
Yahoo Finance 2026-07-27
Keysight Certifies Electromagnetic Design Software for Intel Foundry’s Latest Processes
Yahoo Finance 2026-07-27
Broadcom and Samsung’s Expanded Pact Could Unleash $1 Trillion Revenue Wave
The Broadcom Trade Is A Bet On The Market You Already Own, Amplified 2026-07-27
The Broadcom Trade Is A Bet On The Market You Already Own, Amplified
Yahoo Finance 2026-07-27
3 Market-Beating Stocks with Competitive Advantages
Yahoo Finance 2026-07-27
Exchange-Traded Funds, Equity Futures Higher Pre-Bell Monday as Oil Prices Fall — The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.9%, and the actively tra
Yahoo Finance 2026-07-27
Sandisk and More Chip Stocks Hit China Roadblocks
5-star analyst aggressively resets Intel stock price target after earnings 2026-07-27
5-star analyst aggressively resets Intel stock price target after earnings
Yahoo Finance 2026-07-27
MaxLinear Rides on AI Infrastructure Momentum: More Upside Ahead?
Yahoo Finance 2026-07-27
3 Big Reasons to Love Broadcom (AVGO) — Broadcom currently trades at $381.47 and has been a dream stock for shareholders. It’s returned 702% since July 2021, blowing past the S&P 500’s 68.3% gain. The company has also beaten the index over the past six months as its stock price is up 14.6% thanks to its solid quarterly results.
Intel’s Capex Plans Offer a Quiet Positive for the Foundry Business. The Real Test Is Still Executio 2026-07-27
Intel’s Capex Plans Offer a Quiet Positive for the Foundry Business. The Real Test Is Still Execution. — Intel said 2026 capital expenditures will rise above $20 billion, with 2027 spending expected to be even higher, as the company invests to address tight capacity and AI-driven demand in its foundry business.
Competition Is Growing, but Is Nvidia Really in Trouble? This Numbers Suggests It Isn't 2026-07-28
Competition Is Growing, but Is Nvidia Really in Trouble? This Numbers Suggests It Isn't
Chinese DRAM Maker CXMT Is Now Worth More Than Intel After Blistering Shanghai Debut: SanDisk, Micro 2026-07-28
Chinese DRAM Maker CXMT Is Now Worth More Than Intel After Blistering Shanghai Debut: SanDisk, Micron Feel The Heat — CXMT stock surged over 5x on its debut in Shanghai.
MU, AMD, INTC, SNDK Stocks Fall — Morgan Stanley's Mike Wilson Explains Why Investors Are Going Afte 2026-07-28
MU, AMD, INTC, SNDK Stocks Fall — Morgan Stanley's Mike Wilson Explains Why Investors Are Going After Chip And Memory Stocks
Core Scientific Q2 Earnings Call Highlights 2026-07-28
Core Scientific Q2 Earnings Call Highlights
Yahoo Finance 2026-07-28
AMD Stock Sets Up For This Bearish Trade As AI Bubble Trouble Looms
AMD secures up to 2.5 GW of AI data center capacity from Core Scientific 2026-07-28
AMD secures up to 2.5 GW of AI data center capacity from Core Scientific
Yahoo Finance 2026-07-28
Dow Jones Futures: Market Strong Outside AI; Seagate, SK Hynix, KLA, Bloom Energy Earnings Late
Yahoo Finance 2026-07-28
Update: Dow Extends Advance Following Strong Earnings Reports
Yahoo Finance 2026-07-28
AMD's Core Scientific Deal Hints at AI's Next Race — Chipmaker secures power for Instinct GPUs as CORZ jumps 11%
Yahoo Finance 2026-07-28
Core Scientific (CORZ) Is Down 7.4% After Massive Q2 Loss And AMD AI Deal - Has The Bull Case Changed? — In the second quarter of 2026, Core Scientific reported revenue of US$164.2 million versus US$78.63 million a year earlier, alongside a net loss of US$1.16 billion and a basic loss per share from continuing operations of US$3.32.
Yahoo Finance 2026-07-28
Qualcomm’s (QCOM) Samsung Expansion and AI Deals Could Reshape Its Growth Story
Yahoo Finance 2026-07-28
Why the Dow Gained 500 Points, but the Nasdaq Struggled — The Nasdaq fell 0.2%.
Yahoo Finance 2026-07-28
What's Going On With AMD Stock Tuesday
Yahoo Finance 2026-07-28
Update: Equities Mostly Rise Intraday as Fed Meeting Begins
Yahoo Finance 2026-07-29
Core Scientific (CORZ) Stock Looks Above Fair Value After A Big AI Deal — Core Scientific stock has delivered a strong 57.3% return over the past year, yet the current valuation checks and market multiples suggest the shares are not obviously cheap. Over the past 12 months, Core Scientific has returned 57.3%, which puts recent weakness into context for anyone looking at the stock after the pullback in...
Yahoo Finance 2026-07-29
Kospi sell-off deepens, Why leveraged ETFs are under fire
SOXQ ETF Is A Sharper Bet Than Its Name Suggests 2026-07-29
SOXQ ETF Is A Sharper Bet Than Its Name Suggests
What Could Push NVDA Stock Higher From Here? 2026-07-29
What Could Push NVDA Stock Higher From Here?
Yahoo Finance 2026-07-29
Eliyan raises $145 million at $1 billion valuation to ease AI chip data bottlenecks — Eliyan, a startup that aims to ease the bottlenecks in transferring data between AI chips in data centers, ‌said on Wednesday it had raised $145 million in venture funding at a $1 billion ‌valuation.
Yahoo Finance 2026-07-29
Nvidia, Micron, AMD sink as SK Hynix results fail to impress, AI trade unwinds
Yahoo Finance 2026-07-29
Zeta Global Names Intel and Synopsys Veteran Trey Campbell to Lead Investor Relations
Yahoo Finance 2026-07-29
AMD Stock Drops 5.7% as AI Rout Overwhelms 2.5-Gigawatt Deal
Yahoo Finance 2026-07-29
Why AMD and Core Scientific's $14 billion AI partnership is a turning point — Scott Melker breaks down Core Scientific's (CORZ) 15-year, $14 billion infrastructure partnership with AMD (AMD), arguing the deal underscores a major shift: AI infrastructure is proving to be a more lucrative business than bitcoin (BTC-USD) mining.
Jim Cramer Just Dumped Tech Stocks. He’s Loading Up on Intel Instead of Cerebras. 2026-07-29
Jim Cramer Just Dumped Tech Stocks. He’s Loading Up on Intel Instead of Cerebras.
Yahoo Finance 2026-07-29
Broadcom Inc. (AVGO) Falls More Steeply Than Broader Market: What Investors Need to Know — (AVGO) closed the most recent trading day at $370.35, moving 2.77% from the previous trading session.
Dear AMD Stock Fans, Mark Your Calendars for August 4 2026-07-29
Dear AMD Stock Fans, Mark Your Calendars for August 4
Intel Stock Sinks 40%, But Most Analysts Still Aren’t Bullish on INTC 2026-07-29
Intel Stock Sinks 40%, But Most Analysts Still Aren’t Bullish on INTC
Yahoo Finance 2026-07-30
Fortinet (FTNT) Raises Revenue Outlook After Strong Q2 And New AI Product Push
KBW upgrades Core Scientific after AMD leases raise contracted value, eyes 35% rise 2026-07-30
KBW upgrades Core Scientific after AMD leases raise contracted value, eyes 35% rise — The bank valued Core Scientific’s contracted portfolio at about $23 per share and assigned additional option value to 384 MW of interconnection-backed expansion capacity.
Yahoo Finance 2026-07-30
Humana upgraded, Las Vegas Sands downgraded: Wall Street's top analyst calls
Yahoo Finance 2026-07-30
Is It Worth Investing in Broadcom Inc. (AVGO) Based on Wall Street's Bullish Views?
Yahoo Finance 2026-07-30
Unveiling Advanced Micro (AMD) Q2 Outlook: Wall Street Estimates for Key Metrics
Yahoo Finance 2026-07-30
Intel Corporation (INTC) Rally Highlights the Fund’s Missed CPU Bet — During the quarter, the Fund’s Institutional Class shares returned 50.34%, outperforming the MSCI World Information Technology Index’s 33.65% gain.
Yahoo Finance 2026-07-30
AMD Stock Soars 12.7% as AI Rally Revives Data-Center Bets
Marvell Stock Sits Far Below Its High, But Its Operating Margin Has Kept Climbing 2026-07-30
Marvell Stock Sits Far Below Its High, But Its Operating Margin Has Kept Climbing
Yahoo Finance 2026-07-30
LEADING SYSTEM INTEGRATOR iBUYPOWER BRANCHES OUT TO PREBUILT AND CUSTOM HIGH-PERFORMANCE PROFESSIONAL WORKSTATIONS
Yahoo Finance 2026-07-30
Citadel buys most of Situational's stock holdings after AI share rout, sources say
Yahoo Finance 2026-07-30
Intel (INTC) Just Expanded Its Foundry Tool Kit For AI Chip Customers
Yahoo Finance 2026-07-30
Should Samsung’s US$200 Billion AI Chip Pact With Broadcom Reshape Action From AVGO Investors? — Earlier this month, Samsung Electronics and Broadcom signed a long-term memorandum of understanding worth more than US$200 billion to supply high‑bandwidth memory and manufacture Broadcom’s next‑generation AI accelerators on Samsung’s advanced process technologies through 2030.
Stocks Settle Sharply Higher as Microsoft Leads a Surge in Tech Stocks 2026-07-30
Stocks Settle Sharply Higher as Microsoft Leads a Surge in Tech Stocks — The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +1.66%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +1.19%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +3.36%. September E-mini S&P futures (ESU26 ) rose +1.65%, and September E-mini Nasdaq futures...
Landmark AI Power Agreement Sends Huge Signal for AMD Stock 2026-07-30
Landmark AI Power Agreement Sends Huge Signal for AMD Stock
Yahoo Finance 2026-07-31
Dow Jones Futures: Market Rebounds, Now Watch For This; SpaceX, AMD, Sandisk, Eli Lilly Earnings Loom
Here’s How Much Traders See AMD Stock Moving After Earnings 2026-07-31
Here’s How Much Traders See AMD Stock Moving After Earnings
Yahoo Finance 2026-07-31
Inside the Trump administration's equity stakes in 30 companies
Yahoo Finance 2026-07-31
Intel Stock Rises as Analyst Sees Apple Supply Opportunity
Marvell Technology Is Betting More Of Its Revenue On One End Market 2026-07-31
Marvell Technology Is Betting More Of Its Revenue On One End Market
Yahoo Finance 2026-07-31
Should You Buy AMD Stock Ahead of Q2 Earnings? Here's What to Know
Yahoo Finance 2026-07-31
AMD Stock Rebounds With Chips Ahead Of Q2 Report; SpaceX Earnings, Lockup Expiration Loom Large
Yahoo Finance 2026-07-31
How Much Upside is Left in Broadcom Inc. (AVGO)? Wall Street Analysts Think 33.73%
Intel Stock's Operating Margin Turned Positive While Its Foundry Kept Losing Money 2026-07-31
Intel Stock's Operating Margin Turned Positive While Its Foundry Kept Losing Money
Yahoo Finance 2026-07-31
Sterling Infrastructure and Tractor Supply Company have been highlighted as Zacks Bull and Bear of the Day
Arista Networks vs. BigBear.ai: Which Tech Stock Is a Better Buy in 2026? 2026-07-31
Arista Networks vs. BigBear.ai: Which Tech Stock Is a Better Buy in 2026?
Yahoo Finance 2026-07-31
1 Cash-Producing Stock to Target This Week and 2 We Question
Yahoo Finance 2026-08-01
Corsair Gaming (CRSR) Could Be 20% Overvalued After Its AMD AI Conference Showcase
Yahoo Finance 2026-08-01
Jim Cramer Reveals Why Intel Corporation (NASDAQ:INTC) Is About More Than Just Selling Computer Chips
Yahoo Finance 2026-08-01
The 5 Most Interesting Analyst Questions From Intel’s Q2 Earnings Call
How Server CPUs Could Give AMD Stock a Big Boost After August 4 2026-08-01
How Server CPUs Could Give AMD Stock a Big Boost After August 4
1 Beaten-Down Semiconductor Stock That Could Make a Comeback 2026-08-02
1 Beaten-Down Semiconductor Stock That Could Make a Comeback
Yahoo Finance 2026-08-02
Jobs Report, Palantir, AMD, SpaceX, Eli Lilly, and More to Watch This Week
Earnings, PMI and Other Key Things to Watch this Week 2026-08-02
Earnings, PMI and Other Key Things to Watch this Week
Dow, S&P 500, Nasdaq Futures Climb As Markets Gear Up For Another Key Earnings Week: USO, PLTR, CRML 2026-08-03
Dow, S&P 500, Nasdaq Futures Climb As Markets Gear Up For Another Key Earnings Week: USO, PLTR, CRML, IONQ Stocks In Focus
Dow, S&P 500, Nasdaq Futures Climb As Markets Gear Up For Another Key Earnings Week: USO, PLTR, CRML 2026-08-03
Dow, S&P 500, Nasdaq Futures Climb As Markets Gear Up For Another Key Earnings Week: USO, PLTR, CRML, IONQ Stocks In Focus
Yahoo Finance 2026-08-03
Schneider Electric (ENXTPA:SU) Posts Strong Half Year Earnings, Is It Still Undervalued?
Yahoo Finance 2026-08-03
Earnings live updates: Marriott stock falls as Middle East drags, Trump brothers-backed American Bitcoin swings to loss
GlobalFoundries Stock Costs More Than The Market On Earnings And Less On Cash Flow 2026-08-03
GlobalFoundries Stock Costs More Than The Market On Earnings And Less On Cash Flow
Yahoo Finance 2026-08-03
Update: Middle East Diplomacy Optimism, Oil Price Decline Lift US Equity Futures Pre-Bell
Forget AI – This Macro Risk May Be The Biggest Threat To Bitcoin's Rally Right Now, Says Analyst 2026-08-03
Forget AI – This Macro Risk May Be The Biggest Threat To Bitcoin's Rally Right Now, Says Analyst
Yahoo Finance 2026-08-03
Broadcom Inc. to Announce Third Quarter Fiscal Year 2026 Financial Results on Wednesday, September 2, 2026
Yahoo Finance 2026-08-03
Middle East Diplomacy Optimism, Oil Price Decline Lift US Equity Futures Pre-Bell
Yahoo Finance 2026-08-03
Stocks Rise Pre-Bell as Trump Calls Off Planned Iran Strikes; Labor Market Data, Corporate Earnings on Deck
Yahoo Finance 2026-08-03
Broadcom Stock Slips After Losing Major EU Antitrust Fight
Yahoo Finance 2026-08-03
Citi Spots Surprising Winners in Chip Demand Surge
Yahoo Finance 2026-08-03
This ETF, The IBD Stock Of The Day, Breaks Out As Cybersecurity Stocks Rebound
AMD Q2 Earnings Preview: Wall Street Is Watching AMD's Server CPU Push As Lisa Su Eyes A $220B Marke 2026-08-03
AMD Q2 Earnings Preview: Wall Street Is Watching AMD's Server CPU Push As Lisa Su Eyes A $220B Market
Yahoo Finance 2026-08-03
Update: Equities Rise Intraday, Oil Slides Amid Middle East Deal Optimism
Yahoo Finance 2026-08-03
Nvidia (NVDA) Uses Own Chips for Design, While AMD (AMD) Relies on Rivals
MarketWatch 2026-08-03
AMD has two big engines roaring as it heads into earnings
Yahoo Finance 2026-08-03
Can Strong Data Center Revenues Boost AMD's Top Line in Q2 Earnings?
Yahoo Finance 2026-08-03
Is Intel’s AI PC and Advanced Packaging Ecosystem Shift Altering The Investment Case For Intel (INTC)?
For Micron Stock, The Growth That Justifies The Price Has To Arrive 2026-08-03
For Micron Stock, The Growth That Justifies The Price Has To Arrive
Yahoo Finance 2026-08-03
1 Nasdaq 100 Stock to Target This Week and 2 We Question
S&P500, Nasdaq End Higher, Dow Hits Record High On Strong Mag 7 Performance And Falling Oil Prices — 2026-08-03
S&P500, Nasdaq End Higher, Dow Hits Record High On Strong Mag 7 Performance And Falling Oil Prices — BA, XOM, CVX, HOOD, AMD In Focus
Yahoo Finance 2026-08-03
Citi Has a Bullish Message for AMD Stock Investors
Yahoo Finance 2026-08-03
Update: Dow Hits Record High as Oil Prices Slide on Iran Deal Hopes
AMD results put AI spending boom under the microscope 2026-08-03
AMD results put AI spending boom under the microscope
AMD Reports Q2 Earnings on Aug. 4. Here’s Why Analysts Remain Bullish. 2026-08-03
AMD Reports Q2 Earnings on Aug. 4. Here’s Why Analysts Remain Bullish.
Yahoo Finance 2026-08-03
What To Expect From AMD’s (AMD) Q2 Earnings
Yahoo Finance 2026-08-03
Trump admin to take $874M in equity stakes in 7 chip companies — experts say it could set bad precedent
AMD’s Helios Is Coming for Nvidia’s Rack, Not Just Its GPU 2026-08-03
AMD’s Helios Is Coming for Nvidia’s Rack, Not Just Its GPU
Stocks Supported by Easing Middle East Tensions 2026-08-03
Stocks Supported by Easing Middle East Tensions
The Market Is Missing a Huge Opportunity in NVIDIA, Micron, and Broadcom 2026-08-03
The Market Is Missing a Huge Opportunity in NVIDIA, Micron, and Broadcom
Yahoo Finance 2026-08-03
AMD, NVDA, and INTC Forecasts – AI Profitability Worries Pull Tech Lower
Yahoo Finance 2026-08-03
Falling Oil Boosts Wall Street Pre-Bell; Asia Mixed, Europe Up
AMD Stock Jumps Overnight Ahead Of Q2 Print — Citigroup Loads Up, Analyst Sees Over 40% Upside On ‘C 2026-08-04
AMD Stock Jumps Overnight Ahead Of Q2 Print — Citigroup Loads Up, Analyst Sees Over 40% Upside On ‘Clean’ Quarter
IonQ vs. Advanced Micro Devices: Comparing Revenue Trends Between a Quantum Computing Innovator and 2026-08-04
IonQ vs. Advanced Micro Devices: Comparing Revenue Trends Between a Quantum Computing Innovator and an Artificial Intelligence Giant
Yahoo Finance 2026-08-04
Update: Palantir Earnings Beat, Tech Stock Rally Lift US Equity Futures Pre-Bell
5 Things to Know Before the Stock Market Opens on Tuesday 2026-08-04
5 Things to Know Before the Stock Market Opens on Tuesday
Yahoo Finance 2026-08-04
Why Nvidia Stock Still Trades at a Heavy Discount to Chip Rivals
Yahoo Finance 2026-08-04
SpaceX's first earnings, AMD Q2 results, JOLTS data: What to Watch
Yahoo Finance 2026-08-04
Stocks Rise Pre-Bell Ahead of Latest Round of Earnings; Investors Gauge Uncertainty Over Potential US-Iran Deal
Yahoo Finance 2026-08-04
Palantir Technologies Earnings Buoy Wall Street Pre-Bell; Asia Mixed, Europe Up
Yahoo Finance 2026-08-04
Nvidia, Dell Back AI Cloud Startup Volta at $2.4 Billion Value
Yahoo Finance 2026-08-04
Equities Rally Intraday Amid Upbeat Earnings, Hormuz Reopening Hopes
Yahoo Finance 2026-08-04
Credo Technology Surges 52% YTD: Buy, Sell or Hold the Stock?
Yahoo Finance 2026-08-04
Should Investors Hold or Fold MRVL Stock at a P/S Multiple of 12X?
Yahoo Finance 2026-08-04
Could Broadcom (AVGO) Be 40% Undervalued As It Heads To Memory And Storage Conference?
Yahoo Finance 2026-08-04
Best Momentum Stocks to Buy for August 4th
CNBC 2026-08-04
AMD earnings are a key test for chips and momentum stocks. Here's what the options market is saying
Just How Wide Is the Potential Swing in Micron Stock? 2026-08-04
Just How Wide Is the Potential Swing in Micron Stock?
What Could Push Broadcom Stock Higher Is Already Sitting In Its Order Book 2026-08-04
What Could Push Broadcom Stock Higher Is Already Sitting In Its Order Book
A 'Market Wizard' Is Running One of the Worst ETFs of 2026 2026-08-04
A 'Market Wizard' Is Running One of the Worst ETFs of 2026
Yahoo Finance 2026-08-04
AMD and SpaceX Earnings: Good or Bad?
Advanced Micro Devices Q2 Earnings Call Highlights 2026-08-04
Advanced Micro Devices Q2 Earnings Call Highlights
Yahoo Finance 2026-08-04
Is Intel (INTC) Fairly Valued Following Q2 Guidance And AI Partnership Updates?
CNBC 2026-08-04
AMD's revenue climbs 50% and data center sales doubled, but the stock is down
Yahoo Finance 2026-08-04
Advanced Micro (AMD) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates
Yahoo Finance 2026-08-04
Early August Rally Brings Record Closing Highs
AMD Stock Drops After-Hours — AMD’s Q3 Outlook Beats Estimates But Investors Need More To Justify Va 2026-08-04
AMD Stock Drops After-Hours — AMD’s Q3 Outlook Beats Estimates But Investors Need More To Justify Valuations
24/7 Wall St. 2026-08-05
$10,000 in AMDL Became $40,270 in 7 Months, but AMD’s Earnings Crash Erased $9,500 in One Day — Here is what the 302% run actually cost its holders.
Yahoo Finance 2026-08-05
Dow closes at record on Mideast optimism; SpaceX, AMD drag Nasdaq — The Nasdaq saw its first decline in five sessions as AMD fell 7% and SpaceX stumbled nearly 14% following the release of its quarterly earnings.
Yahoo Finance 2026-08-05
Top Analyst Reports for Broadcom, Coca-Cola & Palantir
Yahoo Finance 2026-08-05
AMD Stock Drops 6.9% Despite Record $11.5 Billion Revenue — Record Data Center sales and a $13 billion outlook failed to prevent a sharp post-earnings decline.
Yahoo Finance 2026-08-05
Can Microchip's Micron Alliance Help it Challenge AVGO & ALAB?
Yahoo Finance 2026-08-05
AMD Q2 Earnings Beat Estimates, Strong Data Center Aids Revenue Growth
24/7 Wall St. 2026-08-05
41 Buy Ratings and No Sells: Why Wall Street Backs AMD
Stocktwits 2026-08-05
AMD Stock Tanks After Earnings, But The Dip Isn’t Changing Wall Street’s Or Retail Investors’ Bullish View — Here’s Why — Analysts raised price targets after earnings, while bullish retail traders said AMD could climb as high as $800 on AI-driven growth.
The Motley Fool 2026-08-05
Stock Market Midday, Aug. 5: Eli Lilly Pops and AMD Drops in Mixed Morning Markets
Yahoo Finance 2026-08-05
QRVO Earnings Beat Highlights a Changing Profitability Story
Yahoo Finance 2026-08-05
Should Investors Buy QRVO or Wait for More Visibility?
Trefis 2026-08-05
Marvell Stock Amplifies The Market You Already Own
Yahoo Finance 2026-08-05
NVIDIA to Power SpaceX AI Infrastructure: Will This Fuel NVDA's Growth?
Yahoo Finance 2026-08-05
AMD Shows Strong Outlook, but Warrants Limit Potential, Morgan Stanley Says
Yahoo Finance 2026-08-05
Can MRVL's Communications Recovery Drive Broad-Based Growth?
Yahoo Finance 2026-08-05
Disney Climbs on Profit Beat; AMD Falls on Underwhelming Forecast | Stock Movers
Yahoo Finance 2026-08-05
Longsys Showcases End-to-End AI Storage Solutions at FMS 2026
Stocktwits 2026-08-05
Lisa Su Says Customers Want 'A Lot More Compute' — Sees 'Tremendous Momentum' In AMD’s Data Center Business — During an interview with CNBC, Su said AMD's data center business is on track to grow well over 100% by 2027 as hyperscale and enterprise customers plan AI infrastructure investments further in advance.
Yahoo Finance 2026-08-05
Jabil Surges 31.6% in Past Six Months: Reason to Buy the Stock Now? — JBL's 31.6% six-month surge, AI momentum, diversified operations and rising earnings estimates point to further stock appreciation.
Quartz 2026-08-05
S&P 500 hits record high on Disney, Eli Lilly earnings — The S&P 500 climbed 0.6% on Wednesday, while SpaceX stock slumped more than 10% on its first quarterly report since going public
Trefis 2026-08-05
Intel Diversifies The Direction Of Your Returns, Not Their Size
CNBC 2026-08-05
AMD sinks 5% despite earnings beat, strong data center revenue — The chip giant has been a big beneficiary of the AI boom, with stock trading 132% up so far in 2026.
The Motley Fool 2026-08-05
AMD's Data Center Business Doubled to $6.7 Billion. The Stock Fell 9% Because of What That Growth Costs.
Yahoo Finance 2026-08-05
AMD, Supermicro and Spectro Cloud Simplify Enterprise AI Coding with Turnkey, Local-First Infrastructure
MarketWatch 2026-08-05
3 reasons AMD’s stock is falling in the face of its latest earnings report
Yahoo Finance 2026-08-05
AMD AI Boom Just Got Bigger -- Data Center Revenue Soars 107% in Second Quarter
Yahoo Finance 2026-08-05
If You Invested $1000 in Broadcom Inc. a Decade Ago, This is How Much It'd Be Worth Now
Proactive Investors 2026-08-05
Dow Jones and S&P 500 set to notch new highs despite AMD and SpaceX falls — 8.30am: ADP jobs softens US private-sector hiring slowed to 44,000 jobs in July from 98,000 in June, missing the 65,000 forecast and pointing to cooling labour demand.
Yahoo Finance 2026-08-05
Semiconductor Rally Powers S&P 500 to Fresh Record High
Yahoo Finance 2026-08-05
'This was not an exceptional result': Why AMD stock tanked 10% after earnings
Yahoo Finance 2026-08-05
AI and Chip Stocks Drop After Musk's Nvidia Bombshell — AMD was the S&P 500's worst performer ahead of the opening bell, slumping 8.7% as Musk's announcement overshadowed a second-quarter earnings beat. Nvidia's own shares climbed 2%.
Stocktwits 2026-08-05
AMD's Server CPU Business Could Grow More Than 70% in 2027, Morningstar Says — Lisa Su Sees AI Infrastructure Market ‘Expanding Far More Rapidly’ — Morningstar expects AMD's server CPU business to grow more than 70% in 2027, driven by AI infrastructure demand.
Yahoo Finance 2026-08-05
Is Dell (DELL) Quietly Becoming the Backbone of AI Infrastructure Across Sectors?
InvestorsHub 2026-08-05
AMD shares retreat despite record revenue and upbeat outlook — Advanced Micro Devices (NASDAQ:AMD) shares fell 7. 3% in pre-market trading after investors looked beyond another quarter of record revenue and stronger-than-expected guidance, focusing instead on weaker gross margins, rising capital expenditure and the loss of a major AI customer.
Yahoo Finance 2026-08-05
How Intel's Earnings Turned AMD's Beat Into A Sell-Off — (NASDAQ:AMD) stock fell nearly 9% in premarket trading Wednesday as investors appeared to want a stronger forward outlook following the chipmaker’s second-quarter results. The sell-off came even after AMD reported second-quarter revenue of $11.54 billion, topping the Wall Street estimate of $11.28 billion.
Yahoo Finance 2026-08-05
AMD Says Unexpected Demand Is Squeezing Server CPU Supply, But Lisa Su Forecasts a Brighter 2027: ‘Should Be Better Than 2026’
Yahoo Finance 2026-08-05
Advanced Micro Devices Inc (AMD) (Q2 2026) Earnings Call Highlights: Record Revenue and Data ... — AMD's Q2 2026 results showcase record revenue of $11.5 billion, with data center revenue more than doubling year-over-year, driven by strong AI demand and strategic partnerships.
Stocktwits 2026-08-06
AMD Buys Toronto AI Chip Startup Taalas — Retail Says It’s A Move To ‘Compete More Directly With Nvidia’
CNBC 2026-08-06
AMD buys chip startup that hardwires AI models into its silicon
Yahoo Finance 2026-08-06
AMD deepens AI inference bet with Taalas deal as chip race heats up
Yahoo Finance 2026-08-06
AMD Acquires Taalas to Advance Compute Solutions for Rapidly Growing AI Inference Market
Trefis 2026-08-06
Astera Labs Beat And Guided Higher, Then Fell Because The Rally Came First
Yahoo Finance 2026-08-06
AI Workloads Drive CPU Demand as AMD Discusses Longer-Term China Deals
Trefis 2026-08-06
Qualcomm's Largest Revenue Line Is Shrinking From Both Sides
Trefis 2026-08-06
AMD's Record Quarter Landed With A Margin Guide That Did Not Move
AMD Just Raised Its Long-Term Growth Ceiling. Here's Why Analysts Are Bullish on AMD Stock. 2026-08-06
AMD Just Raised Its Long-Term Growth Ceiling. Here's Why Analysts Are Bullish on AMD Stock.
Yahoo Finance 2026-08-06
LSCC Stock Offers AI Growth but Demands a Premium Valuation Trade-Off
Yahoo Finance 2026-08-06
How the AMI Deal Could Expand Lattice's AI Infrastructure Edge
Yahoo Finance 2026-08-06
Is Advanced Micro Devices (AMD) Priced For Perfection After Q2? — Over the last five years, AMD has returned about 352.6%, which puts extra focus on whether today’s price still leaves enough room for future cash flows to justify that gain.
Quartz 2026-08-06
SoftBank Q1 2026 earnings beat: Intel stake drives profit — The Japanese investment giant posted a $2.2 billion quarterly profit, with a 1.3 trillion yen gain on Intel stock doing most of the heavy lifting
24/7 Wall St. 2026-08-06
Western Digital Sinks 16%, SanDisk Falls 11%, Micron Drops 6% as Memory Selloff Hits Storage Stocks — Western Digital (NASDAQ:WDC) shares are sliding 16% to $437, while SanDisk (NASDAQ:SNDK) stock is dropping 11% to $1,198. Meanwhile, Micron Technology (NASDAQ:MU) shares are falling 6% to $844. The selloff extends across the group, with Seagate Technology (NASDAQ:STX) stock down 6% to $786 and the ...
Yahoo Finance 2026-08-06
Supermicro's Seventh Annual Open Storage Summit Brings Together 21 Ecosystem Partners to Share Practical Guidance on Deploying Enterprise AI at Scale
Yahoo Finance 2026-08-06
Broadcom Enables Enterprises to Strengthen Multi-Layer Cyber Defense and Operational Efficiency with New vDefend and Avi Load Balancer Capabilities
24/7 Wall St. 2026-08-06
How Large Does Your Portfolio Need to Be to Generate $30,000 a Month?
Investors Send SoftBank Stock 4.4% Lower Even as Profit Beats Estimates 2026-08-06
Investors Send SoftBank Stock 4.4% Lower Even as Profit Beats Estimates — SoftBank shares fell 4.4% after Q1 profit beat estimates on a 1.33 trillion yen Intel gain, while OpenAI added nothing.
InvestorsHub 2026-08-06
US futures steady as Iran negotiations, earnings and economic data dominate attention: Dow Jones, S&P, Nasdaq, Wall Street
Yahoo Finance 2026-08-06
The Zacks Analyst Blog Highlights Broadcom, The Coca-Cola and Palantir
Yahoo Finance 2026-08-06
Longsys Showcases End-to-End AI Storage Solutions at FMS 2026
SpaceX promises self-sustaining power and water recycling for $55b Grimes County project 2026-08-07
SpaceX promises self-sustaining power and water recycling for $55b Grimes County project — SpaceX will build a $16.8 billion semiconductor fabrication plant ("Terafab") in Grimes County, Texas.
Yahoo Finance 2026-08-07
Intel Announces Leadership Appointment to Strengthen Customer Engagement and Accelerate Growth
Yahoo Finance 2026-08-07
Why Super Micro (SMCI) Is Up 6.0% After AI Rack Expansion And AMD Instinct Coder Role — In recent days, Super Micro Computer announced a cash dividend of US$14.7778 per share on its 7.00% Series A Mandatory Convertible Preferred Stock, alongside new high-density, liquid-cooled AI data center racks that are factory-integrated for rapid, rack-scale deployment.
Yahoo Finance 2026-08-07
AMD Drops 6% Post Q2 Earnings: Is the Stock a Buy on the Dip?
Yahoo Finance 2026-08-07
SERV Q2 Loss Wider Than Expected, Revenues Increase Y/Y, Stock Down — Serve Robotics' Q2 loss widens as costs surge and revenues miss estimates, prompting a 14.1% after-hours drop and a cut to 2026 sales guidance.
Yahoo Finance 2026-08-07
Stock Market Rally Powers Ahead; SpaceX, Palantir, Sandisk Are Key Earnings Movers: Weekly Review
Yahoo Finance 2026-08-07
Supermicro (SMCI) Stock Looks Like A Bargain At This Price — After a period where the price has fallen 37% over the past year but recovered 11.9% over the past month, investors are weighing that history against what current valuation signals suggest. Over 5 years, Super Micro Computer has returned roughly 7x an initial investment.
Dear Cerebras Stock Fans, Mark Your Calendars for August 12 2026-08-07
Dear Cerebras Stock Fans, Mark Your Calendars for August 12
Yahoo Finance 2026-08-07
ETFs to Buy as AMD Shares Sink 7% Despite Q2 Earnings Beat
AMD’s acquisition of Toronto chip startup Taalas shows Canada needs to do more to keep companies at 2026-08-07
AMD’s acquisition of Toronto chip startup Taalas shows Canada needs to do more to keep companies at home
Yahoo Finance 2026-08-07
Advanced Micro Devices (AMD) Adds AI Inference Silicon With Taalas Acquisition
Quartz 2026-08-07
AMD acquires Taalas AI inference chip startup — The Toronto-based startup, founded in 2023, has raised $219 million and builds chips hardwired for specific AI models
S&P 500 closes at record high as employers cut 23,000 jobs 2026-08-07
S&P 500 closes at record high as employers cut 23,000 jobs — The S&P 500 closed at a record high on Friday after the US government reported that employers unexpectedly cut 23,000 jobs last month.
AMD to acquire Taalas for specialised AI inference silicon 2026-08-07
AMD to acquire Taalas for specialised AI inference silicon
Yahoo Finance 2026-08-07
US stocks jump as employers unexpectedly cut 23,000 jobs, raising hopes for easier rate policy — The yield on the two-year Treasury, which more closely tracks expectations for Fed action on interest rates, fell to 4.19% from 4.22% prior to the report's release.
24/7 Wall St. 2026-08-08
Ron Paul: Trump’s New Policy Is ‘As Dangerous to Liberty and Prosperity’ as Mamdani’s — Ron Paul just compared a Republican president's signature economic policy to democratic socialism, and his argument targets a specific stock that has already surged over 400% in a year.
AMD Just Reported Its Data Center Revenue More Than Doubled Year-Over-Year. What Comes Next. 2026-08-08
AMD Just Reported Its Data Center Revenue More Than Doubled Year-Over-Year. What Comes Next. — AMD’s data center revenue hit $6.7 billion in Q2 of 2026, accounting for 58% of total company sales, as demand accelerates for EPYC CPUs and Instinct GPUs.
Yahoo Finance 2026-08-08
This Analyst On Wall Street Thinks The CPU Trade Is Overdone, Should You Sell ARM (ARM) Stock?
TheStreet 2026-08-09
5-star analyst resets AMD stock price target — JPMorgan analyst Harlan Sur raised his price target on AMD (AMD) to $550 from $385 recently, according to a research note ...
Advanced Micro Devices Dips on Lower FCF, But Short Put Plays Attract Value Investors 2026-08-09
Advanced Micro Devices Dips on Lower FCF, But Short Put Plays Attract Value Investors — But, AMD is undervalued, and a 10% lower short put play yields 3.5% for 1 month.
Yahoo Finance 2026-08-09
AMD (AMD) Buys Inference Chip Startup Taalas To Sharpen Its AI Edge
Yahoo Finance 2026-08-10
Wall Street ends down as expectations of Hormuz deal fade — Investors became less confident about a deal to reopen the Strait of Hormuz, which sent U.S. crude prices up about 5% to settle at more than $82 a barrel.
Yahoo Finance 2026-08-10
Synopsys (SNPS) Just Locked Into Intel’s (INTC) Next Chip Node. What’s The Payoff?
Stocktwits 2026-08-10
Why Did FRMI Stock Rise As Much As 35% After-Hours?
24/7 Wall St. 2026-08-10
What’s Driving TeraWulf (WULF) Stock, and Are Its Peers Moving Too? — TeraWulf (NASDAQ:WULF) stock is leading a group of Bitcoin (CRYPTO:BTC) miner-turned-AI-infrastructure companies in 2026, with shares up 40.82% year to date. Applied Digital (NASDAQ:APLD) stock is up 18.52%, IREN Limited (NASDAQ:IREN) stock is up 2.57%, and Core Scientific (NASDAQ:CORZ) stock is up 33.52%, putting TeraWulf ahead of all three peers.
Yahoo Finance 2026-08-10
What Advanced Micro Devices (AMD)'s New Instinct Coder AI Stack and Data Center Push Means For Shareholders
Yahoo Finance 2026-08-10
Update: Equities Fall, Oil Rises Intraday Amid Hormuz Reopening Uncertainty
Yahoo Finance 2026-08-10
Dan Niles sees Intel foundry win as imminent amid $15B stock offering
Yahoo Finance 2026-08-10
Broadcom Boosts VCF Security: Can it Fend Off Nutanix and IBM?
Yahoo Finance 2026-08-10
Taalas Buyout Boosts AMD's AI Inference Abilities Against NVDA & GOOGL
Yahoo Finance 2026-08-10
Cerebras Q2 Earnings Loom: Buy or Sell CBRS Stock Ahead of Results? — CBRS heads into Q2 earnings with 88% core revenue growth expected, AI inference momentum and OpenAI gains, but margin pressures remain.
24/7 Wall St. 2026-08-10
Why Micron is Decisively Better Positioned Than Intel Now
Yahoo Finance 2026-08-10
Intel to Raise $15 Billion for Capital Spending, Stock Falls
Yahoo Finance 2026-08-10
Intel's AI Problem Just Got Bigger
Yahoo Finance 2026-08-10
RocketLab Rises on Space Interest; Moderna Moves on Flu Shot | Stock Movers — On this episode of Stock Movers: - RocketLab (RKLB) shares are higher this morning after rising Friday, following earnings from SpaceX last week. - Moderna (MRNA) shares are moving after last week's news that its mRNA flu shot won US approval in an FDA turnaround. - Intel (INTC) shares are moving after the company said it will be offering $15 billion in common stock, taking advantage of renewed int…
Trefis 2026-08-10
Micron Technology Stock Surged On A Shortage The Company Had Already Described
Quartz 2026-08-10
Intel raises $15 billion in stock offering for AI chip growth
Yahoo Finance 2026-08-10
Intel stock stumbles following blockbuster $15 billion equity offering — Investing.com -- Intel Corporation (NASDAQ:INTC) shares dipped 3.3% after the chipmaker dropped a surprise announcement: a proposed $15 billion underwritten public offering of common stock.
Stocktwits 2026-08-10
INTC Announces $15B Stock Offering To Support Capex Amid ‘Strong’ AI Compute Demand
Yahoo Finance 2026-08-10
Intel Selling $15 Billion in Common Stock as AI Demand Booms — (Bloomberg) -- Intel Corp. said it will be offering $15 billion in common stock, taking advantage of renewed interest in its business prospects during the artificial intelligence data center boom.
Yahoo Finance 2026-08-10
Intel Announces Proposed $15 Billion Common Stock Offering
WSJ 2026-08-10
How the AI Trade Is Stealing Crypto’s Thunder
24/7 Wall St. 2026-08-10
Why Micron is Decisively Better Positioned Than Intel Now
The Motley Fool 2026-08-11
AMD (AMD) Q2 2026 Earnings Call Transcript
Yahoo Finance 2026-08-11
Advanced Micro Devices, Inc. (AMD) vs. Sandisk Corporation (SNDK): Chip Earnings Momentum Meets a Mixed Market Reaction — (NASDAQ:AMD) beat Wall Street’s estimates across the board Tuesday, with revenue up 50% and data center sales more than doubling. The stock still fell as much as 10% in extended trading anyway. Sandisk Corporation (NASDAQ:SNDK) is up more than 400% this year already, reports its own results on Wednesday under even […]
Trefis 2026-08-11
What Is The Market Really Expecting From AVGO Stock? — At $422, Broadcom (AVGO) is being priced to deliver 26% revenue growth annually for the next 5 years simply to defend today's 68.4x multiple. That sits below the 32% the business is currently growing at, which is the unusual part.
TheStreet 2026-08-11
Intel’s CFO called his shot, but shareholders pay the price — (INTC) priced an upsized $20 billion stock offering at $95 a share on Tuesday, Aug. 11, raising $5 billion more than the $15 billion plan it announced just one trading day earlier.
Stocks Settle Lower Ahead of Wednesday’s CPI Report 2026-08-11
Stocks Settle Lower Ahead of Wednesday’s CPI Report — The S&P 500 Index ($SPX ) (SPY ) closed down -0.32% on Tuesday, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.34%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.33%. September E-mini S&P futures (ESU26 ) fell -0.35%, and September E-mini Nasdaq futures...
Yahoo Finance 2026-08-11
Cerebras Stock Gets a Boost. Wedbush Sees More Upside Ahead of Earnings — Cerebras Stock Gets a Fresh Boost as Wedbush Eyes $280 Target
Dear Intel Stock Fans, Mark Your Calendars for August 12 2026-08-11
Dear Intel Stock Fans, Mark Your Calendars for August 12 — Intel announces a $20 billion common stock offering, dumping 210 million shares priced at $95 each.
Yahoo Finance 2026-08-11
Wedbush Flags Surprise AMD Catalyst From Anthropic
Anthropic Signs Huge Data Center Deal With Bitcoin Miner Riot Platforms 2026-08-11
Anthropic Signs Huge Data Center Deal With Bitcoin Miner Riot Platforms
TheStreet 2026-08-11
Intel makes another $15 billion vital move as AI demand accelerates
AMD Sees AI Inference Fueling Explosive Data Center Growth in 2027 2026-08-11
AMD Sees AI Inference Fueling Explosive Data Center Growth in 2027
Fermi announces $6.5B lease agreement at Project Matador AI campus 2026-08-11
Fermi announces $6.5B lease agreement at Project Matador AI campus — Progress continues on a massive data center site being built near Amarillo, with Fermi America announcing a $6.5 billion deal.
Are Wall Street Analysts Predicting Broadcom Stock Will Climb or Sink? 2026-08-11
Are Wall Street Analysts Predicting Broadcom Stock Will Climb or Sink?
This Bitcoin Miner-Turned-Data Center Operator’s Stock is Jumping on a $9B Deal With Anthropic 2026-08-11
This Bitcoin Miner-Turned-Data Center Operator’s Stock is Jumping on a $9B Deal With Anthropic
Yahoo Finance 2026-08-11
Does Intel's Revenue Growth Signal a Turnaround in Its Fortunes? — INTC's 25% revenue jump, surging data center sales and AI PC growth point to a stronger recovery, even as margin and China risks persist.
Lip-Bu Tan sought US blessing for Intel’s stock sale 2026-08-11
Lip-Bu Tan sought US blessing for Intel’s stock sale — The US government will remain on the sidelines for the $15 billion stock sale.
Trefis 2026-08-11
AMD's Bigger Risk Sits In Its Revenue Mix, Not Its Multiple
24/7 Wall St. 2026-08-11
The AI Trade Has a New Battleground and One Stock is Emerging as a Winner — Marvell surged over 145% this year before pulling back sharply, and that gap between peak hype and current price is exactly where the most interesting trades hide.
Yahoo Finance 2026-08-11
Can NVIDIA's Vera CPU Challenge Intel and AMD's Market Dominance?
Quartz 2026-08-11
Intel upsizes stock offering to $20 billion for AI chip manufacturing — The chipmaker priced 210 million shares at $95 each, up from a $15 billion offering announced the day before
InvestorsHub 2026-08-11
Intel Raises $20 Billion in Upsized Share Sale to Support Chip Manufacturing Expansion — Intel (NASDAQ:INTC) raised $20 billion through an expanded share offering on Tuesday, taking advantage of the sharp rally in its stock to secure additional funding for its capital-intensive push into contract chip manufacturing. The chipmaker priced the offering at $95 per share, representing a 2.
Yahoo Finance 2026-08-11
Hiltzik: The Trump administration's investments in corporate stocks raise fears of 'crony capitalism'
Yahoo Finance 2026-08-11
Intel Announces Upsize and Pricing of $20 Billion Common Stock Offering
Yahoo Finance 2026-08-11
Anthropic Strikes $9 Billion Cloud Deal With Riot Platforms — (Bloomberg) -- Anthropic PBC has struck a $9.1 billion deal with Riot Platforms Inc., a Bitcoin mining company that recently began selling AI data center capacity, people familiar with the matter said, underscoring the Claude maker’s efforts to secure enough computing to meet its customers’ demand.Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIStocks Churn as Hormuz Stand…
TheStreet 2026-08-12
Cathie Wood buys $16.2 million of popular semiconductor stock
Cerebras Systems Q2 Earnings Call Highlights 2026-08-12
Cerebras Systems Q2 Earnings Call Highlights
Yahoo Finance 2026-08-12
AMD (AMD) Trades at a Premium: Phillip Securities Says AI Growth Justifies It — (NASDAQ:AMD) is trading at roughly 70x forward earnings, but Phillip Securities believes this premium is justified given its positioning for rising agentic AI demand. On August 11, the firm’s analyst Yik Ban Chong reiterated a Buy rating on the stock with a $755.00 price target.
Proactive Investors 2026-08-12
Intel: BofA sees $20B raise fueling foundry and server CPU growth — Intel Corp (NASDAQ:INTC, XETRA:INL) priced roughly $20 billion in new equity this week, a move analysts at BofA Securities said reflects growing confidence in the chipmaker's foundry business rather than a defensive balance-sheet play. The bank estimates the offering, which includes a 15%...
24/7 Wall St. 2026-08-12
Intel Is Up 176% This Year. Is It Time to Take Profits on INTC, AMD, Broadcom, and NVIDIA? — Intel's stunning 176% run has the semiconductor sector buzzing, but with AMD trading at a jaw-dropping 123x earnings and a fresh dilution event on the table, figuring out where to hold and where to fold across chip stocks has never been more consequential.
Yahoo Finance 2026-08-12
Broadcom is Overvalued at 23.8X P/E: Should You Still Buy the Stock?
A $20 Billion Reason Why Intel Stock Is in Focus 2026-08-12
A $20 Billion Reason Why Intel Stock Is in Focus
Yahoo Finance 2026-08-12
Why Intel (INTC) Stock Is Down Today — Shares of computer processor maker Intel (NASDAQ:INTC) fell 3.7% in the morning session after the company announced a plan to issue $15 billion in common stock.
24/7 Wall St. 2026-08-12
Prediction: This Chipmaker Could Be a Bigger Winner Than Investors Think — Wall Street keeps punishing Qualcomm for its handset headaches while ignoring two growth engines quietly building toward a $40 billion target.
Yahoo Finance 2026-08-12
MYR Group and Turtle Beach have been highlighted as Zacks Bull and Bear of the Day
Yahoo Finance 2026-08-12
NVIDIA's $500B Funding Push: Can It Unlock More Revenue Growth? — NVDA's $500B financing push is likely to lower AI factory funding barriers, boosting demand for GPUs, networking products and software.
Yahoo Finance 2026-08-12
Valens Semiconductor, Ltd. (VLN) Reports Q2 Loss, Beats Revenue Estimates — PTK Acquisition (VLN) delivered earnings and revenue surprises of 0.00% and +4.05%, respectively, for the quarter ended June 2026.
The Best AI Stocks of 2026 Shouldn’t Be in Your Three-Year Plan: Here’s Why 2026-08-12
The Best AI Stocks of 2026 Shouldn’t Be in Your Three-Year Plan: Here’s Why
Yahoo Finance 2026-08-12
Intel (INTC) Now Has The U.S. Government As Its Largest Shareholder — The U.S. government has acquired roughly a 10% equity stake in Intel (NasdaqGS: INTC), becoming the chipmaker's largest shareholder.
Stocktwits 2026-08-12
Intel’s Next Big Bet? CEO Lip-Bu Tan Eyes Memory-CPU Stacking As Chip Shortage Deepens
Yahoo Finance 2026-08-13
AMD Gets a Bigger AI Opportunity as CPU Market Expands — BofA sees server CPUs topping $210 billion by 2030.
Yahoo Finance 2026-08-13
Intel Stock Jumps as Bank of America Sees Bigger CPU Market
Yahoo Finance 2026-08-13
CLS vs. ANET: Which AI Stock Offers the Better Growth Opportunity?
Yahoo Finance 2026-08-13
Advanced Micro Devices (AMD) Plans $5 Billion Bond Sale For AI Expansion — Advanced Micro Devices (NasdaqGS: AMD) is preparing a multi billion dollar investment grade bond sale of up to US$5b to support AI related expansion.
The Motley Fool 2026-08-13
Why Intel Stock Popped Today
Stocktwits 2026-08-13
AMD Stock Gains As Chipmaker Reportedly Eyes $5B Debt Sale Amid Surging Compute Demand — Advanced Micro Devices Inc. is preparing to raise up to $5 billion in its largest-ever investment-grade debt offering to fund capital demands driven by the rapid growth of artificial intelligence.
Yahoo Finance 2026-08-13
AMD looks to raise $4 billion to $5 billion in debt offering, source says — Advanced Micro Devices on Thursday launched a four-part debt ‌offering that could raise between $4 billion ‌and $5 billion, according to terms reviewed by Reuters, as the chipmaker looks to fund general corporate purposes and potentially repay existing debt.
The Best Growth Stocks to Buy 2026-08-13
The Best Growth Stocks to Buy
Yahoo Finance 2026-08-13
AMD to Raise as Much as $5 Billion From Debt Offering — Advanced Micro Devices Inc. is planning to raise as much $5 billion in what could be the chipmaker’s biggest-ever investment-grade bond sale, adding to a wave of debt tied to the artificial intelligence boom.
Yahoo Finance 2026-08-13
Broadcom (AVGO) Stock Trades Near Fair Value But At A Premium On Earnings — Broadcom has returned about 8.7x over 5 years, which sets a high bar for any further upside case.
MarketWatch 2026-08-13
Dell’s stock has beaten Micron and AMD this year — and now it’s adding to its gains
Yahoo Finance 2026-08-13
Broadcom (AVGO) Strengthens Market Position with Major Customers and Strategic Agreements — During the second quarter, the Baron Opportunity Fund increased 27.07% (Institutional Shares), outperforming both the Russell 3000 Growth Index (17.05%) and the S&P 500 Index (15.20%).
Yahoo Finance 2026-08-13
Lip-Bu Tan Investing $12 Million of His Own Money into Intel Raise: Daniel Newman Calls It a ‘Strong Sign of Confidence’ in Chipmaker’s Future — Intel Corp (NASDAQ:INTC) CEO Lip-Bu Tan is investing $12 million of his own capital in the chipmaker’s newly upsized $20 billion stock offering, a move that Futurum Group CEO Daniel Newman sees as a strong vote of confidence.
Yahoo Finance 2026-08-13
The 5 Most Interesting Analyst Questions From AMD’s Q2 Earnings Call — Management attributed the quarter’s results to robust adoption of its EPYC server CPUs and Instinct accelerators, particularly within the data center segment, which now makes up nearly 60% of total revenue.
TheStreet 2026-08-14
Intel’s stock buybacks: History & investor impact explained
Yahoo Finance 2026-08-14
Why Broadcom Inc. (AVGO) Dipped More Than Broader Market Today — (AVGO) reached $393.06 at the closing of the latest trading day, reflecting a -5.93% change compared to its last close.
The Motley Fool 2026-08-14
Stock Market Today, Aug. 14: Rally Stalls on Disappointing Consumer Data, Broadcom Falls 6%
Yahoo Finance 2026-08-14
Broadcom Falls 6% as AI Trade Cools
Stocktwits 2026-08-14
Intel Banks $150M Paper Gain As Joby And Mobileye Rally In Q2 — According to Intel’s latest filings with the Securities and Exchange Commission (SEC), the company held a steady 15.3 million shares of Joby and 50 million Class A shares of Mobileye as of both March 31 and June 30.
Bill Ackman Just Bought Visa Stock. What Barchart Options Data Says Could Come Next for V Investors. 2026-08-14
Bill Ackman Just Bought Visa Stock. What Barchart Options Data Says Could Come Next for V Investors.
Yahoo Finance 2026-08-14
AMD Stock Jumps 5.6% While $4.75 Billion Debt Deal Lands
Trefis 2026-08-14
Marvell's Year Was Made In Interconnect, Not Yet In Custom Silicon
Broadcom Plunges 5% as Its AI Boom Faces a $370 Billion Financing Question 2026-08-14
Broadcom Plunges 5% as Its AI Boom Faces a $370 Billion Financing Question — (NASDAQ:AVGO) traded down more than 5% Friday as a new estimate put an enormous number on the debt machine behind the chipmaker’s AI expansion. BofA analyst Tom Curcuruto estimates Broadcom’s chip-financing vehicle could reach $370 billion of senior...
Yahoo Finance 2026-08-14
Donald Trump Is 'the Most Powerful Socialist in the Country Today,' Former Obama Economic Advisor Says
Yahoo Finance 2026-08-14
Cerebras Drops 12% Post Q2 Earnings: Buy the Stock on the Dip? — CBRS shares sink 12% after Q2 as muted Q3 growth and margin pressure overshadow surging revenues, while its $25.4B RPO supports long-term growth.
Trefis 2026-08-14
Intel Stock's Real Opportunity Is Demand It Cannot Yet Ship
Yahoo Finance 2026-08-14
Could Intel return to the red-hot memory market after $20B raise and recent hire? — The disclosure carries weight given Intel's simultaneous moves: a $20 billion common stock offering completed August 10 and the June 18 appointment of Seok-Hee Lee, former CEO of SK Hynix, as executive vice president of Intel Foundry.
Yahoo Finance 2026-08-14
Why Cloudflare and these 3 AI sub-sectors are 'the place to be' for tech investors
Yahoo Finance 2026-08-14
Latest News In AI Chips - Cerebras Expands Amidst Rising Demand For AI Innovation
Yahoo Finance 2026-08-15
Lip-Bu Tan Investing $12 Million of His Own Money into Intel Raise: Daniel Newman Calls It a ‘Strong Sign of Confidence’ in Chipmaker’s Future — Intel Corp CEO Lip-Bu Tan is investing $12 million of his own capital in the chipmaker’s newly upsized $20 billion stock offering, a move that Futurum Group CEO Daniel Newman sees as a strong vote of confidence.
24/7 Wall St. 2026-08-15
AMD’s $566 Million SpaceX Stake Raises a Bigger Question Than AI Chip Orders
24/7 Wall St. 2026-08-15
CEO Lip Bu-Tan Just Gave Intel a $10 Million Vote of Confidence — Intel's stock has already tripled, so why did the company's own CEO just write a $10 million personal check to buy even more shares at full market price alongside ordinary investors?
A $210 Billion Reason to Buy AMD Stock Here 2026-08-16
A $210 Billion Reason to Buy AMD Stock Here
Yahoo Finance 2026-08-16
What Could Intel (INTC) Returning To Memory Mean For Investors?
TheStreet 2026-08-17
JPMorgan lifts Bitcoin miner's price target after $9.1B Anthropic deal — JPMorgan Chase has raised its price target on Riot Platforms (Nasdaq: RIOT), a Bitcoin miner increasingly moving into AI infrastructure, to $22 from $20, while keeping its Overweight rating.
Trefis 2026-08-17
Micron Stock Has A New Profit Floor, But Did It Build A Ceiling Too?
Yahoo Finance 2026-08-17
Advanced Micro Devices (AMD) Is Positioned for the Next Wave of AI Demand — The fund returned 14.69% in the second quarter of 2026, slightly trailing the 15.20% gain of the S&P 500 Index as market performance remained highly concentrated in artificial intelligence (AI)-related […]
Stanley Druckenmiller Opens Positions in Hut 8, Riot Platforms And Bitdeer 2026-08-17
Stanley Druckenmiller Opens Positions in Hut 8, Riot Platforms And Bitdeer
Yahoo Finance 2026-08-17
Broadcom Inc. (AVGO) Upgraded to Buy: What Does It Mean for the Stock?
Yahoo Finance 2026-08-17
13F Season: Where Wall Street's Smart Money is Betting
Trefis 2026-08-17
What Quadrupled Intel Stock Was Not Foundry Customers
TheStreet 2026-08-17
Intel’s secondary share sale explained
Yahoo Finance 2026-08-17
Billionaire Stanley Druckenmiller and Brad Gerstner Both Dumped Broadcom (AVGO) and Bought This AI Stock Instead
Yahoo Finance 2026-08-17
Co-Packaged Optics in the AI Data Center: 10-Year Market Forecast and Strategic Analysis: Evaluating Silicon Photonics, Switch ASICs, and Strategies of Nvidia, Broadcom, Intel, and Marvell
Yahoo Finance 2026-08-17
Wall Street Analysts Predict a 32.15% Upside in Broadcom Inc. (AVGO): Here's What You Should Know — (AVGO) points to a 32.2% upside in the stock.
TheStreet 2026-08-17
Nvidia just took a very serious step on SpaceX stock
Yahoo Finance 2026-08-17
Will Credo Maintain Strong Margins Despite Higher R&D Spending in FY27? — CRDO's fiscal 2027 outlook points to 80%+ revenue growth, strong margins and rising R&D investment, led by optical and copper portfolios.
Yahoo Finance 2026-08-17
VMware Explore 2026 Brings Technical Sessions, Labs and Certs to IT Practitioners, Arming them for the Private AI Cloud Era
Yahoo Finance 2026-08-17
US Stock Market Today S&P 500 Futures Dip As Inflation Concerns Resurface — The Morning Bull - US Market Morning Update Monday, Aug, 17 2026 US stock futures are pointing slightly lower this morning, with E-mini S&P 500 contracts down about 0.2%. The key pressure comes from the US 10 year Treasury yield, which is nearing a 19 month high as investors brace for stickier inflation after year ahead expectations in the University of Michigan survey climbed to 4.3%.
Stocktwits 2026-08-17
AVGO Stock Rebounds After Worst Drop In Two Months: Retail Traders Look Past VMware Worry, Bet On Rebound — AVGO dipped 6% on Friday, piquing interest among retail investors ahead of the chipmaker's quarterly report due early next month.
Yahoo Finance 2026-08-17
AMD (AMD) Stock Trades Up, Here Is Why — Shares of computer processor maker AMD (NASDAQ:AMD) jumped 5.1% in the afternoon session after the company priced a $4.75 billion bond offering to fund its expansion into the artificial intelligence and data center markets, according to Bloomberg.
The Motley Fool 2026-08-18
Broadcom's Artificial Intelligence (AI) Revenues Are Forecast to Exceed $100 Billion in 2027: Should You Buy the Dip?
The Motley Fool 2026-08-18
Lisa Su Says AMD's Server Revenue Will Grow More Than 80% This Half -- and That's Not the AI Accelerator Business
Yahoo Finance 2026-08-18
Intel Corporation to Participate in Upcoming Investor Conference
Yahoo Finance 2026-08-18
AMD (AMD) Stock Gets Fair Value Boost As Analysts Rework AI Growth Expectations — Price targets on Advanced Micro Devices have shifted into a much wider range, with recent updates running from about US$450 up to US$1,250 as analysts revisit their assumptions.
Intel Stock Has Plunged 32% — What Investors Need to Know Beyond Dilution 2026-08-18
Intel Stock Has Plunged 32% — What Investors Need to Know Beyond Dilution
Nvidia Holds More Than 122 Million Shares of SPCX Stock After Q2. Barchart Data Shows It’s Making a 2026-08-18
Nvidia Holds More Than 122 Million Shares of SPCX Stock After Q2. Barchart Data Shows It’s Making a High-Upside Bet.
Yahoo Finance 2026-08-18
Intel Stock Plunges 7% as UBS Cuts Price Target to $112 — Intel Stock Takes Another Hit as UBS Trims Price Target to $112
Yahoo Finance 2026-08-18
Can STMicroelectronics Become a Bigger AI Datacenter Winner? — STM expects datacenter revenues above $1B in 2026 and well above $2B in 2027 as optical and power wins expand its AI footprint.
Yahoo Finance 2026-08-18
ALAB vs. AVGO: Which AI Infrastructure Stock Is the Better Buy Now?
Trefis 2026-08-18
The Gap Between MRVL Stock And Its Own Numbers
Yahoo Finance 2026-08-18
Lumentum Stock Is Overvalued at 11.4X P/S: Should You Still Buy It? — LITE's 11.4X P/S signals a premium valuation, but AI-driven optics growth, rising margins and stronger FY27 estimates may support the case.
Yahoo Finance 2026-08-18
Is Broadcom (AVGO) Undervalued As A 6% Drop Reopens The Valuation Debate? — Broadcom (AVGO) is back in focus after the stock fell almost 6% on Friday, its sharpest single day decline in over two months. The recent 6% single day drop fits into a choppy few months for Broadcom, with a 7 day share price return of down 7.1% and a 30 day share price return of up 5.83%.
Yahoo Finance 2026-08-18
Google Could Hand AMD a Bigger Role in Its AI Chips
24/7 Wall St. 2026-08-18
Memory’s Cyclicality is No More, So I Keep Loading Up on Micron
24/7 Wall St. 2026-08-18
Marvell Technology Drops 6% as Rising Treasury Yields Swamp a Bullish UBS AI Note — A bullish UBS note on Marvell's AI business landed Tuesday morning, and the stock still cratered 6%.
24/7 Wall St. 2026-08-18
Intel and AMD Fall 4% as 13F Filings Reveal Concentrated Chip Bets
Quartz 2026-08-18
SoftBank Group put 67% of U.S. portfolio into Intel stock — The Japanese investment group held 86.9 million Intel shares worth $12.1 billion as of June 30, dwarfing all other U.S. equity positions
The Motley Fool 2026-08-18
Meet the Vanguard ETF That's Crushing the S&P 500 and Nasdaq-100 Despite Not Owning Micron, Sandisk, or Any of the "Magnificent Seven" Stocks
Yahoo Finance 2026-08-18
Advanced Micro Devices (AMD) Unveils Instinct Coder For Private Enterprise AI
Yahoo Finance 2026-08-18
Intel (INTC) Is Up 6.1% After $20 Billion Equity Raise To Fund AI Build-Out - What's Changed — Earlier in August 2026, Intel completed a US$20.00 billion follow-on equity offering of about 210,526,315 common shares at US$95.00 each, reshuffling a broad syndicate of co-lead underwriters including major global banks.
Yahoo Finance 2026-08-19
AMD and Intel Shares Plummet, What You Need To Know
Yahoo Finance 2026-08-19
Why Broadcom (AVGO) Stock Is Trading Lower Today — Shares of fabless chip and software maker Broadcom (NASDAQ:AVGO) fell 3.9% in the afternoon session after its competitor Marvell Technology landed a deal to develop custom artificial intelligence (AI) chips for Google.
Yahoo Finance 2026-08-19
Wedbush Issues Stark Warning for Intel Stock as GPU Prices Surge
Google Is Betting a Whopping $94 Billion on SpaceX Stock 2026-08-19
Google Is Betting a Whopping $94 Billion on SpaceX Stock — What does Google's $94 billion stake in SpaceX really mean?
Yahoo Finance 2026-08-19
Broadcom Falls 2% as Google Adds Marvell to Its AI Chip Bench
Yahoo Finance 2026-08-19
Advanced Micro Devices (AMD) Raises $5b For AI As Its Valuation Debate Heats Up — Advanced Micro Devices (AMD) has just completed a multi tranche debt offering of almost US$5b to fund its push into AI and data center markets. The stock has pulled back about 4% over...
Famous Hedge Fund Tiger Global Opened a New Position in This 1 AI Stock 2026-08-19
Famous Hedge Fund Tiger Global Opened a New Position in This 1 AI Stock
Yahoo Finance 2026-08-19
Cisco Drops 10% Post Q4 Earnings: Buy, Sell or Hold the Stock? — CSCO's Q4 revenues surge 18%, and AI demand stays strong, but margin pressure, soft recurring growth and a premium valuation support a hold.
Yahoo Finance 2026-08-19
INTC's Client Computing Business Gains Momentum: Is More Growth Ahead?
Yahoo Finance 2026-08-19
Enterprise Networking Market Surges to $193.77 billion at a CAGR 9.2% by 2030 | Report by MarketsandMarkets™ — 19, 2026 (GLOBE NEWSWIRE) -- According to MarketsandMarkets™, the Enterprise Networking Market is projected to grow from USD 124.59 billion in 2025 to USD 193.77 billion by 2030, registering a CAGR of 9.2% during the forecast period.
24/7 Wall St. 2026-08-19
Marvell Technology Rockets 13% on $12.2B Google Warrant; Broadcom Falls 3%, Alphabet Unmoved — A massive warrant disclosure just reshuffled who builds Google's AI chips, sending one semiconductor giant surging while punishing the longtime incumbent with a 3% drop before markets had time to blink.
Yahoo Finance 2026-08-19
Marvell gives Google option to buy $12.2 billion stake in custom chip deal — Marvell Technology will help develop Google's in-demand custom chips and has given the tech giant the option to ‌become one of its biggest investors through a stake purchase ‌of as much as $12.2 billion, in its latest move to tap the AI boom.
The AI Boom Has a New Chip Shortage. Intel Is Ready. 2026-08-19
The AI Boom Has a New Chip Shortage. Intel Is Ready.
Yahoo Finance 2026-08-20
Lenovo Group Limited (LNVGY) and Intel Corporation (INTC) are Both Riding the AI Hardware Boom. One Just Posted a Loss Anyway — On August 13, 2026, The Wall Street Journal reported that Lenovo Group Limited (OTC:LNVGY)’s first-quarter revenue jumped 43% year over year to $26.94 billion on AI hardware demand. The company now expects to hit its $100 billion annual revenue goal ahead of schedule, even as it swung to a net loss.
Coatue Management Opens New Position in AMD Stock. View This as a Renewed Bet on the AI Trade. 2026-08-20
Coatue Management Opens New Position in AMD Stock. View This as a Renewed Bet on the AI Trade. — Coatue Management started a new AMD stock position worth $55.8 million in Q2, joining a wave of fresh AI bets from the hedge fund giant.
Trefis 2026-08-20
Earn 17% On AMD Stock Now, For Capping Your Upside At 24%
24/7 Wall St. 2026-08-20
How Much of Your Portfolio Should Actually Be in FTXL
Yahoo Finance 2026-08-20
Broadcom repoirtedly seeking to raise over $60 billion for AI chip deal — Investing.com -- Broadcom Inc. is negotiating with a group of lenders to secure more than $60 billion in debt financing for an artificial intelligence chip deal that would support Anthropic PBC and other companies, Bloomberg reported Thursday citing people familiar with the matter.
Yahoo Finance 2026-08-20
Cathie Wood Sends Fresh Warning on AMD Stock — Cathie Wood Dumps AMD Stock Again After $13 Million Sell-Off
Google Is Reportedly Working with AMD for Its New TPU. What This Means for AMD Stock. 2026-08-20
Google Is Reportedly Working with AMD for Its New TPU. What This Means for AMD Stock.
Duquesne Management Just Dumped Its Entire Stake in This Surging AI Stock 2026-08-20
Duquesne Management Just Dumped Its Entire Stake in This Surging AI Stock
24/7 Wall St. 2026-08-20
Broadcom Shareholders Should Be Paying Attention to What Just Happened With Marvell and Google
Yahoo Finance 2026-08-20
How Moderna’s Historic Short Squeeze Upended the AI Chip Trade
Yahoo Finance 2026-08-20
Cathie Wood's Firm Launches New ETF; Buys Broadcom, Rocket Lab, Cloudflare
Yahoo Finance 2026-08-20
Is Advanced Micro Devices (AMD) Priced For Perfection Or Trading At A Discount? — Over the last 5 years the stock has returned about 3.3x, which puts extra focus on whether current expectations already bake in much of AMD's AI and data center growth story.
Yahoo Finance 2026-08-20
Intel (INTC) Stock Became 67% Of A Major Investor’s US Equity Portfolio — SoftBank Group has made Intel (NasdaqGS: INTC) the centerpiece of its latest 13F filing, with the stock accounting for nearly 67% of the group’s disclosed U.S. equity portfolio.
24/7 Wall St. 2026-08-20
Prediction: AMD Stock Will Hit $650 on This Date — AMD has surged 117% this year on AI infrastructure spending, yet shares just pulled back sharply while Wall Street scrambles to catch up to what CEO Lisa Su revealed on the earnings call. Our model points to a specific date when $650 becomes reality.
Nutanix Stock Can Get a Big Lift From Agentic AI Growth, AMD Investment 2026-08-20
Nutanix Stock Can Get a Big Lift From Agentic AI Growth, AMD Investment
Trefis 2026-08-20
Micron's Biggest Risk Is Written In Its Construction Budget
Tiger Global Added to Its Position in Intel in Q2 2026-08-20
Tiger Global Added to Its Position in Intel in Q2
MarketWatch 2026-08-20
AMD is betting on dirt-cheap AI chips, but financing them is a major question mark
Stocktwits 2026-08-20
AVGO Stock Recovers Premarket After Marvell-Linked Selloff: Cathie Wood Loads Up On The Dip — Wood’s ARK Invest purchased $20 million shares of Broadcom on Wednesday.
3 American Stocks Showing the Same Setup That Sent Moderna Up 177% 2026-08-21
3 American Stocks Showing the Same Setup That Sent Moderna Up 177% — Moderna's 130% day ran on five conditions.
Yahoo Finance 2026-08-21
Broadcom (AVGO) Is Down 6.2% After Google Expands AI Chip Ties With Marvell - What's Changed — At the same time, Broadcom is exploring a very large debt-financing package, reportedly up to US$100.00 billion, to back AI chip deals for Anthropic and others, underscoring both its centrality to AI infrastructure build-outs and the financial and competitive...
Yahoo Finance 2026-08-21
Broadcom Inc. (AVGO) Laps the Stock Market: Here's Why — (AVGO) closed the most recent trading day at $368.45, moving +1.21% from the previous trading session.
Yahoo Finance 2026-08-21
AMD Falls as Nvidia's Earnings Test Looms Over AI Chips
The Motley Fool 2026-08-21
Advanced Micro Devices vs. Arm Holdings: Comparing Revenue Trends Between These Artificial Intelligence Companies
Quartz 2026-08-21
Broadcom seeks up to $80 billion in debt for AI chip deal — The chip designer is in talks with lenders on a deal that would benefit Anthropic and other AI companies, with a total potential raise of up to $100 billion
24/7 Wall St. 2026-08-21
Broadcom’s AI Boom: Is a 2x Stock Gain Still Within Reach? — Broadcom just posted 143% AI revenue growth and booked more orders than it shipped, yet the stock slid 13% in a week.
Yahoo Finance 2026-08-21
Broadcom Chip Financing; Ross Earnings Forecast | Stock Movers — On this episode of Stock Movers: - Broadcom (AVGO) is in talks with a group of lenders to raise more than $60 billion in debt for an AI chip financing deal that will benefit Anthropic PBC and other companies, according to people with knowledge of the matter. - Ross Stores (ROST) shares climb after the off-price retailer boosted its earnings per share forecast for the full year.
Yahoo Finance 2026-08-21
Seagate vs. AMD: Which AI Infrastructure Stock Has the Edge?
24/7 Wall St. 2026-08-21
Something Big Could Happen To NVIDIA Stock on August 26
The Motley Fool 2026-08-21
3 AI Chip Stocks Down 15% or More to Buy Right Now
Proactive Investors 2026-08-21
Broadcom seeks more than $60bn in debt for AI chip deal — Broadcom Inc (NASDAQ:AVGO, XETRA:1YD), the US semiconductor company, is in talks to raise more than $60 billion in debt to fund a financing deal that would supply AI chips to Anthropic and other companies.
Yahoo Finance 2026-08-21
Riot Platforms (RIOT) & CleanSpark (CLSK): Bitcoin Miners are Becoming AI Landlords. Riot Just Signed a $9 Billion Lease to Prove It — (NASDAQ:RIOT) struck a $9.1 billion, 20-year computing deal with Anthropic this week, leasing 191 megawatts of power at its Rockdale, Texas campus. The deal could grow to $16.1 billion if extended twice by five years each. Shares initially jumped more than 20% before giving back most of the gain.
Yahoo Finance 2026-08-22
These 3 AI stocks are bought by both hedge funds and mutual funds
Yahoo Finance 2026-08-22
Advanced Micro Devices (AMD) Adds Tim Ryan To Board After Director Retirement
Stocktwits 2026-08-24
S&P 500, Nasdaq End Lower On Chipmaker Weakness, While Traders Position For Nvidia Earnings This Week — AVGO, INTC, BE, NVDA, PSKY In Focus
Trefis 2026-08-24
After Its Recent Stumble, Is Broadcom Stock An Opportunity Or A Trap?
Trefis 2026-08-24
Marvell Technology Stock More Than Tripled On A Roadmap It Had Been Publishing All Along
Stocktwits 2026-08-24
AVGO Stock Slips Nearly 3% — Broadcom’s AI Spending Is Pushing Credit Risks Higher
Trefis 2026-08-24
The Shock Record Understates How Far Applied Optoelectronics Stock Can Fall
Yahoo Finance 2026-08-24
Intel (INTC) Joins City Scale Open 5G And NextG Testing Push
Yahoo Finance 2026-08-24
Worried About Broadcom's Debt? Bet on These Semiconductor ETFs Instead
Yahoo Finance 2026-08-24
Nancy Pelosi Disclosure Reveals Two Fresh AI Stock Bets
Yahoo Finance 2026-08-24
Broadcom Drops Nearly 2% as Custom-Chip Competition Tightens
24/7 Wall St. 2026-08-24
Marvell Falls 4% Ahead of August 27 Earnings, Broadcom Slips — Notably, the iShares Semiconductor ETF (NASDAQ:SOXX) is down 3% to $505.27 while the NASDAQ 100 tracking Invesco QQQ Trust (NASDAQ:QQQ) is down 0.7% to $708.39. Marvell Technology (NASDAQ:MRVL) stock is declining 4% to $228.31, giving ground three sessions before a confirmed earnings event and leading the semis ...
Yahoo Finance 2026-08-24
Top Analyst Says It’s Not Too Late to Buy These 2 AI Chip Giants — It’s no secret that the AI boom of recent years has been a primary driver of market gains, with the introduction of generative and agentic AI models and enormous demand for semiconductor chips and data centers making headlines – and profits for early investors.Summer Sale - Claim 70% Off TipRanks Unlock powerful investing tools with TipRanks Premium to make smarter, more confident investment decisions Subscri…
24/7 Wall St. 2026-08-24
Whoever Said Marvell Suffers Customer Concentration Risk Lied
Trefis 2026-08-24
NVIDIA Stock Can Fall By A Third Or Rise By Half And Still Be Normal
Yahoo Finance 2026-08-24
Company News for Aug 24, 2026
Yahoo Finance 2026-08-24
Can AMD (AMD) Win From the Shift Toward More CPU-Heavy AI Data Centers?
Yahoo Finance 2026-08-24
JPMorgan’s Berro Says Bond Market Can Handle High-Grade Stampede
Yahoo Finance 2026-08-24
AMD Stock Gets Stunning Price Target From Wall Street
Yahoo Finance 2026-08-24
AMD CEO Lisa Su Once Said Her Parents Expected All A’s, the Best Schools and a PhD — ‘I Just Thought, Wow, That’s a Lot to Do,’ But It Helped Shape 'Who I Am'
The Motley Fool 2026-08-24
Broadcom Has Seen Its Biggest Customer Drop a Key Chip Before. History Says What the Stock Did Next. — The last time a design-away scare hit the company, what followed was a 500% gain.
Why Wolfe Research Just Named Nvidia Stock Its Top AI Pick 2026-08-24
Why Wolfe Research Just Named Nvidia Stock Its Top AI Pick
Related: AI infrastructure and data center build-out 2026-08-25
Spillover from a related thesis (semantic)
Related: Custom silicon and AI cloud challenger chips 2026-08-25
Spillover from a related thesis (semantic)
Related: Micron memory chip supercycle — AI-driven DRAM demand 2026-08-25
Spillover from a related thesis (semantic)
Related: Custom silicon and AI cloud challenger chips 2026-08-25
Spillover from a related thesis (shares holding)
24/7 Wall St. 2026-08-25
Fidelity 500 Index Fund (FXAIX): What Investors Should Know
Yahoo Finance 2026-08-25
Can Intel's Latest AI Infrastructure Portfolio Expansion Aid Shares?
Trefis 2026-08-25
How Patience Discounts the Premium on NVIDIA Stock
Yahoo Finance 2026-08-25
OpenAI Claims Its New Chips Can Outperform Nvidia Processors in Tests
Yahoo Finance 2026-08-25
Is NVIDIA Set for Another Earnings Beat? ETFs in Focus
MarketWatch 2026-08-25
Why AMD can beat rivals Intel and Nvidia in the market for data-center CPUs
Yahoo Finance 2026-08-25
AMD Just Got a Major AI Vote of Confidence
Yahoo Finance 2026-08-25
AMD May Have Found Its Next Big AI Growth Engine
Yahoo Finance 2026-08-25
AMD Jumps 3.9% as $641 Target Reprices Server CPUs
TheStreet 2026-08-25
Nancy Pelosi makes intriguing first-ever bet on AI power stock
Trefis 2026-08-25
What You Actually Pay To Join The AMD Run
Trefis 2026-08-25
Can You Stomach The Plunge In Micron Stock?
The Motley Fool 2026-08-25
What Could a $10,000 Investment in Advanced Micro Devices Stock Be Worth by 2030?
Trefis 2026-08-25
Get Paid 12% A Year To Let Someone Else Chase ADI Stock Higher
24/7 Wall St. 2026-08-25
Applied Digital and IREN Climb 6% as the Digital Infrastructure Bid Broadens Past Bitcoin, Core Scientific Gains 4%
Marvell Is Partnering With Google to Create Custom Chips. How to Play MRVL Stock Here. 2026-08-25
Marvell Is Partnering With Google to Create Custom Chips. How to Play MRVL Stock Here.
Yahoo Finance 2026-08-26
What Is Advanced Micro Devices (AMD) Telling Investors With Its AI Security Push?
Yahoo Finance 2026-08-26
Attindas Hygiene Partners Announces Plans to Acquire Activ Médical Disposable
The Motley Fool 2026-08-26
AMD Stock Is Rising. Here's Why This Top AI Stock Is a Strong Buy Right Now
Yahoo Finance 2026-08-26
GIGABYTE Partners with AMD to Bring Onimusha: Way of the Sword Game Bundle to Gamers
Yahoo Finance 2026-08-26
Can Qualcomm Capitalize on Soaring Edge AI Demand With VENTUNO Q?
Yahoo Finance 2026-08-26
PCE Ticks Higher in July, NVIDIA Reports After the Close — While Q2 GDP stayed at a still-low +1.5%, PCE figures were mostly higher than expected.
24/7 Wall St. 2026-08-26
Why a Single Wire Report About Government Cash Sent AMD, Intel, and Micron Higher Overnight
Yahoo Finance 2026-08-26
Kodiak AI and AMD Collaborate to Advance Computing Power for Driverless Trucking
Yahoo Finance 2026-08-26
Goldman Sachs (GS) & Intel (INTC) Just Backed the Same AI Video Startup — On August 17, The Financial Times reported that AI video startup Higgsfield raised $400 million at a $5.4 billion valuation from investors.
Yahoo Finance 2026-08-26
Jim Cramer Points to Government Stake for Intel (INTC) Drop — During the August 24 Mad Money episode, a caller noted that they bought Intel Corporation (NASDAQ:INTC) at a cost basis of $93 per share and asked whether to pyramid down into the position now that the stock has dropped.
Intel Raises $23B to Fund AI Chip Capacity as 14A Roadmap Gains Momentum 2026-08-26
Intel Raises $23B to Fund AI Chip Capacity as 14A Roadmap Gains Momentum
Yahoo Finance 2026-08-26
/C O R R E C T I O N -- OPAQUE/
Yahoo Finance 2026-08-26
MXL's AI Optical Growth Accelerates: Can It Challenge AVGO & MRVL?
Yahoo Finance 2026-08-26
Is Intel (INTC) Stock Above Fair Value Or Still Below It? — Intel has returned 255.1% over the past year, which puts extra focus on whether today’s price already embeds much of the recent optimism.
24/7 Wall St. 2026-08-26
NVDA vs. AVGO: Which AI Chip Giant Actually Wins for Retirement Portfolios in 2026?
A $60 Billion Reason to Buy Broadcom Stock 2026-08-26
A $60 Billion Reason to Buy Broadcom Stock — Broadcom stock gained on news of fresh $60 billion debt talks with Blackstone and Apollo Global Management.
AMD Is Building an AI ‘Escape Hatch’ From Nvidia. Here’s What It Means for AMD Stock. 2026-08-26
AMD Is Building an AI ‘Escape Hatch’ From Nvidia. Here’s What It Means for AMD Stock.
Nvidia Eyes Perplexity AI as Earnings Approach. How NVDA Stock Investors Should Prepare. 2026-08-26
Nvidia Eyes Perplexity AI as Earnings Approach. How NVDA Stock Investors Should Prepare.
Yahoo Finance 2026-08-26
Intel Sees Strong Cash Flow Growth: Will the Trend Persist?
The Motley Fool 2026-08-26
1 Wall Street Analyst Just Upgraded AMD Stock and Estimates 30% Upside. Here's Why He's Bullish on This Semiconductor Stock.
Stocktwits 2026-08-27
On Nvidia Earnings Day, Cathie Wood’s ARK Loaded Up $20M On Rival Chip Stock — Cathie Wood’s ARK Investment Management bought a total of 57,705 AVGO shares across three of its funds.
Nvidia Reports $7.8 Billion in Q2 Gains on Equity Portfolio That Includes SpaceX, Intel, CoreWeave, 2026-08-27
Nvidia Reports $7.8 Billion in Q2 Gains on Equity Portfolio That Includes SpaceX, Intel, CoreWeave, and More
The Motley Fool 2026-08-27
Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought — Ark Invest was a buyer of tech stocks down as much as 53% from their recent all-time highs.
Trefis 2026-08-27
Micron Spent The Memory Shortage Signing Multiyear Contracts
Quartz 2026-08-27
Nasdaq rises as Nvidia stock jumps on revenue forecast — Nvidia projected 70% revenue growth in fiscal 2028, lifting chip stocks and broader market sentiment on Thursday
Trefis 2026-08-27
Broadcom Looks Expensive Until You Price The Order Book
24/7 Wall St. 2026-08-27
NVIDIA Is Now Up 20% in a Month: Take Profits, or Buy More?
Yahoo Finance 2026-08-27
8-27-2026: Nvidia Surge, Oil Relief + Jackson Hole in Focus — Nvidia delivered another blowout quarter with 75% revenue growth guidance for fiscal 2028, while Salesforce surged over 20%
Yahoo Finance 2026-08-27
Chip Stocks Rise After Nvidia's Blowout Earnings Spark Tech Rally
Broadcom Urges Enterprises to Prepare Now for Post-Quantum Cyber Threats 2026-08-27
Broadcom Urges Enterprises to Prepare Now for Post-Quantum Cyber Threats
Yahoo Finance 2026-08-27
NVIDIA vs. AMD: Only One AI Stock Is a Solid Buy Now
Yahoo Finance 2026-08-27
Broadcom Rides AI Semiconductor Growth: Can it Beat NVDA & AMD?
Spicy Stocks: Why BNP Thinks Jalapeño Could Benefit Broadcom Stock 2026-08-27
Spicy Stocks: Why BNP Thinks Jalapeño Could Benefit Broadcom Stock
AMD Stock Alert: Raymond James Sees $201B Revenue Opportunity by 2030 2026-08-27
AMD Stock Alert: Raymond James Sees $201B Revenue Opportunity by 2030
Yahoo Finance 2026-08-27
AMD Boosts Embedded Prospects With UCIe: Can Rivals Catch Up?
Yahoo Finance 2026-08-27
Cathie Wood Sends a $20 Million Signal on Broadcom Stock
Yahoo Finance 2026-08-27
Anthropic Bet Tens of Billions on AMD. One Month Later, It Signed a $45 Billion Nvidia-Powered Lease — Reuters reported on August 26, citing a person familiar with the matter after Bloomberg broke the news, that Anthropic will spend $45 billion over six years to rent Nvidia Vera Rubin computing capacity from Nscale’s planned West […]
Yahoo Finance 2026-08-28
Impinj and Broadcom Shares Skyrocket, What You Need To Know
Yahoo Finance 2026-08-28
Credo to Report Q1 Earnings: Should You Buy, Hold or Sell the Stock?
Yahoo Finance 2026-08-28
Kevin Warsh didn't bring up the $40 trillion national debt or historic deficits in his Jackson Hole speech
Yahoo Finance 2026-08-28
MCHP's Portfolio Expansion Boosts Growth Prospects Against AMD & LSCC
Yahoo Finance 2026-08-28
Nvidia Just Put $21 Billion Behind Elon Musk
The Motley Fool 2026-08-28
Stock Market Today, Aug. 28: Marvell Slides 10% on Softer Fiscal 2028 Guidance and Google Deal Timing
The Motley Fool 2026-08-28
History Says the Nasdaq-100 Does This in September. AI Investors Should Take Note.
Yahoo Finance 2026-08-28
Intel (INTC) Unveils New Enterprise AI Push With Governance And Local Deployment Focus
Yahoo Finance 2026-08-28
ARM's Expanding AI Growth Opportunity Goes Beyond Market Hype
Yahoo Finance 2026-08-28
NVIDIA (NVDA)’s Real Advantage Isn’t Chips Anymore. It’s Money — CNBC reported on August 18, 2026, that NVIDIA Corporation (NASDAQ:NVDA) agreed within the same week to a $500 billion financing pact with major Wall Street firms and up to $105 billion in support for an OpenAI data center in Ohio as rivals AMD and Google chip away at its once-dominant technology lead.
Yahoo Finance 2026-08-28
Broadcom vs. AMD: Which AI Chip Stock Has the Better Risk-Reward?
Yahoo Finance 2026-08-28
Why Is AMD Stock Sliding on Friday? — Advanced Micro Devices Inc (NASDAQ:AMD) stock fell nearly 1% on Friday as investors weighed new semiconductor tariff risks that could raise costs across chips, data center servers and other technology hardware.
Yahoo Finance 2026-08-29
Broadcom’s Debt Deal Could Reach $100 Billion in the AI Buildout’s Latest Mega-Financing — (NASDAQ:AVGO)-backed financing vehicle is reportedly in talks to raise $70 billion to $80 billion in debt for a chip-financing deal that would support AI companies like Anthropic, CNBC’s David Faber confirmed on August 20, with Bloomberg separately reporting that the total arrangement could reach $100 billion once all pieces are counted.
The Motley Fool 2026-08-29
I'd Rather Bet on AI's Electric Bill Than Its Chips. Here's Why.
Intel vs. AMD: Why the Market Share Number Is Misleading 2026-08-29
Intel vs. AMD: Why the Market Share Number Is Misleading — AMD crossed 30% in client CPUs, yet its bigger win over Intel is in the data center that actually drives profits.
Yahoo Finance 2026-08-29
5 big analyst AI moves: Downgrades for SAP and Intuit; AMD lifted to Strong Buy
Yahoo Finance 2026-08-30
Street Calls of the Week — Monday - Chipotle Mexican Grill assumed, downgraded to Neutral with a $40 price target
Yahoo Finance 2026-08-30
Advanced Micro Devices (AMD) Is Exposed To Proposed US Chip Tariffs
Interest Rates, Jobs Data and Other Key Things to Watch this Week 2026-08-30
Interest Rates, Jobs Data and Other Key Things to Watch this Week
Is Advanced Micro Devices Stock Outperforming the Dow? 2026-08-30
Is Advanced Micro Devices Stock Outperforming the Dow?
Yahoo Finance 2026-08-31
Analogue Computing Market Outlook Report 2026-2030 Featuring Profiles of Analog Devices, Texas Instruments, and Intel
Yahoo Finance 2026-08-31
AMD's Saudi AI Bet Is Scaling Toward 1 Gigawatt
Yahoo Finance 2026-08-31
AMD, Cisco and HUMAIN Expand Saudi Arabia's AI Infrastructure as AMD Instinct Systems Go Live
Yahoo Finance 2026-08-31
Advanced Energy and Fluence Energy have been highlighted as Zacks Bull and Bear of the Day
Yahoo Finance 2026-08-31
Amkor's Global Footprint Expands: Can It Strengthen Customer Ties?
Yahoo Finance 2026-08-31
Broadcom Announces VMware AI Factory, Enabling Faster Time to Production AI and Greater Control Over AI Tokenomics
The Motley Fool 2026-08-31
Not Nvidia, Not AMD. Micron Could Be September's Biggest AI Winner or Loser.
24/7 Wall St. 2026-08-31
Read This Before Buying VYM. Retirement Investors Are Losing This Critical Income Sleeve.
Yahoo Finance 2026-08-31
Buy Dell Technologies Stock Before Q2 Earnings as AI Server Demand Soars?
The Motley Fool 2026-08-31
There Are 16 Billion Reasons to Pay Attention to Broadcom Earnings on Sept. 2
Yahoo Finance 2026-08-31
What Is Broadcom (AVGO) Saying About Secure Enterprise AI In Private Clouds?
Yahoo Finance 2026-08-31
How Investors Are Reacting To Cisco Systems (CSCO) Expanding Sovereign AI Infrastructure In Saudi Arabia
Trefis 2026-08-31
Marvell's Hyperscaler Deal Lands In A Fiscal Year Management Will Not Size Yet
Yahoo Finance 2026-08-31
AMD Expands Global AI Footprint With New Saudi Platform
AMD Stock Alert: Advanced Micro Devices Teams Up With Cisco on AI Infrastructure 2026-08-31
AMD Stock Alert: Advanced Micro Devices Teams Up With Cisco on AI Infrastructure
24/7 Wall St. 2026-08-31
Marvell and Google: Misplaced Fear Should Drive Your Purchase Decision — Marvell shares dropped 10% after announcing what may be its most valuable customer agreement ever, and the gap between what traders feared and what the contract actually says is where the opportunity lives.
Here’s How Much Traders See Broadcom Stock Moving After Earnings 2026-08-31
Here’s How Much Traders See Broadcom Stock Moving After Earnings
Yahoo Finance 2026-08-31
AMD Enters a Sovereign AI Showcase, Not a Revenue Windfall
Yahoo Finance 2026-08-31
Cathie Wood Just Swapped $95 Million of AMD for Nvidia and Broadcom — Ark sold roughly $95 million of AMD while buying about $94 million of Nvidia and Broadcom.
Yahoo Finance 2026-09-01
Broadcom (AVGO) Reports Earnings Tomorrow: What To Expect
Yahoo Finance 2026-09-01
Is Intel’s (INTC) Privacy-Focused AI and Foundry Momentum Quietly Redefining Its Investment Case?
Yahoo Finance 2026-09-01
Cathie Wood Dumps $74 Million of AMD Stock After Explosive Earnings — Cathie Wood Pulls $74 Million From AMD as Data Center Sales Soar
24/7 Wall St. 2026-09-01
AMD vs. Alphabet: One Stock Could Be the Surprise AI Winner
Yahoo Finance 2026-09-01
Broadcom Set to Report Q3 Earnings: Buy, Sell or Hold the Stock?
Yahoo Finance 2026-09-01
Should NVIDIA Stock Be in Your Portfolio Post Solid Q2 Earnings?
Yahoo Finance 2026-09-01
Seagate's YTD Gains are Double the Industry: Is the Stock Still a Buy?
Yahoo Finance 2026-09-01
Nvidia, Medtronic, Robinhood, Novartis, Fervo Energy, and More Stocks That Explain Today’s Market
Yahoo Finance 2026-09-01
Nvidia’s Latest Deal Is Even More Confusing Than Usual—Just Don’t Call It ‘Circular Financing’
The Motley Fool 2026-09-01
Stock Market Today, Sept. 1: Intel Falls on Chip Stock Pressure
Yahoo Finance 2026-09-01
Intel’s CEO Put $10 Million Into His Own Stock. It’s Now Cheaper Than He Paid — Intel CEO Lip-Bu Tan put almost $10 million of his own money into Intel Corporation (NASDAQ:INTC) on August 11. The Form 4 shows a family trust buying 105,263 shares at $95 each. The timing makes the trade more interesting: $95 was also the price of Intel’s enormous new equity offering, and the stock has since […]
24/7 Wall St. 2026-09-01
Nvidia Just Broke the Stock Market (Again) — Eric analyzed Nvidia's attractive valuation relative to the broader market, contrasting its growth trajectory with Broadcom, and explored reports that Nvidia is in talks to acquire Hugging Face for over 13 billion dollars, signaling an even deeper push into AI model infrastructure.
Yahoo Finance 2026-09-01
Broadcom Faces Crucial Earnings Test After AI Chip Sales Surge 143% — The company expects $16 billion in third-quarter AI semiconductor revenue as investors assess whether its powerful growth can continue.
Yahoo Finance 2026-09-01
Billionaires Were Buying These Two Nancy Pelosi AI Stocks — In July, he bought 10,000 shares and 100 call options, each disclosed in the $1 million to $5 million range. A few days later, he bought another 5,000 shares and 100 more call options, each in […]
24/7 Wall St. 2026-09-01
Prediction: This Stock Could Be the Next Big AI Winner
Yahoo Finance 2026-09-01
Review & Preview: September Blues
Credo Technology Group Q1 Earnings Call Highlights 2026-09-01
Credo Technology Group Q1 Earnings Call Highlights — Credo Technology Group (NASDAQ:CRDO) reported record fiscal first-quarter 2027 revenue of $479 million, up 10% sequentially and 115% from a year earlier, as demand for AI infrastructure connectivity products continued to expand.
TheStreet 2026-09-01
Broadcom's earnings loom, but this reveal came first
28 Analysts Share Their Broadcom Stock Forecast Before Q3 Earnings 2026-09-01
28 Analysts Share Their Broadcom Stock Forecast Before Q3 Earnings — Analysts see 38% upside, but shares now carry the weakest money flow of 14 chip stocks.
The Motley Fool 2026-09-01
AMD's Instinct Systems Are Now Live in Saudi Arabia -- Here's What the Next 250 Megawatts Are Worth to the Stock
The Motley Fool 2026-09-01
If There Is a Stock Market Crash, Here Are 2 Artificial Intelligence (AI) Stocks I Am Loading Up on
Yahoo Finance 2026-09-01
Cathie Wood Sold $26 Million of Palantir to Buy These Two Stocks — ARK shifted more than $50 million into Block and Rocket Lab while trimming several high-profile growth names.
Yahoo Finance 2026-09-02
Should Investors Buy CLS Stock as Earnings Estimates Improve?
Yahoo Finance 2026-09-02
Micron Stock Soars 685% in a Year: Is the Momentum Still Sustainable? — MU's 685% rally is backed by surging AI memory demand, sold-out 2026 HBM output, soaring profits and a valuation below the sector average.
24/7 Wall St. 2026-09-02
Marvell vs. Broadcom: One AI Stock Looks More Attractive Right Now
Yahoo Finance 2026-09-02
Broadcom Inc. (AVGO) Is Considered a Good Investment by Brokers: Is That True?
Stocktwits 2026-09-02
AVGO Stock Dips 4% After-Hours — Broadcom’s Soft Q4 Outlook Overshadows Strong Q3 Chip Sales
Yahoo Finance 2026-09-02
Broadcom Inc. (AVGO) Q3 Earnings and Revenues Beat Estimates — (AVGO) delivered earnings and revenue surprises of +3.11% and +0.41%, respectively, for the quarter ended July 2026.
Trefis 2026-09-02
The Real Price of Marvell Stock's Growth — The company is posting strong growth, raising its revenue outlook for next year by $1.5 billion in a single quarter.
Yahoo Finance 2026-09-02
Broadcom Stock Falls Despite Better-Than-Expected Fiscal Q3 Results
Yahoo Finance 2026-09-02
Broadcom Beats Third-Quarter Estimates on Strong AI Chip Sales
Yahoo Finance 2026-09-02
Broadcom's price sinks over 6% after releasing Q3 earnings — Market Domination Overtime host Josh Lipton reports that Broadcom's (AVGO) price fell more than 6% after the company released its earnings report as CEO Hock Tan tried to reassure investors.
Yahoo Finance 2026-09-02
No Surprises In Broadcom’s (NASDAQ:AVGO) Q2 Sales Numbers, Inventory Levels Improve — Fabless chip and software maker Broadcom (NASDAQ:AVGO) met Wall Street’s revenue expectations in Q2 CY2026, with sales up 85.5% year on year to $29.59 billion. On the other hand, next quarter’s revenue guidance of $34.8 billion was less impressive, coming in 1.1% below analysts’ estimates. Its non-GAAP profit of $3.32 per share was 2.5% above analysts’ consensus estimates.
The Motley Fool 2026-09-02
Broadcom Earnings: AI Chip Sales Tripled. Here’s the $34.8 Billion Number Investors Need to Watch. — Broadcom's Q3 2026 revenue jumped 86% to $29.6 billion and adjusted EPS hit $3.32, both above Wall Street's targets, as AI chip sales more than tripled to $16.7 billion.
TheStreet 2026-09-02
Broadcom Inc. Q3 2026 Earnings: Live Updates of $AVGO Earnings Call, Forecast
Broadcom Stock Trades Lower After Earnings. Here’s What Traders Need to Know. 2026-09-02
Broadcom Stock Trades Lower After Earnings. Here’s What Traders Need to Know.
Yahoo Finance 2026-09-02
Broadcom stock sinks as chipmaker results 'not enough to keep investors happy'
Yahoo Finance 2026-09-02
Top Stock Reports for AMD, Costco & AstraZeneca
Proactive Investors 2026-09-02
Broadcom stock drops on Q4 guidance miss even as AI semiconductor revenue triples — Broadcom Inc (NASDAQ:AVGO, XETRA:1YD) shares fell more than 6% after the company's fiscal fourth-quarter revenue guidance fell short of Wall Street expectations, overshadowing a third-quarter earnings beat driven by surging demand for its custom AI chips.
24/7 Wall St. 2026-09-02
Jensen Huang Says the $3.5 Billion MediaTek Deal Is Not Circular. The Decade Long Roadmap Is the Real Tell. — Jensen Huang calls NVIDIA's $3.5 billion MediaTek investment anything but circular, but the ten-year horizon buried in his explanation points to a competitive pressure he is not saying out loud.
Stocktwits 2026-09-03
Broadcom Sees $230B In AI Revenue By 2028, Driven By 'Geniuses' OpenAI, Anthropic: Analyst Says Some Risks Remain Unresolved
Yahoo Finance 2026-09-03
2 Growth Stocks to Stash and 1 Facing Headwinds
Yahoo Finance 2026-09-03
Oil pulls back, Broadcom disappoints - what’s moving markets
Yahoo Finance 2026-09-03
Stock market today: Dow, S&P 500, Nasdaq futures rise as investors shrug off Middle East tensions
The Motley Fool 2026-09-03
Broadcom's AI Revenue Just Soared 221%, and Profits Tripled. So, Why Is the Stock Flat?
Yahoo Finance 2026-09-03
AVGO Q3 Earnings Call Puts AI Supply and Scale in Focus — Broadcom maps AI semiconductor revenues to $115B in fiscal 2027 and $230B in 2028, with supply and data center readiness setting the deployment pace.
Yahoo Finance 2026-09-03
Broadcom Just Put a Massive Number on Its AI Future — The chipmaker now sees AI revenue potentially reaching $230 billion by 2028, raising the stakes for investors betting on its next phase of growth.
Yahoo Finance 2026-09-03
Assessment of the Global 6G Communications Optical and Optronic Opportunities 2026, Reveals Why 6G Optical Isn't a New Market, But an Opportunity Layer on Today's Infrastructure
Yahoo Finance 2026-09-03
Broadcom Targets $230 Billion of AI Revenue by Fiscal 2028 — Fourth quarter revenue guidance of $34.8 billion came in below consensus
Yahoo Finance 2026-09-03
Artisan Trimmed AMD (AMD) After Its AI-Driven Surge — Global equities rebounded sharply during the quarter, with the MSCI ACWI Index returning 15.3% as resilient economic growth, strong corporate earnings, and continued enthusiasm around artificial intelligence supported markets despite persistent inflation, […]
Broadcom’s Latest Sales Outlook Is Dragging on the Stock 2026-09-03
Broadcom’s Latest Sales Outlook Is Dragging on the Stock
24/7 Wall St. 2026-09-03
Broadcom’s Q3 Beats the Street — But Only Just Barely — Revenue edged consensus by just 0.53% and EPS by 2.53%, thin margins against the expectations baked into the AI trade.
Yahoo Finance 2026-09-03
Broadcom Forecasts Steep Ramp In AI Revenue
Yahoo Finance 2026-09-03
ASUS Expands AI Infrastructure Ecosystem from Cloud to Edge
Yahoo Finance 2026-09-03
Broadcom 2027 Guidance Meets Expectations; 2028 Sets a High Bar, RBC Says
Yahoo Finance 2026-09-03
Broadcom Guide to Double Fiscal 2027 AI Revenue is Conservative, Truist Says
Yahoo Finance 2026-09-03
Why Is Advanced Micro (AMD) Down 5.2% Since Last Earnings Report?
The Motley Fool 2026-09-03
Why Broadcom Stock Dropped Today
Yahoo Finance 2026-09-03
AI Infrastructure Demand Remains Red-Hot: HPE, AVGO, DELL Deliver
Yahoo Finance 2026-09-03
Broadcom Shares Fall 5.6% Even as Revenue Surges 86% — Third-quarter revenue hit $29.59 billion as AI-semiconductor sales reached $16.7 billion.
Trefis 2026-09-03
Should You Buy Marvell Stock Because Its Operating Margin Keeps Widening? — The stock, at about $206, is up more than 220% over the past twelve months and down about 32% over the past three months.
Yahoo Finance 2026-09-03
AMD (AMD) Stock May Be 24% Undervalued On Saudi AI Expansion — Over the past 5 years, Advanced Micro Devices has returned about 330.5%, which places extra focus on whether today’s price still leaves enough room for attractive future returns.
Stocktwits 2026-09-03
CLS Stock Jumps 12% As Broadcom AI Call Sparks Switch Rally
The Motley Fool 2026-09-03
Hock Tan Just Put a $230 Billion Number on Broadcom's 2028 AI Revenue. That Is 4 Times This Year's.
24/7 Wall St. 2026-09-03
Nvidia Is Now Paying to Train Plumbers, and the Stock That Should Benefit Most Just Hit a 52-Week Low
Trefis 2026-09-03
Do You Still Own The NVIDIA You Bought? — The shares trade near $224, up about 32% over the past year and comfortably ahead of the S&P 500.
Yahoo Finance 2026-09-03
Why Is AMD (AMD) Becoming More Important In Secure AI Infrastructure?
Yahoo Finance 2026-09-03
Cathie Wood Sold About $72.8 Million of AMD and Bought About $53 Million of Nvidia. What Changed? — ARK Invest’s August 28 transaction disclosure showed sales of 156,286 shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) and purchases of 243,707 shares of NVIDIA Corporation (NASDAQ:NVDA). Based on the August 28 closing prices, the moves were worth an estimated $72.8 million […]
Yahoo Finance 2026-09-03
Broadcom Delivered Bullish AI Commentary on Fiscal 2027, 2028 Revenue Outlook, Demand Visibility, UBS Says
Investor Who Went 30 Years Without a Loss Just Bet $125 Million on Bitcoin 2026-09-03
Investor Who Went 30 Years Without a Loss Just Bet $125 Million on Bitcoin — Druckenmiller's family office bought $125.6 million of Bitcoin miners. The bet is down roughly $30 million on paper.
The Motley Fool 2026-09-03
Could a $10,000 Investment in AMD Double by the End of 2028?
Yahoo Finance 2026-09-03
Can ARM's AGI CPU Push Unlock $15B in Revenues by FY'31? — Arm Holdings' AGI CPU push could create about $15B in revenues by FY'31, with meaningful sales starting in FY'28 and no expected hit to its IP and CSS businesses.
Yahoo Finance 2026-09-04
The Bull Case For Kyndryl Holdings (KD) Could Change Following Expanded VMware-AI Alliance With Broadcom
The Motley Fool 2026-09-04
Broadcom's Artificial Intelligence (AI) Chip Sales Surged 221% to $16.7 Billion Last Quarter: Is the Stock a Screaming Buy Right Now?
Yahoo Finance 2026-09-04
Dell’s earning report was bullish for Intel CPU demand, analyst says — The firm's $200 price target and a 2031 EPS estimate of $20 rest on three interlocking arguments: rising CPU-to-GPU ratios in AI clusters, x86's entrenched enterprise position, and the architectural advantages of Intel's Clearwater Forest processor.
Yahoo Finance 2026-09-04
Intel Witnesses an Uptrend in Estimate Revisions: Is it Worth Buying?
Trefis 2026-09-04
QCOM Showered Owners With Cash. The Stock Still Lagged The Market
Yahoo Finance 2026-09-04
SMCI Rises 29% Year to Date: Time to Buy, Sell or Hold the Stock? — Super Micro Computer gains 29% YTD as record backlog, AI partnerships and rising shipments fuel growth, while improving margins add to its appeal.
Yahoo Finance 2026-09-04
Silicon Motion Surges 186% in Past Year: Reason to Buy the Stock? — SIMO's 186.1% surge reflects strength in NAND controllers, expanding customer ties, product innovation and growth across AI, cloud and autos.
24/7 Wall St. 2026-09-04
Cathie Wood Just Bought 705,102 Shares of a Rocket Company 50 Times Smaller Than SpaceX
Yahoo Finance 2026-09-04
Here’s the Real Reason Nvidia Is Buying Hugging Face — Nvidia stock rose after it announced a $12.9 billion deal for Hugging Face.
Trefis 2026-09-04
Marvell Stock Had A Huge Year And Still Sits Well Below Its High — Marvell Technology (MRVL) stock returned 235.9% over the past year, climbing from $62.18 to $208.83.
Yahoo Finance 2026-09-04
Mizuho Resets Intel Target For the Rest of 2026
Yahoo Finance 2026-09-04
OpenAI Has Launched GPT-6 Astra. These Stocks Will Benefit.
Yahoo Finance 2026-09-04
Adobe appoints new CEO to succeed Narayen in December
Yahoo Finance 2026-09-04
Cathie Wood Cuts AMD and Puts $53 Million Into Nvidia — ARK Invest shifted its semiconductor exposure after Nvidia's latest earnings, selling about $72.8 million of AMD while adding to Nvidia.
Yahoo Finance 2026-09-04
Jim Cramer Says “Someone Must Know Something” About Broadcom Inc. (NASDAQ:AVGO)’s Post-Earnings Share Dip — The results saw the firm post $29.6 billion in revenue and $3.32 in earnings per share to beat analyst estimates on both counts. (NASDAQ:AVGO)’s semiconductor revenue jumped by 221% annually to sit […]
AMD’s Data Center Revenue and EPS to Double by 2027 — With Shares Down 19%, It’s a Buy 2026-09-04
AMD’s Data Center Revenue and EPS to Double by 2027 — With Shares Down 19%, It’s a Buy
Broadcom Crushed Earnings and the Stock Fell Anyway. Investors Are Ignoring a $230 Billion Signal. 2026-09-04
Broadcom Crushed Earnings and the Stock Fell Anyway. Investors Are Ignoring a $230 Billion Signal. — Broadcom's near-term guidance disappointed investors, but its $230 billion AI revenue target for 2028 points to much bigger growth ahead.
Yahoo Finance 2026-09-04
Micron, SanDisk Lead Memory Chip Stocks Rally on Strong AI Demand — Micron, SanDisk and SK hynix Stocks Rally as $95 Billion AI-Server Backlog Fuels Demand
Is AVGO Stock Poised for a Rebound After Broadcom's Strong Q3 Results? 2026-09-04
Is AVGO Stock Poised for a Rebound After Broadcom's Strong Q3 Results? — Broadcom's Q3 operating income margin was 67.9%, and its free cash flow (FCF) margin was over 46%. With higher analyst revenue forecasts for next year, FCF could soar by 63%. AVGO could be worth 63% more.
Yahoo Finance 2026-09-04
5-Star Analyst Resets Intel Stock Price Target on Weaker PC Demand
Yahoo Finance 2026-09-05
Why Broadcom CEO Hock Tan Called Anthropic and OpenAI 'Two Geniuses in the Middle of Mongolia'
Yahoo Finance 2026-09-05
Broadcom And 2 Other Undervalued Stocks To Own
Yahoo Finance 2026-09-05
Broadcom (AVGO) AI Revenue Soars, But Wall Street Wants More
Yahoo Finance 2026-09-05
Intel’s AI Tailwinds Are Real. Mizuho Cut the Target Anyway. — On September 3, Mizuho lowered the price target on Intel Corporation (NASDAQ:INTC) to $92 from $109.
Yahoo Finance 2026-09-06
Intel (INTC) Enters Trusted AI Standards as Enterprise Infrastructure Role Grows
Yahoo Finance 2026-09-06
Broadcom And 2 Top Growth Stocks To Watch
The Motley Fool 2026-09-06
Nvidia Is Near Its High While Its Biggest Chip Peers Sit 18% to 32% Below Theirs. These Are the Chip Stocks to Buy. — Why do their discounts run from 2.6% to 32%?
Trump Again Touts Intel Stock Gains in AI Image, Claims He Made ‘Hundreds of Billions' 2026-09-07
Trump Again Touts Intel Stock Gains in AI Image, Claims He Made ‘Hundreds of Billions'
Bloom Energy Up 52% Since Pelosi's Bottom Buy: What Does She Know? 2026-09-07
Bloom Energy Up 52% Since Pelosi's Bottom Buy: What Does She Know? — Bloom Energy stock has surged 52% since Paul Pelosi bought shares near a multi-month low in late July.
Yahoo Finance 2026-09-07
NVIDIA's Hugging Face Buyout: Can It Further Strengthen AI Dominance? — NVDA's $12.93B Hugging Face deal is likely to deepen its AI moat by combining chip leadership with a vast open-model platform and developer ecosystem.
Yahoo Finance 2026-09-07
Broadcom Inc. (AVGO) Is a Trending Stock: Facts to Know Before Betting on It
24/7 Wall St. 2026-09-07
AMD’s Whole AI Story Has One Threat It Cannot Ignore: Broadcom
TheStreet 2026-09-07
Nvidia just sent a strong signal to AMD and Intel investors
Yahoo Finance 2026-09-07
AMD Stock Jumps After Unveiling $100,000-Plus AI Workstation for 2027
Yahoo Finance 2026-09-07
Broadcom Inc. (AVGO)’s AI Opportunity Expands Across AI Infrastructure
24/7 Wall St. 2026-09-07
Wall Street Is Worried About AMD. Here’s Why Long-Term Investors Shouldn’t Be — The case for a 53% run from here is more credible than Wall Street is letting on.
24/7 Wall St. 2026-09-07
Nvidia Is No Longer Just a Chip Company. It’s the Infrastructure Platform for All of AI
Yahoo Finance 2026-09-08
Intel Foundry and ASML Collaborate to Accelerate Industry Readiness for High NA EUV
Stocktwits 2026-09-08
INTC Jumps Overnight: Trump Touts Intel Stock In AI-Generated Trading Image, Claims He Made ‘Billions’ For US — President Donald Trump’s latest stock-market post adds fresh momentum to Intel’s already explosive 160% year-to-date rally.
Advanced Micro Devices Sees AI Boom Fueling MI450, Helios and Server CPU Growth 2026-09-08
Advanced Micro Devices Sees AI Boom Fueling MI450, Helios and Server CPU Growth
24/7 Wall St. 2026-09-08
AMD Has Something Nvidia Doesn’t. Is the Stock Finally Ready to Break Out? — The path to $700 exists, but it depends on three very specific things going right.
Yahoo Finance 2026-09-08
Can Intel's AI PC Innovation With ASU Strengthen Its Market Position? — INTC's new on-device AI agent could cut ASU football game preparation time by 15% to 20% while streamlining practice play-card creation.
24/7 Wall St. 2026-09-08
Queen of Capital Gains: Pelosi Bets $3 Million on Bloom Energy — Then It Got Added to the S&P 500
Yahoo Finance 2026-09-08
The Zacks Analyst Blog Highlights Apple, Broadcom, Shell and KVH Industries
Yahoo Finance 2026-09-08
Qualcomm, Amgen, Novartis, Corning, Boeing, and More Stocks That Explain Today’s Market
The Motley Fool 2026-09-08
Stock Market Today, Sept. 8: Stocks Slide Amid Surging Oil Prices, Persistent Geopolotical Tenisons — Crude oil pushed toward $100 per barrel amid Middle East conflict and U.S.-Canada trade friction, today, Sept.
Yahoo Finance 2026-09-08
AMD Just Put a $70 Billion Number on Its AI Ambitions
Yahoo Finance 2026-09-08
US Equity Markets End Lower After Houthi Attack on Saudi Arabia Energy Facilities
Stocktwits 2026-09-08
AMD Stock Spikes 6% After CFO Claims Total Addressable Market To Hit $3 Trillion In 2030 — Advanced Micro Devices stock jumped over 6% following executive statements detailing a massive expansion in artificial intelligence infrastructure demand and an aggressive multi-year hardware rollout strategy.
Jim Cramer Names 2 Stocks Set to Win From ChatGPT-6 Astra Boom 2026-09-08
Jim Cramer Names 2 Stocks Set to Win From ChatGPT-6 Astra Boom — Analysts see 42% to 44% upside for both chipmakers.
The Motley Fool 2026-09-08
Broadcom vs. Marvell: Which Custom AI Chip Stock Is the Better Buy?
Yahoo Finance 2026-09-08
F-Secure and AMD Silo AI Demonstrate Unique Approach to Helping Secure Digital Journeys in Agentic AI Era
Trefis 2026-09-08
Marvell Is Growing Faster And Its Margin Guide Is Standing Still — Marvell Technology (MRVL) trades at $223.55, down 22.6% over the past three months, even after a 249.5% gain over the past twelve.
Yahoo Finance 2026-09-09
AMD, IBD Stock Of The Day, Runs Past Early Buy Point As Chipmaker Returns To Favor
Yahoo Finance 2026-09-09
AMD Stock Rises as CFO Says Its Addressable Market Could Reach $2 Trillion — Investors were piling into the chip designer after Hu said Tuesday that artificial-intelligence demand will drive a total market for AMD’s products to $2 trillion in 2030.
Yahoo Finance 2026-09-09
Intel (INTC) Advances While Market Declines: Some Information for Investors — Intel (INTC) closed the most recent trading day at $106.23, moving +1.68% from the previous trading session.
Yahoo Finance 2026-09-09
Could Advanced Micro Devices (AMD)’s Partnership With Cisco Systems (CSCO) Unlock a Massive Middle East AI Opportunity?
The Motley Fool 2026-09-09
Broadcom (AVGO) Q3 2026 Earnings Call Transcript — Custom AI accelerators drove record revenue with $230B AI projection by 2028.
Yahoo Finance 2026-09-09
Intel (INTC) and ASML Move High-NA EUV Into Production. Can the Economics Catch Up?
Yahoo Finance 2026-09-09
HostColor Stocks AMD Ryzen 9 9950X Dedicated Servers in Tokyo — HostColor has announced the arrival of new batch of AMD Ryzen 9950X and AMD EPYC Dedicated Servers at the Equinix TY6 data center in Tokyo, Japan. HostColor - AMD Ryzen And AMD EPYC Servers in Tokyo HostColor has announced the arrival of new batch of AMD Ryzen 9950X and AMD EPYC Dedicated Servers at the Equinix TY6 data center in Tokyo, Japan.
24/7 Wall St. 2026-09-09
What Investors Need To Understand About Broadcom, Credo and Snowflake Earnings
AT&T CEO Stankey Details Fiber, Wireless and AI Growth Strategy at Goldman Sachs Conference 2026-09-09
AT&T CEO Stankey Details Fiber, Wireless and AI Growth Strategy at Goldman Sachs Conference
Yahoo Finance 2026-09-09
Bank of America Spots a Major Semiconductor. Micron and AMD Are Big Winners
Yahoo Finance 2026-09-09
Intel Rises After a $120 Target Meets 59% AI Growth — The turnaround is becoming visible, but Tuesday's 9% surge already consumed much of the projected upside.
Yahoo Finance 2026-09-09
Broadcom (AVGO) Faces Google Chip Risks, But Macquarie Sees a $40 Billion Anthropic Opportunity
Yahoo Finance 2026-09-09
AMD Jumps 3.5% as Its $2 Trillion-Plus AI Promise Raises the Stakes
Trefis 2026-09-09
Did You Already Pay For NVIDIA's Bigger Guide? — NVIDIA (NVDA) trades at $225.73, about 4% below its 52-week high after a 35% total return over the past twelve months.
TheStreet 2026-09-10
Intel stock surges 9% as surprising turnaround takes shape
Yahoo Finance 2026-09-10
Celestica vs. Corning: Which AI Infrastructure Stock is a Better Buy?
Yahoo Finance 2026-09-10
Micron Stock Slips as Intel-Backed Start-up Takes Aim at Memory-Chip Market
Yahoo Finance 2026-09-10
Piper Sandler Says AMD Is About to Enter Its Biggest Growth Phase Yet
Yahoo Finance 2026-09-10
IPEC Successfully Holds NPO Standards Industry Summit, Aiming to Build a Robust International Standards Ecosystem
Yahoo Finance 2026-09-10
HPE Surges 26% in 3 Months: Is it the Right Time to Buy the Stock? — Hewlett Packard Enterprise's 26% three-month gain masks a discounted valuation as AI, cloud and networking demand fuel growth and stronger profitability.
Yahoo Finance 2026-09-10
ASML Expands High-NA Ties With Samsung and Intel as AI Demand Builds
Trefis 2026-09-10
Qualcomm Stock Looks Cheap, But Is The Discount Deserved? — Qualcomm (QCOM) trades at about $176 a share, down about 14% over the past three months and up 12.4% over the past twelve.
Yahoo Finance 2026-09-10
NVIDIA vs. AMD After Earnings: Which AI Stock Should You Buy Now?
Yahoo Finance 2026-09-10
Intel Stock Plunges 4% as Piper Sandler Turns Neutral on Chipmaker
24/7 Wall St. 2026-09-10
Cathie Wood Is Selling AMD Before MI450 Arrives. Is She About to Miss Another Nvidia?
24/7 Wall St. 2026-09-10
The Portfolio You Need to Generate $500 a Month in Dividend Income — Generating $500 a month from dividends sounds straightforward until you see how wildly the required capital swings depending on which stocks you pick and which trade-offs you are willing to accept.
Trefis 2026-09-10
Can Marvell Stock Make You Money Before Its Hyperscaler Deal Pays Off? — Marvell Technology (MRVL) trades at $235.01, and it has expanded its agreement with a key hyperscaler, a deal analysts size at up to $120 billion of revenue over about six and a half years.
Yahoo Finance 2026-09-10
AMD Falls 2.5% After Declaring a $2 Trillion AI Prize
The Motley Fool 2026-09-10
An Nvidia Move Just Put AMD and Intel on the Defensive
Yahoo Finance 2026-09-10
Atsign and Intel® solve the Edge AI encryption conundrum — Trusted identity management/hardware acceleration tie-up improves performance by approximately 8700%, eliminating a major barrier to smart transportation systemsSAN JOSE, Calif., Sept. In combination with Intel®, Atsign has achieved a staggering performance uplift of approximately ~88x for hardware-accele
24/7 Wall St. 2026-09-10
OpenAI Picked Broadcom for Its First Custom AI Chip. The Race for Number Two Just Got Dangerous.
Why It’s Time to Load Up on Intel Stock 2026-09-10
Why It’s Time to Load Up on Intel Stock
24/7 Wall St. 2026-09-10
Jim Cramer Breaks With AI Bull Camp: ‘We Need a Kill Switch’
Yahoo Finance 2026-09-10
Can Strong LEAP Momentum Boost ASE Technology's Long-Term Growth?
Why 1 Veteran Analyst Just Trimmed His Intel Stock Price Target 2026-09-10
Why 1 Veteran Analyst Just Trimmed His Intel Stock Price Target — Mizuho cuts Intel’s price target to $92 as valuation concerns grow despite stronger server demand and improving execution.
Stocktwits 2026-09-11
AMD, BE, CRWV In Focus: Situational Awareness Has Been Reportedly Buying Options Tied To These Stocks
Yahoo Finance 2026-09-11
Oracle, Micron, Kroger, Adobe, Hewlett Packard, and More Stocks That Explain Today’s Market
Yahoo Finance 2026-09-11
Why Nvidia’s Chip Rivals Have Left It in the Dust This Week
Trefis 2026-09-11
How Far Could Intel Stock Fall After More Than Quadrupling In A Year? — Intel (INTC) stock fell 5.6% on September 10 and trades near $100, about 29% below its 52-week high. Even so, it has returned 310.5% over the past year.
24/7 Wall St. 2026-09-11
How Much JEPQ Do You Need to Collect $2,400 a Month? — JEPQ's near-14% distribution rate makes a $2,400 monthly paycheck sound almost effortless, but the fund hides concentrated megacap tech bets, bank credit exposure, and a payout that swings sharply with market volatility in ways most income investors never see coming.
Former OpenAI Researcher Bets on AI Stocks After $35 Billion Wipeout 2026-09-11
Former OpenAI Researcher Bets on AI Stocks After $35 Billion Wipeout — Former OpenAI researcher Leopold Aschenbrenner is betting on AI stocks again just weeks after his fund’s $35 billion collapse.
Yahoo Finance 2026-09-11
What's Going On With Broadcom Stock Friday
Yahoo Finance 2026-09-11
Do You Have the Guts to Buy the AI Stocks Right Now?
Trefis 2026-09-11
Ciena's Backlog Or Arista's Margins: Which Should Carry Your AI Network Bet?
24/7 Wall St. 2026-09-11
Marvell Rises 5% as Piper Sandler Starts Coverage With $270 Target; Broadcom Edges Higher, NVIDIA Holds Steady
The Motley Fool 2026-09-11
1 Thing I Wish I'd Known About the Stock Market When I First Started Investing
24/7 Wall St. 2026-09-11
The Better Nvidia Killer: Broadcom or AMD?
Dear Rackspace Stock Fans, Here’s What the Nvidia Partnership Means for RXT 2026-09-11
Dear Rackspace Stock Fans, Here’s What the Nvidia Partnership Means for RXT
24/7 Wall St. 2026-09-11
Wall Street Just Erased $57 Billion From Micron. The Shortage Behind Its Boom Is Getting Worse.
Yahoo Finance 2026-09-11
3 Semiconductor Stocks with Competitive Advantages — Compute-intensive AI workloads are also priming them for the next wave of secular growth, so it’s no wonder the industry has outperformed the market over the past six months, delivering returns of 46.2% compared to 12.7% for the S&P 500.
Northland Upgraded Intel to Outperform and Set a $120 Target. Its Turnaround Is Finally Taking Hold. 2026-09-11
Northland Upgraded Intel to Outperform and Set a $120 Target. Its Turnaround Is Finally Taking Hold. — Northland upgraded Intel to “Outperform” with a $120 target on Sept. 8, citing turnaround progress and tight server-CPU supply after shares jumped nearly 15% over five sessions.
Yahoo Finance 2026-09-11
Oracle Surges on AI Growth as AMD, Nvidia Stay Bullish
Why Intel Stock Surged After Trump Promised $5,000 to Every American 2026-09-12
Why Intel Stock Surged After Trump Promised $5,000 to Every American — Intel stock climbed after Trump pledged $5,000 checks and Lutnick pointed to Washington's Intel stake as funding.
Yahoo Finance 2026-09-12
Why Power Integrations (POWI) Stock Is Trading Up Today — Shares of semiconductor designer Power Integrations (NASDAQ:POWI) jumped 6.3% in the morning session after macroeconomic relief from declining Treasury yields and lower oil prices, coupled with robust artificial intelligence demand projections, boosted sentiment across the chip industry.
The Motley Fool 2026-09-12
AMD Just Raised the Top of the Company's 2030 Market to $3 Trillion
24/7 Wall St. 2026-09-12
4 Vanguard Funds With Rock-Bottom Fees That Do Most of the Work for You
24/7 Wall St. 2026-09-12
How Much Do You Really Need Invested in Dividend Stocks to Replace a $25,000 Income?
The Motley Fool 2026-09-12
Broadcom's AI Chip Revenue Grew 221% Last Quarter. A $1,000 Investment a Year Ago Would Be Worth This Much Today.
Yahoo Finance 2026-09-12
Jim Cramer Provided Live Commentary For This AI Stock’s Post Earnings Share Price Movement — (NASDAQ:AVGO)’s shares closed 2.7% lower on September 3rd, the day after the firm reported its second quarter earnings.
TheStreet 2026-09-12
Nvidia takes new role as AI’s $5 trillion bill comes due — Nvidia’s $500 billion AI push changes the game again.
Why AMD Stock Forecast Has Room to Run 2026-09-12
Why AMD Stock Forecast Has Room to Run
Yahoo Finance 2026-09-12
Advanced Micro Devices, Inc. (AMD)’s Halo Station Could Strengthen Its AI Position, but Near-Term Revenue Impact May Be Limited
24/7 Wall St. 2026-09-13
Five Dividend Stocks Crushing Inflation With Consistent Dividend Payout Growth
The Motley Fool 2026-09-13
Got $1,000? Here's What an Intel Investment Made the Day the U.S. Government Took Its Stake Would Be Worth Today.
Yahoo Finance 2026-09-13
Intel (INTC) Is Winning From the CPU Shortage, but Its Foundry Valuation Needs More Proof
Yahoo Finance 2026-09-13
AMD and Intel’s Shared AI Instructions Reach GCC. Can Software Cooperation Strengthen Both Stocks?
The Motley Fool 2026-09-13
Nvidia vs. Broadcom: Which Trillion-Dollar AI Chip Stock Has More Upside After Their Latest Earnings?
Yahoo Finance 2026-09-14
Signaloid Announces Appointment of Quantitative Finance and Cloud Veterans to Advisory Board and Senior Commercialization Roles
Stocktwits 2026-09-14
MU, SNDK, INTC, AMD: Chip Stocks Slide After Anthropic Calls For AI Industry Slowdown
Yahoo Finance 2026-09-14
Zacks Market Edge Highlights: Broadcom, Bloom Energy, and Sandisk
Yahoo Finance 2026-09-14
Oracle, HPE, CrowdStrike, Corning, SpaceX, and More Stocks That Explain Today’s Market — Hewlett Packard Enterprise slumped 10% to $55.66.
Yahoo Finance 2026-09-14
Why Iren Stock Just Got a Double Upgrade to Buy — Morgan sees 48% with business momentum continuing for the burgeoning neocloud company.
Yahoo Finance 2026-09-14
Stocks pop when the Trump administration invests, but the gains often fade fast
Yahoo Finance 2026-09-14
AI infrastructure company Cornelis raises $205M to chip away at Nvidia’s dominance
Yahoo Finance 2026-09-14
Broadcom buys its Irvine office building — Broadcom paid its former landlord, PRP Real Assets, $325 million for the 660,000-square-foot research campus in one of the largest office sales in Southern California in recent years.
Yahoo Finance 2026-09-14
AI Warning Sends Nvidia, AMD, Micron and Intel Shares Tumbling
Yahoo Finance 2026-09-14
Nvidia’s Training Trade Hit a Speed Bump. Intel Could Win From What Comes Next — Reuters Breakingviews argued that a moderation in giant model-training runs could redirect part of this year’s roughly $1 trillion AI investment toward inference, where existing models answer queries and […]
Yahoo Finance 2026-09-14
3 Stocks That Offer AI Exposure and Dividends
AMD Stock Leads Semiconductor Stocks Lower Amid AI Slowdown Debate 2026-09-14
AMD Stock Leads Semiconductor Stocks Lower Amid AI Slowdown Debate
Yahoo Finance 2026-09-14
US stocks retreat on AI warnings as oil prices, bond yields rise
Yahoo Finance 2026-09-15
Donald Trump Rejects Calls For AI Slowdown. That Changes the Game for Nvidia and AMD
Yahoo Finance 2026-09-15
Embedded Systems Market Outlook 2026-2035 - Featuring Profiles of Intel, NXP Semiconductors, and Renesas Electronics — Global Embedded Systems Market to Reach USD 217.6 Billion by 2035, Driven by AI, Edge Computing and Industry 4.0 The global embedded systems market was valued at USD 11
Yahoo Finance 2026-09-15
Major Cyber Security Vendors Back SE Labs' New Model for Independent Security Testing
Chip Stocks Sink on AI Slowdown Calls, But Analysts Doubt a Crash Is Near 2026-09-15
Chip Stocks Sink on AI Slowdown Calls, But Analysts Doubt a Crash Is Near
Yahoo Finance 2026-09-15
The Fund’s Largest Relative Detractor: Unowned Advanced Micro Devices (AMD)
DeSalvo Leads Americas' Growth For Perion 2026-09-15
DeSalvo Leads Americas' Growth For Perion
24/7 Wall St. 2026-09-15
Marvell Technology Has Imploded Since June: One Defiant Wall Street Pro Says It’ll Double From Today
Stocktwits 2026-09-15
MU Stock Rises After Micron Debuts 512GB DDR5 Server Memory – AMD, Intel To Validate New Server Technology — The company said the module consumes more than 60% less operating power than four 128GB DDR5 modules.
Yahoo Finance 2026-09-15
Intel-backed chipmaker Altera submits SEC paperwork for initial public offering
Yahoo Finance 2026-09-15
AMD's Recent Surge Still Matters: Putting These ETFs in Focus
24/7 Wall St. 2026-09-15
JEPQ’s Monthly Check Has Swung From $0.34 to $0.70 a Share: The $500,000 Retiree Can’t Budget on It — JEPQ promises retirees a fat monthly paycheck, but the same $500,000 investment can produce wildly different checks from one season to the next, and the tax treatment buried in the fine print makes the real yield far less glamorous than the headline suggests.
Trefis 2026-09-15
What Was Qualcomm Stock Telling You Before It Ran? — Qualcomm (QCOM) stock rose 40% between mid-March and mid-September 2026, from near the bottom of its 52-week range, while the S&P 500 gained 15.5%.
Trefis 2026-09-15
What Would It Take For Micron Technology Stock To Keep Climbing? — Micron Technology (MU) trades near $924, up more than 500% over the past year and still about 24% below its three-year high. The easy read on a $1 trillion memory maker is that the run is over.
Yahoo Finance 2026-09-15
Broadcom Slips Again as AI Approaches 62% of Quarterly Sales
Yahoo Finance 2026-09-15
AMD Rebounds 3% as Its 58% AI Engine Faces a Pause
Intel Has 4 Major Tailwinds According to This Wall Street Analyst, Yet 1 Red Flag Caused a Price Tar 2026-09-15
Intel Has 4 Major Tailwinds According to This Wall Street Analyst, Yet 1 Red Flag Caused a Price Target Cut
24/7 Wall St. 2026-09-16
3 Semiconductor Stocks to Buy Before AI Demand Explodes in September — One of them already sees a $230 billion revenue trajectory taking shape, and another reports before the month ends.
Yahoo Finance 2026-09-16
Zacks Industry Outlook NVIDIA, Texas, STMicroelectronics and Intel
Yahoo Finance 2026-09-16
2 S&P 500 Stocks for Long-Term Investors and 1 Facing Challenges
The Motley Fool 2026-09-16
5 Reasons Intel's CEO Just Made This Stock Worth Buying
Yahoo Finance 2026-09-16
Broadcom (AVGO) Shares Fell As Slower AI Development Raised Demand Concerns
Yahoo Finance 2026-09-16
Dow Jones Futures: S&P 500 Falls After Fed Rate Hike, Hawkish Warsh; Trump Fumes As AMD, Bloom Energy Lead Stocks To Watch
Yahoo Finance 2026-09-16
Advanced Micro Devices (AMD) Shares Climbed, So What Is Drawing Attention Now? — A 2.19% 1-day share price gain comes after short term weakness, with the 30 day share price return down 1.98%. However, the 1 year total shareholder return of 214.22% points to powerful longer term...
Trefis 2026-09-16
Should You Buy Qualcomm Stock For The Cash As Apple Leaves? — Qualcomm (QCOM) throws off free cash worth 5.2% of its market value each year, against 4.4% for the median S&P 500 company.
Trefis 2026-09-16
Is Micron Stock Cheap, Or Are Its Profits Borrowed?
Trefis 2026-09-16
How Far Can NVIDIA Stock Fall In A Demand Scare? — NVIDIA (NVDA) stock trades near $212, about 10% below its 52-week high, and it has gone nowhere over the past three months.
Trefis 2026-09-16
Is Ciena's Pricing Power Real, Or Just A Parts Shortage? — Ciena (CIEN) trades near $334, a little over half its 52-week high, and the easy read on an AI networking supplier down that far is that it has gone on sale. It is still up more than 150% over the past year, and the company has just guided fiscal 2027 to record profitability.
Investors Don’t Have 9 Lives, So Stop Chasing Dead-Count Bounces in Hot Stocks Like Broadcom 2026-09-16
Investors Don’t Have 9 Lives, So Stop Chasing Dead-Count Bounces in Hot Stocks Like Broadcom
Yahoo Finance 2026-09-16
Why Intel (INTC) Stock Is Trading Up Today — Shares of computer processor maker Intel (NASDAQ:INTC) jumped 4.7% in the afternoon session after Reuters reported that reports emerged of a potential U.S. memory chip manufacturing deal between the company and SK Hynix.
Trefis 2026-09-17
Is It Too Early To Buy Marvell Stock After Its Three-Month Fall? — It has also fallen about 28% in three months and trades about 30% below its 52-week high.
24/7 Wall St. 2026-09-17
3 Stocks That Have Made Long-Term Investors Rich and Could Do It Again
Yahoo Finance 2026-09-17
RAD Intel Launches RADAR at UNBOUND 2026 to Help Brands Build Authority Across GEO, AEO and SEO
Yahoo Finance 2026-09-17
Modi pitches India as global chipmaking hub
Yahoo Finance 2026-09-17
Advantech Expands WEDA-Powered Edge AI Ecosystem with Intel, Qualcomm, and AMD
Yahoo Finance 2026-09-17
Qualcomm Faces Margin Pressure From Rising Costs: Can it Recover?
Yahoo Finance 2026-09-17
Cerebras Drops 19% in 3 Months: Buy, Sell or Hold the Stock?
Yahoo Finance 2026-09-17
Can INTC's AI Inference Advancements Strengthen Its Growth Prospects?
Yahoo Finance 2026-09-17
Can MRVL's Data Center Business Sustain Its Growth in 2027?
Yahoo Finance 2026-09-17
Advanced Micro Devices (AMD) Expands ROCm Support To RISC V Datacenter Servers
Yahoo Finance 2026-09-17
Jim Cramer on Broadcom (AVGO): “The Stock May Be Too Cheap to Ignore”
Yahoo Finance 2026-09-17
Vishay Intertechnology, Allegro MicroSystems, Himax, Bandwidth, and AMD Stocks Trade Up, What You Need To Know — A number of stocks jumped in the afternoon session after Treasury yields retreated below 5% and oil prices declined, sparking a recovery across growth-oriented equities following the Federal Reserve's interest rate increase.
24/7 Wall St. 2026-09-17
Even With $262,000 in VYM, You Wouldn’t Get a $500 Check Every Month — Retirees chasing a simple $500 monthly check from VYM run straight into a gap between how yields are calculated and how cash actually lands in your account, and the math gets uncomfortable fast.
The Motley Fool 2026-09-17
Why AMD Stock Jumped Today
The Motley Fool 2026-09-17
Why Intel Stock Jumped 7.6% Today
Yahoo Finance 2026-09-17
Update: US Equity Indexes Rise, Big Tech Perks Up After Fed's Commitment to Controlling Inflation Sinks Treasury Yields
The Motley Fool 2026-09-18
Arm vs. Intel: Which Technology Stock Is a Better Buy in 2026? — Arm's licensing model generates 18.4% net margins with minimal debt, while Intel battles a net loss and negative free cash flow amid its foundry pivot.
Trefis 2026-09-18
What Needs To Be True To Buy Qualcomm Stock Now? — Qualcomm (QCOM) told investors in its fiscal Q3 2026 call that its share of Apple's recent iPhone launch would be materially lower than its prior estimate of 20%. In the same call, management raised its non-handset revenue target for fiscal 2029 to $40 billion—nearly doubling its prior $22 billion goal as automotive, IoT, and data center expand.
24/7 Wall St. 2026-09-18
Prediction: AMD’s Biggest Growth Opportunity May Still Be Ahead — AMD just posted the most consequential quarter in its history and Lisa Su says the company is tracking ahead of its own targets, yet the stock sits 5% below its peak with Wall Street split on what comes next.
Yahoo Finance 2026-09-18
Broadcom Inc. (AVGO) is Attracting Investor Attention: Here is What You Should Know
Yahoo Finance 2026-09-18
One stock is up 540%, and it's not alone
Yahoo Finance 2026-09-18
AMD (AMD) Stock Looks Cheap After Its Huge 3 Year Run — Over the past 3 years, AMD has delivered a share price return of about 467%, which puts a lot of weight on the idea that future cash flows can justify such...
Yahoo Finance 2026-09-18
Top Research Reports for AMD, Linde & Amgen
Yahoo Finance 2026-09-18
Micron Adds 1.3% as Intel Extends Memory Scarcity Into 2027
Yahoo Finance 2026-09-18
Intel Slips 1.7% as Its CEO Prices the Memory Bottleneck
Yahoo Finance 2026-09-18
This Little-Known Chip Stock Has Doubled. Wall Street Is Getting Bullish.
The Motley Fool 2026-09-18
Will Micron Follow Nvidia and Give Investors a Huge Dividend Hike? — Nvidia just raised its dividend by 2,400%.
Yahoo Finance 2026-09-18
Jim Cramer Calls Intel (INTC) the Best Stock in Show and Micron (MU) No. 2
Yahoo Finance 2026-09-18
Cisco Drops 8% in 3 Months: Should You Buy the Stock on the Dip? — CSCO's 8% three-month drop reflects margin and recurring-growth concerns, but surging AI demand and networking refresh opportunities support its outlook.
The Motley Fool 2026-09-19
Applied Materials vs. Broadcom: Comparing Sales Growth Trajectories for These Artificial Intelligence Companies
Yahoo Finance 2026-09-19
UBS now expects AI capex to reach nearly $1tn this year and around $1.4tn by 2027 — 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.
The Motley Fool 2026-09-19
Cathie Wood Sold Palantir and AMD, Then Poured $3.35 Million Into Archer Aviation. Is ARK Betting Big on Flying Taxis?
Yahoo Finance 2026-09-19
Micron (MU) Unveils Breakthrough Memory Product. It Says Much About the Memory Market — The module can reach speeds of up to 9,200 MT/s.
Yahoo Finance 2026-09-19
Unpacking the Stock Market's Coiled Spring Set Up
TheStreet 2026-09-20
Jim Cramer shares a strong verdict on Broadcom stock for investors
Stocktwits 2026-09-21
Dow, S&P 500, Nasdaq Futures Climb Ahead Of Key China Summit: CRML, APLD, GME, AMD Stocks In Focus
MarketWatch 2026-09-21
AMD hits a major milestone as AI stocks blaze higher — On an intraday basis, AMD became the 14th U.S. company to see its market capitalization top $1 trillion.
Yahoo Finance 2026-09-21
Meta AI agent ‘Muse’ triggers massive tech rally as chips and Wall Street soar — Meta Platforms (NASDAQ: META) rallied 6.5% on Monday, leading a broader market advance that lifted the Nasdaq 100 by 2.15%.
Yahoo Finance 2026-09-21
AMD Stock Jumps. Record Chip Exports Point to Strong AI Demand
Yahoo Finance 2026-09-21
Is CRDO Stock Worth Buying as Growth Outruns Its Premium Valuation? — CRDO targets over 85% fiscal 2027 revenue growth as optics expand, but premium valuation and customer concentration keep execution in focus.
Yahoo Finance 2026-09-21
AMD, Intel, Novo, Meta, Strategy, Critical Metals, and More Stocks That Explain Today’s Market — Advanced Micro Devices is on pace for its first record high since June 30, and a $1 trillion market cap.
Trefis 2026-09-21
NVIDIA Or Micron: Which Gets Paid More Safely For The AI Shortage?
Yahoo Finance 2026-09-21
US Equity Markets Higher as Tech, Communication Stocks Rise Amid Drop in Government Bond Yields, Crude Oil Prices
Trefis 2026-09-21
How Much Of Micron's Revenue Has A Price Ceiling? — Once every planned deal is signed, Micron Technology (MU) expects about 40% of its revenue to sit under fixed prices or price ceilings near calendar Q2 2026 market levels.
The Motley Fool 2026-09-21
Prediction: This Data Center Stock Will Be the AI Supercycle's Biggest Winner -- and It's Not a Household Name
Yahoo Finance 2026-09-21
3 Stocks That Pay Dividends and Offer AI Exposure
Trump, Xi Meet on S&P 500's Best Day Since Early August: Will Markets Stay Bullish? 2026-09-21
Trump, Xi Meet on S&P 500's Best Day Since Early August: Will Markets Stay Bullish?
Yahoo Finance 2026-09-21
Advanced Micro Devices (AMD) Is Up 24.7% After Expanding Its Role In Regulated AI Infrastructure – Has The Bull Case Changed?
AMD Stock Alert: Advanced Micro Devices Joins the Trillion-Dollar Club 2026-09-21
AMD Stock Alert: Advanced Micro Devices Joins the Trillion-Dollar Club — AMD’s market cap exceeded $1 trillion for the first time on Monday.
Yahoo Finance 2026-09-22
3 AI Chip Equipment Stocks Riding the Semiconductor Rally — AI chip excitement has jumped again as semiconductor stocks rally, with the PHLX Semiconductor Index up over 3% and AMD briefly touching a $1 trillion valuation.
Yahoo Finance 2026-09-22
AMD, Intel, and Qualcomm Shares Skyrocket, What You Need To Know
Yahoo Finance 2026-09-22
Odessa Appoints Mathew Abraham as Chief Executive Officer
Euronews 2026-09-22
AMD joins trillion-dollar chipmaker club as AI demand surges
Yahoo Finance 2026-09-22
Intel stock up 25% in last 5 days, on CPU demand as AI agents gain traction — Intel stock is up 25% on the last 5 days.
Yahoo Finance 2026-09-22
Sandisk, GameStop, Viking Therapeutics, Vicor, On Holding, and More Stocks That Explain Today’s Market — Rosenblatt initiates coverage of the stock with a Buy rating and a price target of $2,400.
Yahoo Finance 2026-09-22
Is ASE Technology's $10.5B CapEx Plan Key to Capturing AI Demand? — ASX's $10.5 billion CapEx plan aims to expand capacity for surging AI demand, but heavy spending brings cash flow and execution risks.
24/7 Wall St. 2026-09-22
Nvidia Price Prediction: Wall Street and Our Model Finally Agree
Yahoo Finance 2026-09-22
AMD’s path to $1T market cap: A timeline of CEO Lisa Su’s big wins — Yahoo Finance Executive Editor Brian Sozzi looks at the timeline of big wins and the rise of AMD (AMD) CEO Lisa Su as the company's market cap crossed the $1 trillion mark for the first time on Sept.
Yahoo Finance 2026-09-22
Why Gabelli Global Growth Fund Added Advanced Micro Devices (AMD) in Q2 — The Fund returned 12.84% in the second quarter of 2026, compared with 15.2% for the S&P 500 Index and 15.1% for the MSCI All Country World Index.
Yahoo Finance 2026-09-22
Intel (INTC) Stock Moves 1.71%: What You Should Know — Intel (INTC) closed at $123.86 in the latest trading session, marking a +1.71% move from the prior day.
Yahoo Finance 2026-09-22
Advanced Micro Devices (AMD) Stock Moves 1.34%: What You Should Know — In the closing of the recent trading day, Advanced Micro Devices (AMD) stood at $623.77, denoting a +1.34% move from the preceding trading day.
Bitcoin Breaks Out as Nasdaq Hits Records and Oil Slides on Iran Hopes 2026-09-22
Bitcoin Breaks Out as Nasdaq Hits Records and Oil Slides on Iran Hopes
The Motley Fool 2026-09-22
Here's How AMD Joined the Rule Breakers $1 Trillion Club — Of the 14 U.S.-listed companies now worth $1 trillion or more, 11 have been recommended by Team Rule Breakers or David Gardner.
Trefis 2026-09-22
Is NVIDIA Funding Its Own Stock Rally?
Yahoo Finance 2026-09-22
Advanced Micro Devices (AMD) Reaches $1 Trillion Market Value — Advanced Micro Devices (NasdaqGS:AMD) reached an estimated US$1 trillion market capitalization on 21 September 2026, a first for the stock. There is more to AMD than the fresh US$1 trillion market cap...
Yahoo Finance 2026-09-22
AMD Stock Beat Nvidia By 160 Points In 2026: A Historic AI Boom First — AMD shares have surged about 187% this year compared to roughly 22% for Nvidia—a massive 165-percentage-point lead that marks AMD’s widest gap over its rival since ChatGPT launched.
The Motley Fool 2026-09-22
ASML vs. Intel: Which AI Chip Stock Is a Better Buy in 2026? — ASML commands a near-monopoly on essential chipmaking equipment with a 29% net margin and strong cash flow, while Intel navigates a turnaround with negative earnings and government ties.
Yahoo Finance 2026-09-22
3 Trending AI Stocks to Watch: ARM, AMD, and CRWV
Yahoo Finance 2026-09-22
12 S&P 500 Stocks Join Trillion-Dollar Club — What Could Go Wrong? — It was big news when the value of Apple surpassed $1 trillion.
Yahoo Finance 2026-09-23
SK Hynix Is Eyeing Intel’s (INTC) Ohio Site. Why Micron (MU) Should Pay Attention
Yahoo Finance 2026-09-23
Intel (INTC) Could Get a Fresh Valuation for Altera. AMD (AMD) Is the Rival to Watch — Reuters previously reported that the offering could raise more than $2 billion.
Yahoo Finance 2026-09-23
Top 3 Grid Stocks To Watch In September 2026
Yahoo Finance 2026-09-23
Chip Stocks Drop After Six-Day Climb For SOX Index
24/7 Wall St. 2026-09-23
Broadcom Just Made a Move That Further Solidifies My Decision to Buy on Repeat
Yahoo Finance 2026-09-23
HPE or AMD: Which Is the Better Value Stock Right Now?
24/7 Wall St. 2026-09-23
ARM Vs. AMD: Who Is Going to Win the Agentic AI CPU Revival War?
Yahoo Finance 2026-09-23
MindWalk (HYFT) Is Pivoting to Recurring AI Revenue. Can ReefIQ Offset Widening Losses? — It posted C$3.8 million in revenue, up 21.3% compared to the same period last year. Gross profit of C$2.2 million represented a 47.1% year-over-year […]
24/7 Wall St. 2026-09-23
AMD Just Cracked $1 Trillion and One Strategist Says $750 Is Next
Trefis 2026-09-23
What Changed In AMD's Story?
24/7 Wall St. 2026-09-23
This Magnificent Seven Stock Could Turn $10,000 Into $20,000 by 2027
Yahoo Finance 2026-09-23
3 Companies With a Strong History of Dividend Growth
Trefis 2026-09-23
Own ON Semiconductor For AI Power, Or Own Micron's Contracts?
Yahoo Finance 2026-09-23
SoftBank Is Raising $11 Billion for OpenAI. Its Arm Stake Backs a $25 Billion Loan Facility — On September 21, SoftBank launched more than $11 billion of dollar and euro bonds as it prepared for another $10 billion OpenAI installment.
Yahoo Finance 2026-09-23
Here is Why Intel (INTC) is a Bad Investment at Today’s Price — The shares closed at $123.86 on September 22, near the top of a twelve-month range that started under $30.
Yahoo Finance 2026-09-23
AMD Just Hit $1 Trillion. Can Oracle’s 50,000-GPU Deployment Help Justify It? — Advanced Micro Devices crossed a $1 trillion market value for the first time on September 21 after the shares jumped roughly 10%, a milestone that forces investors to ask what kind of AI business is already embedded in the price.
Trefis 2026-09-23
Marvell Stock Ran, But Did It Tell You When? — Marvell Technology (MRVL) stock has returned 248% since September 22, 2025, against about 18% for the S&P 500 over the same window.
Yahoo Finance 2026-09-23
Intel Falls 2.24% as Muse Keeps the CPU Thesis Alive
AMD Just Joined the $1 Trillion Club as Chip and AI Stocks Rallied. What This Means for Investors. 2026-09-23
AMD Just Joined the $1 Trillion Club as Chip and AI Stocks Rallied. What This Means for Investors. — AMD briefly joined the $1 trillion club on Sept. 21 as shares surged nearly 10% to a record above $616, making it the fourth U.S. chipmaker to reach that mark.
Yahoo Finance 2026-09-23
How Meta's Muse is driving a magic moment for the stock market
Yahoo Finance 2026-09-23
Billionaire Chase Coleman’s Top 2 New AI Stock Picks
24/7 Wall St. 2026-09-23
Two Chip Giants, Two Very Different Dividends. Which One Pays You Better?
Yahoo Finance 2026-09-24
Brain-Inspired Computing Processor Market Outlook 2026-2035 - Featuring Profiles of Intel, IBM, and BrainChip Holdings — The global brain-inspired computing processor market was valued at USD 3 million in 2025 and is projected to reach USD 53.8 million by 2035, expanding at a compound annua
Trefis 2026-09-24
Micron's Rally Looks Overdone Until You Price The Memory Shortage — Micron Technology (MU) stock has returned 552% over the past twelve months. At near $1,070 a share, has the price run ahead of the business?
Yahoo Finance 2026-09-24
Advanced Micro Devices (AMD) is Emerging as a Viable Alternative to Nvidia — The Tributary Multi Cap Core’s equity allocation underperformed in Q2, returning +12.5% against +15.3% for the S&P 1500 and +15.4% for the Russell 3000.
Yahoo Finance 2026-09-24
AMD CEO Shares Trump-Xi Expectations at IMPERIA Summit: NYSE Content Update
Yahoo Finance 2026-09-24
SpaceX Is One of the ‘Most Hyped’ Stocks. It’s a Double-Edged Sword.
Yahoo Finance 2026-09-24
Intel's 293% Rally Is Putting Its Valuation to the Test
Yahoo Finance 2026-09-24
Broadcom (AVGO) Stock May Be 24% Undervalued Following Fresh AI Demand Fears — Over the past 5 years the share price has climbed by roughly 7x, which raises the stakes on whether that rise can be supported by the cash the company produces over...
Yahoo Finance 2026-09-24
Broadcom Falls 2% as $230 Billion AI Target Doubles the Delivery Test
Yahoo Finance 2026-09-24
Trump Stance on AI an 'Extremely Naive Position,' Says Sen. Michael Bennet
Yahoo Finance 2026-09-24
Nebius Stock Soars 8% as BNP Paribas Delivers Massive Price Target Hike
Yahoo Finance 2026-09-24
Arm Drops 3.3% as More AI Cores Test Royalty Economics
Yahoo Finance 2026-09-24
Intel Shares Rise as Agentic AI Keeps CPUs in the Loop
Trefis 2026-09-24
Options Say Marvell Stock Could Halve Or Nearly Double In A Year — Marvell Technology (MRVL) shares trade near $261, and its options price a one-year range of about $133 to about $514.
This Analyst Just Upgraded Synopsys Stock. Here's Why. 2026-09-24
This Analyst Just Upgraded Synopsys Stock. Here's Why.
Trefis 2026-09-24
NVIDIA Stock Looks Expensive Until You Price The Vera Rubin Ramp — NVIDIA (NVDA) stock trades near $225, about 28.3 times its adjusted earnings over the past twelve months.
Yahoo Finance 2026-09-24
Venture Capital and PE: A California Perspective on Governance: 2nd LA CorpGov Forum
24/7 Wall St. 2026-09-24
Bank of America Just Told Investors to Sell UPS, and the Reason Has Nothing to Do With Package Volume
Yahoo Finance 2026-09-24
AI ETFs to Buy Now as Neocloud Reshapes Cloud Infrastructure
Yahoo Finance 2026-09-25
AMD, Marvell, Akamai, Chevron, and More Stocks That Explain Today’s Market
Yahoo Finance 2026-09-25
Broadcom And 2 Other High Growth Stocks To Own
Yahoo Finance 2026-09-25
Akamai Stock Surges On Anthropic AI Computing Agreement — Akamai and AI model maker Anthropic announced an $11 billion agreement for computing infrastructure.
Yahoo Finance 2026-09-25
How to fix overvalued AI companies and a McDonald's market play
Yahoo Finance 2026-09-25
5-Star Analyst Drops Stunning New Price Target on AMD Stock
Yahoo Finance 2026-09-25
AMD Stocks Move Higher as $1 Trillion Demands Full Systems
Yahoo Finance 2026-09-25
BofA raises AMD target to $720, sees server CPU TAM tripling to $211B by 2030 — Investing.com -- Earlier this week, Advanced Micro Devices (NASDAQ: AMD) became the latest semiconductor company to hit the $1 trillion market cap milestone. One analyst sees the stock continuing higher and sets a new price target, suggesting the market cap could climb to $1.2 trillion over the next 12 months.
24/7 Wall St. 2026-09-25
AMD Shares Are About to Become Even More Valuable And That Keeps Me Buying
Yahoo Finance 2026-09-25
AMD's $1 Trillion Milestone Comes With a New AI Bet
Yahoo Finance 2026-09-25
Is Now the Time to Bet on Intel’s (INTC) Server CPU Comeback and AI Ambitions?
Yahoo Finance 2026-09-25
What Is Intel (INTC) Doing In Edge AI And Brain Inspired Computing?
Yahoo Finance 2026-09-25
UiPath And 2 Other Undervalued Stocks
The Motley Fool 2026-09-25
ARM vs. Intel: What Revenue Growth Trends Reveal About These Artificial Intelligence Companies
Yahoo Finance 2026-09-25
How to make sense of 7% mortgage rates and Oracle's AI data center disruption
Trefis 2026-09-25
How Much Track Is Left For MRVL Stock?
Stocktwits 2026-09-25
SK Hynix’s U.S.-Based Solidigm Unit Reportedly Weighs IPO – Offering Expected Next Year At A Valuation Near $150B — According to Reuters, SK Hynix's California-based Solidigm unit could raise about $15 billion through its IPO, as early as next year.
Bank of America Just Upped Its Price Target on AMD Stock 2026-09-25
Bank of America Just Upped Its Price Target on AMD Stock
Yahoo Finance 2026-09-26
SK Hynix (SKHY) Weighs a U.S. NAND Plant. Would Lower China Risk Justify the Cost?
The Motley Fool 2026-09-26
Nvidia vs. Broadcom: Whose AI Bull Case is Better?
Bank of America Sees AMD at $720 on CPU Demand. Anthropic’s $11.6 Billion Akamai Deal Is Part of Why 2026-09-26
Bank of America Sees AMD at $720 on CPU Demand. Anthropic’s $11.6 Billion Akamai Deal Is Part of Why — Key Stats for AMD StockCurrent Price: $630. 63Target Price (Mid): ~$2,390Street Target: ~$619Potential Total Return: ~279%Annualized IRR: ~37% / yearWhat Happened? Advanced Micro Devices (AMD) got a $100 target raise from Bank of America on September 24, and this time the case centered on server CPUs.
Oracle Stock Fell Nearly 4% on Its Project Jupiter Notice. The 2028 Target Lands Where the Street Se 2026-09-26
Oracle Stock Fell Nearly 4% on Its Project Jupiter Notice. The 2028 Target Lands Where the Street Sees Cash Flow Turning — Key Stats for Oracle StockCurrent Price: $137. 10Target Price (Mid): ~$454Street Target: ~$238Potential Total Return: ~231%Annualized IRR: ~29% / yearWhat Happened?
Riot Platforms Is Quietly Spending Its Bitcoin — Here’s Why That Matters 2026-09-27
Riot Platforms Is Quietly Spending Its Bitcoin — Here’s Why That Matters — Key TakeawaysBitcoin mining generated about 92% of Riot’s segment revenue in Q2 2025. By Q2 2026, that share had fallen to about 65%, as mining revenue dropped 19% year over year to $113.
Yahoo Finance 2026-09-27
What Is Advanced Micro Devices (AMD) Proving In Edge AI And Life Sciences?