Intel shares surged 14% to a new high after reports that Apple is considering using Intel chips for its U.S.-made devices, marking a shift from its usual supplier TSMC. This boost follows Intel's historic 114% stock rise in April, driven by growing demand for CPUs fueled by the AI boom. Intel's strategic partnerships and government investment have strengthened its market position, signaling potential growth ahead as AI technology expands.
In 2026, the VanEck Semiconductor ETF (SMH) returned an impressive 87.86%, largely driven by heavy holdings in NVIDIA and Taiwan Semiconductor. However, three other semiconductor ETFs—Invesco Semiconductors ETF (PSI), Xtrackers Semiconductor Select E...
In 2026, both CVS and Intel showed strong turnaround results but faced stock sell-offs for different reasons. Intel's decline stems from doubts about its 18A manufacturing roadmap and competitive pressure, while CVS's drop relates to a cautious 2027 ...
Nvidia reported strong Q2 earnings with $96.2 billion in revenue and $2.46 earnings per share, surpassing expectations. The company's balance sheet shows significant growth, with its equity portfolio rising from under 5% to nearly 20% of assets, valu...
Nvidia reported quarterly revenue that more than doubled, driven by strong demand for its AI chips, and forecasted third-quarter revenue above Wall Street estimates. The company expects about 70% revenue growth by fiscal 2028 and announced expanding ...
Semiconductor stocks rose on August 25, 2026, driven by news that the U.S. Treasury might use its nearly $1 trillion cash reserve to buy back bonds, lowering long-term yields. This move reduces supply pressure on bonds, causing yields to drop and boo...
