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.
AMD reported a strong Q1 2026 driven by its Instinct GPUs and EPYC processors, with Data Center revenue up 57% YoY to $5.78 billion, lifting total revenue to $10.25 billion and non-GAAP EPS to $1.37. CEO Lisa Su highlighted accelerating AI infrastruc...
Chip stocks like Nvidia, Broadcom, and Intel rose over 2% amid optimism from a tentative peace deal with Iran and increased semiconductor demand fueled by geopolitical tensions over AI development. Qualcomm and Marvell Technology saw even larger gain...
Chip stocks led a broad market rally on June 15, with AMD shares jumping 8% to a record near $558, pushing its market cap above $900 billion. The surge follows AMD's launch of the Ryzen AI Halo platform, priced competitively against NVIDIA's DGX Spar...
Intel shares surged 8% intraday, reaching near $127 and outperforming peers AMD and NVIDIA. Year-to-date, Intel's stock has soared 237%, driven by strong revenue growth in data center and AI segments, despite no single news catalyst today. Analysts r...
The current AI investment wave is compared to the transformative internet buildout of the 1990s, with broad market exposure and risks of speculative bubbles. Vistra Energy is highlighted as an attractive investment, trading at a low forward earnings ...
