Intel's stock fell 6% following a sharp 188% rise year-to-date, driven by profit taking amid a risk-off market mood and no new company-specific news. NVIDIA and AMD also declined 3%, reflecting a broader semiconductor sector pullback influenced by rising long-term Treasury yields and geopolitical tensions. Despite the selloff, Intel, NVIDIA, and AMD report strong revenue growth, especially in data center and AI segments, but investors remain cautious ahead of upcoming earnings and Fed meetings. The semiconductor sector's direction now closely tracks macroeconomic factors like bond yields and inflation outlooks.
Intel Corporation maintains a Buy rating due to strong AI-driven demand securing multi-year supply deals and providing revenue visibility. The company raised $22.6 billion through equity, avoiding additional debt and fully funding new fabrication pla...
Intel's stock has surged over 180% this year, fueled by speculation of a possible 10% price increase on select PC processors. Despite the rally, most analysts remain cautious, maintaining a hold rating with modest price targets, citing concerns over ...
AMD's stock rose 3% after CFO Jean Hu increased the AI chip market forecast to $2-3 trillion by 2030, up from a previous $2 trillion estimate. This bullish outlook is supported by strong growth in AMD's Data Center segment, which more than doubled re...
Intel shares have surged over 300% in the past year but currently trade about 20% below their peak. Despite skepticism from Wall Street, a set of milestones including sustained 40%+ operating margins in AI and data center segments, narrowing foundry ...
The Fundstrat Granny Shots US Large Cap ETF (GRNY) offers investors diversified exposure to high-growth sectors such as AI infrastructure, defense, and bitcoin price recovery. It uses a factor-based, equal-weighted approach focusing on companies bene...
