In Q4 fiscal 2025, Intel posted $13.67B in revenue, slightly beating estimates but down 4.1% year-over-year, with losses in its foundry business and mixed segment performance. AMD, meanwhile, delivered $10.27B revenue, up 34.1% year-over-year, driven by record data center sales and strong client growth. Intel invests heavily in manufacturing with its Intel 18A process, aiming to attract external foundry customers, but faces near-term financial pressure. AMD, as a fabless company, focuses on product design and benefits from strong AI platform demand, though it faces risks from U.S. export controls affecting China sales. AMD's robust cash flow and growth make it a favored long-term hold, while Intel remains a turnaround candidate dependent on execution and foundry success.
Asian semiconductor stocks experienced a significant decline following a sell-off in US chipmakers, with SK Hynix shares dropping over 9% in Seoul after an earlier 8% rally. The sell-off reflects concerns over AI spending and profit-taking after a st...
Sanjeev Sharma forecasts the S&P 500 will finish 2026 slightly below its starting point due to weak consumer fundamentals like stagnant wage growth, high inflation, elevated gas prices, and rising interest rates. His disposable income-based model hig...
The Direxion Daily Technology Bull 3X ETF (TECL) is rated Buy due to easing inflation and a positive outlook for the Nasdaq-100, driven by growing AI infrastructure investments and increasing influence of smaller AI-related companies beyond the major...
Intel Foundry has begun high-volume manufacturing of select Intel Core Ultra Series 3 processors, known as Panther Lake, using ASML's High NA EUV lithography on the Intel 18A process node. This marks a key milestone in semiconductor manufacturing, de...
The Direxion Daily Semiconductor Bull 3X Shares (SOXL) surged nearly 293% year-to-date but recently fell about 30% in the last month, including a sharp 16% drop in one day. SOXL uses leverage to triple daily semiconductor index returns, but this also...
