Intel's stock price has surged over 200% this year on hopes of a turnaround driven by AI and new partnerships, despite recent quarterly losses and declining margins. Insider selling and a high forward P/E ratio raise concerns about the sustainability of this rally. In contrast, Taiwan Semiconductor Manufacturing (TSMC) demonstrates robust profitability, expanding margins, and advanced technology leadership with significant market share and ongoing investments to diversify geopolitical risks. Investors are advised to focus on TSMC's solid financial performance rather than Intel's speculative comeback story.
Cerebras Systems' IPO on Nasdaq saw its shares jump 68%, pushing the company's market cap to $95 billion. This surge turned co-founders Andrew Feldman and Sean Lie into billionaires, with stakes worth $3.2 billion and $1.7 billion respectively. The c...
April's Producer Price Index (PPI) rose 1.4% month-over-month, the largest increase since March 2022, driven mainly by services rather than goods. Despite this, the broader market reaction was surprisingly muted, indicating no widespread inflation co...
AMD reported $10.25 billion revenue in Q1 fiscal 2026, driven by a 57% YoY rise in its Data Center segment, powered by AI accelerators like EPYC CPUs and Instinct GPUs. Free cash flow tripled, showing strong operational leverage. Intel posted $13.58 ...
Intel's stock rose 82% over the past month, surpassing AMD's 75% gain, driven by a turnaround narrative and a potential chip deal with Apple. Intel's strong Q1 results and strategic wins, including partnerships with NVIDIA and rising AI demand, contr...
Elon Musk introduced Terafab, a project aiming to produce 1 terawatt of AI computing power annually, marking a shift toward orbital AI infrastructure. Intel joined as a key manufacturing partner, boosting its stock significantly. Meanwhile, Jeff Bezo...
