Semiconductor stocks, including Intel, NVIDIA, and AMD, dropped sharply as a global bond selloff pushed long-term yields to their highest levels in over a year. Rising yields reduce the present value of future earnings, hitting high-growth AI-related chip stocks hardest. Intel and AMD, which saw the biggest gains this year, led the declines. Investors are watching if bond yields stabilize, which could ease pressure on these high-valuation stocks, while energy price concerns add to market uncertainty.
Palantir and Intel both reported strong Q2 2026 earnings but operate in different segments of the AI market. Palantir excels in AI software with high margins and rapid revenue growth, while Intel focuses on capital-heavy chip manufacturing and foundr...
Elon Musk is developing a massive chip manufacturing campus in Grimes County, Texas, touted as a $119 billion project but with only $16.8 billion confirmed for the first phase. The campus will be one of the largest buildings on Earth, supporting Tesl...
Yorkville America Equities has launched the Yorkville America MANGOS Plus Index ETF (FRUT), a unique fund combining leading AI platform companies like Meta, NVIDIA, and Alphabet with key AI infrastructure hardware firms such as Intel and AMD. This ru...
Intel CEO Lip-Bu Tan recently purchased $10 million of Intel stock at $95 per share, signaling confidence in the company's AI-driven growth and expansion plans. However, the stock price has since fallen to around $93, creating a test of whether this ...
Marvell Technology's stock fell 7% despite reporting record Data Center revenue and raising its fiscal 2027 and 2028 outlooks. The decline is due to the timing of a large AI deal with Google, which will deliver significant revenue starting in fiscal ...
