Technology stocks, especially semiconductors, pushed the Nasdaq to new highs driven by optimism around AI following Meta's launch of the Muse app with 2.5 million free downloads. However, doubts remain about the long-term monetization and demand sustainability for chipmakers like Intel and AMD amid security risks and potential overinvestment in AI infrastructure. These factors could lead to overcapacity, commoditization, and slower profitability for tech leaders. The analyst favors a diversified approach with the S&P 500 over chasing highly valued tech stocks dependent on AI trends.
Following the surge in tech stocks fueled by AI enthusiasm and Meta's Muse app launch, Intel shares on Pluang are trading at USD 120.10, down 1.38% as of Sep 22, 2026 20:06 WIB. Despite the excitement, Intel's market cap stands at $643.74 billion with a dividend yield of 2.24%, and Pluang order activity shows a majority of 75% Sell versus 25% Buy, indicating cautious investor sentiment.
Intel's stock is forecasted to increase by an average of 6.42% by October 1, 2026, driven by strong fundamentals and growing AI demand. The company's Q2 revenue surged 25% year-over-year to $16.1 billion, with its Data Center and AI segment growing 5...
Meta's AI agent Muse, topping the App Store in 10 days, highlights growing demand for CPUs alongside GPUs in AI workloads. Nvidia's new Vera CPU targets this shift, integrating tightly with its AI platforms to capture more server CPU revenue. While I...
Shares of Intel, AMD, and Arm Holdings rose sharply due to strong investor interest in AI-related stocks. AMD's market cap briefly topped $1 trillion, supported by a planned 10% price increase on key chips due to higher wafer costs. The rally reflect...
Intel's stock price surged from $24 to $109 in one year, driven by strong revenue growth and a $5 billion investment from NVIDIA. CEO Lip-Bu Tan highlighted Intel's best revenue growth in over 15 years, with Q2 revenue up 25.4% and AI-related sales r...
Shares of Arm, Intel, and AMD surged significantly after Meta Platforms' new Muse AI agent sparked renewed optimism about rising CPU demand. Arm's stock jumped 13%, Intel climbed 12%, and AMD rose 9%, as investors anticipate increased inference workl...
