AI Isn't Slowing -- It's Bottlenecked. TSMC Just Told Us Where.
Taiwan Semiconductor Manufacturing Company's growth hasn't slowed. AI demand is outpacing packaging capacity, creating an industry bottleneck. Here's why Powertech, ASE, and Intel matter next.
I Update My Rating on Intel Stock
Intel has been one of my better stock picks in 2025.
Intel Stock Is Soaring and This Strategic Partner Could Be Next
Intel's quick recovery should help this company, especially as their partnership is long-standing and strategic.
Billionaire David Tepper Just Sold Out of Intel and Piled Into This Consumer Goods Giant That's Been Hit By Tariffs
David Tepper cashed in some tech bets and put his chips on a high-risk bet on a housing recovery.
September Jobs Report Set For Thursday Release As Government Shutdown Data Fog Lifts - Bank of America ( NYSE:BAC ) , Amazon.com ( NASDAQ:AMZN )
The Bureau of Labor Statistics ( BLS ) announced on Friday that its first report following the government shutdown will be September's nonfarm payrolls. The data is scheduled for release at 8:30 a.m. Eastern Time on Thursday.
'You Do Want A Bubble,' Says Groq CEO Jonathan Ross On AI Frenzy - Insists The Money Will Be 'Returned With Interest' Despite Fears Of A Crash - Meta Platforms ( NASDAQ:META ) , Intel ( NASDAQ:INTC )
The surge of money into artificial intelligence is a sign of activity, not a warning sign of collapse, according to Groq CEO Jonathan Ross. Ross told CNBC last month that rising investment reflects competition among companies racing to build better AI systems.
QCOM Expands Portfolio for Industrial PCs: Will It Boost Prospects?
QCOM rolls out its first industrial-grade PC processor, aiming to power smart manufacturing with high AI performance, durability and flexibility.
NVIDIA Poised for a Q3 Earnings Surprise: Buy Before the Beat?
NVDA eyes a potential Q3 beat as soaring data center demand and broad segment recoveries fuel expectations ahead of its results.
Is Direxion NASDAQ-100 Equal Weighted Index Shares ( QQQE ) a Strong ETF Right Now?
Smart Beta ETF report for ...
3 reasons why Bitcoin and risk markets sold off: Is a recovery on the horizon?
Bitcoin's recent weakness mirrors broader economic uncertainty, as unreliable economic data and shifting expectations on US growth and policy cloud investor confidence.
David Tepper's Hedge Funds Bets On AMD, Nvidia In Q3, Takes Profits On Intel - Advanced Micro Devices ( NASDAQ:AMD ) , American Airlines Group ( NASDAQ:AAL )
The Appaloosa Management hedge fund, run by Carolina Panthers owner David Tepper, on Thursday revealed several new stock positions in the third quarter, and multiple transactions on the semiconductor sector. Here's a look at the new positions as of Sept. 30 and the top changes made in the third ...
AI Frenzy: Everybody Wants NVIDIA's Magical GPUs
Day in and day out, companies continue to clamor for the NVIDIA GPUs that are powering the AI revolution. Here are some of the big collaborations and partnerships that the company has announced (so far) in 2025.
AMD Rides on Growing Data Center Footprint: Buy or Hold the Stock?
Advanced Micro Devices projects a $1T data center market by 2030 and over 80% AI revenue CAGR, but valuation and NVIDIA rivalry test investor conviction.
Key AI Chip Supplier ASML Deepens Ties With Samsung and SK hynix in South Korea - ASML Holding ( NASDAQ:ASML )
Dutch chip equipment giant, ASML Holding NV ( NASDAQ:ASML ) opened its new 16,000-square-meter Hwaseong Campus in South Korea on Wednesday to strengthen research, development, and collaboration with key partners Samsung Electronics Co Ltd ( OTC:SSNLF ) and SK hynix.
Are Declining Earnings Estimates an Indication to Avoid INTC Stock?
Falling earnings estimates cloud Intel's outlook, even as AI chip launches and major investments aim to revive growth.
AI Boom Fuels Taiwan Semiconductor's Growth: Will It Sustain Momentum?
TSM's quarterly revenues surge 40.8% as AI chip demand soars, driving record 3nm and 5nm orders and fueling a global expansion push.
AI Skeptics Could Be Wrong, and This Stock Still Has Room to Run
Could AMD stock still surprise investors? Discover why an OpenAI GPU pact and DOE supercomputers might keep Advanced Micro Devices rising, and what insiders see that could shock investors.
Got $3,000? 2 Artificial Intelligence ( AI ) Stocks to Buy and Hold for the Long Term
These companies are rewarding investors through growing free cash flows.
3 Stocks That Have Made Epic Comebacks in 2025
Last year was a bad one for these stocks, but buying them on weakness would have proven to be a great move for investors.
Is iShares MSCI USA Value Factor ETF ( VLUE ) a Strong ETF Right Now?
Smart Beta ETF report for ...
Broadcom Advances Open Ecosystem for VMware Cloud Foundation
Broadcom is advancing an open, extensible ecosystem for VCF, enabling customers to build, connect, protect, and extend their modern private clouds.
Broadcom Advances Open Ecosystem for VMware Cloud Foundation - Broadcom ( NASDAQ:AVGO )
New ODM Self-Certification Program, Open Networking Initiative, and Open Source Software Contributions Fuel Flexible, Adaptable Private Clouds New and Expanded Collaborations Announced with Cisco, Intel, OVHcloud, SNUC and Supermicro
Zohran Mamdani Says No More Thanking Veterans Today, Forgetting Tomorrow - Trump, Obama And Others Express Gratitude For Service - Alphabet ( NASDAQ:GOOG ) , Apple ( NASDAQ:AAPL )
As the nation marked Veterans Day 2025 on Tuesday, Nov. 11, political leaders and tech executives alike took to public platforms to honor the courage, sacrifice and enduring legacy of America's veterans. President Donald Trump expressed gratitude toward members of the U.S.
Will Data Center AI Chip Demand Keep Aiding Micron's Sales Growth?
Surging data center demand, powered by AI-driven memory and storage solutions, positions MU for another year of robust revenue growth.
Intel CEO Lip-Bu Tan Takes Charge Of AI Strategy At Chipmaker After CTO Sachin Katti Departs For ChatGPT-Parent OpenAI - Intel ( NASDAQ:INTC ) , ARM Holdings ( NASDAQ:ARM )
Intel Corporation ( NASDAQ:INTC ) CEO Lip-Bu Tan will personally oversee the company's artificial intelligence initiatives after CTO Sachin Katti left the chipmaker to join OpenAI. Katti, who had led Intel's AI efforts since a management reshuffle in January, announced on X, formerly Twitter, ...
This Under-the-Radar AI Stock Just Soared 93%: Is It Too Late to Buy?
What if the next big AI winner isn't who you expect? Sometimes the best comeback stories start with admitting you can't win the old game. This chipmaker's AI pivot proves the point.
Here is What to Know Beyond Why Intel Corporation ( INTC ) is a Trending Stock
Intel (INTC) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Will Data Center Business Help NVIDIA Beat Q3 Sales Target of $54B?
NVDA's surging data center business and booming AI chip demand are likely to aid it in topping Q3 sales expectations of $54 billion.
Is First Trust NASDAQ-100 Equal Weighted ETF ( QQEW ) a Strong ETF Right Now?
Smart Beta ETF report for ...
Arm Beats Estimates, but Its New Plan to Build Chips Is the Real Story Here
The mobile chip designer has big plans for the data center market.
3 Stocks That Will Benefit Most From the AI Data Center Power Boom
The data center buildout won't happen without these three companies.
Nvidia CEO Jensen Huang Pushes Back On Elon Musk's Plan To Build Chip Fab, Says What TSMC Does Is 'Extremely Hard' - NVIDIA ( NASDAQ:NVDA ) , Intel ( NASDAQ:INTC )
Nvidia Corporation ( NASDAQ:NVDA ) CEO Jensen Huang seems to have cautioned Tesla Inc. ( NASDAQ:TSLA ) boss Elon Musk against underestimating the complexities of semiconductor manufacturing.
Intel Options Trading: A Deep Dive into Market Sentiment - Intel ( NASDAQ:INTC )
Investors with a lot of money to spend have taken a bearish stance on Intel ( NASDAQ:INTC ) . We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga. Whether these are institutions or just wealthy individuals, we don't know.
3 Stocks To Consider Buying On Record Job Cuts - Intel ( NASDAQ:INTC ) , Amazon.com ( NASDAQ:AMZN )
Layoffs are happening across the board, with more than 153,000 jobs already cut from major names like Ford and UPS. That's a 175% jump from exactly one year ago, making this the worst October for job cuts since 2003. Nothing about this screams ( or even whispers ) that it's good for the economy ...
TSMC, Samsung, Intel? Why Tesla's Chip Strategy Is Trying To Cover Every Foundry - Tesla ( NASDAQ:TSLA )
Elon Musk has a new problem - and it's not demand for Tesla Inc's ( NASDAQ:TSLA ) cars. It's the global shortage of silicon to power his next wave of AI ambitions. "How do we make enough chips?" he asked at Tesla's annual shareholder meeting, sounding less like a car CEO and more like a ...
Billionaire David Tepper Has 15% of His Portfolio Invested in These 2 Artificial Intelligence ( AI ) Stocks
Take a look at two of Tepper's recent top bets.
Gene Munster Says Elon Musk Has Talked About Moving Away From Nvidia Before, But It's 'Proven Extremely Hard To Do' As Tesla Doubles Down On AI5 Chip - Tesla ( NASDAQ:TSLA )
Tesla Inc. ( NASDAQ:TSLA ) CEO Elon Musk is ramping up efforts to build an in-house artificial intelligence chip, the AI5, but Gene Munster warns that moving away from Nvidia Corp. ( NASDAQ:NVDA ) has proven far more difficult than Musk's ambitious projections suggest.
Where Will Intel Stock Be 5 Years From Now?
There are signs the turnaround is starting to deliver.
ARM's China Sales Hit Record Highs-Now 22% of Revenue - ARM Holdings ( NASDAQ:ARM )
While Washington's chip rhetoric grows louder, Arm Holdings PLC's ( NASDAQ:ARM ) sales in China are surging. Chief financial officer Jason Child told analysts that "China is maybe 22% of sales this quarter," adding that demand from the region "looks to be as strong as we've ever seen."
A Closer Look at Intel's Options Market Dynamics - Intel ( NASDAQ:INTC )
Whales with a lot of money to spend have taken a noticeably bearish stance on Intel. Looking at options history for Intel ( NASDAQ:INTC ) we detected 12 trades. If we consider the specifics of each trade, it is accurate to state that 8% of the investors opened trades with bullish ...
Amazon's AI Cloud Empire: Why AWS Still Reigns Supreme
Several rivals are breathing down AWS' neck. But Amazon's cloud unit remains No. 1.
SoftBank Explored Taking Over US Chipmaker Marvell To Merge With Arm: Report - Advanced Micro Devices ( NASDAQ:AMD ) , ABB ( OTC:ABBNY )
SoftBank Group Corp. ( OTC:SFTBY ) explored a potential takeover of U.S. chipmaker Marvell Technology Inc. ( NASDAQ:MRVL ) earlier this year, with the idea of combining it with Arm Holdings ( NASDAQ:ARM ) , the UK chip designer that it controls, according to a report.
Morgan Housel on the Forces That Drive Our Spending
What makes the U.S. consumer and investor unique? Are we biologically programmed to be dissatisfied? Should you want your kids to be poor?
China Reportedly Bans Foreign AI Chips In State-Funded Data Centers In A Blow To Nvidia, AMD - Alibaba Gr Hldgs ( NYSE:BABA ) , Advanced Micro Devices ( NASDAQ:AMD )
Beijing has reportedly issued a directive banning foreign artificial intelligence ( AI ) chips in state-funded data centers amid an intensifying U.S.-China tech war.
2 Artificial Intelligence ( AI ) Stocks to Buy With $500 and Hold for Decades
Investing in AI infrastructure companies can prove to be a smart long-term investment strategy.
AI Stocks Shed Over $500B As Palantir Reminds Traders The Party Can't Last Forever - Advanced Micro Devices ( NASDAQ:AMD ) , Global X Artificial Intelligence & Technology ETF ( NASDAQ:AIQ )
Wall Street faced a harsh reality check Tuesday as investors bailed on this year's most overbought tech stocks, erasing over $500 billion in market value in just one day.
Why D-Wave Quantum Stock Spiked 50% in October
D-Wave added to its astronomical gains last month on a mix of minimal news and a new quantum computing agreement.
China's Bold Move To Boost AI Competition - Cut Energy Costs for Homegrown Tech - Advanced Micro Devices ( NASDAQ:AMD ) , Amazon.com ( NASDAQ:AMZN )
Artificial intelligence chip companies including Nvidia Corp ( NASDAQ:NVDA ) , Broadcom Inc ( NASDAQ:AVGO ) , Marvell Technology Inc ( NASDAQ:MRVL ) , Advanced Micro Devices Inc ( NASDAQ:AMD ) , Taiwan Semiconductor Manufacturing Company Ltd ( NYSE:TSM ) , Micron Technology Inc ( NASDAQ:MU ) , ...
The Vulcan-ReElement Deal Everyone's Buying - And the October 2026 Deadline That Could Sink It - MP Materials ( NYSE:MP ) , Intel ( NASDAQ:INTC )
Just 72 hours after Beijing suspended rare earth restrictions, the Pentagon committed $700 million based on supply constraints that may no longer exist. Here's what investors need to know about the geopolitical bet underpinning Vulcan Elements and ReElement Technologies.
Best-Performing Leveraged ETFs of October
October's top ETF gainers included the likes of NVTX, AMUU, KORU, LABU and INTW. These ETFs soared as AI, crypto and reform optimism drove markets higher.
