Add Intel losing data-center share to AMD and the sector’s new fear of AI capex overhang—this is a direct hit to pricing ...

These are excellent semiconductor stocks, but only one can be the better investment in this comparison.

The red-hot stocks have seen their valuations soar in 2026.

A single report on Chinese memory chip makers sent Micron tumbling and pulled Intel, AMD, and Marvell down with it, raising a ...

Bullish targets from multiple firms (Rosenblatt/UBS/KeyBanc) plus the upcoming July 22–23 AI event create a clear catalyst ...

Susquehanna sees 2026 PC builds shifting to legacy Intel and AMD CPUs as server priorities limit AI PC supply; learn what it ...

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A long-dormant virtualization vulnerability was discovered that can expose AMD and Intel hosts to compromised virtual ...

Hyperscaler capex revision fears triggered a two-day chip selloff, cutting 31% from Marvell stock in one month despite its 125% year-to-date run. MRVL's 65.75x trailing P/E and beta of 2.2 amplify its ...

Nvidia describes Vera as a CPU designed specifically for AI factories, where processors handle tasks surrounding AI models, ...

BofA sees AMD set for a beat-and-raise on EPYC/AI demand, lifts PT to $620; Intel margins steady, Arm faces phone headwinds.

Intel's mid-generation swing.