Opinion: Most AI, software and semiconductor stocks are a crowded trade right now
“Don’t fall into the trap of thinking that every tech company which mentions AI belongs in your portfolio. ” Artificial...
“Don’t fall into the trap of thinking that every tech company which mentions AI belongs in your portfolio. ” Artificial...
“AI demand isn’t slowing; it isn’t stopping, and those who claim this is a phase or a hiccup in the...
Nvidia Corp.’s NVDA, +0.36% earnings results felt like a national holiday of sorts. Countdowns and endless commentary surrounded the biggest...
When veteran engineer and executive Pat Gelsinger returned to Intel as CEO in 2021, the once-great chipmaker was in a...
Call it a comeback—with consequences not just for Intel but also the US government’s hopes of maintaining a lead in...
“Many companies, including giants Nvidia and Qualcomm, will likely partner with Intel for packaging and/or wafer capacity, and this seems...
The earnings whirlwind for technology and silicon companies now has enveloped Advanced Micro Devices Inc. AMD, -2.54% after it reported...
Intel Corp.’s disappointing forecast for the first quarter includes another anticipated double-digit decline in the company’s data-center business, as the...
It’s a tale of two worlds for Intel INTC, +0.94% these days. At a turbulent time for the silicon industry,...
“Nvidia has history on its side.” You couldn’t take 10 steps at CES, the annual Consumer Electronics Show in Las...