Intel Corp (INTC)

Reusable rockets, a merger with Tesla, and a chipmaking project could all boost the stock price.

Who will win in the latest AI power struggle?

Nvidia stock is having a good year, but it hasn't been as strong as investors may have expected.

Intel has outperformed AMD over the past year, but the future could be different.

The chipmaker set this deadline itself. Its chief financial officer is starting to sound like a company that already knows the answer.

Taiwan Semiconductor holds a massive market share advantage.

Palantir is up nearly 2,700% from its low and has emerged as a leading SaaS stock.

ASML commands a near-monopoly on essential chipmaking equipment with a 29% net margin and strong cash flow, while Intel navigates a turnaround with negative earnings and government ties.

Arm Holdings shares jumped 17% on reports of a Meta custom-chip partnership and a $2 billion AI processor target, though elevated valuation multiples and foundry supply constraints temper near-term upside.

The chipmaker has come a long way from being a distant second to Nvidia.

ASML is one of the most important companies in the AI semiconductor ecosystem.

Wall Street is finally recognizing the potential of Muse.

Meta's Muse could usher in a wave of agentic AI-driven growth for chipmakers.

Memory prices could continue to rise next year.

Broadcom's AI revenue roadmap is secured for years, backed by commitments from the world's tech giants. Intel's turnaround is making progress, but the foundry business still needs to prove it can win at commercial scale.

Oil fell back toward $100 and chip stocks went vertical. The S&P 500 is within 1% of a record again.

What Happened? A number of stocks jumped in the afternoon session after positive bilateral talks between the U.S. and China eased trade tensions, while retre...