Aug 11, 2026 by Daniel SparksIntel's Foundry Grew 31% Last Quarter and Lost $2.1 Billion Doing It.The factory arm loses half as much per revenue dollar as it did a year ago -- and almost every one of those dollars is still Intel's own.
Aug 10, 2026 by Daniel SparksSuper Micro Already Told Us Its Revenue, Its Margins, and Its Orders. Tuesday's Report Has One Number Left.The AI server maker preannounced nearly everything three weeks ago -- except the number that frames its next fiscal year.
Aug 10, 2026 by Daniel SparksIntel Is Selling $15 Billion of Stock to Fund the AI Build-Out. The Dilution Is About 3%. The Premarket Hit Was 5%.The market's first reaction was bigger than the stake shareholders are actually giving up. What does the sale say about the build-out?
Aug 10, 2026 by Dave KovaleskiTSMC vs. ASML: Which Is the Better Semiconductor Equipment Stock to Own for the Next 10 Years?These might be the two best chip stocks, period.
Aug 10, 2026 by David Jagielski, CPAIs Nvidia Stock Still a Good Buy at $220?Shares of the tech behemoth are up 17% this year as it's reached a new record high.
Aug 10, 2026 by Eric VolkmanWhy Rubrik Stock Bounced Almost 9% Higher on MondayIt was swept up in a broad cybersecurity stock rally.
Aug 10, 2026 by Eric VolkmanWhy Keel Infrastructure Stock Dived by Over 12% TodayThe one-time Bitcoin miner posted a much deeper-than-expected net loss in its second quarter.
Aug 10, 2026 by Anders BylundWhy NXP Semiconductors Stock Dropped 18.5% in JulyThe Dutch-American chipmaker beat Street estimates on both lines in Q2 2026. The stock fell anyway.
Aug 10, 2026 by Eric VolkmanWhy ServiceNow Soared 12% Higher Last MonthThis was the month when many investors discovered software stocks were not so toxic.
Aug 10, 2026 by Chris NeigerSemiconductor Equipment Makers vs. Chip Designers: Who's Actually Winning the AI Cycle?Chip designers have one distinct advantage.
Aug 10, 2026 by Chris NeigerWhy AMD Stock Tumbled 18% in JulyAMD suffered from the broad decline of chip stocks last month, as investors grew skeptical of AI spending.
Aug 10, 2026 by Billy DubersteinWhy Monday.com Sank TodayMonday.com reported a solid beat, but forward guidance and other imperfections caused a sell-off amid this year's "SaaS-pocalypse"
Aug 10, 2026 by Johnny RiceWhy Trump Media Stock Just Sank 9.4%Trump Media's crypto ambitions just hit a wall.
Aug 10, 2026 by David Jagielski, CPAIs SoundHound AI Stock a Buy After Posting Massive Growth in Q2?SoundHound's revenue hit a record high last quarter, and the company boosted its guidance.
Aug 10, 2026 by Anders BylundHow Figma Stock Jumped 37.4% Last MonthShort sellers and index funds moved Figma's stock in July. The company barely participated in the process.
Aug 10, 2026 by Patrick SandersMark Zuckerberg Is Borrowing Facebook's Old Playbook to Win the AI RaceThe Meta Platforms CEO shared his vision for AI. Here's how his company can also profit.
Aug 10, 2026 by Chris NeigerWhy Lucid Stock Jumped 10% in JulyLucid's CEO put rumors to rest, and an additional investment from a Saudi prince spurred investor optimism.
Aug 10, 2026 by Keithen DruryCan Palantir Reach $207 per Share to Claim a New All-Time High Before 2026 Is Over?Palantir's fantastic quarter wasn't enough to set a new all-time high.
Aug 10, 2026 by Leo SunASML Faces a Fresh Threat Out of China. Is the Dip in the Stock Worth Buying?A Chinese company is reportedly manufacturing its own DUV systems.