We see potential in Intel's stagnant market cap, citing core CPU segment strength and possible turnaround. See why we ...

Read here for an update on Intel's Q4 earnings potential and restructuring progress, with focus on Gaudi®3 AI accelerator and ...

Semiconductor powerhouse Nvidia (NASDAQ:NVDA) recently announced an enthusiastic push into physical AI, which includes models for training robots and vehicles on how to better interact with their ...

White Falcon Capital Management, an investment fund manager, released its fourth-quarter 2024 investor letter. A copy of the ...

AMD is undervalued, but competition and macro risks limit upside. Find out why AMD stock won’t aggressively rebound in the ...

Analyst ratings can have a significant impact on stock price performance. That might be the reason that shares of Advanced ...

The past two years have favored one sector of the stock market overall: the technology sector, with a specific amount of attention going into the semiconductor industry. Just as in any popularity ...

Micron recently saw a lot of volatility around the earnings announcement and sold down to $85, but eventually recovered back ...

We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited (TSM) on Capitalist Letters’ Substack ...

Marvell Technology stands out as a leader in the transition to custom silicon AI, offering efficient and cost-effective ...

AMD’s AI GPUs offer a competitive edge against Nvidia. Read why AMD stock is a solid investment with strong data center ...

History Says the Nasdaq Could Soar in 2025. Here Is 1 Dirt-Cheap Artificial Intelligence (AI) Semiconductor Stock to Buy Right Now.