Intel Corp (INTC)

As of February 16, 2026, NVIDIA Corp (Nasdaq: NVDA) remains the gravitational center of the global technology sector. Following a multi-year rally that redefined the limits of market capitalization, the Santa Clara-based chipmaker has entered a period of heightened volatility. Shares recently retreated 2.2% from their all-time highs reached earlier this month, closing near $182.85. [...]

As of February 16, 2026, the global technology landscape is defined by a single acronym: TSM. Taiwan Semiconductor Manufacturing Company (NYSE: TSM), the world’s largest dedicated independent semiconductor foundry, has moved beyond being a mere supplier to becoming the fundamental substrate of the "AI Giga-cycle." With the company currently hovering near a $1.9 trillion market [...]

As of today, February 16, 2026, the semiconductor industry is witnessing a historic shift, and at the epicenter of this transformation sits Applied Materials, Inc. (Nasdaq: AMAT). Known as the "pick-and-shovel" provider for the digital age, Applied Materials has recently captured the market's full attention following a stunning Q1 2026 earnings report that sent its [...]

Hardware and infrastructure stocks have been some of the biggest winners of the AI boom. Is Micron another winner in the making or is it overhyped?

Intel has had to deal with a painful transition in recent years.

Most investors are overlooking a critical detail about the way this semiconductor company's business works.

This week saw a flurry of tech news, including Spotify's Q4 revenue beat, Amazon's controversial Super Bowl ad, the FTC's letter to Apple over political bias, Elon Musk's criticism of Anthropic, and Intel's penalty in India for discriminatory warranty practices.

Micron remains a cyclical stock. But its current up cycle could go on much longer than past ones have.

Bulls are more optimistic than ever, but there's a lot of skepticism.

The era of worrying about chip shortages has officially ended, only to be replaced by a far more daunting physical constraint: the "Energy Wall." As of February 13, 2026, the artificial intelligence sector has hit a critical juncture where the availability of raw electrical power—not silicon—is the primary

Intel (INTC) shares are fighting for a comeback after facing a $3.3 million antitrust fine in India over warranty policies. While analysts at DA Davidson remain cautious with a "Neutral" rating, the stock is being buoyed by a massive wave of AI spending from giants like Google and Amazon that is lifting the entire chip sector.

AMD continues to grab market share from Intel in PC and server processors, a Wall Street analyst says. AMD stock rose Friday.

Market crashes happen, but when they do they should be seen as an opportunity to buy some great stocks at a discount.

The semiconductor industry has entered 2026 in a state of "High-Stakes Paradox," where historic revenue peaks driven by a $650 billion artificial intelligence infrastructure buildout are being tempered by acute supply chain chokepoints and a widening divide between high-performance computing and the struggling automotive sector. As of February 13, 2026,

As of mid-February 2026, the initial euphoria that surrounded the "Generative AI" boom of 2023 and 2024 has curdled into a structural "AI Anxiety" among the world's legacy technology giants. No longer is the market satisfied with promises of future productivity; investors are now demanding immediate returns on massive capital

Wall Street has issued downbeat forecasts for the stocks in this article. These predictions are rare - financial institutions typically hesitate to say bad things about a company because it can jeopardize their other revenue-generating business lines like M&A advisory.

As of February 12, 2026, the semiconductor industry has officially entered what analysts are calling the "Giga-cycle," with global Wafer Fab Equipment (WFE) spending projected to hit an unprecedented $135.2 billion this year. This revised forecast, spearheaded by reports from SEMI and echoed by industry leaders, represents a staggering

This Dutch semiconductor equipment maker has a bright future.

TEMPE, AZ — February 12, 2026 — Amkor Technology (NASDAQ:AMKR) has sent shockwaves through the semiconductor industry this week, reporting a fourth-quarter earnings blowout that far exceeded even the most optimistic Wall Street projections. The company posted an earnings per share (EPS) of $0.69, a staggering 60% surprise over the

In a landmark move for the global semiconductor industry, Applied Materials (NASDAQ: AMAT) and Samsung Electronics (KRX: 005930) officially inaugurated their joint research residency at the newly minted EPIC Center in Silicon Valley. The announcement, made today, February 12, 2026, positions Samsung as the "founding member" of the $5 billion

Intel Corp (INTC) is trending on Thursday after India's antitrust regulator imposed a penalty on the chipmaker for implementing a discriminatory warranty policy on its boxed microprocessors in the country.

Israeli reservist & civilian indicted for insider trading on Polymarket by using classified intel on planned strikes against Iran. Controversial issue in prediction markets as they operate in regulatory Wild West.