Qualcomm drops 11% as chip stocks pull back from record AI-driven rally
Qualcomm is one of the biggest semiconductor companies making chipsets.Nurphoto | Nurphoto | Getty ImagesChip stocks dropped on Tuesday, pulling ...
Tag: Intel Corp
Alphabet’s 160% rally in a year reflects value of owning ‘most of the stack’ in AI
Sundar Pichai, chief executive officer of Alphabet Inc., during the Bloomberg Tech conference in San Francisco, California, US, on Wednesday, ...
Wall Street sees ‘changing of the guard in AI’ as Intel, AMD shares soar while Nvidia lags
Lisa Su, CEO of AMD speaks with CNBC on May 6, 2026. CNBCSince the launch of ChatGPT in late 2022 ...
Nvidia embraces role of AI investor, pushing past $40 billion in equity bets this year
Nvidia founder and CEO, Jensen Huang, speaks during the 29th annual Milken Institute Global Conference at the Beverly Hilton in ...
Intel shares soar on Apple chip deal report. Here’s why it signals a total pivot for chipmaking
Apple and Intel are reportedly closing in on a deal that would see Intel make some of the chips for ...
Arm’s quarter shows how it’s carving a lucrative path in the crowded CPU resurgence
Arm Holdings shares fell Wednesday evening despite the chip designer reporting a better-than-expected quarter and giving an upbeat outlook for ...
Jim Cramer warns this stock may have run up too much ahead of earnings
Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a ...
AMD’s stock soars 15% as data center growth pushes revenue and guidance past estimates
Lisa Su, chair and chief executive officer of Advanced Micro Devices Inc. (AMD), during the 2026 CES event in Las ...
Intel and Micron are poised to break major milestones
Options traders can't get enough of semiconductor stocks. No matter how high they go or how expensive the options get, ...
Big Tech earnings show how big, smart spending can be rewarded by the market
I am growing tired of the endless bubble talk about all of the data center spending. It's obvious from this ...
