5/9/2025

Source: SeekingAlpha

5/8/2025

? After-Market Activity: Shares of Lyft (LYFT), DraftKings (DKNG) and Pinterest (PINS) rose after the companies released results postmarket. Shares of Coinbase (COIN), Affirm (AFRM), Rocket Cos. (RKT) and Expedia (EXPE) fell after their reports.

Source: Yahoo

5/8/2025

(Bloomberg) -- Apple Inc.’s silicon design group is working on new chips that will serve as the brains for future devices, including its first smart glasses, more powerful Macs and artificial intelligence servers. Most Read from BloombergIs Trump’s Plan to Reopen the Notorious Alcatraz Prison Realistic?Vail to Borrow Muni Debt to Ease Ski Resort Town Housing CrunchAs Trump Reshapes Housing Policy, Renters Face Rollback of RightsIceland Plans for a More Volcanic FutureNYC Warns of 17% Drop in For

Source: Yahoo

5/8/2025

Easing US export controls boosts Nvidia Corporation & Advanced Micro Devices, Inc., creating opportunities in AI, CPUs, and GPUs. Click for my AMD and NVDA update.

Source: SeekingAlpha

5/8/2025

Intel officially cut the suggested retail price of its 265K Arrow Lake desktop CPU. The move makes the mid-range chip more competitive, although gaming performance remains an issue. This could be a sign that Intel is getting more aggressive on pricing as it tries to regain market share.

Source: Yahoo

5/7/2025

Fed keeps rates on hold amid stagflation concerns. Chairman Powell stresses the Fed can wait to see how tariffs shake out. White House ready to kill the AI diffusion rule.

Source: SeekingAlpha

5/7/2025

Despite solid traction in the AI PC market and portfolio expansion, INTC's growth prospects are affected by stiff competition, high debt levels and geopolitical volatility.

Source: Yahoo

5/7/2025

Arm Holdings ...

Source: Finnhub

5/7/2025

Super Micro Computer, Inc.'s growth outlook faces challenges, from execution risk to rising competition & regulatory headwinds. Click for our SMCI earnings update.

Source: SeekingAlpha

5/6/2025

(Bloomberg) -- Advanced Micro Devices Inc., Nvidia Corp.’s closest rival in artificial intelligence processors, said that US restrictions on sales to China will cost $1.5 billion in revenue this year, a warning that clouded an otherwise upbeat outlook. Most Read from BloombergThe Battle Over the Fate of Detroit’s Renaissance CenterNYC Real Estate Industry Asks Judge to Block New Broker Fee LawVail to Borrow Muni Debt to Ease Ski Resort Town Housing CrunchIceland Plans for a More Volcanic FutureN

Source: Yahoo

5/6/2025

Nvidia founder and CEO Jensen Huang served up a blunt take on the job market as AI permeates society.

Source: Yahoo

5/6/2025

AMD stock whipsawed in early trading Wednesday as Wall Street tried to make sense of the company's future outlook.

Source: Yahoo

5/6/2025

AMD posted better-than-expected Q1 earnings after the bell on Tuesday.

Source: Yahoo

5/6/2025

Upgrade alert: Advanced Micro Devices, Inc. is a buy! With potential in CPU sales despite AI-GPU hurdles, don't snooze. Click for our AMD Q1 earnings update.

Source: SeekingAlpha

5/6/2025

Intel (NasdaqGS:INTC) saw a 5% price increase over the last quarter, reflecting a combination of corporate events and market dynamics. The recent collaboration with NetApp to launch the AIPod Mini showcases Intel's growth in AI capabilities, which could enhance its appeal amid growing demand for such technologies. During this period, geopolitical uncertainties like trade policies weighed generally on markets, but Intel's diversified announcements, including strategic partnerships and tech...

Source: Yahoo

5/6/2025

SAN FRANCISCO (Reuters) -Intel shareholders on Tuesday approved a measure by the chipmaker aimed at topping up share reserves to attract and retain new employees, and compensation for its new CEO Lip-Bu Tan. Intel shares fell 1.6% in early afternoon trading after dropping 36% in the past year. Shareholders approved the Santa Clara, California-based company's board of directors, though three members did not stand for reelection.

Source: Yahoo

5/6/2025

Intel Corp. stock underperforms Tuesday when compared to competitors

Source: MarketWatch

5/6/2025

AMD forecast second-quarter revenue above Wall Street estimates on Tuesday, betting on robust demand for its artificial-intelligence chips even as trade tensions cloud the global economic outlook. ...

Source: Finnhub

5/6/2025

Greycroft co-founder and managing partner Dana Settle discusses the rethink on tech stocks amid Trump tariffs.

Source: Yahoo

5/6/2025

TSMC's critical role in the semiconductor value chain may not be well-understood enough by all semiconductor investors. Click here to find out why TSM is a Buy.

Source: SeekingAlpha