AMD Stock Is Dipping. Why Analysts Say to Buy.

Text size An AMD central processing unit for a desktop PC. Alamy Wall Street is telling investors to buy Advanced Micro Devices shares any time they fall. Analysts believe the chip maker’s second-quar...

China’s Retaliation to Pelosi’s Trip Keeps Chips Off the Menu for Now

China’s fresh blockade of food imports from Taiwan wasn’t enough to further destabilize markets nervous about House Speaker Nancy Pelosi’s historic visit to the island. Beijing’s four days of military...

Chip Maker AMD Prospers as Rival Intel Struggles

Advanced Micro Devices reported a sharp increase in quarterly sales, driven by strength in its data-center business where rival Intel has been stumbling, but issued a muted outlook for the current per...

AMD Stock Drops After Earnings

Text size AMD shares are down 31% so far this year. Dreamstime Advanced Micro Devices reported better-than- expected earnings results Tuesday afternoon. But the company forecast less revenue than expe...

Pelosi’s Trip to Taiwan Is a Risk to More Than Just the Chip Industry

Asian stocks worked out early there is no good outcome from Nancy Pelosi’s current tour of the region. By landing in Taiwan Tuesday or Wednesday, the speaker of the House risks Chinese military retali...

Intel Stock Could Be Worth More Dead Than Alive. Why This Analyst Sees 50% Upside.

Text size Intel was once the most valuable chip maker in the U.S. David Paul Morris/Bloomberg While badly wounded, Intel isn’t dead yet. And at least one analyst thinks there could be considerably mor...

Taiwan Semiconductor Stock Will Benefit From Spending Spree

Taiwan Semiconductor Manufacturing is hedging its geographical bets, with large new fabs planned for the U.S. and Japan. Here: a TSMC chip at a 2020 semiconductor conference in China. Str/AFP/Getty Im...

After Earnings, These 3 Big Tech Stocks Look Like Buys

The world’s most important tech companies all reported their quarterly results this past week, and, in each case, the damage from a slowing global economy was in stark evidence. The witch’s brew of ri...

Bad News Gives Intel a Black Eye, But It’s No K.O.

We wrote a story on Intel (INTC)  on June 8 with a headline of ” Intel is Putting Its Negative News Behind It,” and concluded that, “I learned early in my career to pay attention whe...

What Intel’s Disastrous Earnings Tell Us About the Chip Sector and Competitors

What a disaster. We’re talking about Intel (INTC) June-quarter results. The company not only delivered a disappointing quarter but reset its 2022 guidance meaningfully lower, putting its shares ...

Intel Stock Will Plunge Further, Analyst Says

Text size Intel posted June-quarter financial results that fell far short of Wall Street estimates. David Paul Morris/Bloomberg Bernstein doesn’t believe Intel ’s troubles are behind it after the chip...

Intel Shows Limits of Chips Act

There is a rich irony to the notion that U.S. lawmakers rescued a giant subsidy package for the semiconductor industry just as the country’s largest chip maker proved the limits of such measures. On T...

Intel earnings slammed on Wall Street: ‘Such a disconnect between the company’s optimism and the current reality’

Intel Corp. drew sharp criticism from analysts after the company reported results that were disappointing on many fronts, indicating a storm of macroeconomic, competitive, and execution challenges. Th...

Opinion: Which Intel CEO is to blame for the current woes? Or is it actually AMD’s CEO?

As Intel Corp. investors try to parse through the wreckage of its disastrous second quarter, one nagging question will not go away: Which chief executive is to blame for the debacle — current CEO Pat ...

Intel Posts Sharp Drop in Sales, Issues Muted Outlook

Updated July 28, 2022 6:36 pm ET Listen to article (2 minutes) Chip maker Intel reported a surprise quarterly loss and cut its full-year outlook, reflecting a slump in personal-computer purchases and ...

Intel stock plummets after wide earnings miss, execution mistakes

Intel Corp. shares plunged in the extended session Thursday after the chip maker missed Wall Street estimates by a wide margin and cut its outlook for the year, acknowledging a slowing market as well ...

Intel Reports Earnings Today. What to Expect.

Text size Slowing demand for PCs could affect Intel’s guidance. David Paul Morris/Bloomberg Semiconductor analysts are expecting a weak forecast from Intel when the chip maker reports earnings a...

15 quality dividend stocks that you can buy on sale right now

John Buckingham, editor of the Prudent Speculator newsletter, paraphrases Warren Buffett when he says “whether it is socks or stocks, we like to buy quality merchandise that is marked down.” And 2022 ...

Intel Reports Earnings Thursday. Here’s What Wall Street Expects.

Text size Slowing demand for PCs could affect Intel’s guidance. David Paul Morris/Bloomberg Semiconductor analysts are expecting a weak forecast from Intel when the chip maker reports earnings a...

As I Screen for Value Stocks, Intel Becomes an Even Bigger Bargain Than Before

The ranks of the names meeting my modified Benjamin Graham “Stocks for the Defensive Investor” criteria continue to grow. Ten weeks ago, there were 10, a significant number in its own righ...

Intel to Help Make Chips for Taiwanese Designer MediaTek

Text size Intel will make chips for Taiwan-based MediaTek. Courtesy Intel Corporation Intel said Monday its technology would be used by Taiwan-based  MediaTek   to manufacture chips for smart devices....

It’s a Bear-Market Rally. Whether it Lasts Depends on the Fed.

Text size This commentary was issued recently by money managers, research firms, and market newsletter writers and has been edited by Barron’s. Powell the Volckerizer? Intraday Strategy Edge Eve...

The Best Tech CEOs: What Matters Most

Text size Shopify CEO Tobi Lütke spent years programming before he co-founded the e-commerce software firm. He has said he knows how long projects will take—and which initiatives to choose—because of ...

Senate Votes on Chips Act Today. What It Means for Intel and Other Stocks.

Text size The Senate votes Tuesday on a bill that would authorize more than $50 billion in subsidies and tax credits for U.S. chip makers. Tim Herman/Intel Corporation Semiconductor stocks rose Tuesda...

Chip Investment Decisions Await Congressional Action on $52 Billion Funding Bill

Political wrangling in Congress over government funding for the semiconductor industry is leaving tens of billions of dollars of potential factory projects hanging in limbo and could dent the ambition...

A Strong U.S. Dollar Raises Risks for Everyone

Text size The strong dollar is especially bad news for tech companies that realize much of their profits abroad. Sean Gallup/Getty Images Nothing can stop the dollar—and until something does, expect m...

Chip Stock Earnings Estimates Still Look Way Too High, Goldman Analyst Warns

Text size Goldman Sachs’ cuts to earnings forecasts for chip manufacturers were both broad and deep. Dreamstime Chip stocks are gaining ground on Friday following better-than-expected financial ...

What to Buy Right Now: 42 Picks From Barron’s Roundtable Pros

To everything there is a season: A time to hide in a bunker with a crash helmet on as stock and bond prices plummet, and a time to wade cautiously into the market in search of newly created bargains. ...

Chip Prices Are Plunging. What It Means for Nvidia, Intel, and AMD Stock.

Text size Nvidia got a price-target cut. Dreamstime Susquehanna is getting less bullish about three chip stocks. On Wednesday, semiconductor analyst Christopher Rolland lowered his price targets for N...

Biden Dropping China Tariffs Could Be Good News for Tech Stocks

If President Joe Biden rolls back tariffs on Chinese exports, it could have bigger implications than the impact on inflation. The U.S. is considering dropping the levies started by Donald Trump in 201...

Micron’s Weak Outlook Crushes Chip Stocks. There’s More Trouble Coming for Tech.

Text size Dreamstime Almost every analyst on Wall Street knew that the memory chip company Micron Technology was likely to provide quarterly guidance below previous Street estimates. And that’s exactl...

AMD Stock Is the Chip Play for a Recession, Says Analyst

Text size Advanced Micro Devices’ server-chip business likely wouldn’t be hurt by a recession, according to Northland Capital Markets. Justin Sullivan/Getty Images AMD shares now offer a g...