Text size Intel headquarters in Santa Clara, Calif. David Paul Morris/Bloomberg So much for the vaunted second-half comeback. The two major computer-chip companies are now acknowledging PC demand is f...
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U.S. plans new curbs on exports of chips, chip-making tools to China: report
The Biden administration plans to expand export restrictions for U.S. chip companies to China, according to a new report. Reuters reported Sunday night that the new curbs on artificial-intelligence se...
12 semiconductor stocks bucking the downcycle trend
Semiconductor stocks have been great outperformers over long periods, but their movement this year underscores how cyclical the industry can be. Here is a look behind the numbers that are driving down...
Rising Pressure on Profits Darkens Outlook for Tech Shares
Micron Technology is among the companies that have warned about softening PC demand. Courtesy Micron Text size In early summer, I wrote a Tech Trader column previewing the June quarter earnings season...
AMD’s Aggressive Chip Pricing Will Help It Beat Intel, Says Analyst
Text size A Ryzen 7000 Series desktop processor will start at $299. AMD Advanced Micro Devices will grab even more market share if Wedbush is on the money about the chip maker’s latest lineup of proce...
Chip stocks could plunge another 25% as ‘we are entering the worst semiconductor downturn in a decade,’ analyst says
After a rough few months for semiconductor stocks, one Wall Street analyst expects the pain to continue and predicted Tuesday that “we are entering the worst semiconductor downturn in a decade.” In a ...
Intel Scores $30 Billion Deal With Brookfield to Fund Chip Factories
Text size Intel’s deal with Brookfield will give it majority ownership of two new chip factories. Courtesy Intel Corporation Intel is turning to financial engineering to fund its chip-making amb...
Nvidia stock will be solely a data-center story for the foreseeable future
Nvidia Corp. was built on videogames, but for the rest of the year at least, investors and analysts won’t be concerned with gaming when pricing the stock. Nvidia NVDA, -4.57% cut its revenue forecast ...
Chip stocks tanked as pandemic demand for electronics slumped, but there are still some winners
After two years of unprecedented chip sales and demand related to the COVID-19 pandemic, a long-feared reversal has struck the semiconductor industry, but some markets are still performing strongly — ...
Opinion: Semiconductor companies have split into two groups — the resilient and the risky
Semiconductor industry CEOs this week celebrated on the White House lawn as the long overdue Chips and Science Act was signed into law by President Biden. While there is still contention on the bill, ...
Nvidia is hit by another ‘crypto hangover,’ and that isn’t the only problem
While in high demand and short supply for the first two years of the pandemic, Nvidia Corp.’s gaming cards have been hit by declines in three separate pandemic booms in 2022: Personal-computer sales, ...
Nvidia Loses Its Game – WSJ
Give Nvidia a bit of credit for knowing to get the bad news out early. It came in the form of a warning Monday morning that revenue for the fiscal second quarter ended July 31 would be about 17% below...
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...
Opinion: The FAANMGs have been whittled down to the fantastic four
The anticipation of second-quarter Big Tech earnings was palpable. With a broad set of indicators pointing to a slowdown in the global economy, the highest inflation in four decades and a big jump in ...
This strategist said hold on to stocks at the June lows. Now he says it’s time to cut exposure.
July has been a sensational month for stocks — the S&P 500 SPX, +1.42%, Nasdaq Composite COMP, +1.88%, even the beleaguered small-caps in the Russell 2000 RUT, +0.65%, are each on track for their ...
AMD Is the Chip Stock to Buy Over Nvidia and Intel, Says Analyst. Here’s Why.
Text size AMD releases its next-generation Ryzen 7000 series chips on Sept. 27. Dreamstime Advanced Micro Devices is the best bet out of the three major U.S. computer chip companies, according to Stif...