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...

Intel’s pain could be AMD’s gain

After a disastrous earnings report from Intel Corp. that acknowledged a big drop in data-center sales and internal mistakes, Advanced Micro Devices Inc. is expected up to show off exactly the opposite...

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 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 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 ...

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 ...

Semiconductor stocks have been hit hard, but many are poised for rapid growth. Here are 15 expected to shine through 2024

In December, we listed analysts’ favorite semiconductor stocks for 2022. That hasn’t turned out well. But after chipmakers’ stocks have been hammered, the group is now trading at “normal-level valuati...

Big Tech earnings are about to determine the direction of the market

Just five companies control nearly a quarter of the S&P 500 index’s market cap, and they will all report earnings this week that could determine the direction of the market for weeks or months to ...

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....

NXP Semi Will Kick Off Earnings Season for Chip Stocks. What to Expect.

Text size Dreamstime NXP Semiconductors reports earnings on Monday, kicking off earnings season for chip stocks. But many investors and analysts are bracing themselves for muted results across the ind...

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 ...

Chip stocks rally despite an ominous forecast, as U.S. semiconductor funding bill advances in Senate

Chip stocks rallied to finish higher Wednesday after the Senate moved closer to greenlighting more than $50 billion in funds for U.S.-based chip manufacturing, even as one chip-equipment maker gave an...

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...

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...

Mark Zuckerberg issues dire economic warning to Meta employees

Mark Zuckerberg has issued a chilling message to Meta Platforms Inc. employees: The company faces one of the “worst downturns that we’ve seen in recent history” that will necessitate a scaling back in...

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...

Micron Issues Muted Sales Forecast On Demand Weakness

Memory-chip maker Micron Technology issued a subdued revenue outlook, spooking investors even as it reported a strong rise in earnings for its latest quarter. “Recently, the industry demand environmen...

Pessimism on chip stocks is hitting a new high, and the money seems to be flowing toward software

The outlook for the semiconductor sector is moving from bad to worse, and investors appear to be moving their money into the software sector as a result. Pessimism about the future of the chip sector ...

Intel wins latest race in chip uses for the cloud, says KeyBanc Capital Markets

Chip giant Intel Corp. is leading growth in cloud technology, according to new research from KeyBanc Capital Markets. Intel Corp. INTC, +3.21% is the winner in KeyBanc’s latest monthly data tracking s...

These software companies are unsung winners in the semiconductor industry

Mention semiconductors and chip giants such as Intel Corp., Advanced Micro Devices Inc. and NVIDIA Corp. spring to mind, but there are other, less high-profile companies, operating in the space that d...

Opinion: As tech melts down, a truth remains: Semiconductors are eating the world

Everyone’s favorite trade in the stock market, technology, has gone the way of the dodo. Oil and value stocks are all the rage. But one part of technology — semiconductors — is vital not only to the t...

Intel Bear Case Coming ‘Even Earlier’ Than Expected. Analyst Remains Neutral.

Text size Intel Dreamstime Shares of Intel were falling Wednesday as Citi said its bear-case scenario was “taking shape even earlier” than expected. Analyst Christopher Danely reiterated a Neutral rat...

These 10 cheap stocks are favorites of top investment newsletters, as value keeps pounding growth

Value stocks’ relative strength over growth over the past six months gives value investors a lot to cheer about, but the fact is that relative strength doesn’t necessarily tend to persist. I’ll discus...

Opinion: 5 large companies that will emerge from the tech wreck as even more fearsome

The Nasdaq Composite Index’s rebound after seven weeks of losses restored some faith in technology stocks. After all, more than half of Nasdaq-member companies were until recently down 50% or more fro...

Nvidia’s data-center sales likely to eclipse gaming — that might not be a good thing

Nvidia Corp.’s data-center sales are expected to edge out its gaming sales in fiscal first-quarter results, as demand from server farms remains high and gaming interest has subsided from rabid levels ...

Opinion: AMD will finally give investors its data-center data as business soars

Advanced Micro Devices Inc.’s data-center business will finally get its own spotlight. After reporting record sales Tuesday and predicting another record this quarter, AMD AMD, +6.25% Chief Financial ...

AMD Earnings Beat Expectations. The Stock is Rising.

Text size AMD stock has been under pressure this year, largely because of a weakening demand for PCs. Dreamstime Advanced Micro Devices’ high-end server-chip business is thriving and taking share from...

‘So bad, it’s good.’ This beleaguered stock market has one big asset on its side, say strategists.

A rough month for stocks is drawing to a close, and many investors likely won’t be sad to see the back of it. And the last day of April trade is looking weak as Apple and Amazon failed to raise the ba...

Many tech stocks that have crashed are still too expensive to buy

I came across this list of crashed big cap tech stocks on Twitter on April 23: I’ve analyzed every one of those stocks over the last year. When thousands of stocks are down 70%-80% or even 90%, there ...