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Intel Shares Slide on Weak Q1 Outlook as AI Server Demand Outruns Supply

Intel says low 18A yields with depleted inventory will keep supply tight until Q2.

AMD Shares Near 52-Week High as AI PC Push and Data-Center Moves Gain Traction

At Davos, Tech Chiefs Press AI Buildout as Security Row Flares Over China Chip Exports

Intel Beats Q4 Estimates but Soft Q1 Outlook Sends Shares Lower

U.S. AI-Chip Tariffs Take Effect as Intel Rallies and Nvidia’s Lead Draws Fresh Endorsements

AI Memory Shortage Deepens as Micron Sells Out Through 2026 and U.S. Threatens 100% Tariffs to Spur Local Output

TSMC's Blowout Quarter Powers Chip Rally, Lifting U.S. Stocks

SanDisk Soars as Wall Street Hikes Targets on 'Unprecedented' NAND Shortage

Navitas Shares Jump as Chipmaker Pivots to AI Data‑Center Power

Alphabet Tops $4 Trillion as Apple Taps Gemini to Power Next‑Gen Siri

Cramer Sees 'Monster' Quarter for TSMC as JPMorgan Boosts Target

U.S.–Taiwan Tariff Deal Nears as TSMC Secures Arizona Land for Potential Expansion

Analysts Lift Micron Targets On Sold-Out 2026 HBM

TSMC Posts NT$1.046 Trillion Q4 on AI Boom, Beating Forecasts

Intel Leaps 10% After Trump Praises CEO, Says U.S. Is a Shareholder

Broadcom Pullback Meets Fresh Buy Calls From Wall Street

Intel Rallies as Trump Praises CEO, Extending Momentum From 18A Panther Lake Debut

Micron Climbs as UBS and Piper Lift Price Targets to $400 on AI-Driven Memory Squeeze

Bernstein Upgrades ASML to Outperform, Sets $1,528 Price Target on AI Spending Thesis

AI-Fueled Memory Squeeze Triggers Steep Q1 Price Hikes and Windfall Profits