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Nvidia, Intel and other Hot Chip stocks fall

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Overview
 · 1d · on MSN
Intel stock is falling as analyst issues chip-stock bubble warning
Intel stock, AMD and Arm were falling as an analyst warned of the dangers of assuming the AI trade will last indefinitely.

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 · 1d
Forget Intel. Its Own Executives Are Cashing Out and This Is the Chip Stock You Should Own Instead
 · 1d · on MSN
Nvidia, Intel and other hot chip stocks fall as AI exuberance fades
 · 1d
Jensen Huang is in Beijing doing side quests
Nvidia CEO Jensen Huang, who is in Beijing as part of President Trump’s China trip, is going viral after social media videos showed him swapping diplomatic events for noodles, ice cream, and selfies o...

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 · 2d
What the Trump–Xi summit in China could mean for Nvidia
 · 1d
Wall Street ends higher on tech rally; investors eye Beijing talks
1d

Arm Holdings CEO Rene Haas Has a Big Warning for Intel and AMD

It announced the ARM AGI CPU on March 24, noting that it is the first time in its 35-year history that it will produce its own silicon. The company is targeting the agentic AI and inference markets, which require energy-efficient computing solutions.
1d

Apple reportedly testing Intel's 18A-P process to make iPhone and Mac chips

Apple using Intel to manufacture some of its processors appears to have gone from rumor to reality at light speed. Following news earlier this month that the two companies were in discussions, supply chain export Ming-Chi Kuo now says that Apple has kicked off test runs for systems-on-chip built on Intel's 18A-P process.
2d

Can Intel Stock Reclaim The Silicon Throne?

Intel has attracted business from distinguished external clients. Its manufacturing properties in the United States are increasingly being regarded as
1d

Intel has already started making chips for Apple, it seems, but not the most advanced kind

Intel is quietly manufacturing chips for Apple's iPhones, iPads, and Macs — but only legacy and mid-range processors, not the advanced silicon TSMC still dominates.
2don MSN

Why Intel Stock Slumped Today

The AI data center market is growing -- for everybody but Intel.
5h

While AI Demand Drives CPU Prices Up, Intel Goes Nuts and Sells the Core Ultra 7 270K at a Record Low

AI data centers are competing with consumers for the same processors, pushing prices up across the market. Intel just went in the opposite direction, dropping the Core Ultra 7 270K to a record low on Amazon.
Morningstar
4d

Intel's stock just guided the chip sector toward a sharp selloff. Here's why.

Analysts note 'buyer exhaustion' as well as market concerns about what the latest inflation data may mean for future data-center spending commitments Intel's stock closed down on Tuesday, alongside other semiconductor stocks. The excitement around Intel ...
8d

Intel shares soar on Apple chip deal report. Here's why it signals a total pivot for chipmaking

Samsung, Intel and Taiwan Semiconductor are the only three companies in the world capable of manufacturing the most advanced chips needed for AI.
4d

Apple, Intel Reportedly Near Chip Deal That Could Reduce TSMC Reliance

Apple and Intel reportedly reached an early chip manufacturing agreement that could reduce Apple’s TSMC reliance and boost Intel’s foundry ambitions.
1d

AMD vs Intel: One Triples Free Cash Flow While Another Burns Billions on Foundry Ambitions

AMD (NASDAQ:AMD) and Intel (NASDAQ:INTC) both reported Q1 fiscal 2026 results within two weeks of each other, and the contrast is striking. AMD posted $10.25 billion in revenue powered by AI accelerators,
1don MSN

These stocks are today’s movers: Intel, Boeing, Cerebras, Microsoft, DexCom, Figma, Coherent, Coinbase, and more

Cerebras slips after shares of the chip maker rallied 68% in their trading debut on Thursday.

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