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Nvidia, Intel and other Hot Chip stocks fall

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Overview
 · 1d
Forget Intel. Its Own Executives Are Cashing Out and This Is the Chip Stock You Should Own Instead
Intel (INTC) has rallied 214% YTD on AI/foundry hype, but Q1 showed $3.7B net losses and negative free cash flow—the comeback narrative isn’t matching reality yet.

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 · 1d · on MSN
Nvidia, Intel and other hot chip stocks fall as AI exuberance fades
 · 7d · on MSN
Is Intel Stock the Next Nvidia?
 · 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
4d

Intel CEO promises partnership with Nvidia will produce "exciting new products"

The update came via Tan's latest post on X, in which he congratulated Nvidia CEO Jensen Huang on receiving an Honorary Doctorate in Science and Technology
1d

Intel Slumps 7%, AMD and NVIDIA Slide 4% in Chipmaker Selloff

The semiconductor sector is selling off at the open on Friday, with all three major U.S.-listed chipmakers giving back a slice of their parabolic spring rallies. Intel (NASDAQ:INTC) shares are leading the move lower,
24/7 Wall St.
3d

Intel’s Run Has Gone From Strong to Surreal. Now, the Profit-Taking Debate Is Heating Up

Intel has surged 442% over the past year and now trades at $122.25 with a forward P/E of 156, while management guides to Q2 2026 non-GAAP EPS of 20 cents.
San Diego Union-Tribune
8mon

Nvidia to invest $5 billion in Intel; companies will work together on AI infrastructure and PCs

Nvidia, the world’s leading chipmaker, announced on Thursday that it’s investing $5 billion in Intel and will collaborate with the struggling semiconductor company. Las Cuatro Milpas customers start lining up at 3 a.m. for the grand reopening Silicon ...
1don MSN

Why Intel is more like Boeing than Nvidia or TSMC

Intel’s turnaround story may make Boeing a better comparison than Nvidia or TSMC as investors focus less on near-term earnings and more on long-term execution.
Forbes
1y

Sell Nvidia, Buy Intel Stock?

Nvidia has been the poster child of the AI boom, with its stock surging by over 180% this year, pushing its valuation to close to $3.4 trillion. Nvidia’s revenues are on track to more than double this fiscal year led by surging demand for its GPUs which ...
9d

Not Nvidia. Not Broadcom. Intel Is Going to Be the Biggest Winner of the Artificial Intelligence (AI) Inference Era.

Sales of Intel's central processing units and custom AI processors are gaining traction as AI inference workloads grow.
1d

What you need to know about Nvidia competitor Cerebras after wild IPO

Nvidia competitor Cerebras made a stunning debut on Wall Street Thursday, signaling unstoppable demand for AI chips. Here's how its chips compete with Nvidia's.
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