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Track Intel Corp. in real time with a live news feed covering Intel Corp. stock news, official press releases, company announcements, and an archive of historical Intel Corp. news. ...more
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10:25 AM | Monday | Oct 12, 2026
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SK Hynix trades at a fraction of Applied Materials' valuation while posting a 44% net margin, but volatility in the memory market poses a different risk.
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SK Hynix trades at a fraction of Applied Materials' valuation while posting a 44% net margin, but volatility in the memory market poses a different risk.
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Intel CEO Lip-bu Tan and his Broadcom counterpart Hock Tan have sounded the alarm over the biggest near-term concern that could derail the artificial intelligence boom. The massive investment in artificial intelligence has been described as one of the biggest bets in American industry, with billions of dollars flowing into data centers, advanced chips and computing infrastructure.
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Intel and Broadcom warned that access to capital could emerge as a major constraint on the artificial intelligence boom. "[What] I think might be the biggest constraint is capital," Hock Tan said at the DBS Asia Future Forward Conference in Singapore on Monday.
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Astera Labs (NASDAQ: ALAB - Get Free Report) and Intel (NASDAQ: INTC - Get Free Report) are both large-cap technology companies, but which is the superior stock? We will contrast the two businesses based on the strength of their profitability, institutional ownership, earnings, risk, valuation, analyst recommendations and dividends. Institutional and Insider Ownership 60.5% of Astera Labs
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Arm benefits from both its own CPUs and custom CPUs. AMD and Nvidia both look well-positioned to capture market share in the fast-growing server CPU space.
Read full articleBroadcom maintains a dominant position in networking and custom AI accelerators with high net margins. Intel is aggressively pivoting toward a foundry model to manufacture chips for outside designers.
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Recent news from Samsung, TSMC, and SpaceX suggests record CAPEX spending will continue.
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CNBC's Cramer favors established AI winners despite valuation concerns. Here are ETFs offering diversified exposure to his top stock picks.
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A chipmaker that lost billions last year now commands a valuation that dwarfs two of the world's most profitable consumer giants, and the math holding that together is razor thin.
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Not all current winning AI stocks will be future winners.
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