The aggressive spending on AI data center infrastructure will be a tailwind for Intel, Sandisk, and Micron Technology over the long run.
While the benchmark S&P 500 index is overall almost 8% in the green in 2026 and close to its all-time highs (ATH), there has been significant divergence between the performance of the various stocks c
INTC jumps after reports Apple is exploring U.S. chip production talks with Intel, boosting confidence in its growing foundry business.
Earlier this week, Elon Musk formally introduced the Terafab Initiative, a chip manufacturing facility located in Texas, designed to create processors for Tesla (TSLA), SpaceX, and xAI.
I'll cut to the chase. Intel (NASDAQ: INTC | INTC Price Prediction) has been one of the most extraordinary turnaround stories of the past year, with shares up 466.75% over the trailing 12 months and 2

This 150% Run Is Just the Beginning

05:00pm, Thursday, 07'th May 2026
The AI trade shifts to CPUs
Intel's rally looks powerful, but the real story is whether AI, foundry momentum, and improving margins can turn the comeback into lasting profits.
Following the stock's record 174% rise, which surpasses dot-com bubble records, some are questioning whether Intel is flying too close to the sun.
Intel's 108x forward P/E and 173% gap from its 200-day average echo Cisco's March 2000 mania, but the dislocation runs deeper.
Sales of Intel's central processing units and custom AI processors are gaining traction as AI inference workloads grow.
Citrini Research gained attention for its dystopian blog about AI. Now, it's suggesting buying the laggards in the semiconductor industry.
AMD's data center revenue jumped 57%, giving investors hard evidence of demand for server CPUs and AI accelerators as the company guided for another strong quarter.
Apple (NASDAQ:AAPL | AAPL Price Prediction) just posted its best March quarter ever at $111.18 billion, while Intel (NASDAQ:INTC) followed with a sixth consecutive revenue beat.

The Big 3: NFLX, LULU & INTC

01:30pm, Wednesday, 06'th May 2026
Don Kaufman takes us through today's top three trades highlighting Netflix (NFLX) as it may retest the 75 level. He also warns that Lululemon (LULU) could face longer term pressure holding levels, mea

Apple Talks Just Changed Everything for Intel

01:11pm, Wednesday, 06'th May 2026
Shares of Intel Corporation NASDAQ: INTC are trading around $110 following another explosive week for the stock. It has seen a move of more than 400% over the past 12 months and more than 150% since t
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