Intel Corp
TSMC and ASML post-earnings stock moves could be a sign of what’s to come from chip companies
TSMC CoWoS chips: Sample microchips packaged using CoWoS at TSMC’s offices in San Jose, California, shown to CNBC on February 20, 2026. CNBC Two of the biggest names in chip manufacturing, Taiwan Semiconductor Manufacturing Co. and ASML, both reported strong earnings this week as demand for artificial intelligence chips remains sky high. But that didn’t […]
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Tesla stock pops as Elon Musk touts chip progress
Tesla cars charge at a Tesla Supercharger station in Pasadena, California, March 30, 2026. Justin Sullivan | Getty Images Tesla stock rose more than 6% on Wednesday as CEO Elon Musk touted progress on the company’s forthcoming AI5 chip. Musk said in a post on his social network X on Wednesday that the chip has […]
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Stocks making the biggest moves premarket: Novo Nordisk, JPMorgan Chase, United Airlines & more
Check out the companies making the biggest moves premarket: Novo Nordisk — U.S.-listed shares popped 3% after the company announced a partnership with OpenAI . “Integrating AI in our everyday work gives us the ability to analyse datasets at a scale that was previously impossible, identify patterns we could not see, and test hypotheses faster […]
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Intel’s stock is on track for a historic 9-day winning streak, up 56% over that run
The Intel logo is displayed on a sign in front of Intel headquarters on July 16, 2025 in Santa Clara, California. Justin Sullivan | Getty Images Intel was on track for a ninth-straight day of gains on Monday, up about 56% over that stretch and on track for its best run over that many days […]
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The Tech Download: Reputational damage, supply chain issues and local investment. What’s next for Middle East tech?
This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here. The past week has seen some progress, albeit uneasy and stilted, being made towards ending the Iran war. A two-week ceasefire was agreed on Wednesday, and while it looks fragile, hopes of the conflict approaching a close are […]
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TSMC posts 35% jump in revenue to new record high as AI chip demand stays strong
Taiwan Semiconductor Manufacturing Company’s logo is seen in the background beside a printed circuit board. Sopa Images | Lightrocket | Getty Images Taiwan Semiconductor Manufacturing Co. on Friday posted another quarter of record revenue driven by demand for AI chips. For January to March, the world’s largest chipmaker reported revenue of 1.13 trillion new Taiwan […]
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Google expands partnership with Intel for AI chips
Intel Xeon 6 processors are shown to CNBC at Intel’s advanced packaging facility in Chanfler, Ariona, on November 17, 2025. Tony Puyol Google has committed to using multiple generations of Intel central processing units in its artificial intelligence data centers, an expansion of an existing partnership. Intel shares gained 2% on Thursday while Alphabet shares […]
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Bet on an Nvidia rally – and do it on the cheap – with this strategy, according to the charts
Few stocks capture the imagination of investors the way Nvidia (NVDA) does. The numbers alone are impressive: up more than 1,200% since October 2022, now the largest component in the S & P 500, and the only stock with a market capitalization above $4 trillion. To put that in perspective, Nvidia is worth nearly as […]
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AI’s next bottleneck: Why even the best chips made in the U.S. take a round trip to Taiwan
An underappreciated step in the chipmaking process is poised to become the next bottleneck for artificial intelligence. Every microchip used to power artificial intelligence must be put into hardware that can interact with the outside world. But right now, almost all of this chipmaking step, known as advanced packaging, happens in Asia, and capacity is […]
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Strait of Hormuz blockage upends global helium supply. This U.S. company could benefit
Exxon Mobil stands to gain as the Middle East war continues to squeeze global helium supply , according to UBS. The five-week-old war against Iran could pose a threat to the semiconductor sector, alongside other industries that depend on helium, such as medical imaging and space rockets. The U.S. Geological Survey estimates that before the […]
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