Intel Apple Deal +8.2%: 18A-P Breakthrough Lifts Shares
Can the Intel Apple Deal finally turn Intel’s foundry ambitions into a credible challenger to TSMC on U.S. soil? Maik Kemper Editor in Chief We’re going to need…
ASML AI Strategy +3.9% as EUV Demand Fuels New Surge
Can ASML’s AI monopoly keep powering the chip boom as Wall Street starts valuing lithography like critical infrastructure? Maik Kemper Editor in Chief ASML’s monopoly position in High-NA…
Intel 18A-P Production -5.4% as Foundry Progress Fails to Lift Shares
Can Intel 18A-P Production turn foundry hype into real profits, or will execution fears keep crushing the stock? Maik Kemper Editor in Chief Our news and presentations at…
Intel Forecast +5.5% After Hours as AI CPU Demand Surges
Is Intel finally becoming an AI infrastructure winner again, or is this after-hours surge getting ahead of reality? Maik Kemper Editor in Chief The CPU pie is growing…
Intel Upgrade +5% as BofA Turns Bullish With $135 Target
Can Intel’s sudden Wall Street comeback finally turn its AI and foundry ambitions into a durable bull case? Maik Kemper Editor in Chief We see Intel uniquely positioned…
AMD Upgrade +4.3% After Citi Buy Call and Meta AI Win
Is this AMD Upgrade the moment Wall Street finally starts valuing AMD as an AI GPU contender instead of just a CPU company? Maik Kemper Editor in Chief…
Intel Upgrade +5.9% as BofA Turns Bullish on AI Push
Can Intel’s latest upgrade finally turn its foundry gamble and AI server push into a credible Wall Street comeback? Maik Kemper Editor in Chief Intel remains under-owned compared…
AMD AI Forecast: Stock Tanks -7.8% Despite Strong Q1
Why did AMD plunge nearly 8% even as revenue, margins, and AI demand all pointed in the opposite direction? Maik Kemper Editor in Chief AI infrastructure demand is…
Intel Google Deal Sends INTC Up 13% as Foundry Hopes Rise
Can the Intel Google Deal finally turn Intel’s foundry ambitions from a costly promise into a credible AI growth story? Maik Kemper Editor in Chief The coming wave…
Intel Hitachi Partnership: INTC Drops 11.3% Despite Deal
Can the Intel Hitachi Partnership change Intel’s factory future, or is the market too focused on a brutal semiconductor sell-off? Maik Kemper Editor in Chief This collaboration brings…