Intel Corp (INTC)

It could, but not in the way you might think.

An explosion at the chipmaker's facility in Israel gave investors pause.

Tesla plans to build and operate its own AI chip fab, Terafab, raising questions about costs and execution ahead of its Oct. 21 earnings report amid a stretched valuation.

After the stock nearly tripled over the past year, stronger execution and growing CPU demand could fuel further upside.

Applied Materials earned a 24.7% net margin and generated nearly $5.7 billion in free cash flow in fiscal 2025, and Intel recorded a small net loss and negative free cash flow in 2025 as it works on a manufacturing turnaround.

Intel unveiled its Crescent Island GPU D-Series for budget inference computing as its foundry unit posts losses, insiders buy shares, and short interest climbs ahead of Q3 earnings.

Intel swung to near breakeven while Marvell posted a 32.6% net margin, but valuation tells a different story about which has more room to run.

AI needs more than GPUs, and these companies are delivering.

Apple faces significant uncertainty as a new CEO takes the helm.

ASML (NASDAQ:ASML) reported record third-quarter results for 2026, citing strong customer demand, higher installed-base upgrade activity and favorable product mix. The semiconductor equipment maker said it expects momentum to continue into the fourth quarter, while customers accelerate capacity plan

The chipmaker's share price went nowhere for nine years. How much of the turnaround are investors already paying for?

Intel's revenue jumped 18% in its latest quarter while Marvell posted eight straight quarters of growth — but the gap between them tells a different story.

One makes the chips, the other designs them. But their valuations and risk profiles diverge sharply.

Elon Musk wants to design his own chips for Tesla and SpaceX.

Intel's turnaround is burning cash while NVIDIA's margins hit 55.6%, leaving investors to weigh recovery risk against dominance.

Every Rule Breaker investor eventually has to ask whether great leadership can outlive the people who built a company.

ASML is set to report Q3 earnings. Here's what to expect.

SOXX posted 93.4% returns in one year with a 0.33% expense ratio, while CHAT offers 1.9% dividend yield but lower gains.

The current pace of AI development would not be possible without these semiconductor companies.

Nvidia has the potential to lead the S&P 500 in performance next year.