Susquehanna’s note ties the rally to a real near-term catalyst (Instinct MI350 ramp) plus a bigger Q4 inflection as ...

Large-cap stocks rallied last week, led by strong earnings, upbeat guidance and renewed momentum in semiconductor names.

TL;DR: Intel's advanced 18A semiconductor process, produced at its Arizona Fab 52, is set for use in upcoming Panther Lake and Clearwater Forest chips. Microsoft plans to utilize this technology for ...

Intel posted stronger-than-expected first-quarter results, with revenue up 7% and data center and AI sales surging 22%. The company sees CPUs playing a renewed role in AI infrastructure, especially in ...