SemiPulse — Semiconductor Intelligence

Shares of chipmakerIntel(INTC0.55%)have been on a remarkable run. As of this writing, the stock has soared nearly 500% over the past year, with much of that gain piling up in the last several weeks alone. After the company posted its first-quarter results in late April and was reported to have reached a preliminary chip-manufacturing agreement withAppleearlier this month, the stock notched a fresh

Semiconductor Industry NVIDIA Intel AI Chips Data Center CPU GPU Chip Manufacturing

Is Intel Stock the Next Nvidia? - Yahoo Finance

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finance.yahoo.com 2026-05-10 Yahoo Finance

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Daiwa Just Upgraded Qualcomm Stock. Can a Data Center Pivot Justify the 80% Rally? - TIKR.com

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www.tikr.com 2026-05-10 TIKR.com

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Micron stock reviewed post-record weekly rally (MU:NASDAQ) - Seeking Alpha

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seekingalpha.com 2026-05-10 Seeking Alpha

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Micron stock sends a strong signal amid chip shortage - thestreet.com

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www.thestreet.com 2026-05-10 thestreet.com

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SK hynix AI Memory Crunch: Big Tech Offers to Fund Fabs as Capacity Runs Out - TechStock²

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ts2.tech 2026-05-10 TechStock²

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Applied Materials Stock: Supplying Intel Comes With Its Perks (NASDAQ:AMAT) - Seeking Alpha

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seekingalpha.com 2026-05-10 Seeking Alpha

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Is Nvidia Still the Best AI Stock to Buy in 2026, or Is This Challenger? - The Motley Fool

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www.fool.com 2026-05-10 The Motley Fool

Nvidia(NVDA1.38%)has long been considered the ultimate artificial intelligence (AI) stock to buy. Why? Because the company is the maker of the key element needed for the most crucial AI tasks: the chip for the training and inference of large language models. Others also make AI chips, but Nvidia's graphics processing units (GPUs) offer the highest performance, making them the most sought-after on

AI chips NVIDIA Broadcom AI investment Semiconductor industry Chip market Tech stocks AI growth

Micron Stock Is Up 700% Over the Past Year. Its Shares Still Look Relatively Cheap. - The Motley Fool

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www.fool.com 2026-05-09 The Motley Fool

Shares ofMicron Technology(MU5.81%)have soared by 710% over the past 12 months as the company has benefited from the rising demand for memory processors used in artificial intelligence (AI) data centers. Even amid the surging share prices of many AI stocks, Micron's performance stands out among the crowd.Technology companies -- includingAlphabet,Amazon,Microsoft,Meta Platforms, and others -- are c

Micron Technology AI memory chips AI data centers Capital expenditure Semiconductor industry Investment analysis Tech stocks Memory market

SÜSS MicroTec SE stock: Semiconductor equipment maker eyes growth in advanced packaging and lithogr - AD HOC NEWS

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www.ad-hoc-news.de 2026-05-09 AD HOC NEWS

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Cloudflare cuts 20% of its jobs due to AI, and its stock takes a 19% spill

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tomshardware.com 2026-05-09 Bruno Ferreira

Cloudflare cuts 20% of its jobs due to AI, and its stock takes a 19% spill. The company announced it will be cutting 1,100 jobs and has increased its usage of AI sixfold over the past few months.

Cloud Computing Artificial Intelligence Layoffs Technology Stocks AI Data Processing Corporate Transformation Employee Benefits Financial Performance

Goldman Sachs resets Nvidia stock forecast ahead of earnings - thestreet.com

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www.thestreet.com 2026-05-09 thestreet.com

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ARM vs. INTC: Which AI-Era Semiconductor Stock Will Reward Patient Investors? - 24/7 Wall St.

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247wallst.com 2026-05-09 24/7 Wall St.

If you are a retirement-focused investor staring at Arm Holdings (NASDAQ:ARM | ARM Price Prediction) and Intel (NASDAQ:INTC) after both stocks have torn higher, the question is simple: Which one belongs in a portfolio built to preserve capital and compound steadily? Video Muted Both semiconductor stocks have ridden the AI wave hard. Arm is up nearly 90% year to date (YTD) and Intel an even more

Semiconductor Industry AI Chips Investment Analysis Valuation Comparison Retirement Investing Stock Investment ARM Holdings Intel