Chipmakers
-
Intel Stock: AI Hype Meets Profit Reality Ahead of Q4 Earnings
Intel’s stock has surged 147% in the past year, fueled by AI enthusiasm. However, a dramatic 95% earnings collapse since 2021 and looming Q4 earnings report raise questions about whether the chipmaker’s valuation is justified by its fundamentals.
-
Broadcom (AVGO) Stock Jumps as Microsoft Eyes Custom Chip Partnership
Broadcom’s stock (AVGO) rose over 2% premarket after reports surfaced that Microsoft may shift its custom chips business to Broadcom. This potential partnership signals growing confidence in Broadcom’s technology and could reshape the competitive landscape among chipmakers.