AI Stocks Semiconductor stocks Tech Stocks Technology

Which Semiconductor Stocks Survive the Cycle, and Which Ones Get Crushed

Why the cycle persists, decade after decade. The industry has been cyclical since it began in the 1950s, and that pattern has not gone away. Based on Morris Moore’s analysis, the…

ByCharlie Youlden

29

Oct 2025

AI Stocks

Intel Beats Earnings: What It Means for ASX Data Centre Stocks

Intel's surprise profit and strong results show that demand for data centre infrastructure is booming, which is great news for Australian operators like NextDC (ASX: NXT) and Macquarie Technology (ASX:…

ByUjjwal Maheshwari

29

Oct 2025

Tech Stocks Technology

Intel Shares Surge After Strong Quarterly Results and Outstanding Earnings Beat

Intel’s Comeback Story Just Got Stronger What a turnaround story it has been for Intel (NASDAQ:INTC). Not long ago, sentiment across the market was that the company was heading for…

ByCharlie Youlden

28

Oct 2025

AI Stocks

Intel vs. AMD: Which Chip Giant Will Win This Week’s Earnings Battle?

Intel stock has surged 82% year-to-date on government backing and strategic investments, while AMD maintains stronger analyst support with 29 Buy ratings versus Intel's mostly Hold and Sell ratings. Both…

ByUjjwal Maheshwari

22

Sep 2025

Defence Stocks International Stocks Semiconductor stocks Tech Stocks Technology

Intel (NDQ:INTC): Its been outmuscled by Nvidia, but its rival just became an investor by buying a US$5bn stake

Intel (NDQ:INTC) has a peculiar shareholder register that has included the US government (which bought 10% in August), Japan's SoftBank and now Nvidia. Yes, as the saying goes...if you can't…

ByNick Sundich

06

Aug 2024

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Here’s why investors fear a US recession, and whether the fears are justified

Investors fear a US recession - there's no denying it and there's no other explanation for the market correction in the last week. But are these fears justified? Why investors fear…

ByNick Sundich

10

Jul 2024

AI Stocks Tech Stocks Technology Telecommunications Stocks

Could these 4 Nvidia competitors deliver Nvidia-like gains that you missed out on?

If you missed out on buying Nvidia (NDQ:NVDA), you may consider looking at Nvidia competitors. As of July 2024, Nvidia has gained over 3,000% in 5 years and is valued…

ByNick Sundich