Introducing new catalysts and positive earnings shifted Intel's return/risk curve signaling potential for a turnaround plan.

Intel's muted price action reflects a gloomy 1Q FY25 outlook, despite beating 4Q FY24 revenue and non-GAAP EPS estimates. See ...

Fred Alger Management, an investment management company, released its “Alger Spectra Fund” fourth quarter 2024 investor ...

AMD has outlined its AI roadmap during recent earnings call: new Instinct MI350 now releases in mid-2025, next-gen MI400 ...

When we first started The Next Platform a decade ago, there was not really much of a reason to cover the company’s datacenter ...

During AMD's recent Q4 2024 earnings call (transcript here ), AMD CEO Dr Lisa Su explained that the company "saw our highest ...

If there were any fears that spending on AI infrastructure was about to slow down, that was put to rest when Trump announced ...

AMD on Tuesday announced its financial results for the fourth quarter of 2024 and for the whole year. As expected, the ...

Regarding market opportunities in the semiconductor industry, Intel (INTC) no longer commands the social cachet it once did ...

There aren't many deep value turnaround opportunities in the technology world these days. However, Intel (NASDAQ: INTC) is an ...

AMD closes 2024 with record sales. For the first time, company boss Lisa Su is specific about the share of AI accelerators.

Also, Intel's earnings forecast for the current quarter is lower than the $0.08 per share that analysts were projecting. The ...