11-08-2025
To anyone still shouting “bubble”: Please sit down.
11-08-2025
The chip companies have reportedly agreed to give 15% of their China revenues to the U.S. government, but Bernstein analysts said the move doesn’t have a clear strategic purpose and will impact profitability.
11-08-2025
Intel’s turnaround is at risk given political criticism of CEO Lip-Bu Tan. Can he and Trump work together to resurrect U.S. chip making?
11-08-2025
The enterprise-AI software company expects to report disappointing results, and some on Wall Street think it could take more time to right the ship.