The chipmaker lost $11 billion last quarter on paper. The math underneath points somewhere very different.

Intel trades at $97.71 after a $20bn raise at $95. Our INTC bull case is $148, bear case $62, with the escrow, dilution and foundry maths behind both.

For much of the generative AI boom, GPUs have dominated discussions around AI infrastructure as companies raced to build large language models, with Nvidia Corp. NVDA emerging as the biggest ...

Nvidia(NASDAQ: NVDA) has been the "go-to" artificial intelligence (AI) stock for a number of years. Since this tech giant is the No. 1 designer of AI chips, it's generated mind-boggling revenue growth ...