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Intel has two new powerful investors – but can they turn it around?

The White House and SoftBank back Intel just weeks after Trump was calling for the chief executive to resign

The American energy stocks benefiting from AI

Increasingly complex AI models require even more energy to run, and tech giants are looking for partners

It’s time to look out for Nvidia’s Big Tech problem

What investors need to look for in Nvidia’s next 10-Q

Tech fund managers ditch Apple over AI worries

The technology sector is driven by mega stocks but not all the Magnificent Seven look equally well placed

Tech giants are falling into the ‘restaurant trap’

The Squeeze: Following each other can be sensible, but not if the original decision was flawed

Why investors need to guard against concentration risk

Are markets at risk from mega caps?

The tech giant making money by disrupting AI

Are ‘content delivery network’ stocks another way to play the AI boom?

What McDonald’s tells us about the economy

The Squeeze: Its split customer base reflects an increasing gap between the top and bottom

Is there finally a rival to Taiwan Semiconductor?

Tesla has signed a contract with Samsung to make its AI chips, as it looks for alternative suppliers to the Taiwanese giant

A microchip designer that’s ready to rival Nvidia

A more liberal approach to semiconductor export rules will help boost sales at this semiconductor stock