Advanced Micro Devices, Inc. - Common Stock (AMD)

These two companies are compelling bargains amid the current sell-off in AI stocks.

Oracle continues to expand its AI infrastructure to keep up with demand.

Intel Corporation (NASDAQINTC) surged 11.6% during the pre-market trading session on Thursday after the company announced that tech industry veteran, Lip-Bu Tan, is set to take the helm as the new CEO.

Trump’s criticism has sparked concerns among executives of chipmakers, who are reportedly looking into the legalese to understand if the Trump administration can claw back grants awarded under the CHIPS Act.

Lip-Bu Tan, former CEO of Cadence Design Systems, will take over the reins of Intel from interim CEOs David Zinsner and MJ Holthaus. Tan was on Intel’s board till last year, when he departed citing other commitments.

Intel stock rallied late Wednesday after the semiconductor giant named Lip-Bu Tan as its new chief executive officer.

TSMC's proposed joint venture with Intel aims to revitalize Intel's foundry division by collaborating with major U.S. chip designers.

Micron stock is trading higher on Wednesday amid a rebound in technology stocks following softer-than-expected CPI data for February.

Traders found relief in a cooler-than-expected inflation report, driving tech-heavy indices to a rebound on Wednesday despite ongoing trade tensions.

Shares of leading designer of graphics chips Nvidia (NASDAQNVDA) jumped 6.9% in the morning session as markets experienced a boost after data from the Bureau of Labor Statistics revealed that inflation for the month of February 2025 came in better than expected. The CPI (Consumer Price Index - a gauge of the average price consumers pay for goods and services) rose 0.2% from the previous month (vs estimates for a 0.3% increase), while headline inflation rose 2.8% year on year (vs estimates for a 2.9% y/y increase). The data revealed inflation continued to edge closer to the Fed's 2% target, but not quite there yet. The reaction wasn't anything wild, but the sentiment leaned positive. The Nasdaq led the way, climbing 1.4%, boosting some tech stocks. 

Institutional activity shifted in Q3, reverting to buying in tech stocks like Apple, Crowdstrike, and Advanced Micro Devices with healthy cash flow.

Intel Corp (INTC) stock jumped 5.36% on reports of a joint venture with TSMC, but with long-term struggles and bearish outlook, it may be short-lived.

AMD CEO Lisa Su is confident in the company's AI dominance, fueled by growth in AI GPUs, server CPUs, and strategic partnerships.

TSMC proposes JV with US chip designers to manage Intel's factories after Trump's request for Intel's revival.

With the market pulling back from its highs, there are more opportunities for long-term investors.

Former President Ronald Reagan warned that tariffs "destroy prosperity," but in a stark reversal, President Donald Trump is doubling down on protectionist trade policies — a move that's now threatening to raise costs across the U.S. tech sector, from Apple and Nvidia to Amazon and Tesla.

In 2025, we expect 9.5% growth in the global semiconductor market, driven by robust demand for data centre services, including AI. However, growth in other, more mature segments is expected to be stagnant.