Intel Dips 5%, AMD Down 3%: Rising Competition and Sector Pressure Test Two of Wall Street’s Favorite Chip Stocks

Quick Read Intel (INTC) stock fell 5% to the $44 area despite an AI partnership with NVIDIA (NVDA) and a Xeon 6 design win. Advanced Micro Devices (AMD) shares declined 3% and broke below $200 even though the company reported Q4 revenue of $10.27B (up 34% year over year) with data center revenue hitting a record $5.38B (up 39%). Geopolitical tensions, supply chain concerns, and the Super Micro Computer (SMCI) export scandal are pressuring the semiconductor sector. Have You read The New Report Shaki ...