Giulia Rinaldi
19 February 2026 - 11:41
After two years of euphoria, AI stocks are correcting in 2026. Five names are down more than 25%, but one just rebounded 8.8%. Is this a reset—or a warning?
Giulia Rinaldi
18 February 2026 - 21:08
It’s not just AI-driven revenue growth. ASML holds tens of billions in liquidity, a financial weapon that could shape the future of the semiconductor industry.
Giulia Rinaldi
18 February 2026 - 11:54
Over the past 24 months, Intel has reported more than $12 billion in negative free cash flow. That figure alone helps explain why the stock has experienced a period of significant volatility.
Money.it
14 December 2024 - 15:40
S&P Global Mobility forecasts a surge in semiconductor value per car, jumping from $500 in 2020 to $1,400 by 2028. Here’s what’s driving this transformation.
Money.it
21 June 2024 - 15:00
Morgan Stanley selected 5 undervalued AI stocks that will dominate the semiconductor sector in the coming months.
Money.it
12 June 2024 - 17:00
Semiconductors are poised to dominate the markets in the coming years, with a growth rate of 14.9%. Here are some protagonists of the next megatrend with growth potential of up to 34%.
Money.it
31 May 2024 - 13:00
Beijing has created the largest investment fund dedicated to semiconductors. Big Fund III will be able to count on capital of 47.5 billion dollars.
Money.it
13 May 2024 - 13:00
Malaysia plans to establish itself as Southeast Asia’s leading technology and trade hub.
Money.it
24 April 2024 - 17:00
Beijing has made important strides in the creation of semiconductors. So the Dragon could surprise Washington again.
Money.it
5 December 2023 - 13:00
With the semiconductor war between China and the US intensifying, the chip sector is being closely watched by investors. Citi cited 5 winners and 1 loser stocks in the sector.
