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Stock impact report

Jim Cramer on Intel: “It's Making a Major Comeback Under New CEO Lip-Bu Tan” [Yahoo! Finance]

Monolithic Power Systems, Inc. (MPWR) 
Last monolithic power systems, inc. earnings: 4/28 04:01 pm Check Earnings Report
US:NASDAQ Investor Relations: ir.monolithicpower.com/investor-relations
Company Research Source: Yahoo! Finance
Next, we got three more non-storage semiconductor stocks. Intel in first place, Intel up 59%. Monolithic Power Systems in seventh place, up 47%. AMD, eighth place, up 42%. The semis are all over this top 10 list, leading the way since the bottom, and Intel's at the head of the pack. Isn't that fantastic? Intel was America's pre-eminent chipmaker for decades and fell on hard times for many years, mostly because of a lack of leadership. But now it's making a major comeback under new CEO Lip-Bu Tan, who's a remarkable man. After stabilizing the business, he obtained some major votes of confidence when the U.S. government and NVIDIA both took stakes in Intel last year. Both those parties are now looking at huge, huge gains in just seven or eight months' time… This latest run for Intel has been all about the realization that CPUs, not GPUs that NVIDIA makes, CPUs, their bread and butter, have become a key bottleneck for the AI data center buildout. As more companies embrace agentic AI, Show less Read more
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