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Total return, dividends included.
Where the price sits against its 50- and 200-day moving averages.

Intel gained 37.4% in a month, while three semiconductor funds reported sizable holdings in the chipmaker and strong year-to-date returns.

He sees a coming memory-chip glut and says five companies outside AI have fallen to attractive prices.

Investors questioned whether a slower frontier-AI buildout could cool the fab investment cycle powering chip-equipment demand.