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24,267 signal articles · 41 in last 24h · 115,339 total before filter · latest 1h ago
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Bloomberg51d agoneutral
US Invests $250 Million in Billionaire’s Startup for Chip Making

(Bloomberg) -- I-Pulse Inc. will receive $250 million in US funding for semiconductor and pulsed-power development as the venture co-founded by Robert Friedland joins American efforts to reduce reliance on foreign-chip supply chains.Most Read from BloombergInvestor Who Scored 900% Win in 2008 Crisis Has New Big Short BetApple Shares Sink After Sweeping Price Hikes Hit iPads and MacsStocks Whipsaw as Micron Surges While Apple Sinks: Markets WrapGrand Ole Opry House Up For Sale by Owner Ryman Hosp

Investing.com51d agoneutral
SpaceX credit-default swaps start trading after bond sale

Investing.com -- Credit-default swaps linked to SpaceX began trading Thursday after the company completed its first high-grade bond offering earlier this week, Bloomberg reported. The development allows investors to protect against potential losses or bet on the company's creditworthiness.

Investing.com51d agobullish
Why Goldman is cautious on outperforming Intel stock

Investing.com -- Goldman Sachs initiated coverage of Intel with a Neutral rating and a 12-month price target of $150, acknowledging clear tailwinds in server CPUs and foundry optionality but arguing that the stock's recent run has already priced in much of the upside.

Bank of America resets Marvell stock price target
TheStreet52d agoneutral
Bank of America resets Marvell stock price target

Marvell (MRVL) has gained about 215.72% year to date at the time of writing, Wednesday afternoon, June 24. Meanwhile, the SPDR S&P 500 index (SPY) is up about 7.41% in the same period. The semiconductor giant has rallied thanks to its role in the AI boom. Strong fourth-quarter fiscal 2026 ...

Investing.com52d agobullish
Chip stocks surge after-hours on Micron’s record quarter

Investing.com - Micron Technology Inc (NASDAQ:MU) delivered the strongest quarterly results in its history after Wednesday's close, posting fiscal third-quarter 2026 revenue of $41.46 billion against a Wall Street consensus of $35.69 billion, a 16.2% beat, and earnings per share of $25.11 versus the $20.49 estimate, a 22.6% upside surprise. The print sent Micron shares up roughly 12.6% in extended trade to around $1,180.97, recovering from a regular-session close of $1,047.20.

Investing.com52d agoneutral
Pelosi discloses bullish options bets on Intel and Uber

The filing shows two separate option purchases, both carrying a $50 strike price and a March 19, 2027 expiration date. The Intel position consists of 200 call options valued between $1,000,001 and $5,000,000, while the Uber position covers 200 call options valued between $500,001 and $1,000,000. Both transactions are classified as new purchases, not amendments to prior disclosures.

Intel’s stock split history (& prospects) explained
TheStreet52d agoneutral
Intel’s stock split history (& prospects) explained

Intel’s stock has been in the spotlight in 2026, surging over 250% in the first half of the year. The chipmaker’s epic run came after its current CEO, Lip-Bu Tan, took the helm from prior CEO Pat Gelsinger in the spring of 2025. With the stock trading near all-time highs, some investors ...

Analysis-Apple-Intel chip deal makes strategic sense but production is years away
Reuters52d agoneutral
Analysis-Apple-Intel chip deal makes strategic sense but production is years away

Apple turning to Intel for chips, as Washington announced last week, has the neat logic of necessity meeting ambition. A deal - which neither ‌company has formally announced - would pair Intel's effort to rebuild its credibility as a contract chipmaker with Apple's search for more manufacturing capacity, as its supplier TSMC struggles to meet surging AI chip ​demand from the likes of Nvidia. Supply constraints at the contract manufacturer have held back iPhone sales, Apple CEO Tim Cook said in April.

Nervous investors await Micron earnings as chip sector whipsaws
Reuters52d agoneutral
Nervous investors await Micron earnings as chip sector whipsaws

The spotlight is on chipmaker Micron Technology as it prepares to report earnings, with investors bracing for further volatility following sharp market swings fueled by large flows tied to SpaceX and a two-day boom-bust in semiconductor stocks. Last ‌June, Micron was a well-known if somewhat obscure company with a market value of $136 billion and a long history, but not ‌necessarily one whose quarterly earnings reports caught investors' fancy. Fast forward a year, and Micron is one of the stars of the technology rally that has sent chipmakers around the world ​soaring, igniting a fresh trading frenzy even after a dozen or more months of AI excitement.

PHLX Semiconductor Index Hit Hard in Selloff
The Wall Street Journal53d agobearish
PHLX Semiconductor Index Hit Hard in Selloff

One of the market's bright spots in 2026 sold off sharply in Tuesday's decline. The PHLX Semiconductor Index, packed with high-flying names like Nvidia, Intel and Micron, was down today by about 7.

The June Tech Wreck Arrives—and the Stock Market Is Shaking In Its Boots
Barrons.com53d agoneutral
The June Tech Wreck Arrives—and the Stock Market Is Shaking In Its Boots

Stocks could be facing the end-of-quarter reckoning many investors feared when Elon Musk’s SpaceX unveiled plans for its multibillion-dollar initial public offering and Federal Reserve Chairman Kevin Warsh took over the central bank’s policy reigns earlier this month. The early signs of a late June “tech wreck” started to formulate Monday, with Google parent Alphabet shedding more than $225 billion in market value, its biggest slump in more than a year, and SpaceX extending its three-day decline to more than $600 billion. Shares in SpaceX were falling 4.3% in premarket trading Tuesday, putting them below $150 a share.

Bloomberg54d agoneutral
Qualcomm Nears Deal for AI Chip Startup Modular

(Bloomberg) -- Qualcomm Inc. is in advanced talks to acquire Modular Inc. in a transaction valuing the artificial intelligence chip startup at about $4 billion, according to people familiar with the matter.Most Read from BloombergIran Says Hormuz Closed Again as Talks With US Set to OpenUS and Iran Make ‘Progress’ in Talks, Aim to Keep Hormuz OpenStocks Fall as SpaceX’s Rout Offsets US-Iran Hopes: Markets WrapMeta Taps New WhatsApp Boss as Part of $900 Million InvestmentSpaceX Falls for Third Da

Intel CEO gives investors a reality check
TheStreet54d agoneutral
Intel CEO gives investors a reality check

AI stock investors have essentially been trained to follow a rule to invest in businesses closest to GPUs, data centers, and hyperscaler spending. Intel (INTC) CEO Lip-Bu Tan just flipped that script on the June 18 episode of No Priors: AI, Machine Learning, Tech, & Startups. Tan believes ...