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The company almost doubles its non-handset sales target, helping to revive faith in the stumbling AI trade.
Qualcomm hikes sales target, big bank stress test results are out, Trump cancels housing bill signing, and more news to start your day.
Pre-Market Stock Futures: Futures are trading higher this morning, after all the big funds and portfolio managers may have shown their hands on Wednesday, as the tech and chip stocks sell-off resumed after stocks started higher in the morning but faded in the afternoon. The tech sell-off came before Micron Technology (NASDAQ: MU) posted huge ... Here Are Thursday’s Best Wall Street Analyst Research Calls: Brown-Forman, CoreWeave, Intel, JFrog, Keurig Dr. Pepper, Klarna Group, Qualcomm, Shift 4 P
News of the day for June 25, 2026
June 25 (Reuters) - What matters in U. and global markets today , Editor-at-Large, Finance and Markets Micron Technology's impressive earnings update and demand forecasts on Wednesday have reheated the shaky chip sector, lifting the trillion-dollar memory chip maker's stock about 14% overnight and igniting a tech rally around the world on Thursday.
Qualcomm hikes sales target, big bank stress test results are out, Trump cancels housing bill signing, and more news to start your day.
<body><p>STORY: From chip stocks getting a fresh boost... to where chip workers have become among the most desirable partners.. This is AI Weekly.</p><p>:: AI Weekly</p><p>Chip stocks rebounded after bullish outlooks from U.S. firms Micron Technology and Qualcomm.</p><p>Micron said customers had committed to spend $22 billion on its chips.</p><p>It also forecast quarterly profit and revenue well above expectations, sending its shares 12% higher in after-hours trading.</p><p>Landsberg Bennett Chief Investment Officer Michael Landsberg says the AI boom has been transformational for memory chip makers like Micron:</p><p>“What’s happened in this space has been, typically this used to be more of a commodity, and so what’s happened now with AI, a lot of these chips are needed to make AI work faster and better so the demand has really been strong across the entire sector.”</p><p>Donald Trump has said Apple has agreed to work with Intel to design and manufacture its chips in the U.S.</p><p>The move would be a major boost for the American chipmaker's efforts to turn around its business.</p><p>A contract with Apple would lock in steady demand from the iPhone maker.</p><p>That would boost Intel's reputation and sales as it looks to close the gap with rival TSMC.</p><p>Oracle's total workforce declined 13%, or about 21,000 employees, in its fiscal 2026.</p><p>It's as the cloud computing giant continued restructuring its business... partly driven by the adoption of AI across its operations.</p><p>Up to 3,000 Santander employees in Spain could also be offered early retirement.</p><p>That's as the bank braces for impacts brought on by AI, Spanish newspaper Expansion reported on Wednesday.</p><p>SK Hynix overtook Samsung Electronics to become South Korea's most valuable listed company.</p><p>Shares in what is now the world's most valuable memory chipmaker rose to bring the company's market capitalization to $1.35 trillion. </p><p>Employees at chip factories are also now part of South Korea’s A-list. </p><p>Some workers at Samsung’s chip division are set for bonuses of about $416,000.</p><p>Around 14 times South Korea’s average annual salary.</p><p>Chip workers now rival doctors and lawyers as the nation’s most desirable partners.</p><p>Lee Sung-mi from matchmaking agency Sunoo says tech staffers now rate very highly:</p><p>"Scores for Samsung Electronics employees have recently risen from 83 to 87. As for clients who work at SK Hynix, their scores are expected to climb from around 80 to 83—showing just how highly favored the company has become."</p></body>
Nvidia was rising early Thursday. The chip maker was benefiting from widespread semiconductor cheer, even as more options came onto the artificial-intelligence processor market. Nvidia shares were up 1.5% at $201.94 in premarket trading with chip stocks generally gaining after Micron Technology blowout earnings.
↗️ Micron Technology (MU): The memory-chip maker said revenue quadrupled in the second quarter and that it expects the chip shortage to extend beyond 2027. Shares surged 17% premarket. ↗️ Sandisk (SNDK), Western Digital (WDC), Qualcomm (QCOM): Memory makers and other stocks tied to the AI buildout also rallied ahead of the bell.
Investing.com - U.S. stock futures point higher on Thursday, with technology shares leading gains after strong results from Micron and upbeat forecasts from Qualcomm reignited optimism around the artificial intelligence trade.
Modular offers an open, AI-centric software stack designed to support AI workloads across CPUs, NPUs, GPUs and custom ASIC platforms.
Retail sentiment remained split, with Stocktwits data showing SPY sentiment stuck in bearish territory while QQQ sentiment at bullish.
June 25 (Reuters) - Nasdaq futures jumped 2% on Thursday after upbeat forecasts from chipmakers Micron and Qualcomm pointed to strong demand for artificial intelligence infrastructure, lifting
Qualcomm Incorporated (NASDAQ:QCOM) is one of the 10 Best AI Chip Stocks to Buy for the Long Term. In the past year, Qualcomm’s stock surged 31.10%, while it registered a 18.01% year-to-date rise. On June 23, TheFly reported that BofA increased its price target on Qualcomm to $195 from $165 while maintaining an Underperform rating […]
By Ankur Banerjee SINGAPORE, June 25 (Reuters) - Asian equities surged on Thursday after strong earnings and forecasts from chip giants Micron and Qualcomm helped alleviate some concerns over the red-
Shares were mostly higher Thursday in Asia, led by tech-driven gains in Japan and South Korea as major computer chipmakers’ stocks surged following upbeat earnings reports from U.S. giants like Qualcomm and Micron Technology. Oil prices fell more than $1, bringing them closer to where they were before the war with Iran started. Qualcomm’s share price surged 12% in afterhours trading after the company announced it had raised its forecast for revenue this year to $40 billion from $22 billion.
QUALCOMM Incorporated (NASDAQ:QCOM) is included among the 10 Reliable Dividend Stocks to Buy for Long-Term Investors. On June 24, Reuters reported that QUALCOMM Incorporated (NASDAQ:QCOM) is in talks to provide chip-design services to China’s ByteDance, according to four people familiar with the matter. The move is part of Qualcomm’s effort to diversify its business and […]
<body><p>STORY: Chip stocks are seeing a rebound after bullish outlooks from U.S. firms Micron Technology and Qualcomm.</p><p>South Korea’s tech-heavy Kospi index jumped around 5% in early trade Thursday.</p><p>Chip giant SK Hynix gained around 10% by mid-morning.</p><p>The rally came after days of sharp declines for global tech stocks, sparked by concerns over the sky-high valuations for AI-related shares.</p><p>:: Micron</p><p>Those worries eased late Wednesday when Micron said customers had committed to spend $22 billion on its chips.</p><p>It also forecast quarterly profit and revenue well above expectations, sending its shares 12% higher in after-hours trade.</p><p>Landsberg Bennett Chief Investment Officer Michael Landsberg says the AI boom has been transformational for memory chip makers like Micron:</p><p>“What’s happened in this space has been, typically this used to be more of a commodity, and so what’s happened now with AI, a lot of these chips are needed to make AI work faster and better so the demand has really been strong across the entire sector.”</p><p>Also after the bell, Qualcomm said it expected $15 billion in sales for its data center business by 2029.</p><p>That’s as it seeks to move beyond its core market of chips for smartphones and focus on AI.</p><p>:: SK Hynix</p><p>Wednesday also saw SK Hynix reveal plans for a major Wall Street stock listing that may raise close to $30 billion.</p><p>That could make it the second-biggest share sale ever, coming just after the record IPO by Elon Musk’s rocket firm SpaceX.</p></body>
Qualcomm, Applied Materials and Lam Research were among the top after-hours gainers on Wednesday, buoyed higher by a surge in AI chip stocks.
June 25 (Reuters) - Indian shares are set to open higher on Thursday, tracking broader Asia after oil prices fell to pre-Iran war levels as stranded tankers exited the Strait of Hormuz following an
By Ankur Banerjee SINGAPORE, June 25 (Reuters) - Asian equities surged on Thursday after strong earnings and forecasts from chip giants Micron and Qualcomm helped alleviate some concerns over the red-
Shares of wireless chipmaker Qualcomm (NASDAQ:QCOM) fell 4.7% in the afternoon session after a leverage-driven rout in South Korean chipmakers, renewed doubts about debt-funded AI capital spending, and a hawkish repricing of Fed rate expectations hit the year's most crowded trade, leaving the whole complex hostage to Micron's earnings after the close.
