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The gains showed increasing investor interest in companies benefiting from rising demand for AI infrastructure, large-scale chip manufacturing projects, and acquisitions.
Tuesday's catalysts include flash PMIs, Richmond Fed data, ADP weekly employment, Treasury bill and 2-year note auctions, and May money supply.
United Microelectronics Corp. (NYSE:UMC) is one of the 10 Stocks Paying Off Big Time. United Microelectronics saw its share prices jump to a new all-time high, as investors loaded portfolios following reports that it is collaborating with Intel Corp. for the production of semiconductors. In intra-day trading, the stock climbed to its highest price of […]
Shares of computer processor maker Intel (NASDAQ:INTC) jumped 5.3% in the afternoon session after the Philadelphia Semiconductor Index hit a fresh record high even as the broader Nasdaq slipped as NVIDIA unveiled its next-generation Vera Rubin platform at the ISC High Performance 2026 conference in Hamburg, which set off a chain reaction across the chip and AI-server supply chain.
(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 has begun risk production of chips based on a new process node, which could help it prevent further market share losses to AMD.
Intel (NASDAQ:INTC) ripped higher last week after former President Donald Trump posted on Truth Social that Apple (NASDAQ:AAPL) had agreed to design and manufacture chips with Intel inside the United States. Intel closed up 10.64% at $133.99, with INTC stock now above $140. Bernstein’s Stacy Rasgon, on CNBC, framed the move bluntly. “Intel at these ... Intel’s Surge on an Apple Chip Deal Means Investors Are Betting on Its Foundry, Says Bernstein’s Stacy Rasgon
A panel discussion on episode 1,089 of This Week in Tech (TWiT) debated sky-high AI valuations and capital allocation, with host Leo Laporte and guests Ian Thompson, Owen Thomas, and Doc Rock. They argued that today’s AI leaders face the same capital-allocation challenge that confronted earlier technology giants. Their warning centered on Intel (NASDAQ:INTC), which ... As Anthropic Nears $1 Trillion Valuation, Tech Veterans Warn Against Repeating Intel’s Biggest Mistake
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 ...
Mizuho points to growing opportunities in advanced chip packaging.
Intel (NASDAQ: INTC) and Qualcomm (NASDAQ: QCOM) both just delivered earnings that tell very different stories about how to win in AI silicon. Intel posted a sixth straight revenue beat while absorbing a $4.07 billion Mobileye charge. Qualcomm landed its fourth consecutive EPS beat with handset weakness offset by record auto. Foundry Momentum Carries Intel. ... Intel vs Qualcomm: Which AI Stock Is The Better Buy
The U.S. government converts a portion of CHIPS Act support into an equity stake in Intel (NasdaqGS:INTC), creating a new public shareholder with policy interests tied to domestic chip production. Intel announces new AI partnerships with Google for long term AI workloads and with Tesla’s TeraFab focused on semiconductor foundry improvements. The company also unveils an AI drug discovery collaboration with Greenstone Biosciences, extending its chips and software into pharmaceutical...
Micron Technology led other AI hardware stocks higher to start the week, ahead of the memory chipmaker's earnings.
Memory giant Micron (MU) will report its third quarter earnings after the bell on Wednesday, providing another update on the broader AI build-out.
The stock is up more than 150% this year, but many investors believe the story isn't over yet.
With a forward P/E of 85.38, Intel Corporation (NASDAQ:INTC) is among the 10 Most Overvalued Quantum Computing Stocks According to Short Sellers. On June 8, reports indicated that Intel Corporation (NASDAQ:INTC) is emerging as a potential beneficiary of tightening capacity at rival semiconductor foundries, reinforcing the company’s growing position in advanced chip manufacturing. According to sources cited by The Information, several […]
Mizuho raises its target to $135 as Trump's Apple foundry announcement keeps buyers in control
Intel Corporation (NASDAQ:INTC) is one of the best AI memory stocks to buy in 2026. Reuters reported on June 16 that Intel Corporation (NASDAQ:INTC) has announced the entry of the new generation of its 18A manufacturing process into risk production, as the company sees strong demand for its central processors. It further stated that by […]
Expensive stocks typically earn their valuations through superior growth rates that other companies simply can’t match. The flip side though is that these lofty expectations make them particularly susceptible to drawdowns when market sentiment shifts.
↘️ SpaceX (SPCX): Shares of Elon Musk's rocket company declined 3% premarket, setting up the stock for its third straight session of declines since it began trading publicly a little over a week ago. ↗️ Intel (INTC): Shares in the tech giant climbed 4% premarket.
June 22 (Reuters) - U.S. stock index futures started the week on a subdued note, after Friday's public holiday, with investors monitoring developments in U.S.-Iran talks following a tense start.
Stocktwits data showed retail sentiment has remained ‘bullish’ on SPY and QQQ.
Nvidia was edging down early on Monday as investors assess the latest news around U.S.-Iran peace talks.
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