Global X Funds Global X Artificial Intelligence & Tech ETF

Jiangsu Secretary Meets AMD CEO: Deepen Cooperation and Increase Investment in Jiangsu

Investment bank Evercore ISI raises AMD's price target to $579

Google and Blackstone Launch New AI Cloud Co. with $5B Investment, Sending Rivals Down Nearly 4%

World Investment Advisors Increases Broadcom Stake by 16.1% Amid Insider Selling

TSMC VP Tian Borun Purchases 2,000 Common Shares Worth Approximately $140k

Citi raises Micron Technology target price from $425 to $840

IBM, NVIDIA, and Samsung demonstrate storage 'black technology' supporting a 100-billion-scale vector database

TSMC VP Zhuang Zisou Sells 200k Shares for $13.97M

Foxconn to produce Nvidia's high-end SXM GPU modules in Vietnam

AMD's Su: AI Creates New CPU Positioning, Predicts 1:1 CPU-GPU Ratio by 2026

HSBC raises Nvidia target price from $295 to $325

Investor Gavin Baker says TSMC's conservative expansion strategy avoids a bubble in the AI industry.

Mizuho Raises AMD Price Target to $515 on Strong Server Demand

LSEG and Broadcom Sign Five-Year Agreement to Deepen VMware Cloud Partnership

SambaNova and Intel Expand Collaboration to Develop Heterogeneous Hardware Solution for Optimized AI Performance

Liquid cooling technology company Yixintong completes Series B+ financing amid surging demand for chip cooling

Abacus FCF Advisors Adds Nvidia Shares to Become Largest Holding

Intel states that PCs are evolving into an entry point for intelligent experiences

NVIDIA CEO Jensen Huang states that AI infrastructure build-out is still in its earliest stages and will continue for at least a decade

Amesite

InMed Pharmaceuticals

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MetaVia

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Virax Biolabs

Rubico

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INTC

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INTW

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Microsoft: The new devices are powered by Intel processors. $INTC

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Intel

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Microsoft

Microsoft: The new devices are powered by Intel processors. $INTC

DRAM

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Analysts from Melius Research and Bank of America have raised Micron's price targets to $1,100 and $950, respectively, driven by AI demand and supply constraints. Despite trading above $700, analysts consider Micron's forward P/E of near 8 and strong earnings growth as reasonable. The stock has experienced significant volatility, rising from $300 to over $800 before a recent decline due to sector concerns.

- Melius Research and Bank of America have raised their price targets for Micron to $1,100 and $950, respectively, driven by AI demand and supply issues.  
- Although Micron's stock is currently above $700, its forward P/E ratio of approximately 8 and strong earnings growth suggest it remains fairly valued, according to many analysts.  
- The stock has seen significant volatility, rising from $300 to over $800 before recently declining, influenced by broader sector uncertainties and geopolitical factors.

Micron Tech

Roundhill Memory ETF

Invesco PHLX Semiconductor ETF

First Trust Nasdaq Food & Semicon

Direxion Daily MU Bull 2X Shares

Bank of America

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Bank of America Corp

Analysts lift Micron targets past $1,000 amid AI boom

Micron, Seagate, and Western Digital stocks fell in premarket trading due to concerns over supply and capacity amid rising AI demand. Micron dropped 1.73% after a 5.95% decline, while Seagate and Western Digital also experienced significant losses. Analysts maintain a Buy rating for Micron, with a price forecast of $561.88, despite recent selloffs.

- Micron Technology, Inc. shares fell by 1.73% in premarket trading, continuing a trend after a 5.95% decline in the previous session due to supply concerns linked to rising AI demand.  
- Memory and storage stocks, including Seagate Technology and Western Digital, also reported losses as concerns about meeting AI-driven demand increased, with Seagate’s CEO highlighting challenges in expanding production capacity.  
- Analysts maintain a Buy rating on Micron, with a projected earnings report due on June 24, 2026, anticipating significant growth in earnings per share and revenue year-over-year.

benzinga_article

Western Digital

Seagate Tech

Sandisk

Sandisk - WI

Western Digital - WI

Micron, Seagate, Western Digital Sink On Capacity Crunch Fears

Intel CEO Lip-Bu Tan announced a significant increase in AI chip orders, with one customer aiming to triple its CPU forecast. The company is focusing on regaining data center leadership and enhancing its foundry business to compete with TSMC. Intel's 14A process is expected to reach production by 2029. Analysts maintain a Hold rating on the stock, with price targets ranging from $124 to $140. Intel shares were down 0.72% at $107.39 in premarket trading.

- Intel's CEO Lip-Bu Tan announced a strategy focused on regaining data center leadership and attracting foundry customers, emphasizing the need for a U.S. alternative to foreign chip manufacturing.  
- He mentioned that AI inference is driving increased CPU demand and highlighted partnerships with Google and SambaNova to enhance performance.  
- Tan outlined plans for Intel's foundry business as a national asset, with significant future production goals aiming to compete with Taiwan Semiconductor Manufacturing Company by 2028 and shared positive earnings projections for July 2026.

Alphabet

Apple

Taiwan Semiconductor

Citigroup

Mizuho Financial

Mizuho Financial Group, Inc.

Alphabet - C

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Intel's AI Comeback: CEO Reveals Insatiable CPU Demand As Customers Bulk Up Orders

SambaNova and Intel have expanded their collaboration to develop a heterogeneous hardware solution that integrates GPUs, Intel Xeon 6 processors, and SambaNova RDUs. This architecture aims to enhance AI performance by optimizing hardware for specific tasks, resulting in improved quality and speed.

- SambaNova and Intel have expanded their partnership to develop a heterogeneous hardware solution for AI applications.  
- The system integrates GPUs, Intel Xeon 6 processors, and SambaNova RDUs, optimizing hardware for specific tasks.  
- This collaboration aims to enhance AI performance by improving both quality and speed.

Cloud Computing News

ISHRS S&P Glb It

SambaNova and Intel’s heterogeneous x86 AI architecture

AVGO

AVGG

UBS analyst Timothy Arcuri raised Broadcom's (AVGO) price target from $475 to $490 ahead of its Q2 earnings report, indicating a potential 17% upside. Despite lowering revenue forecasts for AI-related sales, UBS remains bullish, expecting strong demand to help Broadcom exceed market expectations. The stock holds a Strong Buy consensus rating with an average target of $477.81, suggesting a 13.57% upside.

Tip Ranks

Broadcom

Leverage Shares 2X Long AVGO Daily ETF

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Defiance Daily Target 2X Long AVGO ETF

Roundhill AVGO WeeklyPay ETF

UBS Group AG

AVGO Stock Price Forecast — UBS Raises Target to $490 Ahead of Q2 Earnings

MULL

Integral Investment Advisors Inc. acquired a new stake in Micron Technology, Inc. (NASDAQ: MU) during Q4, purchasing 1,547 shares valued at approximately $442,000. Other institutional investors also increased their stakes in Micron. Analysts have raised target prices for Micron, with a consensus rating of 'Buy' and an average target of $495.63. Recent insider transactions included significant stock sales by executives, reflecting a decrease in their ownership.

- Integral Investment Advisors Inc. acquired 1,547 shares of Micron Technology, valuing approximately $442,000, as reported in a recent SEC filing.  
- Multiple hedge funds have increased their stakes in Micron, with significant investments from firms like iA Global Asset Management and Westpac Banking Corp, reflecting strong institutional interest.  
- Despite a favorable outlook driven by AI demand, concerns about potential market fluctuations and insider sales may impact investor sentiment regarding Micron's future performance.

Market Beat

Direxion Daily MU Bear 1X Shares

GraniteShares 2x Long MU Daily ETF

Samsung Electronics 

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Morgan Stanley

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Deutsche Postbank AG

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Integral Investment Advisors Inc. Buys New Position in Micron Technology, Inc. $MU

Sequent Planning LLC acquired a new stake in Intel Corporation (NASDAQ: INTC) worth approximately $208,000 by purchasing 5,629 shares in Q4. Other institutional investors, including Vanguard Group and Capital World Investors, also increased their holdings in Intel. The company reported $0.29 EPS for the last quarter, exceeding estimates, with revenue of $13.58 billion. Analysts have varied ratings on Intel, with target prices ranging from $30 to $92.

- Sequent Planning LLC acquired 5,629 shares of Intel Corporation during the fourth quarter, valued at approximately $208,000.  
- Other institutional investors, including Vanguard Group Inc. and Capital World Investors, also increased their stakes significantly, with Vanguard owning over 404 million shares worth nearly $15 billion.  
- Intel recently reported earnings exceeding expectations, with a revenue increase of 7.4% year-over-year, and analysts are forecasting an EPS of 0.63 for the current fiscal year.

Invesco

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Lam Research

Sequent Planning LLC Takes $208,000 Position in Intel Corporation $INTC

World Investment Advisors increased its stake in Broadcom Inc. (NASDAQ:AVGO) by 16.1% in Q4, owning 177,710 shares valued at $61.5 million. Other hedge funds also acquired new positions. Insiders sold significant shares recently, with Broadcom's stock receiving multiple 'buy' ratings from analysts and a consensus price target of $442.13.

Amazon

Broadcom Inc. $AVGO Shares Purchased by World Investment Advisors

AMUU

AMDL

GIGABYTE has announced the B850 AORUS ELITE-P ICE, a new motherboard in the Ari Edition designed for anime fans and the PC DIY community. This model features exclusive Ari motifs and offers enhanced gaming performance with the X3D Turbo Mode, which can boost performance by up to 18% on AMD Ryzen™ 9000 X3D processors. The motherboards also include AI-driven technologies for optimization and various EZ-DIY features for easier assembly. The new editions will be showcased at COMPUTEX at GIGABYTE's booth (No. M0520).

- GIGABYTE has announced the B850 AORUS ELITE-P ICE motherboard, designed for anime fans and the global PC DIY community.  
- This new model features exclusive anime-inspired designs, the X3D Turbo Mode for optimized gaming performance, and AI-powered technologies for efficient assembly and system tuning.  
- The B850 Ari Editions will be showcased at COMPUTEX at the GIGABYTE booth, offering enhanced aesthetic and functional options for PC builders.

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23:56 ETGIGABYTE stellt neue B850 Ari-Editionen für Anime- und PC-DIY-Fans vor

Global X Funds Global X Artificial Intelligence & Tech ETF(AIQ.US)

Microsoft: The new devices are powered by Intel processors. $INTC

Analysts lift Micron targets past $1,000 amid AI boom

Micron, Seagate, Western Digital Sink On Capacity Crunch Fears

Intel's AI Comeback: CEO Reveals Insatiable CPU Demand As Customers Bulk Up Orders

SambaNova and Intel’s heterogeneous x86 AI architecture

AVGO Stock Price Forecast — UBS Raises Target to $490 Ahead of Q2 Earnings

Integral Investment Advisors Inc. Buys New Position in Micron Technology, Inc. $MU

Sequent Planning LLC Takes $208,000 Position in Intel Corporation $INTC

Broadcom Inc. $AVGO Shares Purchased by World Investment Advisors

23:56 ETGIGABYTE stellt neue B850 Ari-Editionen für Anime- und PC-DIY-Fans vor