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Intel Completes Acceptance Testing for 2nd-Gen High-NA EUV Machine, Paving Way for Advanced Manufacturing

Intel's stock price rose 2.04% in after-hours trading

OpenAI financial data shows improved operational efficiency, with heavy investment in servers expected.

AMD CEO Lisa Su visits China, states intention to deepen investment and cooperation

Samsung's HBM4 memory reportedly scored highest in tests for NVIDIA's next-gen 'Vera Rubin' accelerator, according to Korean media

Tencent Gains Access to Nvidia's B200 AI Chips by Leveraging the Rental Loophole

Nvidia has generated over $1 billion in free cash flow for eight consecutive quarters

Intel's Stock Soars 88% in the Last Year

US FTC approves Nvidia's $5 billion investment in Intel

Tigress Financial Raises NVIDIA's Target Price to $350

Rosenblatt Raises Micron's Target Price to $500

US regulators approve NVIDIA's $5 billion strategic investment in Intel

NVIDIA May Discontinue RTX 5060 Ti 16GB Due to Memory Price Volatility, According to Rumors

US government review of potential H200 chip exports to China sparks stock rally

WeRide showcased an autonomous vehicle equipped with the NVIDIA DRIVE Thor X chip at the Guangzhou Auto Show

Intel plans to launch Nova Lake-S desktop processors between late 2026 and 2027

Intel's 18A process currently has only itself as a customer, facing challenges in securing external orders, CNBC reports.

Intel will host 'Intel Foundry Direct Connect' on March 24, 2026, in San Jose, California

NVIDIA is rumored to be developing AI SSDs, potentially impacting the flash memory market

AMD CEO Dr. Lisa Su to deliver keynote at CES 2026, focusing on AI

Luminar Tech

Novabay Pharmac

Mint Incorporation

Autozi Internet Tech Global

GD Culture

Impact BioMedical

Tradr 2X Long FLY Daily ETF

Leverage Shares 2X Long CRWV Daily ETF

T-REX 2X Long CRWV Daily Target ETF

Micron Technology's stock surged after reporting record fiscal Q1 2026 results and issuing positive guidance for Q2. Revenue rose 57% YoY to $13.6 billion, with non-GAAP EPS at $4.78. The company benefits from high demand for AI-related memory and storage devices. Despite increased capital expenditures, strong pricing growth supports profitability. Micron expects continued strong performance through fiscal 2026. However, the stock's high valuation and reliance on pricing growth pose risks. Investors should consider the sustainability of the AI boom before buying.

- Micron Technology reported record fiscal first-quarter 2026 results, with revenue rising to $13.6 billion, marking a 57% increase year over year.  
- The company's earnings per share improved significantly to $4.78, driven by rising demand from AI workloads and a strong gross profit margin.  
- While Micron's growth is robust, concerns about its reliance on pricing for revenue growth and the sustainability of demand in the AI sector remain.

Motley Fool

Micron Tech

Micron Stock Is Soaring. Time to Buy?

NVDA

Despite US-China rivalry in AI, Chinese open-source models are gaining traction in the US market. Companies like Nvidia and Stanford University are using models like Alibaba's Qwen, which are cost-effective and customizable. The US government acknowledges open-source potential, but US firms are shifting towards closed-source models. Concerns over Chinese tech persist, but open-source transparency builds trust.

- The January launch of DeepSeek's open-source 'R1' large language model challenges the dominance of US AI giants like OpenAI and Google.  
- As geopolitical tensions rise, Chinese open-source models have seen a surge in US adoption, increasing from 1.2% to nearly 30% within months.  
- Despite concerns about Chinese technology, experts note that open models offer cost-effective and customizable solutions, promoting transparency and trust in AI development.

Yahoo Finance

NVIDIA

As US battles China on AI, some companies choose Chinese

ORCL

U.S. stock futures rose ahead of a short holiday week, with Nasdaq, Dow, and S&P 500 futures up. Investors are watching tech stocks, which rebounded last week, including Oracle and Nvidia. The NYSE will close early on Wednesday and remain closed Thursday for Christmas. Concerns about high tech valuations persist as money shifts to cheaper market areas.

- U.S. stock futures increased ahead of a shortened holiday week, with the Nasdaq 100, Dow Jones Industrial Average, and S&P 500 Index up by 0.34%, 0.15%, and 0.21%, respectively.  
- Wall Street experienced a mixed end to the previous week, with a rally in tech stocks contributing to the S&P 500's third winning week in four, while AI stocks, including Oracle and Nvidia, showed signs of recovery.  
- Investors remain cautious about the sustainability of AI stock gains as some capital shifts to cheaper market segments amid high tech valuations, coinciding with the upcoming early market closure for Christmas.

Tip Ranks

Oracle

U.S. Stock Futures Rise Ahead of Short Holiday Week; Investors Eye Tech Rebound

Peter Thal Larsen reflects on 2025, highlighting global commerce resilience amid political turmoil, AI's role in economic growth, unresolved global issues, and a resurgence in dealmaking. Despite challenges like Trump's trade policies and AI disillusionment risks, markets showed strength, with significant mergers and acquisitions. The year ended with optimism for 2026.

- The article summarizes key insights from 2025, emphasizing the resilience of global commerce despite political turmoil and notable market trends.  
- Highlights include significant corporate activities, such as Tether's dividends and the resurgence in mergers and acquisitions, alongside a robust trade surplus in China.  
- The piece concludes with a discussion on the merger involving Trump Media and Technology, illustrating the disconnect between finance and reality amid ongoing economic fluctuations.

Reuters

C3.AI

BREAKINGVIEWS-The Week in Breakingviews: What we learned in 2025