Invesco PHLX Semiconductor ETF

Whale Investors Take Bearish Stance on Marvell Technology Stock

Multiple Institutions Maintain Buy Rating on Broadcom

Cantor Fitzgerald Raises KLA's Price Target, CFO Plans to Sell Restricted Stock

SK Hynix Strengthens Cooperation with Nvidia for AI SSD Development

NVIDIA Makes Significant Progress in AI Field

NVIDIA Launches CUDA MPS to Enhance GPU Memory Performance

Intel Decides to Retain its Network and Communications Division, Pausing 'Slimming' Plan

US Bank Upgrades Intel Target Price to $40

BofA Global Research Downgrades AMD Target Price to $260

ClearML Supports Fractional GPU Function for AMD Instinct GPU

FactSet Raises Micron Tech's 2026 EPS Estimate to $18.22

Venture Visionary Partners LLC increased stake in Advanced Micro Devices Inc.

Seeking Alpha Analysis: Nvidia Shatters Growth Fatigue Narrative with Record Quarter and Strong Demand

AMD's New Job Posting Hints at Possible Collaboration with Intel Foundry

Texas Permanent School Fund Reduces Holdings in Applied Materials in Q2

Intel Reportedly in Advanced Talks to Acquire AI Chip Startup SambaNova for $1.6 Billion

MASTERINVEST Invests $57 Million in Nvidia

Intel releases IT data center strategy white paper, revealing over $11.4 billion in cost savings over the past 15 years

TSMC veteran Burn J. Lin comments on the Benjamin Lo incident, stating it could put Intel in an IP crisis.

Dell'Oro Group: Ethernet Data Center Switch Market Sets Records in Q3 2025

Vision Marine Tech

AMC Robotics

B Riley Financial

Cementos Pacasmayo Saa 

Everbright Digital

Adagio Medical

Emerald

HeartBeam

AdvisorShares MSOS 2x Daily ETF

ECD Automotive Design

KLAC

Cantor Fitzgerald has raised the price target for KLA Corporation (KLAC) to $1500.00 per share, an increase from the previous target of $1350.00.1On December 16, 2025, KLA Corporation CFO Bren D. Higgins filed a Form 144 to sell 2,254 restricted shares under a prearranged trading plan, effective within 90 days.2

TradingView

Key facts: Cantor Fitzgerald raises KLA price target to $1500; CFO to sell 2,254 shares

MRVL

Whales have taken a bearish stance on Marvell Tech (NASDAQ:MRVL) with 56% of options trades being bearish. The price range eyed is $52.5 to $150.0. Marvell Tech's stock is down 0.93% at $83.47. Analysts have mixed ratings with price targets ranging from $95 to $156. Next earnings are expected in 78 days.

benzinga_article

Marvell Tech

Behind the Scenes of Marvell Tech's Latest Options Trends

INTC

Intel's recent hiring moves, including appointing Robin Colwell for government affairs and Pushkar Ranade as interim CTO, have not impressed shareholders, leading to a slight dip in stock price. Despite hiring for specific roles, Intel's past AI acquisition missteps, like with Habana Labs, cast doubt on its potential purchase of SambaNova. Analysts maintain a Hold rating on Intel stock, with a slight downside risk indicated by the current price target.

- Intel (INTC) faces a challenging period with job cuts and a slight dip in shares despite hiring for key positions, including Robin Colwell for government affairs.  
- The company has experienced scrutiny over its acquisition interest in SambaNova, amid concerns about past AI investment failures impacting shareholder confidence.  
- Analysts recommend a Hold on INTC stock, reflecting mixed opinions with a price target suggesting minimal downside risk following a significant share price rally.

Tip Ranks

Intel

Intel Stock (NASDAQ:INTC) Down Another Notch With New Hires

Micron Technology Inc. (NASDAQ:MU) stock price is currently $231.42, down 2.56%. Over the past month, the stock increased by 1.28%, and by 122.73% in the past year. The company's P/E ratio is lower than the industry average, suggesting potential undervaluation. However, investors should use the P/E ratio cautiously and consider other financial metrics and industry trends for a comprehensive analysis.

- Micron Technology Inc. stock is currently priced at $231.42, reflecting a 2.56% decline in the market session, despite a 1.28% rise over the past month and 122.73% over the past year.  
- The company's P/E ratio is lower than the industry average of 98.68, prompting questions about whether the stock is undervalued or has weaker growth prospects.  
- Investors are advised to consider the P/E ratio alongside other financial metrics and industry trends to form a comprehensive analysis of the company's performance and investment potential.

Micron Tech

A Look Into Micron Technology Inc's Price Over Earnings

Federal Reserve officials, including Governor Christopher Waller, New York President John Williams, and Atlanta President Raphael Bostic, will discuss the economic outlook at various events. Micron is expected to report a 47% increase in Q1 revenue due to AI and data center demand, while General Mills anticipates a decline in Q2 revenue due to lower snack and cereal demand.

- Federal Reserve Board Governor Christopher Waller will discuss the economic outlook at the Yale University CEO Summit.  
- Federal Reserve Bank of New York President John Williams will give opening remarks at the 2025 FX Market Structure Conference, while Atlanta Fed President Raphael Bostic will participate in a discussion on the economic outlook.  
- Micron is projected to see a 47% increase in revenue due to strong demand for memory chips, while General Mills is anticipated to report a decline in revenue amid uncertainties affecting consumer demand.

Reuters

General Mills

What to Watch in the Day Ahead - Wednesday, December 17

NVDA

NVDL

07788

07388

NVDY

NVDD

NVDX

NVDQ

SOXL

JPMorgan Says to Sell NVDA March $160 Puts. Should You Actually?

Barchart Option

NVIDIA

JPMorgan Chase

GraniteShares 2x Long NVDA Daily ETF

XL2CSOPNVDA

XI2CSOPNVDA

YieldMax NVDA Option Income Strategy ETF

Direxion Daily NVDA Bear 1X ETF

T-Rex 2X Long NVIDIA Daily Target ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

Direxion Semicon Bull 3X

JPMorgan Says to Sell NVDA March $160 Puts. Should You Actually?

SK Hynix is enhancing its partnership with Nvidia to develop next-gen SSDs for AI workloads, addressing the limits of current memory technologies. The collaboration aims to boost SSD performance, advance HBF technology, and develop large-capacity storage. SK Hynix also supplies HBM4 to Nvidia, strengthening ties. Nvidia shares rose 0.71% to $177.55.

- SK Hynix is enhancing its collaboration with Nvidia Corp. to develop next-generation SSDs aimed at supporting AI workloads and overcoming existing memory technology limitations.  
- This partnership also includes collaboration with SanDisk on high-bandwidth flash standards, focusing on improving speed, capacity, and energy efficiency for AI applications.  
- Alongside these efforts, SK Hynix has begun supplying its HBM4 memory to Nvidia, which is set to play a significant role in Nvidia's upcoming Rubin GPU.

Nvidia Partnership Fuels SK Hynix's Next Big AI Storage Bet

CRWV

The article discusses whale alerts in the Information Technology sector, highlighting significant options trading activities. It details various put and call option trades with bearish and bullish sentiments for companies like MSTR, CRWV, NVDA, MU, SNDK, ORCL, AVGO, TSM, NOW, and AMD. These trades indicate potential trading opportunities as they involve large sums of money and diverge from normal market estimations.

- The article discusses whale alerts that can help traders identify significant trading opportunities based on large transactions in options.  
- It provides specific examples of recent options activity in the Information Technology sector, highlighting various put and call contracts with their respective sentiments, trade types, and financial details.  
- The information aims to assist traders in understanding market movements and making informed decisions.

ServiceNow

Coreweave

Broadcom

10 Information Technology Stocks With Whale Alerts In Today's Session

SNDK

The S&P 500 tech sector has surged 21.2% YTD, making it the second-best performing segment after communication services. Sandisk leads with a 457.3% YTD gain, followed by Western Digital and Seagate Technology. The sector's strength has significantly contributed to the broader market's near all-time highs. Other top performers include Micron Technology, Palantir Technologies, and Lam Research. Info Tech ETFs like VGT, XLK, and IYW are also highlighted.

- Wall Street’s information technology sector has achieved a +21.2% year-to-date gain, making it the second-best performing segment of the S&P 500.  
- This sector's robust performance has significantly contributed to the uplift of the broader market.  
- Currently, all three major U.S. indices are near their all-time highs.

Sandisk

Western Digital

S&P 500 tech sector soars 21% YTD, with SanDisk as best performer

Should You Buy Micron Stock Before December 17? This Analyst Thinks So.

Should You Buy Micron Stock Before December 17? This Analyst Thinks So.

Quick Read David Tepper sold his entire Intel (INTC) stake worth $205M despite recent government backing and Nvidia partnership. UnitedHealth (UNH) was Tepper’s largest sale at $780M after buying a similar amount the prior quarter. He sold many other sto...

- David Tepper sold his entire Intel stake valued at $205 million despite recent government support and a partnership with Nvidia.  
- His largest sale was of UnitedHealth shares for $780 million, following a similar purchase in the previous quarter.  
- Tepper also divested from several other stocks during this period.

Unitedhealth

Billionaire David Tepper sells these 5 stocks to buy this 1 stock

Micron Dominates Barchart's Top 100 with Killer Volume—Your Buy Signal?

Micron Dominates Barchart's Top 100 with Killer Volume—Your Buy Signal?

Market experts are optimistic about the future of Micron stock due to a limited supply of memory chips, which has led to increasing prices. This trend is benefiting Micron as they capitalize on the rising demand for these chips.

Unusual Whales

Micron benefits from tight memory chip supply, rising prices. Analysts bullish on stock.

Nvidia's stock rose on Tuesday as investors focused on the company's strategic moves to strengthen its position in AI, despite concerns about an "AI bubble." Key drivers include Nvidia's acquisition of SchedMD, enhancing its control over AI infrastructure, and regulatory clarity on China exports, allowing sales of the H200 chip. However, skepticism remains due to high stock valuation and potential geopolitical risks affecting market access.

- Nvidia stock (NASDAQ: NVDA) increased as investors focused on its expanding AI software capabilities and favorable regulatory clarity on China exports for 2026.  
- Key developments include Nvidia’s acquisition of SchedMD, enhancing its control over AI infrastructure, and the introduction of the Nemotron-3 model family, which aims to reduce AI operation costs.  
- Despite positive market reactions, concerns remain about Nvidia's high valuation and the potential impact of political factors on its access to the Chinese market and broader AI growth.