iShares MSCI USA Value Factor ETF

ASML CEO expects High NA EUV lithography machines to enter mass production in 2027-2028

Intel to Host "Foundry Direct Connect" Event on March 24, 2026

Ford and Renault Collaborate on Economy Electric Vehicle

Intel plans to launch Nova Lake desktop processors by the end of 2026

Micron Technology's stock rises as analysts raise target prices

Intel to announce its next-generation Panther Lake processors at CES 2026

Thrivent Financial for Lutherans Reduces Holdings in Applied Materials

Thrivent Financial for Lutherans Reduces Qualcomm Holdings

New Intel Core Ultra 200 Series Desktop CPU Specifications Leaked by Retailer

Liontrust Reduced Holdings in Micron

Rexford Capital Inc. Acquired Intel Stocks in Q2

Intel reportedly tested chipmaking tools from a firm with a sanctioned Chinese unit

Intel acquires AI chip company SambaNova, price revealed

Public Pension Investment Board Reduces Stake in Applied Materials

Public Pension Investment Board Reduces AT&T Holdings in Q2

BNP Paribas: Semiconductor industry is upbeat on supply/demand dynamics heading into 2026

Supply chain sources indicate MediaTek will use Intel's advanced packaging for Google's 2027 AI chip.

Intel and Nanjing University Establish Technology Pioneer Center in Suzhou to Deepen AI and Integrated Circuit Cooperation

Intel will cut another 669 workers in Oregon by the end of 2025

Intel's new AI strategy focuses on ASIC and edge computing

AdvisorShares MSOS 2x Daily ETF

cbdMD

Tryhard

Roundhill Cannabis ETF

Neo-Concept

Amplify Seymour Cannabis ETF

AdvisorShares Pure US Cannabis ETF

Canopy Growth

RYTHM

Tilray Brands

This week, U.S. markets will focus on key economic indicators and major corporate earnings. The Bureau of Labor Statistics will release November employment data, while the Consumer Price Index report will provide insights into inflation. Micron Technology and Nike will report earnings, with investors keen on AI chip demand and tariff impacts. FedEx's earnings will reflect commercial activity trends. Additional reports from companies like CarMax, General Mills, and Lennar will offer insights into consumer spending and housing activity.

- The U.S. markets are set for a busy week with delayed government data and major corporate earnings reports, including employment and inflation data.  
- Key reports include November employment data, October retail sales, and the Consumer Price Index, which will inform analysts about economic trends and consumer spending.  
- Major companies like Micron Technology, Nike, and FedEx will report earnings, providing insights into sectors such as technology, consumer goods, and shipping, which reflect broader economic conditions.

Talkmarkets

Micron Tech

Nike

The Week Ahead: Jobs Report And Inflation Data Drop As Micron And Nike Report Earnings

Some say clear bubble, others say nonsense. As we have pointed out previously, a bubble may be hard to avoid as big tech leaps since 19th century led to big bubbles - and AI is government-backed.As BofA's Global Research team warns

ZeroHedge

Bank of America

Booms/Busts Have Become The Norm: BofA Breaks Down The New Bubble Era

AMAT

Applied Materials closed FY 2025 with Q4 revenue of $6.8 billion and EPS of $2.39. Net margin declined to 24.7% from 26.4% a year ago, despite leadership in advanced packaging. Analysts forecast profit margins to reach 28.3% in three years, with earnings growing 8.7% annually. Current P/E is 29.4, above DCF fair value of $157.55, raising concerns about valuation premium amid mid single-digit growth.

Simplywall

Applied Materials

Applied Materials (AMAT) Net Margin Decline Tests Bullish Long‑Term Growth Narrative After FY 2025 Results

MarketBeat highlights five entertainment stocks to watch: Walt Disney, Warner Bros. Discovery, Verizon Communications, Roblox, and Flutter Entertainment. These stocks have high trading volumes and are sensitive to consumer trends and economic cycles. Disney's $1 billion deal with OpenAI is noted, but analysts suggest other stocks may be better buys despite Disney's Moderate Buy rating.

- Disney's recent $1 billion deal highlights its ongoing expansion in the entertainment sector, alongside notable companies like Warner Bros. Discovery and Verizon.  
- The article discusses the performance and market sensitivity of entertainment stocks, emphasizing their reliance on consumer trends and technological changes.  
- MarketBeat identifies Disney and four other companies as key stocks to watch, although Disney is not currently among the top recommendations from analysts.

Market Beat

Disney

Warner Bros. Discovery

Verizon

Entertainment Stocks To Follow Today - December 14th

Investors are increasingly favoring 'run-it-hot' trades, focusing on smaller U.S. companies and risk assets, as sentiment indicators show extreme bullishness. This trend is highlighted in strategist Michael Harnett's latest Flow Show report for Bank of America Securities, suggesting a positive economic outlook heading into 2026.

- A rotation towards smaller U.S. companies and increased inflows to risk assets indicate a positive economic outlook for 2026.  
- Strategist Michael Harnett's latest Flow Show report highlights a surge in sentiment indicators reflecting this trend.  
- The findings suggest that investors are adopting a "run-it-hot" approach as they prepare for the upcoming year.

Investors tilt toward 'run-it-hot' trades as sentiment nears extreme bullish: BofA

Micron Technology's stock surged nearly 5% as it approaches its fiscal Q1 2026 earnings report on December 17. Analysts expect earnings of $3.93 per share, a significant increase from last year. Revenue is projected to grow over 45% year-over-year. Analysts, including HSBC and Deutsche Bank, have raised price targets, citing improved memory pricing and demand. Despite recent gains, the stock faces limited near-term upside due to competitive market dynamics and supply-demand fluctuations in the memory chip industry.

- Micron Technology (MU) shares rose nearly 5% ahead of its fiscal Q1 2026 earnings report, with expectations of $3.93 per share, up from $1.79 last year.  
- Analysts have upgraded their price targets, citing improving memory pricing trends and strong demand for high bandwidth memory, with HSBC projecting a 25-30% market share in enterprise SSDs by fiscal 2027.  
- The memory chip industry is facing supply tightness, driving prices up, while Micron's stock trades at about 15 times fiscal 2026 earnings estimates, indicating limited near-term upside despite bullish sentiment.  

Micron Stock: Is It A Buy Ahead Of Earnings On December 17?

AT&T customers affected by data breaches in 2019 and 2022 can claim part of a $177 million settlement. Payouts up to $7,500 are available, with claims due by December 18. The breaches exposed personal data of millions, leading to lawsuits and settlement approval. Customers must provide documentation to qualify for higher payments. Emails from attsettlement@e.emailksa.com contain claim instructions.

Thehill

AT & T

$177M AT&T settlement deadline nears: How to claim up to $7.5K