Spdr Select Tech

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

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

TD Private Client Wealth LLC Reduces Stake in Applied Materials by 24%

macOS 27 Rumored to Drop Support for Last Remaining Intel Mac Models

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

Microsoft launches XBOX Player Voice platform to collect player feedback

Microsoft holds a Virtual Training Day on creating agents in Copilot Studio

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

Kyndryl announces expansion of its cloud modernization solution to Microsoft Azure data center regions in Japan

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

Microsoft reportedly postpones $1B data center project in Kenya due to cost issues

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

Seeking Alpha Downgrades Apple to 'Hold' Citing High Valuation

DEVCORE Wins Pwn2Own Berlin Championship, Exploits Four Microsoft Core Products

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Wellgistics Health

Huachen AI Parking Management Tech

GeoVax Labs

Sunshine Biopharma

AIM ImmunoTech

Virax Biolabs

NextNRG

GCT Semiconductor

AVGO

AVGG

SOXL

SOXX

AVGU

AVGX

AVGW

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

VanEck Semiconductor ETF

Leverage Shares 2X Long AVGO Daily ETF

ISHRS S&P Glb It

Direxion Semicon Bull 3X

iShares Semiconductor ETF

GraniteShares 2x Long AVGO Daily ETF

Direxion Daily AVGO Bear 1X Shares

Direxion Daily AVGO Bull 2X Shares

Defiance Daily Target 2X Long AVGO ETF

Roundhill AVGO WeeklyPay ETF

SPDR S&P Semicon

Invesco Semiconductors ETF

UBS Group AG

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

NVDA

NVDL

NVDU

NVDX

Corning's Q1 2026 results highlight the growing importance of optical connectivity in AI infrastructure, with strong demand for optical fiber and a partnership with Nvidia. The company's stock has surged over 270% in the past year, reflecting its critical role in the AI ecosystem. Despite its high valuation, the bullish long-term outlook suggests that pullbacks may present selective buying opportunities.

- Corning Incorporated's Q1 2026 results highlight the growing significance of optical connectivity in the AI infrastructure alongside compute power.  
- The company has established strong partnerships, including with Nvidia, indicating its vital role in the AI ecosystem and the increasing demand for optical fiber.  
- While Corning's stock has risen over 270% recently, its high valuation prompts cautious investment, viewing any pullbacks as potential buying opportunities.

NVIDIA

Corning

GraniteShares 2x Long NVDA Daily ETF

Direxion Daily NVDA Bull 2X Shares

T-Rex 2X Long NVIDIA Daily Target ETF

NVIDIA Corporation

Who Knew Glass Was So Important to AI? Corning's (GLW) Q1 Report Made It Clear

FTXL

SOXQ

Polymarket traders are bearish on the S&P 500 following a tech selloff, with a 40% chance of an upward opening on Tuesday. The index fell 0.07% to 7,403.05 on Monday, pressured by AI-related stocks after Seagate's CEO warned of supply constraints. Despite this, Wall Street remains near record highs, supported by strong earnings and easing geopolitical tensions after Trump canceled a planned attack on Iran. S&P 500 futures are down 0.23% in early trading.

- The S&P 500 declined 0.07% to 7,403.05 on Monday due to weakness in artificial intelligence-linked technology stocks.  
- Polymarket indicated a 40% chance of the index opening higher on Tuesday, amid concerns over supply constraints and geopolitical developments following President Trump's recent comments on Iran.  
- Despite the pullback, the market remains close to record levels, with investors focusing on earnings reports and home sales data before the next trading session.

benzinga_article

Seagate Tech

VG S&P 500

iShares Core S&P 500

First Trust Nasdaq Food & Semicon

SPDR S&P 500

Invesco PHLX Semiconductor ETF

S&P 500

NASDAQ Composite Index

JPMorgan Chase

Home Depot

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

Stock Market: Will S&P 500 Open Up Or Down Today?

DELL

At Dell Technologies World, NVIDIA CEO Jensen Huang highlighted a surge in AI demand, stating it is 'going parabolic.' With 5,000 enterprises utilizing Dell AI Factories powered by NVIDIA, the global AI infrastructure spending could reach $3-4 trillion by 2030. New products like the Dell PowerEdge XE9812, built on NVIDIA Vera Rubin NVL72, promise significant cost and performance improvements for AI workloads. Dell and NVIDIA's collaboration aims to enhance enterprise AI capabilities, moving beyond pilot projects to large-scale deployments.

- Dell Technologies is revolutionizing AI infrastructure with the introduction of NVIDIA Vera Rubin NVL72, offering significantly lower costs and faster processing for enterprise AI workloads.  
- The Dell AI Factory, now supporting advanced computing systems such as PowerEdge XE9812, enables enterprises to deploy agentic AI efficiently while maintaining data security and performance.  
- Key companies like Lilly, Samsung, and Honeywell showcase the impact of this technology in various sectors, underscoring the shift towards scalable, on-premises AI solutions.

NVIDIA Blog

Dell Tech

GraniteShares 2x Long DELL Daily ETF

Eli Lilly

Samsung Electronics 

Honeywell

Samsung Electronics Co., Ltd. Sponsored GDR

Honeywell International - WI

NVIDIA CEO Jensen Huang at Dell Technologies World: “Demand Is Going Parabolic, Utterly Parabolic”

DTCR

CLOU

Dell's AI Factory has refreshed its infrastructure with new networking and storage stacks, enhancing its position in the AI market. The company reported 5,000 customers, primarily enterprises, and introduced new PowerRack systems for networking and cooling, which can be operational in under six hours. The PowerRack features advanced manageability and leak detection, while also supporting Nvidia's latest technologies. Analysts noted Dell's strong sales growth and its ability to meet hardware demands amid a global AI infrastructure expansion.

TechTarget News

Global X Data Center & Dgtl Infrs ETF

Global X Cloud Computing ETF

Franklin Exponential Data ETF

Global X Internet

iShares US Digital Infrastructure and Real Estate ETF

iShares Expanded Tech Software Sector ETF

First Trust Index NextG ETF

SPDR S&P Software

Proshares Big Data Refiners ETF

Invesco S&P Small Cap Info Tech

Invesco S&P 500 Equal Weight Tech ETF

Pacer Data & Infrastructure Real Estate ETF

ServiceNow

OpenAI

Palantir Tech

Dell AI Factory gets rack-scale infrastructure refresh

INTC

04335

INTW

Intel CEO Lip-Bu Tan announced that the company's foundry business is gaining momentum, crucial for its turnaround strategy. Improvements in manufacturing processes have attracted customer interest, with expectations of commitments from multiple clients in the second half of the year. Tan emphasized the importance of the foundry for the U.S. semiconductor supply chain and highlighted progress in Intel's advanced manufacturing capabilities, aiming to compete with industry leaders like TSMC.

- Intel CEO Lip-Bu Tan announced that the company's external manufacturing business, known as foundry, is gaining momentum and is central to its turnaround strategy.  
- Improvements in Intel's advanced 18A manufacturing process are reportedly exceeding expectations, leading to increased interest from potential customers, including a preliminary deal with Apple.  
- Tan emphasized the strategic importance of the foundry business for U.S. semiconductor capacity and projected that Intel's next-generation 14A process could compete with industry leader TSMC.

CNBC

Intel

INTEL-T

GraniteShares 2x Long INTC Daily ETF

GraniteShares 2x Long TSM Daily ETF

Leverage Shares 2X Long TSM Daily ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

Direxion Daily TSM Bull 2X Shares

China Merchants CSI Semiconductor Industry ETF

Taiwan Semiconductor

Cadence Design

Apple

Intel CEO says foundry business is gaining momentum as customer interest grows

London Stock Exchange Group (LSEG) and Broadcom Inc. have signed a new five-year agreement to enhance their technology partnership focused on VMware Cloud Foundation. Broadcom will provide VMware Cloud Foundation and professional services to support LSEG's private cloud infrastructure, extending a relationship that has lasted over a decade.

rttnews

LSEG, Broadcom Sign New Five-Year VMware Cloud Agreement

MULL

Micron Technology's stock has surged to $725, nearly doubling in a month due to its pivotal role in the AI semiconductor market. Despite appearing expensive, forward earnings analysis indicates it remains reasonably valued with a forward P/E of about 8. Analysts expect EPS to grow significantly, suggesting further upside potential for investors willing to navigate volatility.

- Micron Technology's stock has surged nearly 58% recently, driven by its significant earnings growth and role in the AI semiconductor market.  
- Despite its high share price over $700, analysts suggest Micron is undervalued with a forward P/E ratio of about 8, indicating room for further growth as demand for memory products rises.  
- While some analysts recommend alternative stocks, the underlying earnings potential positions Micron as a compelling option for long-term investors willing to navigate market volatility.

nasdaq

Micron Tech

Direxion Daily MU Bull 2X Shares

GraniteShares 2x Long MU Daily ETF

Netflix

Nasdaq

Is Micron Stock Expensive at $725? Here's the Math on Why Shares Are Still Dirt Cheap.

DRAM

Micron Technology's shares fell over 7% amid concerns about potential labor disruptions at Samsung Electronics and uncertainty in memory-chip demand driven by AI. This decline follows a 6.6% drop on Friday, marking three consecutive down days after a significant rally. Analysts suggest that any production interruptions at Samsung could tighten supply and support elevated memory pricing. Meanwhile, discussions continue regarding the structural changes in the memory market, with expectations of sustained high pricing conditions until at least late 2027.

- Shares of Micron Technology fell over 7% amidst concerns over potential labor disruptions at Samsung Electronics and the future of memory-chip demand linked to AI.  
- Samsung workers are demanding profit-sharing bonuses and have threatened a strike, potentially disrupting 3% of global memory-chip production, which could impact supply conditions.  
- Analysts suggest the memory industry may experience favorable pricing conditions until 2027, amidst discussions on structural changes and ongoing strong demand for storage solutions in AI applications.

Invezz

Roundhill Memory ETF

Direxion Daily MU Bear 1X Shares

Jefferies Financial

Western Digital

Western Digital - WI

Why is Micron stock falling 7% today?

SNDK

Seagate's shares fell over 8% following CEO Dave Mosley's comments at a JPMorgan conference, indicating that building new factories to meet rising AI-driven demand would take too long. This led to a sell-off in memory chip stocks, with Micron down 5% and both SanDisk and Western Digital down about 7%. Mosley emphasized the challenges of production cycles and maintaining client predictability amidst soaring demand.

- Shares of Seagate fell over 8% amid concerns raised by CEO Dave Mosley regarding the company's ability to meet the increasing demand for memory chips driven by AI investments.  
- Mosley indicated that expanding production capacity would take too long, which could hinder the growth rate of new technology.  
- As a response to rising demand and long lead times, CME Group announced a new futures market for semiconductors to help traders hedge against price increases in computing power.

Sandisk

Sandisk - WI

Seagate leads memory sell-off as CEO says it would 'take too long' to build new factories

Spdr Select Tech(XLK.US)