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

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

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

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

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

MACOM Reports Q2 2026 Earnings, Issues Q3 Guidance Driven by AI Demand

Intel CEO States 18A Process Yields Have Recovered Significantly, Drawing Increased External Customer Interest

HSBC raises Micron Technology (MU.O) price target from $750 to $1100

AMD to Present at Bank of America Global Technology Conference

AMD Executive to Present at J.P. Morgan Technology Conference

Intel Urges PC Makers to Adopt 18A Chips Amid Old CPU Shortage

Beijing to Meet with AMD CEO Lisa Su to Discuss AI Chip Cooperation

AMD CEO Lisa Su to Attend Shanghai Developer Event and Deliver Keynote Speech on May 19

AMD to Participate in HPE Discover 2026, Focusing on Networking, Cloud, and AI

Cathie Wood's ARK Invest Continues to Sell AMD Stock

Intel and Qualcomm are rumored to be interested in acquiring AI chip startup Tenstorrent

Intel CEO Tan Announces Foundry Business Momentum to Compete with TSMC

Intel CEO Pat Gelsinger: 14A chip to start production in 2028, mass production in 2029

MACOM Director Peter Y. Chung Sells 43,268 Shares at $378.2 Per Share

AMD Announces Flagship "Advancing AI 2026" Event for July 23

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

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Wellgistics Health

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置顶新闻

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

SOXX

MULL

FTXL

SOXL

SOXQ

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

iShares Semiconductor ETF

Direxion Daily MU Bull 2X Shares

GraniteShares 2x Long MU Daily ETF

First Trust Nasdaq Food & Semicon

Invesco Semiconductors ETF

Direxion Semicon Bull 3X

Invesco PHLX Semiconductor ETF

VanEck Semiconductor ETF

NVIDIA

Intel

Netflix

S&P 500

Nasdaq

NVIDIA Corporation

QCOM

NXTG

QCMU

QCML

RiverFront Investment Group LLC increased its stake in Qualcomm Incorporated (NASDAQ:QCOM) by 48.1% in Q4, owning 8,038 shares valued at $1.38 million. Other institutional investors also adjusted their positions. Qualcomm's stock opened at $203.64, with a market cap of $214.64 billion. The company reported $2.65 EPS, exceeding estimates, and announced a $20 billion share buyback program. A quarterly dividend of $0.92 will be paid on June 25, up from $0.89.

- RiverFront Investment Group LLC increased its stake in Qualcomm Incorporated by 48.1% in Q4, owning 8,038 shares valued at $1,375,000.  
- Several institutional investors also modified their positions, with notable investments including Cloud Capital Management and Richardson Financial Services.  
- Qualcomm reported Q2 earnings with EPS of $2.65, surpassing estimates, and announced a dividend increase to $0.92 per share while planning a $20 billion share buyback.

Market Beat

Qualcomm

First Trust Index NextG ETF

Direxion Daily QCOM Bull 2X Shares

GraniteShares 2x Long QCOM Daily ETF

RiverFront Investment Group LLC Has $1.38 Million Stock Position in Qualcomm Incorporated $QCOM

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SMSN

09747

07747

SAMSUNG ELECTRONICS and its South Korean union are set to resume negotiations this afternoon, with two unresolved issues remaining. Reports indicate that the union has softened its stance, potentially paving the way for a deal.

Unusual Whales

Samsung Electronics 

Samsung Electronics Co., Ltd. Sponsored GDR

VanEck Vectors Semiconductor UCITS ETF Accum A USD

XL2CSOPSMSN-U

XL2CSOPSMSN

SAMSUNG ELECTRONICS AND UNION TO RESUME TALKS IN THE AFTERNOON, WITH TWO ISSUES STILL UNRESOLVED ACCORDING TO MEDIA REPORTS CITING A LABOUR OFFICIAL, SAMSUNG’S SOUTH KOREAN UNION HAS EASED ITS POSITION, OPENING THE DOOR TO A DEAL (

INTC

INTW

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

GraniteShares 2x Long INTC Daily ETF

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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Direxion Daily AVGO Bear 1X Shares

Direxion Daily AVGO Bull 2X Shares

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

NoMIS Power Corp has joined the ARPA-E DC-GRIDS consortium, participating in a $2.5 million project led by Michigan State University to develop high-voltage SiC-based power electronics. The project aims to enhance HVDC technologies for improved US transmission capacity, supporting electrification and offshore wind integration. NoMIS will leverage its 3.3kV SiC MOSFET portfolio, including a new 25mΩ device, to lead device-level packaging and testing within the Albany Nanotech Complex.

SemiConductor

NoMIS Power joins ARPA-E  DC-GRIDS consortium

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

Spdr Select Tech

SPDR 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?

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.

Apple

Invesco

Legal & General Group Plc

Bank of America

Lam Research

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

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

LITE

AIXA

Aixtron has secured multiple orders from Lumentum for its G10-AsP MOCVD systems, aimed at enhancing production of indium phosphide-based lasers and detectors for high-speed optical links in AI data centers. These tools will facilitate next-gen InP technologies for 800G optical connectivity, addressing the growing bandwidth needs in AI-driven architectures.

PUBT

Lumentum

AIXTRON SE

EQS Group AG

Aixtron wins multiple G10-AsP MOCVD tool orders from Lumentum

NVDA

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 NVDA Daily ETF

T-Rex 2X Long NVIDIA Daily Target ETF

Direxion Daily NVDA Bull 2X Shares

GraniteShares 2x Long DELL Daily ETF

Eli Lilly

Honeywell

Honeywell International - WI

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

TSMX

TSMG

TSMU

HighTower Advisors LLC increased its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) by 14.2% in Q4, now holding 780,611 shares valued at $237.22 million. Other institutional investors also adjusted their positions, with notable increases from Fisher Asset Management and Bank of America. Analysts remain positive on TSMC, citing strong AI demand, despite geopolitical risks and recent stake reductions by some funds. TSM shares opened at $395.84, with a market cap of $2.05 trillion.

- HighTower Advisors LLC increased its position in Taiwan Semiconductor Manufacturing Company by 14.2%, owning 780,611 shares valued at $237.2 million as of the latest SEC filing.  
- Other institutional investors also adjusted their stakes, with Fisher Asset Management raising its holdings by 1.0% to 17.8 million shares valued at nearly $5 billion.  
- Despite positive sentiments regarding AI infrastructure demand, TSMC faces geopolitical risks and recent stake reductions by some funds that may impact investor sentiment.

Taiwan Semiconductor

Direxion Daily TSM Bull 2X Shares

Leverage Shares 2X Long TSM Daily ETF

GraniteShares 2x Long TSM Daily ETF

AllianceBernstein

Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Position Lifted by HighTower Advisors LLC

SPDR S&P Semicon(XSD.US)