Goldman Sachs analyst James Schneider initiated coverage on Intel stock with a Neutral rating and a 12-month price target of $150, suggesting nearly 14% upside from the current price of $131.65. The bullish outlook is driven by rising server demand fueled by AI and significant growth potential in Intel's foundry business, expected to generate $10 billion by 2030. External wafer revenue is also forecasted to accelerate, highlighting Intel's expanding role in the U.S. semiconductor foundry market amid growing AI infrastructure needs. However, Schneider noted that Intel's peers like AMD, NVIDIA, and Broadcom currently offer more attractive opportunities based on revenue visibility and valuation metrics.
The global graphene chip market, valued at $4.41 billion in 2025, is projected to grow to $19.78 billion by 2035 with a CAGR of 16.2%. This growth is fueled by rising demand for advanced nanoelectronics, AI computing, and faster communication technol...
The ETF market is seeing a new trend with multiple firms launching 'MANGOS' ETFs that include AI and commercial space technology companies such as Meta, Anthropic, Nvidia, Google, OpenAI, and SpaceX. This marks a shift from the traditional 'Magnifice...
ON Semiconductor's stock fell 20% following its announcement to acquire Synaptics in a $7 billion all-stock deal, diluting shares and causing investor concern. The acquisition aims to expand ON's market into robotics, drones, and autonomous vehicles,...
Intel reported Q1 2026 earnings with $13.58B revenue and growth in Data Center, AI, and Foundry segments, backed by U.S. subsidies and partnerships. TSMC posted stronger results with 21.4% revenue growth and 66.2% gross margin, driven by AI wafer dem...
Micron Technology's stock fell nearly 5% in premarket trading after a strong earnings report that saw its revenue quadruple year-over-year to $41.46 billion. Despite this, investors are cautious due to rising costs associated with building AI infrast...
