Intel's foundry segment is gaining traction with commercial production of its advanced 18A process node and promising progress on the 14A node. Key partnerships with Apple and Tesla's Terafab project validate Intel's manufacturing capabilities and boost demand. Supported by U.S. government funding and geopolitical shifts favoring domestic production, Intel's stock has surged nearly threefold this year. Despite a high valuation, the company could capture a significant share of the growing $1.6 trillion semiconductor market by 2030, potentially driving further stock gains.
Micron's stock fell 13.3% after South Korea's Financial Supervisory Service warned about risky leveraged ETFs tied to memory chip companies like Samsung and SK Hynix. This warning raised concerns that Micron's rapid 260% stock gain this year might be...
Nvidia Corporation showed strong year-over-year revenue growth, higher gross and net margins, and robust free cash flow in Q1 2026, reinforcing its leadership in the tech sector. In contrast, Intel Corporation struggled with foundry revenue and margi...
Shares of major chipmakers AMD, Intel, and NVIDIA fell sharply due to a selloff triggered by a drop in South Korean tech stocks, notably SK Hynix and Samsung. This matters because of the close supply chain ties between Korean memory suppliers and U.S...
US tech and semiconductor stocks fell sharply amid a global market sell-off, with the Nasdaq dropping 1.5% and the S&P 500 down 1%. SpaceX shares briefly fell below their IPO price due to investor concerns over heavy borrowing for AI investments. Maj...
Global markets saw a sharp selloff led by major chipmakers like Nvidia, Intel, and Samsung amid investor anxiety ahead of Micron's earnings report, a key indicator for AI demand. The Nasdaq dropped 2.8%, and South Korea's Kospi plunged 10% as memory ...
