The U.S. government's 10% stake in Intel, bought in 2025 at around $20.47 per share, has surged to about $121.09, delivering roughly a 5x return. This success is influencing Washington's industrial policy, with officials suggesting equity stakes in key companies can benefit taxpayers beyond tax credits and grants. Defense officials argue that public ownership adds accountability and aligns with national security goals. Companies like NVIDIA, AMD, and Micron are potential next targets for government investment due to their strategic roles in technology and AI. This approach signals a shift toward using equity, debt, and procurement commitments as tools to support critical industries.
Asian semiconductor stocks experienced a significant decline following a sell-off in US chipmakers, with SK Hynix shares dropping over 9% in Seoul after an earlier 8% rally. The sell-off reflects concerns over AI spending and profit-taking after a st...
Sanjeev Sharma forecasts the S&P 500 will finish 2026 slightly below its starting point due to weak consumer fundamentals like stagnant wage growth, high inflation, elevated gas prices, and rising interest rates. His disposable income-based model hig...
The Direxion Daily Technology Bull 3X ETF (TECL) is rated Buy due to easing inflation and a positive outlook for the Nasdaq-100, driven by growing AI infrastructure investments and increasing influence of smaller AI-related companies beyond the major...
Intel Foundry has begun high-volume manufacturing of select Intel Core Ultra Series 3 processors, known as Panther Lake, using ASML's High NA EUV lithography on the Intel 18A process node. This marks a key milestone in semiconductor manufacturing, de...
The Direxion Daily Semiconductor Bull 3X Shares (SOXL) surged nearly 293% year-to-date but recently fell about 30% in the last month, including a sharp 16% drop in one day. SOXL uses leverage to triple daily semiconductor index returns, but this also...
