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Quantum stocks surge as US govt. invests $2B, takes equity stakes
Yahoo Finance Video80d agobullishVIDEO
Quantum stocks surge as US govt. invests $2B, takes equity stakes

Quantum computing stocks IBM (IBM), D-Wave Quantum (QBTS), Rigetti Computing (RGTI), and Infleqtion (INFQ) — the latter three are all up by over 40% over the last five sessions — after the US Commerce Department announced it will award $2 billion in grants and take equity stakes in these companies. Market Catalysts Host Julie Hyman breaks down take the details of the US government's investment in these firms, citing comments from IBM's vice president of quantum adoption Scott Crowder. She also uses AlphaSpace — Yahoo Finance's new investing platform — to take a closer look at the quantum landscape. Earlier this week, Yahoo Finance launched AlphaSpace, a premium investment platform that combines data, charting, news, analysis, and more to help retail investors understand markets.

Nvidia vs. AMD vs. Intel: Which is the best chip stock to own?
Yahoo Finance Video80d agoneutralVIDEO
Nvidia vs. AMD vs. Intel: Which is the best chip stock to own?

Between Nvidia (NVDA), Advanced Micro Devices (AMD), and Intel (INTC), which chip stock stands out among the rest? Yahoo Finance Executive Editor Brian Sozzi is joined by Markets and Data Editor Jared Blikre, Senior Business Reporter Ines Ferré, and Portfolio Wealth Advisors president and CIO Lee Munson to share their thoughts on these leaders within the AI chip space.

Melius Research Raises Qualcomm (QCOM) Price Target, Sees More Upside in AI Semiconductor Stocks
Insider Monkey80d agoneutral
Melius Research Raises Qualcomm (QCOM) Price Target, Sees More Upside in AI Semiconductor Stocks

QUALCOMM Incorporated (NASDAQ:QCOM) is included among the 10 High Quality Stocks to Buy According to Hedge Funds. On May 18, Melius Research raised its price recommendation on QUALCOMM Incorporated (NASDAQ:QCOM) to $220 from $170. It reiterated a Hold rating on the shares. The firm said that while “nothing really emerged as incrementally good from Trump going […]

Investing.com80d agoneutral
Here are the key takeaways for chip stocks from SpaceX’s S-1 Filing

Investing.com -- SpaceX's S-1 filing contains several significant data points for semiconductor investors, with Nvidia emerging as the primary chip supplier to the company's AI clusters and Intel named as a key partner in a major new fabrication facility, according to Wolfe Research.

Melius Research Raises PT on Micron Technology (MU)
Insider Monkey80d agoneutral
Melius Research Raises PT on Micron Technology (MU)

Micron Technology, Inc. (NASDAQ:MU) is one of the Most Undervalued US Stocks According to Hedge Funds. On May 18, Melius Research raised the firm’s price target on Micron Technology, Inc. (NASDAQ:MU) from $700 to $1,100 and maintained a Buy rating. ​The firm noted that they remain optimistic regarding their long-term conviction in memory chips and […]

Intel Foundry: After A 3x Rally, Time For A Reality Check?
Trefis80d agobullish
Intel Foundry: After A 3x Rally, Time For A Reality Check?

Intel (INTC) stock has rallied 3x year-to-date on improving CPU demand and growing optimism around its foundry business. Investors increasingly see Intel Corporation as more than a cyclical PC company. The market is beginning to price in the possibility that Intel could emerge as a meaningful second source for advanced semiconductor manufacturing alongside Taiwan Semiconductor Manufacturing Company.

QuickLogic (QUIK) Reports Q1 2026 Total Revenue of $5.1 million
Insider Monkey80d agoneutral
QuickLogic (QUIK) Reports Q1 2026 Total Revenue of $5.1 million

QuickLogic Corporation (NASDAQ:QUIK) is one of the Best Semiconductor Stocks to Buy Under $30. On May 12, the company reported its results for Q1 2026. Total revenue from continuing operations came in at $5.1 million, up by 16.8% YoY and 35.3% growth as compared to Q4 2025. Its new product revenue from continuing operations was […]

Stocks to Watch: Estee Lauder, IBM, GloubalFoundries
The Wall Street Journal80d agoneutral
Stocks to Watch: Estee Lauder, IBM, GloubalFoundries

↗️↘️Estee Lauder (EL): The U.S. cosmetics giant and Spanish beauty group Puig (ES:PUIG) said they have terminated discussions of a potential business combination, ending speculation that the two could create one of the world’s largest beauty companies.

Dan Ives Called IBM 'Sleeping Giant'—Now Trump's $1 Billion Quantum Bet Is Proving Him Right
Benzinga80d agoneutral
Dan Ives Called IBM 'Sleeping Giant'—Now Trump's $1 Billion Quantum Bet Is Proving Him Right

A new company backed by International Business Machines Corp. (NYSE:IBM) is receiving a $1 billion U.S. government investment to establish America’s first quantum foundry, supporting Wall Street forecasts that IBM will be a central player in the global quantum industry. Validating The ‘Massive Upside’ This historic federal backing confirms Wedbush Securities analyst Dan Ives‘ thesis. Analyzing the tech sector’s trajectory, Ives told CNBC that IBM is a “sleeping giant” and praised its strategic d