
The reported talks come as Intel seeks more outside demand for its costly U.S. manufacturing network.
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

The reported talks come as Intel seeks more outside demand for its costly U.S. manufacturing network.

Marvell Technology (MRVL) has more than tripled over the past year. It has also fallen about 28% in three months and trades about 30% below its 52-week high. If you are wondering whether the growth story broke, it did not. Marvell raised its revenue guidance on August 27, 2026, and the stock fell anyway.

Shares of computer processor maker Intel (NASDAQ:INTC) jumped 4.7% in the afternoon session after Reuters reported that reports emerged of a potential U.S. memory chip manufacturing deal between the company and SK Hynix.

Investors are excited about a potential partnership with a leading memory chip designer.

A memory tenant could be exactly what the chipmaker's delayed Ohio campus has been missing.

Not only did the central bank increase interest rates, but there's also now a higher probability of another hike in October, today, Sept. 16, 2026.

Today, Sept. 16, 2026, reports of U.S. foundry negotiations fueled a 4% rally, while analysts lifted price targets citing AI and data-center upside.

(Updates with market moves at the end of the day, and other changes, if any.) US stocks fell for
Intel shares could double within two years, driven by potential manufacturing partnerships with tech giants and strong demand for AI chips.

Qualcomm (QCOM) throws off free cash worth 5.2% of its market value each year, against 4.4% for the median S&P 500 company. A yield above the median means one of two things: a bargain or a business the market expects to shrink. Here it is mostly the second: the cash comes from smartphone chips, and Apple is leaving.

Micron Technology (MU) ranks first in its peer group on revenue growth, operating margin and twelve-month stock return. It still trades at 20.7 times earnings, below a peer's 26.6. The gap is not an oversight. The market is paying Micron for what it earns now and refusing to pay for what it earns next.

NVIDIA (NVDA) stock trades near $212, about 10% below its 52-week high, and it has gone nowhere over the past three months. The company itself has not been standing still. So it is worth asking the uncomfortable question: how far does a stock like this fall when a real shock arrives, and how long would you wait to get it back.
A major AI memory supplier is discussing a deal that could give Intel's delayed manufacturing complex a very different role.

(Updates with latest market prices and developments.) US benchmark equity indexes were mixed intr

Arm Holdings' 39% three-month slide contrasts with expanding cloud AI opportunities, but cyclicality and a 36.47X sales multiple temper upside.

Intel (NasdaqGS:INTC) is in advanced talks with SK Hynix on a U.S. memory chip manufacturing partnership centered on Intel's Ohio fab. Options under discussion reportedly include SK Hynix leasing part of Intel's planned Ohio facility or forming a new joint venture. The potential arrangement would extend memory chip production into Intel's U.S. manufacturing footprint, aligning with domestic semiconductor build-out priorities. This potential Intel and SK Hynix Ohio memory manufacturing...

The chipmaker got a boost from a potential deal in the AI space.

Amazon said it is increasing its minimum pay for operations workers by $1 an hour and adding grocery discounts for all U.S. employees.

Intel's turnaround is gaining credibility as its CEO commits his own money, raises capital, and tackles AI and manufacturing bottlenecks while attracting major backing from Washington and Nvidia.

Intel may find a way to monetize its Ohio investment.
Talks with SK Hynix could bring memory-chip production to the U.S. in a way neither company has tried before.

Everyone buying TSMC stock is watching the wrong number. The real reason to own shares hides one layer beneath the AI headlines, inside a bottleneck so tight that even TSMC's own customers cannot get enough of it.

Investors are sending shares of a pair of semiconductor giants higher in the wake of a report they could soon strike a chipmaking deal in the U.S.

Intel stock rose on a report that South Korea-based SK Hynix is interested in using one of Intel's U.S. fabs to manufacture memory chips.

SK hynix (SKHY) is reportedly in talks with Intel (INTC) to use the latter's facilities to manufacture memory chips in the US for the first time, according to Reuters. Yahoo Finance's Jake Conley and Pras Subramanian are joined by RBC Capital Markets head of derivatives strategy Amy Wu Silverman to examine how the software industry is reacting to AI headlines, comparing it to the internet booms of the past.
Intel Gains After Report Reveals Possible SK Hynix Tie-Up
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.