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Goldman Sachs Starts Intel (INTC) Coverage
Insider Monkey40d agoneutral
Goldman Sachs Starts Intel (INTC) Coverage

Intel Corporation (NASDAQ:INTC) is one of the 15 Best AI Stocks That Will Make You Rich in 10 Years. On June 25, 2026, Goldman Sachs analyst James Schneider initiated coverage of Intel Corporation (NASDAQ:INTC) with a Neutral rating and $150 price target, representing 12% upside. Schneider expects Intel to benefit from rising server demand tied […]

Bank of America resets Micron stock price target after earnings
TheStreet40d agoneutral
Bank of America resets Micron stock price target after earnings

Micron (MU) stock closed the June 25 trading session up 15.81% at $1,213.56. The stock soared following the release of the third-quarter (Q3) fiscal year 2026 (FY26) earnings report on June 24. The stock is up 313.14% year-to-date, at the time of writing, Friday afternoon, June 26. Meanwhile, the ...

Intel (INTC) Lands Kontron Partnership For Core Ultra Edge AI Systems
Simply Wall St.41d agobullish
Intel (INTC) Lands Kontron Partnership For Core Ultra Edge AI Systems

Kontron AG is adopting Intel's new Core Ultra Series 3 chips for industrial edge AI systems. The partnership focuses on high-performance, real-time applications in areas such as robotics, automation, and critical infrastructure. Kontron plans to integrate Intel CPUs, GPUs, and NPUs into compact industrial platforms aimed at edge AI deployments. For investors watching Intel, NasdaqGS:INTC, the tie up with Kontron puts fresh attention on how Intel is positioning its Core Ultra Series 3 chips...

How Much Upside Can NVDA Stock's Growth Deliver?
Trefis41d agoneutral
How Much Upside Can NVDA Stock's Growth Deliver?

At $195.74, NVIDIA (NVDA) looks set up for roughly 51% of upside over the next three years under a conservative scenario. That is a move large enough to justify digging into where it comes from. Revenue compounding does the work, but the multiple takes a meaningful cut along the way. Here is the operational reality the math is built on.

ON Semiconductor Tumbles 20%: Is It Dragging Down Semiconductor Names Like AMD and Intel?
24/7 Wall St.41d agobearish
ON Semiconductor Tumbles 20%: Is It Dragging Down Semiconductor Names Like AMD and Intel?

Shares of ON Semiconductor (NASDAQ:ON) are down 20% in early Friday trading, sliding to $95 after the chipmaker unveiled an all-stock acquisition of Synaptics (NASDAQ:SYNA). The drop erases a meaningful slice of ON stock’s recent rally. ON Semiconductor stock entered the session up 119% year to date (YTD), so today’s air pocket lands on a ... ON Semiconductor Tumbles 20%: Is It Dragging Down Semiconductor Names Like AMD and Intel?

Big Tech’s Quiet Diversification Out of Taiwan Is the Ultimate Catalyst for Intel’s Turnaround
24/7 Wall St.41d agoneutral
Big Tech’s Quiet Diversification Out of Taiwan Is the Ultimate Catalyst for Intel’s Turnaround

Intel (NASDAQ:INTC) and Taiwan Semiconductor Manufacturing (NYSE:TSM) both posted Q1 2026 results that frame the same question from opposite sides: who builds the world’s most advanced chips, and where. TSMC remains the engine of AI silicon. Intel is the Western alternative hyperscalers are quietly funding. Geography matters more than the numbers. Foundry Bets Lift Intel. ... Big Tech’s Quiet Diversification Out of Taiwan Is the Ultimate Catalyst for Intel’s Turnaround