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June 26 (Reuters) - Futures tied to the tech-heavy Nasdaq led Wall Street losses on Friday, as chip stocks came under renewed pressure after a sharp rally in the previous session, while some megacap

Vice President JD Vance headlined an RNC fundraiser on Thursday night in Palo Alto, California, at the residence of influential investor and All-In Podcast host Chamath Palihapitiya , raking in $4.2 million for the Republican Party, a source familiar with the dinner tells Axios.

Investing.com -- U.S. semiconductor stocks slipped in premarket trading on Friday, extending a global technology selloff after Apple raised prices on several of its products, fanning concerns that surging memory chip costs could dampen consumer electronics demand and cloud the outlook for the broader AI trade.

Goldman Sachs initiated coverage of Intel with a 'Neutral' rating and a 12-month price target of $150, according to Investing.com.

Micron has never before had this kind of market power, and it hasn’t taken long to throw around its newfound muscle.

Before the stock surged, management was methodically laying out a future beyond handsets, but you had to be listening for a different kind of story.

IBM (IBM) hasn’t built a commercial computer chip of its own in nearly a decade. On Thursday, June 25, the company said its research labs had cracked something the rest of the chip industry hasn’t managed yet. The breakthrough has nothing to do with software, and everything to do with one tiny ...

Goldman Sachs Group Inc. (GS) initiated coverage of Intel Corp. (INTC) this week with a neutral rating and a $150 price target, based on TipRanks' report. That implies only about 12% upside, modest given the stock’s run over the past year. The bigger signal is who wrote it, not the number itself. ...

Expectations are high, but only one of these companies dominates processor manufacturing.

(Bloomberg) -- I-Pulse Inc. will receive $250 million in US funding for semiconductor and pulsed-power development as the venture co-founded by Robert Friedland joins American efforts to reduce reliance on foreign-chip supply chains.Most Read from BloombergInvestor Who Scored 900% Win in 2008 Crisis Has New Big Short BetApple Shares Sink After Sweeping Price Hikes Hit iPads and MacsStocks Whipsaw as Micron Surges While Apple Sinks: Markets WrapGrand Ole Opry House Up For Sale by Owner Ryman Hosp

Apple (AAPL) is unlikely to lose customers as a result of the iPhone maker increasing prices on its

While investors fixate on NVIDIA's dizzying growth rate, a far more telling number lies in its supply commitments, revealing a concrete plan to meet demand that skeptics think is unsustainable.

Nancy Pelosi disclosed a new Intel position, but investors should focus on the chipmaker’s turnaround, valuation, and earnings momentum.

Investing.com -- Credit-default swaps linked to SpaceX began trading Thursday after the company completed its first high-grade bond offering earlier this week, Bloomberg reported. The development allows investors to protect against potential losses or bet on the company's creditworthiness.

Intel (NASDAQ:INTC) is the loudest ticker on Wall Street right now, riding a turnaround narrative powered by NVIDIA’s $5.0 billion equity stake, SoftBank’s $2.0 billion investment, and $8.9 billion in total U.S. Government support. But here’s what you should actually be watching: Taiwan Semiconductor Manufacturing (NYSE:TSM). The Intel Rally Has Outrun the Business Intel shares ... Forget Intel: 1 Semiconductor Juggernaut to Buy Hand Over Fist While Turnaround Hype Rules Wall Street

Intel (NASDAQ:INTC) and Taiwan Semiconductor Manufacturing (NYSE:TSM) just delivered very different earnings stories. Intel posted a 2,183.46% non-GAAP EPS beat under CEO Lip-Bu Tan while absorbing a $4.07 billion restructuring charge. TSMC kept compounding, with Q1 revenue rising 21.4% YoY and net income jumping 43.8%. Both sit at the heart of the AI hardware buildout, ... Intel vs TSM: Which Chip Giant is the Better Investment?

The semiconductor industry has spent the last decade racing toward a physical wall. Engineers have steadily shrunk transistors to pack more computing power onto ever-smaller chips, but that strategy is running out of room. At today’s leading-edge process nodes, components are measured in just a handful of atoms. Heat, power leakage, and manufacturing complexity have ... No, IBM Is Not Becoming a Chipmaker — But It Just Revolutionized the Industry Anyway

Investing.com -- Goldman Sachs initiated coverage of Intel with a Neutral rating and a 12-month price target of $150, acknowledging clear tailwinds in server CPUs and foundry optionality but arguing that the stock's recent run has already priced in much of the upside.

Micron stock was surging as the company delivered reassurance the memory-chip boom can last for longer than expected.

Micron's blowout earnings lifted the entire semiconductor complex on Thursday.

Global markets are beginning to question assumptions that investors have largely accepted without challenge for the past two years. Throughout the AI-driven rally, markets rewarded almost every announcement tied to artificial intelligence.

US equity futures were higher pre-bell Thursday as oil prices fell to their lowest since the start o

Pre-Market Stock Futures: Futures are trading higher this morning, after all the big funds and portfolio managers may have shown their hands on Wednesday, as the tech and chip stocks sell-off resumed after stocks started higher in the morning but faded in the afternoon. The tech sell-off came before Micron Technology (NASDAQ: MU) posted huge ... Here Are Thursday’s Best Wall Street Analyst Research Calls: Brown-Forman, CoreWeave, Intel, JFrog, Keurig Dr. Pepper, Klarna Group, Qualcomm, Shift 4 P

In demand among the best mutual fund managers, Nvidia, TSMC and Intel partner Keysight looks to etch a breakout.

US equity markets were pointing higher before the opening bell Thursday as traders parse Micron Tech

Micron stock was surging as the company delivered reassurance the memory-chip boom can last for longer than expected.

The red-hot stocks have seen their valuations soar in 2026.

Intel is riding its own momentum wave.

<body><p>STORY: From chip stocks getting a fresh boost... to where chip workers have become among the most desirable partners.. This is AI Weekly.</p><p>:: AI Weekly</p><p>Chip stocks rebounded after bullish outlooks from U.S. firms Micron Technology and Qualcomm.</p><p>Micron said customers had committed to spend $22 billion on its chips.</p><p>It also forecast quarterly profit and revenue well above expectations, sending its shares 12% higher in after-hours trading.</p><p>Landsberg Bennett Chief Investment Officer Michael Landsberg says the AI boom has been transformational for memory chip makers like Micron:</p><p>“What’s happened in this space has been, typically this used to be more of a commodity, and so what’s happened now with AI, a lot of these chips are needed to make AI work faster and better so the demand has really been strong across the entire sector.”</p><p>Donald Trump has said Apple has agreed to work with Intel to design and manufacture its chips in the U.S.</p><p>The move would be a major boost for the American chipmaker's efforts to turn around its business.</p><p>A contract with Apple would lock in steady demand from the iPhone maker.</p><p>That would boost Intel's reputation and sales as it looks to close the gap with rival TSMC.</p><p>Oracle's total workforce declined 13%, or about 21,000 employees, in its fiscal 2026.</p><p>It's as the cloud computing giant continued restructuring its business... partly driven by the adoption of AI across its operations.</p><p>Up to 3,000 Santander employees in Spain could also be offered early retirement.</p><p>That's as the bank braces for impacts brought on by AI, Spanish newspaper Expansion reported on Wednesday.</p><p>SK Hynix overtook Samsung Electronics to become South Korea's most valuable listed company.</p><p>Shares in what is now the world's most valuable memory chipmaker rose to bring the company's market capitalization to $1.35 trillion. &nbsp;</p><p>Employees at chip factories are also now part of South Korea’s A-list.&nbsp;</p><p>Some workers at Samsung’s chip division are set for bonuses of about $416,000.</p><p>Around 14 times South Korea’s average annual salary.</p><p>Chip workers now rival doctors and lawyers as the nation’s most desirable partners.</p><p>Lee Sung-mi from matchmaking agency Sunoo says tech staffers now rate very highly:</p><p>"Scores for Samsung Electronics employees have recently risen from 83 to 87. As for clients who work at SK Hynix, their scores are expected to climb from around 80 to 83—showing just how highly favored the company has become."</p></body>

In late June 2026, StorMagic and Odine each announced collaborations with Super Micro Computer to bundle its compact edge servers with virtualization software and to deploy its NVIDIA-based GPU infrastructure for AI factories in Türkiye, while Supermicro itself expanded its Intel-powered AI edge portfolio for industrial and office environments. Together, these moves highlight Supermicro’s effort to extend its AI infrastructure franchise beyond hyperscale data centers into distributed edge,...