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Aoris Investment Management, a specialist international equity manager, released its Q1 2026 investor letter for “Aoris International Fund”. A copy of the letter is available to download here. The fund invests in high-quality, wealth-generating businesses managed by prudent and capable teams, targeting an annual return of 8–12% after fees over a 5–7-year market cycle. During […]
Investing.com -- Artificial intelligence is set to compress into five years what took the chip industry half a century to achieve, according to Bank of America analysts, who identified five key forces they believe will drive the next $1 trillion in semiconductor sales.
↘️ Samsung Electronics (KR:005930): The memory-chip giant tumbled 12% as the technology sell-off hit Asia. Its South Korean rival SK Hynix fell 12%, while Japan’s SoftBank Group slid 10% in Tokyo. ↘️ Micron Technology (MU): The U.
June 23 (Reuters) - Contracts tracking the tech-heavy Nasdaq fell 2%, leading declines among Wall Street futures on Tuesday, as concerns around imminent rate hikes in the United States and debt-backed
The investing pundit just endorsed Intel stock, which has already soared by more than 250% so far this year.
We recently published Jim Cramer Discussed Expensive Phones, A Cheap Stock Sector & These 18 Stocks. Intel Corporation (NASDAQ:INTC) is one of the stocks discussed by Jim Cramer. Chip manufacturing giant Intel Corporation (NASDAQ:INTC)’s shares are among the hottest on the market. They are up by a whopping 535% over the past year and 240% […]
The gains showed increasing investor interest in companies benefiting from rising demand for AI infrastructure, large-scale chip manufacturing projects, and acquisitions.
Tuesday's catalysts include flash PMIs, Richmond Fed data, ADP weekly employment, Treasury bill and 2-year note auctions, and May money supply.
United Microelectronics Corp. (NYSE:UMC) is one of the 10 Stocks Paying Off Big Time. United Microelectronics saw its share prices jump to a new all-time high, as investors loaded portfolios following reports that it is collaborating with Intel Corp. for the production of semiconductors. In intra-day trading, the stock climbed to its highest price of […]
Shares of computer processor maker Intel (NASDAQ:INTC) jumped 5.3% in the afternoon session after the Philadelphia Semiconductor Index hit a fresh record high even as the broader Nasdaq slipped as NVIDIA unveiled its next-generation Vera Rubin platform at the ISC High Performance 2026 conference in Hamburg, which set off a chain reaction across the chip and AI-server supply chain.
(Bloomberg) -- Qualcomm Inc. is in advanced talks to acquire Modular Inc. in a transaction valuing the artificial intelligence chip startup at about $4 billion, according to people familiar with the matter.Most Read from BloombergIran Says Hormuz Closed Again as Talks With US Set to OpenUS and Iran Make ‘Progress’ in Talks, Aim to Keep Hormuz OpenStocks Fall as SpaceX’s Rout Offsets US-Iran Hopes: Markets WrapMeta Taps New WhatsApp Boss as Part of $900 Million InvestmentSpaceX Falls for Third Da
Intel has begun risk production of chips based on a new process node, which could help it prevent further market share losses to AMD.
Intel (NASDAQ:INTC) ripped higher last week after former President Donald Trump posted on Truth Social that Apple (NASDAQ:AAPL) had agreed to design and manufacture chips with Intel inside the United States. Intel closed up 10.64% at $133.99, with INTC stock now above $140. Bernstein’s Stacy Rasgon, on CNBC, framed the move bluntly. “Intel at these ... Intel’s Surge on an Apple Chip Deal Means Investors Are Betting on Its Foundry, Says Bernstein’s Stacy Rasgon
A panel discussion on episode 1,089 of This Week in Tech (TWiT) debated sky-high AI valuations and capital allocation, with host Leo Laporte and guests Ian Thompson, Owen Thomas, and Doc Rock. They argued that today’s AI leaders face the same capital-allocation challenge that confronted earlier technology giants. Their warning centered on Intel (NASDAQ:INTC), which ... As Anthropic Nears $1 Trillion Valuation, Tech Veterans Warn Against Repeating Intel’s Biggest Mistake
AI stock investors have essentially been trained to follow a rule to invest in businesses closest to GPUs, data centers, and hyperscaler spending. Intel (INTC) CEO Lip-Bu Tan just flipped that script on the June 18 episode of No Priors: AI, Machine Learning, Tech, & Startups. Tan believes ...
Mizuho points to growing opportunities in advanced chip packaging.
Intel (NASDAQ: INTC) and Qualcomm (NASDAQ: QCOM) both just delivered earnings that tell very different stories about how to win in AI silicon. Intel posted a sixth straight revenue beat while absorbing a $4.07 billion Mobileye charge. Qualcomm landed its fourth consecutive EPS beat with handset weakness offset by record auto. Foundry Momentum Carries Intel. ... Intel vs Qualcomm: Which AI Stock Is The Better Buy
The U.S. government converts a portion of CHIPS Act support into an equity stake in Intel (NasdaqGS:INTC), creating a new public shareholder with policy interests tied to domestic chip production. Intel announces new AI partnerships with Google for long term AI workloads and with Tesla’s TeraFab focused on semiconductor foundry improvements. The company also unveils an AI drug discovery collaboration with Greenstone Biosciences, extending its chips and software into pharmaceutical...
Micron Technology led other AI hardware stocks higher to start the week, ahead of the memory chipmaker's earnings.
Memory giant Micron (MU) will report its third quarter earnings after the bell on Wednesday, providing another update on the broader AI build-out.
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