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In a major milestone in memory innovation, Micron Technology, Inc. (NASDAQ:MU) on September 15 announced the successful demonstration of a 512GB DDR5 RDIMM memory module for servers. This module is the first of its kind in the world, according to the company. The module can reach speeds of up to 9,200 MT/s. It can also […]
Intel Corporation (NASDAQ:INTC) is targeting a potentially significant opportunity through its strategic Terafab partnership with companies associated with Elon Musk, including SpaceX, Tesla, and xAI. The initiative is part of an ambitious semiconductor manufacturing project focused on producing advanced chips for artificial intelligence (AI), robotics, autonomous vehicles, and other compute-intensive applications. On September 15, Tigress […]
Intel (INTC) and SK Hynix (SKHY) have been among this week's hottest semiconductor stocks as investors react to reports that the companies are exploring partnership opportunities.
Micron just pulled off a server memory breakthrough that has both AMD and Intel on board, but the revenue from it sits two fiscal years away while the stock already trades near all-time highs. Here is what that gap means for anyone deciding whether to buy now.
Arm's licensing model generates 18.4% net margins with minimal debt, while Intel battles a net loss and negative free cash flow amid its foundry pivot.
Qualcomm (QCOM) told investors in its fiscal Q3 2026 call that its share of Apple's recent iPhone launch would be materially lower than its prior estimate of 20%. In the same call, management raised its non-handset revenue target for fiscal 2029 to $40 billion—nearly doubling its prior $22 billion goal as automotive, IoT, and data center expand. Anyone buying the stock today is deciding whether that replacement revenue arrives on schedule.
Intel options volume hit nearly 3 times its monthly average Thursday as tech stocks rebounded from the Fed's first rate increase since 2023
Major stock-market indexes rallied, reversing the declines that followed the Federal Reserve’s interest-rate hike Wednesday. Chip stocks rallied. The PHLX Semiconductor Index rose 3.1% after comments from Intel Chief Executive Lip-Bu Tan about soaring memory prices.
A rumored SK Hynix partnership could give Intel's long-delayed Ohio factories a customer, but the talks are preliminary and the turnaround still has a long way to go.
On Sept. 17, 2026, an analyst upgrade and a whiff of negotiations signaled fresh turnaround momentum.
A number of stocks jumped in the afternoon session after Treasury yields retreated below 5% and oil prices declined, sparking a recovery across growth-oriented equities following the Federal Reserve's interest rate increase.
Major stock-market indexes rallied, reversing the declines that followed the Federal Reserve’s interest-rate hike Wednesday. The PHLX Semiconductor Index rose 3.1% after comments from Intel Chief Executive Lip-Bu Tan about soaring memory prices. The Securities and Exchange Commission cleared a path for trading venues to offer tokenized stocks in the U.S., a landmark decision that may overhaul traditional equity markets.
Intel and SK Hynix held exploratory talks for US chip manufacturing. The market doesn’t care that the talks were exploratory, clearly.
SK Hynix is reportedly in talks to build memory chips inside Intel's Ohio complex, and the market loved it. But the plant has no timeline, no signed deal, and a product restriction that Seoul may never lift.
Micron Technology Inc. (NASDAQ:MU) jumped more than 5% Thursday as memory stocks rallied, two days after Intel Corp. (NASDAQ:INTC) CEO Lip-Bu Tan warned that the memory shortage could worsen next year. Barron’s reported that Tan’s comments helped drive the move....
Reports of Intel and SK Hynix teaming up to build memory chips in Ohio sent stocks surging across the sector, but the most revealing signal of the day has nothing to do with either company and everything to do with their biggest American rival.
Micron Technology stock was back on the rise early Thursday. A warning from the head of Intel about soaring memory prices looks to be reminding shareholders of the company’s profit potential. Micron shares were up 2% at $945.40 in premarket trading.
Talks between SK Hynix and Intel could lead to joint memory chip manufacturing at the latter’s Ohio facility.
The reported talks come as Intel seeks more outside demand for its costly U.S. manufacturing network.
Investors are excited about a potential partnership with a leading memory chip designer.
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.
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.
Arm Holdings' 39% three-month slide contrasts with expanding cloud AI opportunities, but cyclicality and a 36.47X sales multiple temper upside.
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.
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 Gains After Report Reveals Possible SK Hynix Tie-Up
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