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Qualcomm in talks to provide custom chip-design services to ByteDance, sources say
Reuters60d agoneutral
Qualcomm in talks to provide custom chip-design services to ByteDance, sources say

Qualcomm is in talks to provide chip-design services to China's ByteDance, four people familiar with the matter said, as the U.S. company seeks ‌to reduce dependence on the smartphone market, its biggest revenue source. If successful, the ‌negotiations would make ByteDance, the parent of short-video platform TikTok, an early customer of Qualcomm's chip-design services operation. ​Qualcomm is the world's largest supplier of smartphone modem chips, which manage cellular communications.

How SK Hynix's bet on a niche memory chip made it more valuable than Samsung
Reuters60d agoneutral
How SK Hynix's bet on a niche memory chip made it more valuable than Samsung

SK Hynix's overtaking of Samsung Electronics to become South Korea's most valuable firm was the culmination of 14 years of bets that brought it skepticism and scorn but ultimately put it at the centre of the global AI gold rush. In 2012, conglomerate SK Group acquired Hynix Semiconductor in a deal ‌that was considered financially irresponsible. Samsung, in contrast, was valued at more than 10 times SK Hynix and was the global leader in Dynamic Random-Access Memory (DRAM), a memory type that powers ‌laptops and smartphones.

SOXL’s 23% Single-Day Collapse Exposes the Real Price of 3X Leverage
24/7 Wall St.60d agoneutral
SOXL’s 23% Single-Day Collapse Exposes the Real Price of 3X Leverage

On June 23, 2026, SOXL fell 23.06% in a single session. The same day, iShares Semiconductor ETF (NASDAQ:SOXX) fell 7.88% and VanEck Semiconductor ETF (NASDAQ:SMH) fell 7.01%. That gap is the product you bought. The marketing calls it “3X daily.” Your brokerage statement calls it a $2,300 hole per $10,000. What you are actually paying ... SOXL’s 23% Single-Day Collapse Exposes the Real Price of 3X Leverage

Why AMD (AMD) Stock Is Trading Lower Today
StockStory60d agoneutral
Why AMD (AMD) Stock Is Trading Lower Today

Shares of computer processor maker AMD (NASDAQ:AMD) fell 6.3% in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion rattled the AI-chip complex.

24/7 Wall St.61d agobullish
Over 40 Analysts Rate AMD a Buy, Here’s Why We Agree

I’m opening with the headline number. Our 24/7 Wall St. price target for Advanced Micro Devices (NASDAQ:AMD) is $586.55 over the next 12 months, against a current quote of $551.63. That implies 6.33% of upside and a buy recommendation, with our model registering 90% confidence. The setup is unusual: a stock that has already run ... Over 40 Analysts Rate AMD a Buy, Here’s Why We Agree

AMD and Intel Drop 5%, NVIDIA Slips 3% Amid Korean-Led Chip Selloff Bulls Say Is “Healthy”
24/7 Wall St.61d agobearish
AMD and Intel Drop 5%, NVIDIA Slips 3% Amid Korean-Led Chip Selloff Bulls Say Is “Healthy”

Shares of Advanced Micro Devices (NASDAQ:AMD) and Intel (NASDAQ:INTC) are leading a sharp midday slide in chip stocks on Tuesday. AMD stock down 5% to $523 while Intel shares are down 5% to $134 amid a broad semiconductor selloff that’s pulling the entire group lower. Meanwhile, NVIDIA (NASDAQ:NVDA) stock is down 3% to $202. The ... AMD and Intel Drop 5%, NVIDIA Slips 3% Amid Korean-Led Chip Selloff Bulls Say Is “Healthy”

AMD (AMD) Stock Sees Modest Fair Value Lift As AI Target Revisions Split Analysts
Simply Wall St.61d agoneutral
AMD (AMD) Stock Sees Modest Fair Value Lift As AI Target Revisions Split Analysts

Advanced Micro Devices is back in the spotlight as analysts revisit their price targets, with some recent updates tying AMD to higher ranges such as US$560 to US$665. Those shifts sit against a backdrop of mixed views on how agentic AI, GPUs, and server CPUs could affect both valuation and execution risk, and how much recent share gains may already reflect AI optimism. As you read on, you will see how this evolving narrative may matter for your own view on AMD and its role in the AI build...

How AMD’s MEXT Deal Expands Its Memory Strategy Beyond GPUs and Data-Center CPUs
Insider Monkey61d agoneutral
How AMD’s MEXT Deal Expands Its Memory Strategy Beyond GPUs and Data-Center CPUs

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the fastest-growing high-bandwidth memory stocks to buy. The company added a memory-focused AI infrastructure angle on June 15, 2026, when it acquired MEXT, a startup developing AI-driven memory optimization technology. AMD said MEXT’s software is designed to make flash behave more like DRAM, expanding usable memory capacity […]

Rise of the Managed Intelligence Provider: Pax8 CPO Libby McIlhany, COO Craig Donovan, Live from Pax8 Beyond 2026
Exec Edge61d agoneutral
Rise of the Managed Intelligence Provider: Pax8 CPO Libby McIlhany, COO Craig Donovan, Live from Pax8 Beyond 2026

Watch Video Highlights Below, or Click HERE: Tech Edge hosted a fireside chat on June 9 at Pax8 Beyond 2026 in Salt Lake City with Libby McIlhany, Chief Product Officer and Craig Donovan, Chief Operating Officer, at Pax8. The in-person interview was joined by Editor-in-Chief John Jannarone and they discussed how AI is transforming the managed services industry, the company’s […] The post Rise of the Managed Intelligence Provider: Pax8 CPO Libby McIlhany, COO Craig Donovan, Live from Pax8 Beyond

The June Tech Wreck Arrives—and the Stock Market Is Shaking In Its Boots
Barrons.com61d agoneutral
The June Tech Wreck Arrives—and the Stock Market Is Shaking In Its Boots

Stocks could be facing the end-of-quarter reckoning many investors feared when Elon Musk’s SpaceX unveiled plans for its multibillion-dollar initial public offering and Federal Reserve Chairman Kevin Warsh took over the central bank’s policy reigns earlier this month. The early signs of a late June “tech wreck” started to formulate Monday, with Google parent Alphabet shedding more than $225 billion in market value, its biggest slump in more than a year, and SpaceX extending its three-day decline to more than $600 billion. Shares in SpaceX were falling 4.3% in premarket trading Tuesday, putting them below $150 a share.

Micron Earnings Have Never Looked Better. Start Worrying.
Trefis61d agoneutral
Micron Earnings Have Never Looked Better. Start Worrying.

Micron Technology's stock has risen by almost 9x over the past twelve months, taking its market capitalization above $1.2 trillion - among the largest single-year gains in the company's four-decade trading history. The rally is driven by surging demand and a shortage of high-bandwidth memory that is used alongside AI accelerators in data centers. Hyperscalers, including Microsoft (MSFT), Alphabet (GOOG), and Meta (META), are projected to spend roughly $700 billion on AI infrastructure this year,

Qualcomm's AI Pivot: Smarter Than It Looks
Trefis61d agoneutral
Qualcomm's AI Pivot: Smarter Than It Looks

Mobile processor giant Qualcomm (QCOM) was late to the AI party. But that may not be a disadvantage. While Nvidia (NVDA) and AMD (AMD) raced to dominate AI training, Qualcomm has spent decades refining low-power computing.