First Trust Nasdaq Food & Semicon

Intel expresses concern at JPMorgan conference that rivals know of its partnerships

AMD to Participate in Supercomputing 2026 (SC26)

Nvidia Drops for Three Days but Wall Street Raises Target Price to $300 Amid Strong AI Chip Demand

Intel CEO States 14A Process Has the Opportunity to Launch Concurrently with TSMC, Potentially a Major Breakthrough

NVIDIA and Google Cloud Announce Collaboration at I/O to Empower 100k Developers Building AI Apps

AMD CTO Mark Papermaster Sells 6,000 Shares for $2.6 Million on May 15

Qualcomm CFO: Company to Launch Multiple New Products from September to December Quarter

Goldman Sachs reiterates Buy rating on Nvidia, focusing on growth beyond the "$1 trillion guidance"

Qualcomm CFO: Leveraging Business Scale to Secure Supply Chain Allocation

AMD's stock declines after CEO Lisa Su meets with high-level Chinese officials

US and China agree to intergovernmental dialogue on AI, 10 Chinese firms approved to purchase NVIDIA's H200 chips

Nvidia Plans to Release Q1 FY2027 Earnings Report as AI Infrastructure Spending Solidifies Key Role

Nvidia Post-Earnings Market Cap Expected to Fluctuate by $355B, Options Show Bullish Sentiment Amid Profit-Taking Risks

Amazon and AMD Increase Holdings in Marvell, Highlighting Potential to Replace Nvidia in AI

Giga Computing Rolls Out BIOS Update to Support AMD EPYC 8005 CPUs

Jiangsu Secretary Meets AMD CEO: Deepen Cooperation and Increase Investment in Jiangsu

Texas Instruments Stock Surges 73%, Cited as Overvalued, Stifel Maintains Buy Rating

Investment bank Evercore ISI raises AMD's price target to $579

Citi Raises AMD Price Target to $460 on AI Demand Boom

World Investment Advisors Increases Broadcom Stake by 16.1% Amid Insider Selling

InMed Pharmaceuticals

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Amesite

CN Energy

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

NextNRG

Meiwu Tech

Generation Income Properties

MetaVia

OceanPal

Pinned News

置顶新闻

Why Micron Stock Just Popped Again

MULL

SOXL

DRAM

SOXX

FTXL

SOXQ

Micron Technology's stock rose 4% after Citigroup and Mizuho raised their price targets, with Citigroup's target nearly doubling to $840. Mizuho's target increased from $740 to $800, citing strong demand for NAND and DRAM memory through 2027. Analysts forecast significant revenue growth for Micron, with earnings expected to increase tenfold. Despite concerns about a potential downturn, the outlook remains positive for the near future.

- Two Wall Street analysts from Citigroup and Mizuho have raised their price targets for Micron Technology, predicting significant growth in memory prices due to strong demand and potential supply constraints.  
- Citigroup's target increased nearly to $840 per share, while Mizuho's adjusted target reached $800, supported by forecasts of revenue growth to $33.6 billion and earnings growth to $19.02 per share by June.  
- Despite these positive indicators for Micron, analysts suggest that potential investors consider other high-performing stocks recommended by the Motley Fool instead.

nasdaq

Micron Tech

GraniteShares 2x Long MU Daily ETF

Direxion Semicon Bull 3X

Direxion Daily MU Bull 2X Shares

Roundhill Memory ETF

VanEck Semiconductor ETF

iShares Semiconductor ETF

Invesco Semiconductors ETF

SPDR S&P Semicon

Invesco PHLX Semiconductor ETF

Citigroup

Mizuho Financial

Mizuho Financial Group, Inc.

NVIDIA

Intel

Samsung Electronics 

S&P 500

Netflix

Nasdaq

CITIGROUP INC 6.250 NON CUM SER II PFD WI

NVIDIA Corporation

Samsung Electronics Co., Ltd. Sponsored GDR

SIMO

SNDK

Silicon Motion Technology (NASDAQ: SIMO) has exceeded earnings expectations, reporting a 105% year-over-year revenue growth in Q1 2026, with optimistic guidance for Q2. The company, which produces NAND flash controllers essential for AI infrastructure, has a market cap below $10 billion, making it a potential high-growth investment. Analysts suggest that a $10,000 investment could yield significant returns by 2030, similar to past performances of stocks like Sandisk.

Silicon Motion Tech

Sandisk

Sandisk - WI

The AI Stock That Could Turn a $10,000 Investment Into a Retirement-Changing Sum by 2030

INTC

04335

512480

INTW

"Some of them worry about our competitor knowing they are working with us." Hmm… that’s interesting. from Intel’s JPM conference

Unusual Whales

INTEL-T

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

Guotai CES Semiconductor Chip Industry ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

GraniteShares 2x Long INTC Daily ETF

JPMorgan Chase

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

"Some of them worry about our competitor knowing they are working with us." Hmm… that’s interesting. from Intel’s JPM conference

Two Congressmen, Rep. Dwight Evans and Rep. Cliff Bentz, have sold their Intel stock positions after significant gains following a surge in Intel's stock price since the Trump administration's investment. Evans sold his shares for a profit of approximately $56,872.20, while Bentz's profit remains unclear. The U.S. government also holds a substantial stake in Intel, which has appreciated significantly since its purchase.

- Intel Corporation stock has recently reached all-time highs, buoying profits for both the U.S. government and members of Congress.  
- Two congressmen, Rep. Dwight Evans and Rep. Cliff Bentz, sold their Intel shares recently, with Evans timing his sale post-quarterly earnings for a notable profit.  
- The U.S. government holds a considerable stake in Intel worth approximately $8.9 billion, which has appreciated significantly since its initial investment.

benzinga_article

Trump Helped Ignite Intel Stock's Monster Rally — Now Two Congressmen Are Cashing Out

NVDA

Wall Street's rally has stalled as major indexes fell for a second consecutive day, driven by profit-taking after a recent AI-led surge. The 10-year Treasury yield reached 4.66%, the highest in 15 months, amid rising oil prices linked to uncertainties in the Iran conflict. The semiconductor sector faced pressure, with Nvidia declining ahead of earnings and analysts cautioning about a potential 40% correction risk.

- Major stock indexes fell for the second consecutive day as investors took profits following a significant AI-driven rally since late March.  
- The 10-year Treasury yield rose to 4.66%, the highest level in 15 months, influenced by high oil prices amid uncertainties related to the Iran conflict.  
- Semiconductor stocks faced challenges, with Nvidia declining ahead of earnings reports, as analysts indicated a potential 40% correction risk in the sector.

Occidental Petroleum

SPDR Energy Select

Direxion Daily NVDA Bull 2X Shares

T-Rex 2X Long NVIDIA Daily Target ETF

Us Brent Oil

VanEck Oil Services ETF

ISHRS S&P Glb Engy

SPDR O&G Ex & Prd

SPDR O&G Equip

VG Energy

iShares US Oil & Gas Expl & Prod

United States Oil Fund LP

Pro Ultr Bloomberg Crude Oil

iShares US Oil Equip & Svcs

VanEck Oil Refiners ETF

AXS 1.5X NVDA Bear Daily ETF

Direxion Daily NVDA Bear 1X ETF

Direxion Semicon Bear 3X

GraniteShares 2x Long NVDA Daily ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

GraniteShares 2x Short NVDA Daily ETF

YieldMax NVDA Option Income Strategy ETF

Rising yields and oil prices rattle Wall Street rally

MRVL

QCOM

Marvell Tech(MRVL) rose 4.34%, with a trading turnover 4.3 Billion USD, and a year-to-date rose 107.7%. Sandisk(SNDK) rose 3.77%, with a trading turnover 17.8 Billion USD, and a year-to-date rose 482.7%. Vertiv(VRT) fell 5.03%, with a trading turnover 2.9 Billion USD, and a year-to-date rose 99.2%. BlackRock(BLK) fell 4.57%, with a trading turnover 1.1 Billion USD, and a year-to-date fell 2.6%.

- The Nasdaq Composite Index decreased by 0.84%, with a year-to-date gain of 11.3%.  
- Meanwhile, the S&P 500 fell by 0.67% and the Dow Jones dropped by 0.65%, recording year-to-date increases of 7.4% and 2.7%, respectively.  
- Notable stock movements include Marvell Technology rising by 4.34% and Sandisk increasing by 3.77% year-to-date, while Vertiv and BlackRock saw declines of 5.03% and 4.57%.

Top Gainers&Losers

Marvell Tech

Eli Lilly

Vertiv

BlackRock

Newmont

Qualcomm

AppLovin

Top 5 US Stock Gainers/Losers (>100B) (5.19)

ALAB

Astera Labs' stock surged 13% following positive commentary at J.P. Morgan's conference, highlighting a firm timeline for its Scorpio X fabric switches and revenue potential in optical networking. Analysts noted strong investor interest in the company's future opportunities, with expectations for revenue from optical solutions by 2027. The stock has risen 36% this year, reflecting strong demand for its products and a positive outlook from management.

Dow Jones

Astera Labs

Stifel Financial

STIFEL FINANCIAL CORP 6.125% DEP SHS REP 1/1000 NON CU PF SR C

Stifel Financial Pref Share SFB 5.2 10/15/47

STIFEL FINANCIAL CORP 6.25%NON CUM DEP SHS REP 1/1000TH SER B

STIFEL FINANCIAL CORP 4.50% DEP SHS REP 1/1000TH PREF SHS SR D

Here's why Astera Labs' stock just staged a big gain

POET

Poet Technologies (NASDAQ:POET) shares fell 8.02% to $13.07 after a $400 million direct offering raised dilution concerns. Trading volume surged to 76.1 million shares, significantly above average. The offering was priced at $21 per share, higher than the current closing price, indicating management's strategy to capitalize on elevated stock prices. Investors are cautious about the company's ability to grow within the AI ecosystem, especially after the offering diluted existing shares. Notably, Poet Technologies was not included in The Motley Fool's top 10 stock recommendations.

POET Tech

NASDAQ Composite Index

Lumentum

Applied Optoelectronics

Stock Market Today, May 19: Poet Technologies Falls After $400 Million Offering Sparks Dilution Concerns

On Tuesday, the stock market declined as yields rose, with Dow Jones Futures falling. However, AI companies Micron and Sandisk saw stock price increases. Investors are anticipating Nvidia's upcoming earnings report, which could influence market trends. Despite the overall downturn, Micron and Sandisk demonstrated resilience in the AI sector.

Dow Jones Industrial Average

Dow Jones Futures: Stocks Fall As Yields Jump; Micron, Sandisk, Astera Rise With Nvidia Earnings Due

In Q1, nearly 5,000 institutional investors increased their semiconductor holdings, driven by AI demand. Major companies like Micron and Intel attracted significant new investments. Despite strong earnings growth and high valuations supporting positive market expectations, potential risks persist.

- Nearly 5,000 institutional investors increased their semiconductor positions in Q1, as reported by SEC filings.  
- Major companies like Micron and Intel attracted significant new investors due to rising demand for AI-related chips.  
- The market is buoyed by strong earnings growth and high valuations, although there are still inherent risks.

Institutional investors boost semiconductor holdings amid AI demand

Shares of Sandisk (NASDAQ:SNDK) rose 3.8% after Citigroup upgraded its price target from $1,300 to $2,025, maintaining a buy rating. Other analysts also raised their targets, with Melius Research setting a high of $2,350. Despite positive sentiment around AI-driven growth, concerns about market pullbacks and valuation persist. Insider trading activity included significant sales by executives, and the stock has a consensus rating of 'Moderate Buy' with an average target price of $1,157.14.

Market Beat

Raymond James Financial

Barclays

Jefferies Financial

Bank of America

RAYMOND JAMES FINANCIAL INC 6.375%DEP SHS REP 1/40TH FXD FLTG SER B

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

Sandisk (NASDAQ:SNDK) Trading 3.8% Higher  After Analyst Upgrade

SSNGY

Samsung Electronics has launched the Galaxy Book6 Enterprise Edition, designed specifically for enterprise environments. Powered by Intel® Core™ Ultra processors, it features custom OS imaging, BIOS configuration, and enhanced security measures, including biometric authentication. The device aims to streamline workflows with integrated Galaxy AI capabilities and offers a professional design suitable for various work styles. It supports up to 24 hours of battery life and fast charging, enhancing productivity for modern businesses.

- Samsung Electronics has launched the Galaxy Book6 Enterprise Edition, designed for enterprise environments with customizable OS imaging and security features.  
- It incorporates Intel® Core™ Ultra processors and enhanced AI capabilities for improved productivity across devices, supporting seamless workflows.  
- The device, available in Canada from May 2026, emphasizes enterprise security and usability, featuring a refined design and long battery life for professional use.

fidelity

Galaxy Book6 Enterprise Edition Extends Connected Galaxy Experience to Enterprise IT Environments, Powered by Intel® Core™ Ultra Processors

The Samsung Electronics labor union is reportedly poised to launch an 18-day mass strike on May 21, involving approximately 50,000 employees. Reports indicate that Samsung has already initiated production cuts ahead of schedule, prioritizing the supply of AI-related products such as HBM. Industry analysts project that this event could disrupt the global supply of DRAM and NAND, potentially allowing competitors—such as SK Hynix and Micron—to capture additional orders. Amidst the AI ​​boom, will the memory chip market experience a new wave of price increases?

The Samsung Electronics labor union is reportedly poised to launch an 18-day mass strike on May 21, involving approximately 50,000 employees. Reports indicate that Samsung has already initiated production cuts ahead of schedule, prioritizing the supply of AI-related products such as HBM. Industry analysts project that this event could disrupt the global supply of DRAM and NAND, potentially allowing competitors—such as SK Hynix and Micron—to capture additional orders. Amidst the AI ​​boom, will the memory chip market experience a new wave of price increases?

Countdown to Samsung Strike: Are Memory Chip Prices Set to Rise?

Samsung Electronics faces a strike involving 40,000 employees starting May 21 after labor negotiations broke down. This has led to increased interest in Micron Technology, which is expected to benefit from the disruption, with retail investors predicting its stock could reach $1,300. Micron's stock has surged 140% recently, driven by its unique position as a US-based supplier of memory chips. Analysts warn that the strike could significantly impact global memory chip production and Samsung's profits, with potential losses reaching $671 million per day.

- The final negotiations between Samsung Electronics and the union failed on May 13, leading to an impending strike involving over 40,000 workers starting May 21.  
- This event has driven interest in Micron Technology, as analysts predict significant gains due to supply constraints, with stock prices soaring approximately 140% over the past month.  
- However, this situation is characterized as a "binary gamble," with potential for sharp price reversals if the strike is settled quickly.

CoinLive

Deutsche Bank AG

Deutsche Bank AG Subscription Rights

Deutsche Postbank AG

Samsung's 40,000-person strike countdown ends in 8 days; retail investors predict Micron will reach $1,300.

Bridget

Dividend Collector

Well 2 situations will happen!- if he don't respect as knowing his past attitude market will start to crash again. - if he tone down abit market will show prospect of win-win situation to evolve. All along this what the Chinese market wants to achieve. They always wanted a part of the pie as part of global involvement not a global police.And today just looking at China, evolvement from past. There strength like Trump always say ..stronger like never before.

First Trust Nasdaq Food & Semicon(FTXL.US)

Why Micron Stock Just Popped Again

The AI Stock That Could Turn a $10,000 Investment Into a Retirement-Changing Sum by 2030

"Some of them worry about our competitor knowing they are working with us." Hmm… that’s interesting. from Intel’s JPM conference

Trump Helped Ignite Intel Stock's Monster Rally — Now Two Congressmen Are Cashing Out

Rising yields and oil prices rattle Wall Street rally