Invesco S&P 500 Eq Wgt ETF

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

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

Citi raises Micron Technology target price from $425 to $840

Western Digital Plans to Expand Off-Grid Computing to AI and High-Performance Computing

AMD's Su: AI Creates New CPU Positioning, Predicts 1:1 CPU-GPU Ratio by 2026

Mizuho Raises AMD Price Target to $515 on Strong Server Demand

SambaNova and Intel Expand Collaboration to Develop Heterogeneous Hardware Solution for Optimized AI Performance

Intel states that PCs are evolving into an entry point for intelligent experiences

Intel CEO States 18A Process Yields Have Recovered Significantly, Drawing Increased External Customer Interest

HSBC raises Micron Technology (MU.O) price target from $750 to $1100

AMD to Present at Bank of America Global Technology Conference

AMD Executive to Present at J.P. Morgan Technology Conference

Intel Urges PC Makers to Adopt 18A Chips Amid Old CPU Shortage

Beijing to Meet with AMD CEO Lisa Su to Discuss AI Chip Cooperation

AMD CEO Lisa Su: China Has One of the Most Vibrant AI Ecosystems in the World

AMD CEO Lisa Su to Attend Shanghai Developer Event and Deliver Keynote Speech on May 19

AMD to Participate in HPE Discover 2026, Focusing on Networking, Cloud, and AI

Cathie Wood's ARK Invest Continues to Sell AMD Stock

Intel and Qualcomm are rumored to be interested in acquiring AI chip startup Tenstorrent

Intel CEO Tan Announces Foundry Business Momentum to Compete with TSMC

Amesite

Meiwu Tech

InMed Pharmaceuticals

Co-Diagnostics

Phoenix Asia

BAYVIEW ACQUISITION CORPORATION COM USD0.0001 (S/R) 17/11/2028

MetaVia

Generation Income Properties

NextNRG

Virax Biolabs

APLD

Applied Digital pre-market down 3.32%; Seagate Tech pre-market down 3.29%; Amesite pre-market up 187.51%; Rubico pre-market up 151.28%; Meituan Technology pre-market up 87.55%

Price Alert

Applied Digital

Seagate Tech

Rubico

Pre-market hot trades in US stocks: Applied Digital pre-market down 3.32%; Seagate Tech pre-market down 3.29%

04335

INTC

SOXX

INTW

SOXL

Microsoft: The new devices are powered by Intel processors. $INTC

Unusual Whales

INTEL-T

Intel

iShares Semiconductor ETF

GraniteShares 2x Long INTC Daily ETF

Direxion Daily MSFT Bear 1x Shares

ChinaAMC Guozheng Semiconductor Chip ETF

China Southern CSI Semiconductor Industry Custom ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

YieldMax MSFT Option Income Strategy ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

T-Rex 2X Long Microsoft Daily Target ETF

Guotai CES Semiconductor Chip Industry ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

GraniteShares 2x Long MSFT Daily ETF

Direxion Daily MSFT Bull 2X Shares

VanEck Semiconductor ETF

SPDR S&P Semicon

Direxion Semicon Bull 3X

Invesco Semiconductors ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

Microsoft

Microsoft: The new devices are powered by Intel processors. $INTC

FTXL

SOXQ

Micron, Seagate, and Western Digital stocks fell in premarket trading due to concerns over supply and capacity amid rising AI demand. Micron dropped 1.73% after a 5.95% decline, while Seagate and Western Digital also experienced significant losses. Analysts maintain a Buy rating for Micron, with a price forecast of $561.88, despite recent selloffs.

- Micron Technology, Inc. shares fell by 1.73% in premarket trading, continuing a trend after a 5.95% decline in the previous session due to supply concerns linked to rising AI demand.  
- Memory and storage stocks, including Seagate Technology and Western Digital, also reported losses as concerns about meeting AI-driven demand increased, with Seagate’s CEO highlighting challenges in expanding production capacity.  
- Analysts maintain a Buy rating on Micron, with a projected earnings report due on June 24, 2026, anticipating significant growth in earnings per share and revenue year-over-year.

benzinga_article

Micron Tech

Western Digital

First Trust Nasdaq Food & Semicon

Invesco PHLX Semiconductor ETF

Sandisk

Sandisk - WI

Western Digital - WI

Micron, Seagate, Western Digital Sink On Capacity Crunch Fears

Intel CEO Lip-Bu Tan announced a significant increase in AI chip orders, with one customer aiming to triple its CPU forecast. The company is focusing on regaining data center leadership and enhancing its foundry business to compete with TSMC. Intel's 14A process is expected to reach production by 2029. Analysts maintain a Hold rating on the stock, with price targets ranging from $124 to $140. Intel shares were down 0.72% at $107.39 in premarket trading.

- Intel's CEO Lip-Bu Tan announced a strategy focused on regaining data center leadership and attracting foundry customers, emphasizing the need for a U.S. alternative to foreign chip manufacturing.  
- He mentioned that AI inference is driving increased CPU demand and highlighted partnerships with Google and SambaNova to enhance performance.  
- Tan outlined plans for Intel's foundry business as a national asset, with significant future production goals aiming to compete with Taiwan Semiconductor Manufacturing Company by 2028 and shared positive earnings projections for July 2026.

Alphabet

Apple

Taiwan Semiconductor

Citigroup

Mizuho Financial

Mizuho Financial Group, Inc.

Alphabet - C

CITIGROUP INC 6.250 NON CUM SER II PFD WI

Intel's AI Comeback: CEO Reveals Insatiable CPU Demand As Customers Bulk Up Orders

SambaNova and Intel have expanded their collaboration to develop a heterogeneous hardware solution that integrates GPUs, Intel Xeon 6 processors, and SambaNova RDUs. This architecture aims to enhance AI performance by optimizing hardware for specific tasks, resulting in improved quality and speed.

- SambaNova and Intel have expanded their partnership to develop a heterogeneous hardware solution for AI applications.  
- The system integrates GPUs, Intel Xeon 6 processors, and SambaNova RDUs, optimizing hardware for specific tasks.  
- This collaboration aims to enhance AI performance by improving both quality and speed.

Cloud Computing News

ISHRS S&P Glb It

SambaNova and Intel’s heterogeneous x86 AI architecture

Polymarket traders are bearish on the S&P 500 following a tech selloff, with a 40% chance of an upward opening on Tuesday. The index fell 0.07% to 7,403.05 on Monday, pressured by AI-related stocks after Seagate's CEO warned of supply constraints. Despite this, Wall Street remains near record highs, supported by strong earnings and easing geopolitical tensions after Trump canceled a planned attack on Iran. S&P 500 futures are down 0.23% in early trading.

- The S&P 500 declined 0.07% to 7,403.05 on Monday due to weakness in artificial intelligence-linked technology stocks.  
- Polymarket indicated a 40% chance of the index opening higher on Tuesday, amid concerns over supply constraints and geopolitical developments following President Trump's recent comments on Iran.  
- Despite the pullback, the market remains close to record levels, with investors focusing on earnings reports and home sales data before the next trading session.

VG S&P 500

iShares Core S&P 500

Spdr Select Tech

SPDR S&P 500

S&P 500

NASDAQ Composite Index

JPMorgan Chase

Home Depot

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

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JPMorgan Chase & Co.

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Stock Market: Will S&P 500 Open Up Or Down Today?

Sequent Planning LLC acquired a new stake in Intel Corporation (NASDAQ: INTC) worth approximately $208,000 by purchasing 5,629 shares in Q4. Other institutional investors, including Vanguard Group and Capital World Investors, also increased their holdings in Intel. The company reported $0.29 EPS for the last quarter, exceeding estimates, with revenue of $13.58 billion. Analysts have varied ratings on Intel, with target prices ranging from $30 to $92.

- Sequent Planning LLC acquired 5,629 shares of Intel Corporation during the fourth quarter, valued at approximately $208,000.  
- Other institutional investors, including Vanguard Group Inc. and Capital World Investors, also increased their stakes significantly, with Vanguard owning over 404 million shares worth nearly $15 billion.  
- Intel recently reported earnings exceeding expectations, with a revenue increase of 7.4% year-over-year, and analysts are forecasting an EPS of 0.63 for the current fiscal year.

Market Beat

Invesco

Legal & General Group Plc

Bank of America

Lam Research

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

Bank of America Corp

Sequent Planning LLC Takes $208,000 Position in Intel Corporation $INTC

AMUU

AMDL

GIGABYTE has announced the B850 AORUS ELITE-P ICE, a new motherboard in the Ari Edition designed for anime fans and the PC DIY community. This model features exclusive Ari motifs and offers enhanced gaming performance with the X3D Turbo Mode, which can boost performance by up to 18% on AMD Ryzen™ 9000 X3D processors. The motherboards also include AI-driven technologies for optimization and various EZ-DIY features for easier assembly. The new editions will be showcased at COMPUTEX at GIGABYTE's booth (No. M0520).

- GIGABYTE has announced the B850 AORUS ELITE-P ICE motherboard, designed for anime fans and the global PC DIY community.  
- This new model features exclusive anime-inspired designs, the X3D Turbo Mode for optimized gaming performance, and AI-powered technologies for efficient assembly and system tuning.  
- The B850 Ari Editions will be showcased at COMPUTEX at the GIGABYTE booth, offering enhanced aesthetic and functional options for PC builders.

prnewswire

Direxion Daily AMD Bull 2X Shares

GraniteShares 2x Long AMD Daily ETF

23:56 ETGIGABYTE stellt neue B850 Ari-Editionen für Anime- und PC-DIY-Fans vor

Intel CEO Lip-Bu Tan announced that the company's foundry business is gaining momentum, crucial for its turnaround strategy. Improvements in manufacturing processes have attracted customer interest, with expectations of commitments from multiple clients in the second half of the year. Tan emphasized the importance of the foundry for the U.S. semiconductor supply chain and highlighted progress in Intel's advanced manufacturing capabilities, aiming to compete with industry leaders like TSMC.

- Intel CEO Lip-Bu Tan announced that the company's external manufacturing business, known as foundry, is gaining momentum and is central to its turnaround strategy.  
- Improvements in Intel's advanced 18A manufacturing process are reportedly exceeding expectations, leading to increased interest from potential customers, including a preliminary deal with Apple.  
- Tan emphasized the strategic importance of the foundry business for U.S. semiconductor capacity and projected that Intel's next-generation 14A process could compete with industry leader TSMC.

CNBC

GraniteShares 2x Long TSM Daily ETF

Leverage Shares 2X Long TSM Daily ETF

Direxion Daily TSM Bull 2X Shares

China Merchants CSI Semiconductor Industry ETF

Cadence Design

Intel CEO says foundry business is gaining momentum as customer interest grows

Seagate Technology's shares fell 7% after CEO Dave Mosley expressed concerns about the company's ability to meet rising AI-related data storage demand. Investors reacted negatively to his comments on delaying manufacturing capacity expansion, despite optimism for long-term AI-driven demand. Broader market pressures, including rising Treasury yields and geopolitical tensions, also impacted tech stocks. Analysts remain optimistic about Seagate's growth, with Evercore raising its price target to $1,000.

Invezz

Samsung Electronics 

NVIDIA

Broadcom

Evercore

Samsung Electronics Co., Ltd. Sponsored GDR

NVIDIA Corporation

Seagate stock slides 7% as AI demand sparks capacity fears

15 May was the SEC 13F deadline for Q1 2026. Five top managers I think are worth a read. Here's what changed, in plain SG-investor language.

Lumentum

Coreweave

Core Scientific, Inc.

Amazon

Electronic Arts

Salesforce

Workday

ServiceNow

Confluent

Dropbox

Spotify

Uber Tech

Hilton Worldwide

Brookfield

New York Times

Lennar

Delta Air Lines

Chevron

Constellation Energy

Visa

Mastercard

Natera

Teva Pharmaceutical Industries

Woodward

BBB Foods

YPF Sociedad Anonima

Linde

Bloom Energy

iShares Core S&P 500 UCITS ETF

Vanguard FTSE All-World UCITS ETF Accum USD

Invesco QQQ Trust

Financial Select Sector SPDR Fund

SPDR Energy Select

Global X MSCI Argentina

Berkshire Hathaway B

Berkshire Hathaway

Q1 2026 13F Highlights: 5 Top Funds in 5 Minutes

Invesco S&P 500 Eq Wgt ETF(RSP.US)

Pre-market hot trades in US stocks: Applied Digital pre-market down 3.32%; Seagate Tech pre-market down 3.29%

Microsoft: The new devices are powered by Intel processors. $INTC

Micron, Seagate, Western Digital Sink On Capacity Crunch Fears

Intel's AI Comeback: CEO Reveals Insatiable CPU Demand As Customers Bulk Up Orders

SambaNova and Intel’s heterogeneous x86 AI architecture