Global X Funds Global X Artificial Intelligence & Tech ETF

Investor Gavin Baker says TSMC's conservative expansion strategy avoids a bubble in the AI industry.

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

LSEG and Broadcom Sign Five-Year Agreement to Deepen VMware Cloud Partnership

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

Liquid cooling technology company Yixintong completes Series B+ financing amid surging demand for chip cooling

Abacus FCF Advisors Adds Nvidia Shares to Become Largest Holding

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

NVIDIA CEO Jensen Huang states that AI infrastructure build-out is still in its earliest stages and will continue for at least a decade

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

ISS Advises Alphabet Shareholders to Vote Against Executive Pay Proposal

Nvidia Stock Faces Bearish Risk Ahead of Earnings, Support at $219

Trump reiterates his rhetoric that Taiwan 'stole' the US chip industry

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

UBS Raises Broadcom Price Target to $490, Maintains Buy Rating

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 to Attend Shanghai Developer Event and Deliver Keynote Speech on May 19

Nvidia CEO Huang Renxu Optimistic About China Allowing AI Chip Imports

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

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

Wellgistics Health

Huachen AI Parking Management Tech

GeoVax Labs

Sunshine Biopharma

AIM ImmunoTech

Virax Biolabs

NextNRG

GCT Semiconductor

AMUU

SOXQ

SOXX

AMDL

SOXL

RiverFront Investment Group LLC increased its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 138.4% in Q4, owning 3,839 shares valued at $822,000. Other institutional investors also raised their positions. AMD's stock opened at $420.99, with a market cap of $686.47 billion. The company reported $1.37 EPS, exceeding estimates, and a revenue of $10.25 billion, up 37.8% year-over-year. Insider sales included CEO Lisa T. Su selling 125,000 shares.

- RiverFront Investment Group LLC increased its stake in Advanced Micro Devices, Inc. (AMD) by 138.4% during Q4, owning 3,839 shares worth $822,000.  
- Other institutional investors also adjusted their positions in AMD, reflecting a general trend, with hedge funds holding 71.34% of the stock.  
- AMD reported a Q1 earnings per share of $1.37, outperforming expectations, and had revenue of $10.25 billion, marking a 37.8% year-over-year increase.

Market Beat

Direxion Daily AMD Bull 2X Shares

Invesco PHLX Semiconductor ETF

VanEck Semiconductor ETF

iShares Semiconductor ETF

GraniteShares 2x Long AMD Daily ETF

Direxion Semicon Bull 3X

Oracle

Corning

NVIDIA

Citigroup

ORACLE CORP DEPOSITARY SH REP 1/2000TH PFD SER D

NVIDIA Corporation

CITIGROUP INC 6.250 NON CUM SER II PFD WI

RiverFront Investment Group LLC Increases Stock Holdings in Advanced Micro Devices, Inc. $AMD

FTXL

MULL

Sapient Capital LLC increased its holdings in Micron Technology, Inc. by 55.6% during Q4, owning 10,182 shares valued at $2,981,000. Other hedge funds also raised their stakes, with AQR Capital Management increasing by 411.9%. Micron remains a key player in the AI boom, despite facing some market pressures and concerns about demand durability. The company recently announced a quarterly dividend increase from $0.12 to $0.15 per share.

- Sapient Capital LLC increased its holdings in Micron Technology by 55.6% during Q4, acquiring a total of 10,182 shares valued at $2,981,000.  
- Other hedge funds also significantly adjusted their positions in Micron, with AQR Capital Management increasing its stake by 411.9%, now owning over 3.6 million shares valued at $606.87 million.  
- Micron's stock has faced volatility, recently down 6.0%, amid concerns over semiconductor sell-offs and the sustainability of AI-driven demand for memory chips.

Micron Tech

First Trust Nasdaq Food & Semicon

Invesco Semiconductors ETF

SPDR S&P Semicon

Roundhill Memory ETF

GraniteShares 2x Long MU Daily ETF

Direxion Daily MU Bull 2X Shares

Samsung Electronics 

Samsung Electronics Co., Ltd. Sponsored GDR

Sapient Capital LLC Purchases 3,638 Shares of Micron Technology, Inc. $MU

GOOGL

GOOG

SNDK

GGLS

Billionaire Stanley Druckenmiller has sold his entire stake in Alphabet and invested heavily in memory and storage stocks, including Sandisk, Micron Technology, and Seagate Technology. His decision follows a significant profit from Alphabet, which appreciated over 50% during his holding period. Druckenmiller's shift reflects skepticism about AI stocks while capitalizing on the growing demand for memory and storage solutions amid AI infrastructure expansion.

- On May 15, institutional investors were required to file Form 13F, marking a significant date in the financial calendar.  
- Stanley Druckenmiller sold his entire stake in Alphabet and invested heavily in memory and storage stocks like Sandisk, Micron Technology, and Seagate Technology, indicating a shift in focus from AI-related investments.  
- This move aligns with his strategy of capitalizing on short-term opportunities, driven by strong demand for data storage solutions amidst AI infrastructure expansion.

Motley Fool

Alphabet

Alphabet - C

Sandisk

Seagate Tech

Direxion Daily Googl Bear 1x Shares

Sandisk - WI

Billionaire Stanley Druckenmiller Dumped Google Parent Alphabet and Piled Into a Trio of Skyrocketing Memory and Storage Stocks

04335

INTC

INTW

Intel (INTC) shares surged 134% over three months, but recent trends show a 16.43% decline in the past week. Analysts suggest the stock is overvalued at $108.17, with a fair value of $36.54. Despite strong growth potential in AI and 5G, risks include a recent net income loss of $3.17 billion. Investors are advised to consider both risks and opportunities in the semiconductor sector.

- Intel's share price has seen significant fluctuations, rising 58% in the past month but falling 16.43% in the last week.  
- The stock is currently considered overvalued based on a fair value of $36.54, significantly lower than its recent close of $108.17.  
- Despite apparent short-term risks, Intel's investments in AI and autonomous driving may signal potential growth, warranting further analysis of the stock's long-term value.

Simplywall

INTEL-T

Intel

GraniteShares 2x Long INTC Daily ETF

Mobileye Global

Intel (INTC) Valuation Check After A 134% Three Month Share Price Surge

Analyst Ben Reitzes raised price targets for Micron, SanDisk, and Intel, citing strong AI infrastructure demand that enhances earnings predictability. He predicts continued growth in chip stocks, with Micron's target raised to $1,100, SanDisk's to $2,350, and Intel's to $150. The demand for AI is creating supply bottlenecks, benefiting these semiconductor companies significantly.

- Melius Research analyst Ben Reitzes predicts continued growth in chip stocks due to high demand for artificial intelligence infrastructure and sustained spending.  
- He is particularly optimistic about Micron, SanDisk, and Intel, having raised their target prices as long-term agreements enhance forecast accuracy in a volatile tech sector.  
- The strong market performance of these companies reflects rising demand for AI, with Micron's stock up 139%, SanDisk's soaring over 460%, and Intel gaining 193% this year.

benzinga_article

Bank of America

Broadcom

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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

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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

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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

Micron, Intel And SanDisk Could Have More Room To Run Amid AI Frenzy, Analyst Says: 'Just Took Our Targets Up'

Micron Technology's stock has surged to $725, nearly doubling in a month due to its pivotal role in the AI semiconductor market. Despite appearing expensive, forward earnings analysis indicates it remains reasonably valued with a forward P/E of about 8. Analysts expect EPS to grow significantly, suggesting further upside potential for investors willing to navigate volatility.

- Micron Technology's stock has surged nearly 58% recently, driven by its significant earnings growth and role in the AI semiconductor market.  
- Despite its high share price over $700, analysts suggest Micron is undervalued with a forward P/E ratio of about 8, indicating room for further growth as demand for memory products rises.  
- While some analysts recommend alternative stocks, the underlying earnings potential positions Micron as a compelling option for long-term investors willing to navigate market volatility.

nasdaq

Netflix

S&P 500

Nasdaq

Is Micron Stock Expensive at $725? Here's the Math on Why Shares Are Still Dirt Cheap.

CSCO

CSCL

Telefónica Tech has migrated the Badajoz Provincial Council's voice communications to Cisco's Webex Calling platform, enhancing flexibility for hybrid work, security, and call quality monitoring. The service utilizes data centers in Frankfurt and Amsterdam, featuring integrated encryption and AI capabilities. Contract details were not disclosed.

PUBT

Cisco

Telefonica

Direxion Daily CSCO Bull 2X Shares

TELEFONICA SA SPON ADR EACH REP 1 ORD SHS

Telefónica Tech migrates Badajoz Provincial Council voice communications to Cisco Webex Calling

NVDY

The ongoing Iran war poses new risks for the semiconductor sector, particularly for TSM and NVDA, as rising costs for essential inputs like gases and metals threaten profit margins. Despite strong AI demand, companies like VAT Group AG are already feeling the impact, with significant sales losses. Analysts warn that prolonged conflict could exacerbate cost pressures, although the AI boom continues to drive stock performance. Firms with diversified sourcing and pricing power may better withstand these challenges.

- The ongoing AI trade is boosting chip stocks, but the Iran war introduces new risks by potentially increasing input costs for semiconductor manufacturers.  
- Companies like Taiwan Semiconductor Manufacturing Company and Infineon Technologies have warned that rising prices for gases, metals, and energy could strain profit margins, even as AI demand remains robust.  
- While the AI boom currently sustains investor interest, prolonged conflict may lead to higher costs impacting earnings, particularly for firms lacking diversified sourcing and cost management strategies.

Tip Ranks

Taiwan Semiconductor

YieldMax NVDA Option Income Strategy ETF

Direxion Daily TSM Bull 2X Shares

iShares Future AI & Tech ETF

Direxion Daily NVDA Bull 2X Shares

Leverage Shares 2X Long TSM Daily ETF

Global X AI Semiconductor & Quantum ETF

Hon Hai Precision Industry Co., Ltd.

Infineon Technologies AG

Iran War Puts AI Chip Rally to the Test as TSM, NVDA Face Rising Cost Risks

AVGO

AVGX

AVGW

AVGU

AVGG

London Stock Exchange Group (LSEG) and Broadcom Inc. have signed a new five-year agreement to enhance their technology partnership focused on VMware Cloud Foundation. Broadcom will provide VMware Cloud Foundation and professional services to support LSEG's private cloud infrastructure, extending a relationship that has lasted over a decade.

rttnews

Direxion Daily AVGO Bull 2X Shares

Defiance Daily Target 2X Long AVGO ETF

Roundhill AVGO WeeklyPay ETF

iShares Expanded Tech Software Sector ETF

SPDR S&P Software

GraniteShares 2x Long AVGO Daily ETF

Leverage Shares 2X Long AVGO Daily ETF

ISHRS S&P Glb It

LSEG, Broadcom Sign New Five-Year VMware Cloud Agreement

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

SambaNova and Intel’s heterogeneous x86 AI architecture

KP89

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AI Full Industry Chain ETF Purchase Guide(For personal use only, please do not buy recklessly)

C3.AI

Corgi Lithography & Smcndctr Phtncs ETF

Roundhill Generative AI & Tech ETF

Global X Funds Global X Artificial Intelligence & Tech ETF(AIQ.US)

RiverFront Investment Group LLC Increases Stock Holdings in Advanced Micro Devices, Inc. $AMD

Sapient Capital LLC Purchases 3,638 Shares of Micron Technology, Inc. $MU

Billionaire Stanley Druckenmiller Dumped Google Parent Alphabet and Piled Into a Trio of Skyrocketing Memory and Storage Stocks

Intel (INTC) Valuation Check After A 134% Three Month Share Price Surge

Micron, Intel And SanDisk Could Have More Room To Run Amid AI Frenzy, Analyst Says: 'Just Took Our Targets Up'