Defiance Quantum

AMD Readies New Ryzen 7 7700X3D Processor

US Lawmaker Calls for Restrictions on AI Chip Exports to China, Citing National Security

Researchers Disclose Patched "Fabricked" Vulnerability in AMD EPYC Processors

Intel Receives $8.9 Billion in Government Funding and Collaborates with NVIDIA on New Products

AMD Adopts Dual-Track CCD Strategy for Venice Processor, Zen 6 High-Density Version Enters Production

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

AMD to Participate in Supercomputing 2026 (SC26)

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

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

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

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

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

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

Mizuho raises STMicroelectronics target price from $56 to $68

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

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

AMD CEO Lisa Su Visits China, Emphasizing the Importance of the Chinese Market and Deepening Cooperation

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

SOXX

SOXL

Citi has raised its price target for Micron Technology, Inc. from USD425 to USD840, anticipating a 40% increase in DRAM prices in Q2 FY2027. The firm maintains a Buy rating, projecting continued DRAM price hikes and a 10% increase in FY2027 EPS forecast. Citi expects DRAM prices to rise 200% YoY in 2026 and HBM prices to increase due to tight supply, with manufacturers cautious about expanding capacity amid AI demand.

- Citi raised the target price for Micron Technology, Inc. from USD 425 to USD 840, projecting an 8x FY2027 P/E ratio.  
- The broker anticipates a 40% increase in DRAM prices in the fiscal second quarter and expects the DRAM upcycle to continue through 2027.  
- Citi forecasts DRAM average selling prices will rise 200% YoY in 2026, while noting tight supply in HBM and disciplined supply expansion from manufacturers.

AASTOCKS News

Micron Tech

VanEck Semiconductor ETF

SPDR S&P Semicon

Invesco PHLX Semiconductor ETF

GraniteShares 2x Long MU Daily ETF

Invesco Semiconductors ETF

iShares Semiconductor ETF

Direxion Daily MU Bull 2X Shares

Direxion Semicon Bull 3X

First Trust Nasdaq Food & Semicon

Roundhill Memory ETF

Citigroup

Samsung Electronics 

Applied Materials

Cisco

CITIGROUP INC 6.250 NON CUM SER II PFD WI

Samsung Electronics Co., Ltd. Sponsored GDR

Citi Raises Micron Technology, Inc.  TP to USD840, Expects Further HBM Price Hikes Next Year

SNDK

ALAB

NVDA

On Tuesday, the stock market experienced a decline as bond yields reached record levels; however, several AI industry frontrunners such as Micron and Sandisk saw a recovery. Investors are anticipating the upcoming earnings report from Nvidia. Despite this, there was wavering in Dow Jones futures. Notably, Micron, Sandisk, and Astera saw an increase in their stock value.

Unusual Whales

Sandisk

Astera Labs

NVIDIA

T-Rex 2X Long NVIDIA Daily Target ETF

GraniteShares 2x Long NVDA Daily ETF

Tradr 2X Long ALAB Daily ETF

YieldMax NVDA Option Income Strategy ETF

Direxion Daily NVDA Bull 2X Shares

Dow Jones Industrial Average

NVIDIA Corporation

Sandisk - WI

Dow Jones Futures Waver With Nvidia Earnings Due; Micron, Sandisk, Astera Rise

04335

INTC

INTW

The semiconductor maker is closing the gap with its manufacturing rivals.

INTEL-T

Intel

GraniteShares 2x Long INTC Daily ETF

Why Intel stock climbed today

Top investor JR Research acknowledges Intel's remarkable turnaround, with a 400% gain over the past year. However, he advises caution, suggesting that current valuations reflect excessive optimism. He emphasizes the need for Intel to execute flawlessly to meet high expectations and warns of potential risks for new investors. The consensus rating for Intel stock is Hold, with a 12-month price target indicating a 21% downside from current levels.

- Intel has experienced a significant turnaround over the past year, with its share price increasing by over 400%.  
- The company has formed key partnerships with Nvidia and Alphabet, and is reportedly set to work with Apple, highlighting its regained relevance in AI infrastructure.  
- Despite this optimism, investor JR Research cautions that caution is needed due to high valuations and ongoing manufacturing challenges, advising potential investors to wait for a more favorable entry point.

Tip Ranks

Alphabet

Alphabet - C

Apple

Taiwan Semiconductor

'Wait for It,' Says Top Investor About Intel Stock

TSMG

TSMX

TSMU

With soaring semiconductor demand, investors are debating whether to buy Intel stock or Taiwan Semiconductor. The Motley Fool's Stock Advisor has identified 10 top stocks for investment, excluding Intel. Historical data shows significant returns from past recommendations. Stock Advisor boasts a 998% average return, outperforming the S&P 500's 207%. Parkev Tatevosian, CFA, has no position in the mentioned stocks but is affiliated with The Motley Fool.

- Semiconductor demand is increasing, benefiting key players like Nvidia and Intel, along with a lesser-known company dubbed an "Indispensable Monopoly."  
- The Motley Fool Stock Advisor identified ten strong stocks for potential investment, notably excluding Intel, while highlighting past successful recommendations like Netflix and Nvidia.  
- The article emphasizes the strong average return of Stock Advisor and the importance of individual investor decisions, while disclosing affiliations and compensation of contributors.

nasdaq

Leverage Shares 2X Long TSM Daily ETF

Direxion Daily TSM Bull 2X Shares

GraniteShares 2x Long TSM Daily ETF

Netflix

S&P 500

Should Investors Buy Intel Stock Instead of Taiwan Semiconductor?

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

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

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

Intel's stock has surged recently, overcoming previous doubts about its role in the AI supercycle. Under CEO Lip-Bu Tan, the company achieved 7% sales growth in Q1 and formed key partnerships, including with Nvidia. Despite concerns of an AI bubble, the demand for upgraded tech infrastructure presents a long-term opportunity for Intel. The company forecasts Q2 sales between $13.8 billion and $14.8 billion, indicating continued growth potential. However, analysts suggest waiting for a price correction before investing.

- Intel's stock has surged recently, recovering from a low of $18.97 in 2025, aided by CEO Lip-Bu Tan's leadership.  
- The company reported a 7% increase in fiscal Q1 sales and established key partnerships, including one with Nvidia, amid ongoing demand for AI technology.  
- Despite its recent success, analysts suggest investors consider other stocks, as Intel is not included in a list of top recommendations.

I've Changed My Mind on Intel Stock. Here's What the AI Supercycle Bears Are Missing.

GOOGL

QQEW

GGLL

The S&P 500 ETF (SPY) and Nasdaq 100 ETF (QQQ) fell as long-term bond yields rose due to inflation concerns. The 30-year Treasury yield reached 5.17%, the highest since April 2007. A Bank of America survey indicated 66% of fund managers expect yields to exceed 6% in the next year. Higher yields typically deter equity investment. Alphabet's stock declined despite announcing 900 million monthly users for Gemini. Micron's price target was raised significantly, while Nvidia is expected to report strong earnings.

- The S&P 500 ETF (SPY) and Nasdaq 100 ETF (QQQ) closed lower as long-term rates rose amid high inflation expectations.  
- The 30-year Treasury yield reached 5.17%, while the 10-year yield rose to 4.66%, influenced by decreased rate cut odds, with 66% of fund managers anticipating the 30-year yield will exceed 6% within a year.  
- Higher yields typically deter equity investment, as they increase the discount rate affecting future earnings valuations.

SPDR S&P 500

First Trust NASDAQ-100 Equal Weighted

Direxion Daily GOOGL Bull 2X Shares

Invesco QQQ Trust

NASDAQ-100

Bank of America

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

Stock Market Today: SPY, QQQ Retreat as Inflation Pressures Drive Bond Yields Higher

Defiance Quantum(QTUM.US)

Citi Raises Micron Technology, Inc. TP to USD840, Expects Further HBM Price Hikes Next Year

Dow Jones Futures Waver With Nvidia Earnings Due; Micron, Sandisk, Astera Rise

Why Intel stock climbed today

'Wait for It,' Says Top Investor About Intel Stock

Should Investors Buy Intel Stock Instead of Taiwan Semiconductor?