Invesco S&P 500 Eq Wgt ETF

Intrua Financial LLC Reduces Stake in Advanced Micro Devices by 43.6%

Covestor Cuts Micron Stake by 74% as Other Institutions Increase Holdings and Raise Price Targets

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

Humana Secures $1.5 Billion Financing Agreement to Issue Senior Notes

H2O.ai Unveils Tabular Data Analysis Model tabH2O at Dell Technologies World Conference

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

DriveNets Announces Its FSE Solution Now Available on Dell AI Factory

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

Dell Releases PowerStore Elite Storage Product, Global Launch in July 2026

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

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

INTC

SOXX

SOXL

Citi projects Intel will hold a 47% share of the AI server CPU market by 2030 and has raised its data-center sales outlook. Benchmark's Cody Acree increased Intel's price target from $105 to $140, maintaining a Buy rating. Additionally, Intel is in talks to acquire AI chip startup Tenstorrent, although no deal has been finalized.

- Citi predicts that Intel will achieve a 47% share of the AI server CPU market by 2030 and improves its data-center sales forecast.  
- Benchmark's Cody Acree raised Intel's price target from $105 to $140, maintaining a Buy rating due to increased confidence in the company's earnings potential for 2027–2028.  
- Intel is in exploratory discussions to acquire AI chip startup Tenstorrent alongside Qualcomm, though no deal has been finalized and talks may not result in a transaction.

TradingView

Intel

Invesco Semiconductors ETF

iShares Semiconductor ETF

VanEck Semiconductor ETF

Direxion Semicon Bull 3X

Citigroup

Qualcomm

CITIGROUP INC 6.250 NON CUM SER II PFD WI

Key facts: Citi Sees Intel 47% AI CPU Share; PT $140; Tenstorrent Talks

SOXQ

AMDL

AMUU

Sapient Capital LLC acquired 2,074 shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) valued at approximately $447,000 in the 4th quarter. Other institutional investors, including Jennison Associates and Wellington Management, also significantly increased their holdings in AMD. Analysts have mixed sentiments, with some raising price targets due to AI-driven demand, while others caution about potential pullbacks in the semiconductor sector.

- Sapient Capital LLC acquired 2,074 shares of Advanced Micro Devices, Inc. (AMD) during the fourth quarter, amounting to approximately $447,000.  
- Significant institutional investments in AMD were noted, with holdings boosted by Jennison Associates, Wellington Management, Assenagon Asset Management, and Vanguard Group, representing a growing interest in the semiconductor manufacturer.  
- AMD reported $1.37 earnings per share for the last quarter, exceeding expectations, and its market capitalization stands at $675.15 billion, reflecting robust performance driven by AI infrastructure demand.

Market Beat

Invesco PHLX Semiconductor ETF

GraniteShares 2x Long AMD Daily ETF

Direxion Daily AMD Bull 2X Shares

NASDAQ Composite Index

NVIDIA

Oracle

Piper Sandler Cos

KeyCorp

NVIDIA Corporation

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

KEYCORP DEP SHS REP 1/40TH NON CUM PER PFD SER G

KEYCORP DEP SHS REPSTG 1/40TH INT PERP NON CUM H

KEYCORP DEP SHS REP 1/40TH PERP PFD SER F USD25

KEYCORP DEP SHS REP 1/40TH NON CUM PFD SER E

2,074 Shares in Advanced Micro Devices, Inc. $AMD Bought by Sapient Capital LLC

INTW

Intel's stock experienced a significant increase of over 4% during pre-market trading. According to Jin10, this rise comes amid positive market sentiment surrounding the company's recent developments and performance. Investors are closely monitoring Intel's movements as the trading day progresses.

CoinLive

GraniteShares 2x Long INTC Daily ETF

SPDR S&P Semicon

STOCKS | Intel Shares Rise Over 4% in Pre-Market Trading

IGPT

GIGABYTE has launched the new B850 AORUS ELITE-P ICE motherboard edition, designed for anime fans and PC DIY communities. This edition features exclusive illustrations, enhanced performance technologies like X3D Turbo for AMD Ryzen™ 9000 processors, and EZ-DIY innovations for easier assembly. The B850 series will be showcased at COMPUTEX, with two aesthetic variants available.

- GIGABYTE has launched the B850 AORUS ELITE-P ICE motherboard edition, targeting anime fans and PC customization enthusiasts.  
- This new ATX version features exclusive Ari-inspired designs, X3D Turbo mode for enhanced gaming performance, and AI-driven technologies aimed at optimizing user experience.  
- The B850 Ari Editions will be showcased at GIGABYTE's booth during COMPUTEX, highlighting innovations that simplify PC building and performance tuning.

prnewswire

Invesco AI and Next Gen Software ETF

VG Info Tech

Invesco S&P 500 Equal Weight Tech ETF

Global X Video Games & Esports ETF

VanEck Video Gaming and eSport ETF

Wedbush ETFMG Video Game Tech ETF

22:44 ETGIGABYTE lanza nuevas ediciones B850 Ari para responder a la alta demanda de las comunidades de anime y de montaje de PC

Intel is urging PC makers to adopt its latest 18A CPUs due to increased demand for AI computing, as supply for older models remains constrained. The company highlights better availability for newer Panther Lake and Wildcat Lake chips. Intel is prioritizing supply for higher-margin applications, while Core Series 3 processors are deemed essential for its strategy. The stock price is currently at $112.28, up 3.80%.

- Intel is encouraging notebook and PC manufacturers to adopt its latest 18A production process due to high demand for AI computing.  
- The company reports better supply availability for newer Panther Lake and Wildcat Lake chips compared to older models, while prioritizing higher-margin server applications.  
- Intel describes its Core Series 3 processors built on 18A as crucial to its strategy but has not confirmed efforts to accelerate their adoption among customers.

Fidelity

Market Chatter: Intel Urges PC Makers to Adopt Advanced CPUs Amid Supply Crunch

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%

FTXL

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

Sandisk

Sandisk - WI

Western Digital - WI

Micron, Seagate, Western Digital Sink On Capacity Crunch Fears

Intel's stock (NASDAQ: INTC) surged over 3.5% as the company shifts focus from its Intel 7 processor lineup to the more available 18A models for laptop makers. This change raises concerns about the supply of budget laptops. Citi analyst Atif Malik increased Intel's price target from $95 to $130, citing a growing server CPU market. Wall Street analysts currently rate INTC as a Hold, with a consensus of 11 Buys, 24 Holds, and 3 Sells, indicating a potential downside risk of 22.36%.

- Intel (INTC) is struggling to maintain production of its Intel 7 processor lineup and is directing manufacturers to shift to the more available 18A processors, causing concerns among some but pleasing investors with a share price increase.  
- The Intel 7 node, traditionally used for consumer laptops, is in short supply as Intel focuses on the server market, leading to fewer budget laptop options.  
- Citi analyst Atif Malik raised Intel's share price target from $95 to $130 due to a new market model predicting substantial growth in the server CPU sector, despite a Hold consensus rating among Wall Street analysts.

Tip Ranks

"…Nearly Impossible to Get More…": Intel Stock (NASDAQ:INTC) Surges as Intel Starts Selling High-End Chips to Laptop Makers

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

Mizuho Financial

Mizuho Financial Group, Inc.

Alphabet - C

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

Berkshire loading up on GOOG while Ackman almost fully exits, quite a stark split lah. Soros adding SPY puts also worth paying attention to🤔

korbs23

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.

Broadcom

Lumentum

Coreweave

Core Scientific, Inc.

Microsoft

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

SPDR S&P 500

iShares Core S&P 500

Financial Select Sector SPDR Fund

SPDR Energy Select

Global X MSCI Argentina

Berkshire Hathaway B

Berkshire Hathaway

Pershing Square

Lennar-B Shares

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

$NAMO &amp; $NYMO -30 are slowly heading into oversold conditions. A couple of red sessions will make it completely go into oversold while $SPDR S&amp;P 500(SPY.US) is still fooling around ATH's. In other words, extremely bullish signals. $Invesco S&amp;P 500 Eq Wgt ETF(RSP.US) tells me breadth(Non-AI) is yet to catch up.

fed rates likely to stay or drop after Powell, I'm buying more into bond funds with minimum 5% yield, dollar cost averaging, RSP too

🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Join the chat &amp; earn Task Coins!