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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

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

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

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

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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.

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Micron Tech

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GraniteShares 2x Long MU Daily ETF

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NVIDIA

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INTW

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

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ISHRS S&P Glb It

SambaNova and Intel’s heterogeneous x86 AI architecture

NVDA

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NVDU

NVDX

Corning's Q1 2026 results highlight the growing importance of optical connectivity in AI infrastructure, with strong demand for optical fiber and a partnership with Nvidia. The company's stock has surged over 270% in the past year, reflecting its critical role in the AI ecosystem. Despite its high valuation, the bullish long-term outlook suggests that pullbacks may present selective buying opportunities.

- Corning Incorporated's Q1 2026 results highlight the growing significance of optical connectivity in the AI infrastructure alongside compute power.  
- The company has established strong partnerships, including with Nvidia, indicating its vital role in the AI ecosystem and the increasing demand for optical fiber.  
- While Corning's stock has risen over 270% recently, its high valuation prompts cautious investment, viewing any pullbacks as potential buying opportunities.

Tip Ranks

Corning

GraniteShares 2x Long NVDA Daily ETF

Direxion Daily NVDA Bull 2X Shares

T-Rex 2X Long NVIDIA Daily Target ETF

Who Knew Glass Was So Important to AI? Corning's (GLW) Q1 Report Made It Clear

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.

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

DELL

At Dell Technologies World, NVIDIA CEO Jensen Huang highlighted a surge in AI demand, stating it is 'going parabolic.' With 5,000 enterprises utilizing Dell AI Factories powered by NVIDIA, the global AI infrastructure spending could reach $3-4 trillion by 2030. New products like the Dell PowerEdge XE9812, built on NVIDIA Vera Rubin NVL72, promise significant cost and performance improvements for AI workloads. Dell and NVIDIA's collaboration aims to enhance enterprise AI capabilities, moving beyond pilot projects to large-scale deployments.

- Dell Technologies is revolutionizing AI infrastructure with the introduction of NVIDIA Vera Rubin NVL72, offering significantly lower costs and faster processing for enterprise AI workloads.  
- The Dell AI Factory, now supporting advanced computing systems such as PowerEdge XE9812, enables enterprises to deploy agentic AI efficiently while maintaining data security and performance.  
- Key companies like Lilly, Samsung, and Honeywell showcase the impact of this technology in various sectors, underscoring the shift towards scalable, on-premises AI solutions.

NVIDIA Blog

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Eli Lilly

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Honeywell

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NVIDIA CEO Jensen Huang at Dell Technologies World: “Demand Is Going Parabolic, Utterly Parabolic”

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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

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

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Dell's AI Factory has refreshed its infrastructure with new networking and storage stacks, enhancing its position in the AI market. The company reported 5,000 customers, primarily enterprises, and introduced new PowerRack systems for networking and cooling, which can be operational in under six hours. The PowerRack features advanced manageability and leak detection, while also supporting Nvidia's latest technologies. Analysts noted Dell's strong sales growth and its ability to meet hardware demands amid a global AI infrastructure expansion.

TechTarget News

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Dell AI Factory gets rack-scale infrastructure refresh

04335

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

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Apple

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

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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

Broadcom

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LSEG, Broadcom Sign New Five-Year VMware Cloud Agreement

Micron Technology's shares fell over 7% amid concerns about potential labor disruptions at Samsung Electronics and uncertainty in memory-chip demand driven by AI. This decline follows a 6.6% drop on Friday, marking three consecutive down days after a significant rally. Analysts suggest that any production interruptions at Samsung could tighten supply and support elevated memory pricing. Meanwhile, discussions continue regarding the structural changes in the memory market, with expectations of sustained high pricing conditions until at least late 2027.

- Shares of Micron Technology fell over 7% amidst concerns over potential labor disruptions at Samsung Electronics and the future of memory-chip demand linked to AI.  
- Samsung workers are demanding profit-sharing bonuses and have threatened a strike, potentially disrupting 3% of global memory-chip production, which could impact supply conditions.  
- Analysts suggest the memory industry may experience favorable pricing conditions until 2027, amidst discussions on structural changes and ongoing strong demand for storage solutions in AI applications.

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Why is Micron stock falling 7% today?

As a New CPU Surge Takes Wall Street, Tiger Global Just Took a New Stake in Intel Stock

Barchart Option

As a New CPU Surge Takes Wall Street, Tiger Global Just Took a New Stake in Intel Stock

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.

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

Sandisk

J.W. Cole Advisors Inc. has acquired a new position in Sandisk Corporation (NASDAQ:SNDK), purchasing 16,929 shares valued at approximately $1.90 million during the third quarter. Other institutional investors also increased their stakes in Sandisk. The company recently reported strong quarterly earnings, beating estimates with a revenue of $3.03 billion, up 61.2% year-over-year. Analysts have raised revenue forecasts for Sandisk, citing increased demand driven by AI data-center needs. However, the stock has experienced significant volatility, with warnings of potential intraday swings and pullbacks.

Market Beat

J.W. Cole Advisors Inc. Takes $1.90 Million Position in Sandisk Corporation $SNDK

Invesco PHLX Semiconductor ETF(SOXQ.US)

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

SambaNova and Intel’s heterogeneous x86 AI architecture

Who Knew Glass Was So Important to AI? Corning's (GLW) Q1 Report Made It Clear

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

NVIDIA CEO Jensen Huang at Dell Technologies World: “Demand Is Going Parabolic, Utterly Parabolic”