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Intel has started high-volume production of its 18A chip at its new Arizona facility, backed by a 10% ownership stake from the U.S. government, as it attempts to compete with market leader TSMC.
Zacks Investment Management's Brian Mulberry recommends buying Intel (INTC) stock while advising investors to avoid shares of Netflix (NFLX).
China has developed a prototype extreme ultraviolet (EUV) lithography machine, challenging ASML's monopoly and accelerating its push for semiconductor independence from the West.
S&P 500 companies increased outsider CEO appointments to 33% in 2025, a sharp rise from 18% the prior year, challenging traditional board recruitment strategies.
Intel's stock fell 3.3% after Republican lawmakers criticized the company for testing chipmaking tools from ACM Research, a firm with sanctioned Chinese-linked units, citing national security risks.
Intel (INTC) stock closed down 3.39% at $36.05, a steeper decline than the broader market, as the company faces a projected 38.46% drop in year-over-year earnings.
SK hynix became the first to receive Intel Data Center Certification for its 256GB DDR5 server memory, which delivers up to 16% higher AI performance on the Xeon 6 platform.
ACM Research's stock has gained over 140% in the past year after delivering its first Ultra Lith Baker system and having its tools validated by Intel.
Intel appointed a former Trump economic adviser to lead its government affairs, signaling a potential shift in the company's lobbying and policy strategy.
Billionaire investor David Tepper's Appaloosa Management purchased $411 million of Whirlpool (WHR) stock in Q3 2025, while liquidating major positions in tech and healthcare.
AMD's CEO visited key partner Lenovo in Beijing, reinforcing ties with its largest market outside the U.S., which accounted for 24% of the company's revenue in 2024.
Record third-quarter profits for semiconductor firms, driven by the AI boom, are fueling concerns of a market bubble. Investors are now rotating capital from overvalued tech giants to cyclical and small-cap stocks, signaling a potential shift in market leadership.
Korea Zinc shares fell nearly 14% after the company announced a $1.9 billion share sale to a U.S. government-backed joint venture. The deal, part of a $7.4 billion Tennessee smelter project, faces a legal challenge from major shareholders who claim it unfairly dilutes their stake and entrenches management control.
Institutional investors are increasing their positions in mining and precious metals companies, signaling a bullish outlook for the sector. This comes as firms like Mesabi Trust and Buenaventura Mining see significant new investment and positive analyst ratings, respectively, while the broader market faces mixed economic signals.
Lumentum has appointed Thad Trent to its Board of Directors, increasing its size to nine members. This move comes amid a broader trend of leadership changes across various sectors, signaling a strategic focus on governance and experience with minimal immediate market reaction.
Pentair has announced a significant capital return program, featuring an 8% increase in its quarterly dividend and a new $1 billion share repurchase authorization. This move signals management confidence in the company's financial stability and future cash flows.
Hewlett Packard Enterprise (HPE) reaffirmed its 2026 financial guidance, supported by strong networking segment performance and a significant $931 million government cloud contract. The news reinforces a bullish outlook focused on the company's AI and hybrid cloud strategy, delivering a 5.34% share price return in the past month.
Fannie Mae and Freddie Mac have expanded their mortgage asset portfolios to a four-year high, adding over $55 billion since May. This strategic shift under the Trump administration is viewed as a move to bolster earnings for a potential public offering while also supporting the political goal of lowering mortgage rates.
Intel reported Q1 2025 financial results that surpassed its own guidance, signaling a potential positive shift amidst ongoing strategic changes. The beat comes as the company makes significant leadership appointments to strengthen its government relations and navigates a challenging market.
Nvidia has acquired SchedMD, a key developer of open-source AI workload management software, to fortify its software ecosystem. The move comes as growing investor anxiety over the immense cost of AI infrastructure has triggered a selloff in related technology stocks.