Most Wall Street analysts believe semiconductor companies Micron Technology (NASDAQ: MU) and Intel (NASDAQ: INTC) are undervalued, but some think the stocks could drop sharply in the next year. Joseph Moore at Morgan Stanley has set Micron with a bear-case target price of $240 per share. That implies 43% downside from its current share price of…
Intel CEO Lip-Bu Tan expressed shock at Huawei’s 100+ top CPU architects, developing alternatives to advanced tools and lithography. He warned China is rapidly closing the semiconductor gap through engineering and infrastructure optimization, even excelling in older tech. Tan also highlighted China’s regulatory speed and the US trailing in open-source AI development, urging immediate action…
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Intel (NasdaqGS:INTC) has entered an AI-focused collaboration with SoftBank subsidiary Saimemory to develop next-generation Z-Angle Memory chips. The company is also renewing its GPU push…
Rather than seeing it as an olive branch, many Chinese commenters interpreted the move as a sophisticated Trojan horse-style trap that aimed to make Beijing dependent on American technologies in advanced semiconductors and other chokepoint sectors. Trump’s green light for the H200 – a template that he said would be applied to other US chip…
US tech majors Apple, Amazon, Cisco, Meta, HP, and Intel Corporation have jointly opposed Reliance Jio and Vodafone Idea‘s demand to allocate spectrum in the 6 gigahertz (GHz) band for mobile services. The tech majors sought the entire 6GHz band to be allocated for wifi services instead. In a joint response to telecom regulator Trai’s…
The US-UK technology deal announced in September 2025 promises to accelerate Britain’s AI sector, but critics warn it will happen at the expense of national tech sovereignty. It reflects the steady trend of US government and private interests extending a technologically driven form of hegemony, employing communications, data and AI systems to deepen dependence on…
This article first appeared on GuruFocus. Intel (NASDAQ:INTC) surged about 5% on Tuesday, Oct. 28, 2025, extending a 2025 rally of nearly 105%, after the chipmaker reported a return to adjusted profit and flagged progress on its product roadmap. Last week, the company posted roughly $0.23 in non-GAAP earnings per share for the third quarter…
Oct 27, 2025 According to data from AP, Strive Inc. led Nasdaq trading volume on October 27, 2025, with over 441 million shares traded. The stock reached a high of $1.59 and closed at $1.575, marking a gain of $0.475 for the session. Co-Diagnostics Inc. also saw heavy trading with a volume exceeding 342 million…
Computer processor maker Intel (NASDAQ:INTC) beat Wall Street’s revenue expectations in Q3 CY2025, with sales up 2.8% year on year to $13.65 billion. On the other hand, next quarter’s revenue guidance of $13.3 billion was less impressive, coming in 0.8% below analysts’ estimates. Its non-GAAP profit of $0.08 per share was significantly above analysts’ consensus…
Quantum computing stocks popped after reports the Trump administration is eyeing equity stakes. IonQ and Rigetti gained double digits, as traders chased the federal tailwind. Meanwhile, energy stocks climbed with crude, helped by fresh sanctions on Russia. Can the rally hold without stronger data support? With no major economic reports hitting the wires — thanks…