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Bloomberg99d agobullish
Intel Shares Soar After Trump Says It Struck Apple Chip Deal

(Bloomberg) -- Intel Corp.’s stock surged more than 9% in premarket trading Thursday after US President Donald Trump said the chipmaker will work alongside Apple Inc. to design and produce semiconductors domestically.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingTrump Blows Through His Iran Red Lines in Justifying Peace DealIran’s Deputy Foreign Minister Confirms Deal Reached With USApple Plans Camera Air

Nvidia supplier SK Hynix ships samples of next-generation chips to major customers
Reuters100d agoneutral
Nvidia supplier SK Hynix ships samples of next-generation chips to major customers

SK Hynix said on Thursday ‌it has shipped samples ‌of its latest high-bandwidth memory (HBM) ​chips to major customers, as the South Korean chipmaker seeks to strengthen its position ‌in the ⁠fast-growing AI semiconductor market. The next-generation 12-layer HBM4E ⁠chip reaches speeds of up to 16 gigabits per ​second per ​pin ​and offers over ‌20% better power efficiency than previous models, the company said. HBM chips are used in AI chipsets and are ‌crucial components for ​processors such as ​those ​made by Nvidia, ‌helping handle vast data ​needed ​to train AI models.

Bloomberg100d agoneutral
Apple Prepares Second-Generation iPhone Air for Spring 2027

(Bloomberg) -- Apple Inc. is preparing a second-generation iPhone Air for spring 2027, aiming to boost the appeal of the slimmed-down device, according to people with knowledge of the matter.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingIran’s Deputy Foreign Minister Confirms Deal Reached With USNetanyahu Pays a Political Price for Trump’s Iran DealApple Plans Camera AirPods Alongside Upgraded Foldable iP

Is ASML (ASML) The Best Undervalued AI Stock?
Insider Monkey100d agoneutral
Is ASML (ASML) The Best Undervalued AI Stock?

We just covered Billionaire Dan Loeb Pivots to AI and Sells Old Economy Stocks: His Top 7 AI Picks. ASML Holding (NASDAQ:ASML) ranks #6 (see Billionaire Dan Loeb’s Top 5 AI Stock Picks). Billionaire Dan Loeb’s Stake: 12,000 Shares Valued at Approximately $15.85 Million (NEW position) ASML Holding (NASDAQ:ASML) makes the machines used to print […]

Samsung Electronics (KOSE:A005930) Stock Could Be 64.5% Overvalued After Its Sharp Run Up
Simply Wall St.100d agoneutral
Samsung Electronics (KOSE:A005930) Stock Could Be 64.5% Overvalued After Its Sharp Run Up

With no single headline event driving the move, Samsung Electronics (KOSE:A005930) has drawn attention after recent share price swings and prompted investors to reassess how its current valuation lines up with the company’s scale and fundamentals. See our latest analysis for Samsung Electronics. Recent trading has been brisk, with Samsung Electronics’ share price at ₩344,000 and strong momentum reflected in a 22.42% 1 month share price return and a 167.70% year to date share price return,...

Bloomberg100d agoneutral
The Trump Phone Is More Novelty Than Serious Smartphone Contender

(Bloomberg) -- The Trump phone is finally here — sort of — and it bears little resemblance to the original pitch.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranIran’s Deputy Foreign Minister Confirms Deal Reached With USModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingNetanyahu Pays a Political Price for Trump’s Iran DealUS Set to Offer Iran Broad Financial Gains in Peace DealFirst introduced a year ago at Trump Tower by President Donald Trump’s eldest s

Micron Technology Inc (MU) Gets Nvidia Nod For AI Memory Supply
Insider Monkey101d agoneutral
Micron Technology Inc (MU) Gets Nvidia Nod For AI Memory Supply

Micron Technology Inc (NASDAQ:MU) is one of billionaire Ken Fisher’s top high growth stock picks. Micron has emerged as one of investors’ favorite semiconductor stocks amid the AI boom. The stock has surged more than 196% year-to-date and exploded 720% over the past year. Micron Technology Inc (NASDAQ:MU) has been approved to supply HBM4 memory […]

Bloomberg101d agobullish
Apple Plans Camera AirPods Alongside Upgraded Foldable iPhone in 2027

(Bloomberg) -- Apple Inc.’s upcoming camera-equipped AirPods, a product meant to vault the company into the AI device market, is scheduled to launch in late 2027 as part of a flurry of new releases.Most Read from BloombergIran’s Deputy Foreign Minister Confirms Deal Reached With USNetanyahu Pays a Political Price for Trump’s Iran DealStudios in Microsoft’s Xbox Division Brace for ClosuresSpaceX Cements $60 Billion Cursor Takeover Following IPOSpaceX Set to Overtake Amazon in Value as It Soars fo

Intel Foundry: Geopolitics Got It Here. Now The Tech Has To Deliver
Trefis101d agoneutral
Intel Foundry: Geopolitics Got It Here. Now The Tech Has To Deliver

Intel's (INTC) stock has risen roughly sixfold from its 2025 lows, trading at over $120 per share. The move reflects a fundamental rethinking of Intel's foundry business, which has received a vote of confidence from the U.S. government and marquee customers, who reportedly include Nvidia (NVDA), Tesla (TSLA) and Google (GOOG). With fabs in Arizona and Oregon, Intel is the only American company that both designs and manufactures leading-edge chips on U.S. soil, giving it a geopolitical hedge that

Michael Burry teases mystery U.S. stock with 30-year rule
TheStreet102d agoneutral
Michael Burry teases mystery U.S. stock with 30-year rule

Michael Burry normally doesn't care about the market's preferred trade. The investor is more famous for waiting until Wall Street looks the other way, then buying when the numbers give him reason to act. His newest thesis is founded on one of the simplest valuation signals in investing: tangible ...

Samsung may be making its boldest foldable bet yet
TheStreet103d agoneutral
Samsung may be making its boldest foldable bet yet

A recent leak shared by GSMArena could suggest that Samsung (SSNLF) is planning a far greater fight in luxury smartphones. Samsung has been a dominant name in the foldable smartphone segment for years. But that leadership no longer seems quite as safe. Samsung continues to lead the foldable market ...

Samsung HBM4E Rollout Highlights AI Memory Push And Investor Watchpoints
Simply Wall St.103d agoneutral
Samsung HBM4E Rollout Highlights AI Memory Push And Investor Watchpoints

Samsung Electronics has begun shipping industry first 12 layer HBM4E high bandwidth memory samples. The new HBM4E products are aimed at AI accelerators and hyperscale data centers that require higher capacity and faster memory. This shipment establishes a new reference point in advanced memory for AI focused infrastructure. For investors tracking KOSE:A005930, this move comes with the stock trading around ₩322,500. Over the past month the share price is up 19.2%, and year to date the stock...

Is Sandisk Corporation (SNDK) A Good Stock To Buy Now?
Insider Monkey104d agobullish
Is Sandisk Corporation (SNDK) A Good Stock To Buy Now?

Is SNDK a good stock to buy? We came across a bullish thesis on Sandisk Corporation on Kumquat Research’s Substack. In this article, we will summarize the bulls’ thesis on SNDK. Sandisk Corporation’s share was trading at $1,642.00 as of June 8th. SNDK’s trailing and forward P/E were 60.14 and 27.17 respectively according to Yahoo Finance. Sandisk […]