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Here Are Thursday’s Best Wall Street Analyst Research Calls: Brown-Forman, CoreWeave, Intel, JFrog, Keurig Dr. Pepper, Klarna Group, Qualcomm, Shift 4 Payments, and More
24/7 Wall St.92d agoneutral
Here Are Thursday’s Best Wall Street Analyst Research Calls: Brown-Forman, CoreWeave, Intel, JFrog, Keurig Dr. Pepper, Klarna Group, Qualcomm, Shift 4 Payments, and More

Pre-Market Stock Futures: Futures are trading higher this morning, after all the big funds and portfolio managers may have shown their hands on Wednesday, as the tech and chip stocks sell-off resumed after stocks started higher in the morning but faded in the afternoon. The tech sell-off came before Micron Technology (NASDAQ: MU) posted huge ... Here Are Thursday’s Best Wall Street Analyst Research Calls: Brown-Forman, CoreWeave, Intel, JFrog, Keurig Dr. Pepper, Klarna Group, Qualcomm, Shift 4 P

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AI Weekly: Micron boosts chip stocks, firms mull AI-related cuts
Reuters Videos92d agobearishVIDEO
AI Weekly: Micron boosts chip stocks, firms mull AI-related cuts

<body><p>STORY: From chip stocks getting a fresh boost... to where chip workers have become among the most desirable partners.. This is AI Weekly.</p><p>:: AI Weekly</p><p>Chip stocks rebounded after bullish outlooks from U.S. firms Micron Technology and Qualcomm.</p><p>Micron said customers had committed to spend $22 billion on its chips.</p><p>It also forecast quarterly profit and revenue well above expectations, sending its shares 12% higher in after-hours trading.</p><p>Landsberg Bennett Chief Investment Officer Michael Landsberg says the AI boom has been transformational for memory chip makers like Micron:</p><p>“What’s happened in this space has been, typically this used to be more of a commodity, and so what’s happened now with AI, a lot of these chips are needed to make AI work faster and better so the demand has really been strong across the entire sector.”</p><p>Donald Trump has said Apple has agreed to work with Intel to design and manufacture its chips in the U.S.</p><p>The move would be a major boost for the American chipmaker's efforts to turn around its business.</p><p>A contract with Apple would lock in steady demand from the iPhone maker.</p><p>That would boost Intel's reputation and sales as it looks to close the gap with rival TSMC.</p><p>Oracle's total workforce declined 13%, or about 21,000 employees, in its fiscal 2026.</p><p>It's as the cloud computing giant continued restructuring its business... partly driven by the adoption of AI across its operations.</p><p>Up to 3,000 Santander employees in Spain could also be offered early retirement.</p><p>That's as the bank braces for impacts brought on by AI, Spanish newspaper Expansion reported on Wednesday.</p><p>SK Hynix overtook Samsung Electronics to become South Korea's most valuable listed company.</p><p>Shares in what is now the world's most valuable memory chipmaker rose to bring the company's market capitalization to $1.35 trillion. &nbsp;</p><p>Employees at chip factories are also now part of South Korea’s A-list.&nbsp;</p><p>Some workers at Samsung’s chip division are set for bonuses of about $416,000.</p><p>Around 14 times South Korea’s average annual salary.</p><p>Chip workers now rival doctors and lawyers as the nation’s most desirable partners.</p><p>Lee Sung-mi from matchmaking agency Sunoo says tech staffers now rate very highly:</p><p>"Scores for Samsung Electronics employees have recently risen from 83 to 87. As for clients who work at SK Hynix, their scores are expected to climb from around 80 to 83—showing just how highly favored the company has become."</p></body>

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Super Micro Computer (SMCI) Is Up 5.8% After New Edge AI And Sovereign Infrastructure Push
Simply Wall St.93d agoneutral
Super Micro Computer (SMCI) Is Up 5.8% After New Edge AI And Sovereign Infrastructure Push

In late June 2026, StorMagic and Odine each announced collaborations with Super Micro Computer to bundle its compact edge servers with virtualization software and to deploy its NVIDIA-based GPU infrastructure for AI factories in Türkiye, while Supermicro itself expanded its Intel-powered AI edge portfolio for industrial and office environments. Together, these moves highlight Supermicro’s effort to extend its AI infrastructure franchise beyond hyperscale data centers into distributed edge,...

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Mizuho Raises Price Target on Intel (INTC) to $135 from $128
Insider Monkey93d agoneutral
Mizuho Raises Price Target on Intel (INTC) to $135 from $128

Intel Corp. (NASDAQ:INTC) is one of the 10 Best AI Chip Stocks to Buy for the Long Term. Intel shares have surged 486.61% in the past year and an equally impressive 235.91% year-to-date. On June 21, Mizuho analyst Vijay Rakesh increased the price target on the stock to $135 from $128 while maintaining a Neutral […]

INTC
Bank of America resets Marvell stock price target
TheStreet93d agoneutral
Bank of America resets Marvell stock price target

Marvell (MRVL) has gained about 215.72% year to date at the time of writing, Wednesday afternoon, June 24. Meanwhile, the SPDR S&P 500 index (SPY) is up about 7.41% in the same period. The semiconductor giant has rallied thanks to its role in the AI boom. Strong fourth-quarter fiscal 2026 ...

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Investing.com93d agobullish
Chip stocks surge after-hours on Micron’s record quarter

Investing.com - Micron Technology Inc (NASDAQ:MU) delivered the strongest quarterly results in its history after Wednesday's close, posting fiscal third-quarter 2026 revenue of $41.46 billion against a Wall Street consensus of $35.69 billion, a 16.2% beat, and earnings per share of $25.11 versus the $20.49 estimate, a 22.6% upside surprise. The print sent Micron shares up roughly 12.6% in extended trade to around $1,180.97, recovering from a regular-session close of $1,047.20.

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Synopsys (SNPS) Stock Gets Fair Value Trim As Analysts Weigh Ansys And IP Recovery
Simply Wall St.93d agoneutral
Synopsys (SNPS) Stock Gets Fair Value Trim As Analysts Weigh Ansys And IP Recovery

Synopsys’ modelled fair value has held effectively steady, edging from about US$560.38 to roughly US$559.58 per share, which keeps the price target story more about refinement than reset. That small shift comes as Street research stays broadly supportive but split between optimism on the intellectual property and Ansys pieces and caution on execution risks and valuation. As you read on, you will see how to interpret these moving parts and track the evolving Synopsys narrative with more...

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Investing.com93d agoneutral
Pelosi discloses bullish options bets on Intel and Uber

The filing shows two separate option purchases, both carrying a $50 strike price and a March 19, 2027 expiration date. The Intel position consists of 200 call options valued between $1,000,001 and $5,000,000, while the Uber position covers 200 call options valued between $500,001 and $1,000,000. Both transactions are classified as new purchases, not amendments to prior disclosures.

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The NASDAQ Dropped 3% as Micron, Intel, and AMD Tumble, but One Tech Name Is Bucking the Trend
24/7 Wall St.93d agobearish
The NASDAQ Dropped 3% as Micron, Intel, and AMD Tumble, but One Tech Name Is Bucking the Trend

CNBC’s Dominic Chu opened Tuesday’s market coverage with a familiar tape pattern that has not shown up much in 2026. “The tech sell-off that began Monday building momentum this morning after memory chip related shares tanked on Asian markets overnight,” Chu told viewers, and damage in U.S. premarket concentrated exactly where expected. The NASDAQ-100 proxy ... The NASDAQ Dropped 3% as Micron, Intel, and AMD Tumble, but One Tech Name Is Bucking the Trend

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Masayoshi Son Says Arm Holdings Could Be Worth $4 Trillion. Should You Believe Him?
24/7 Wall St.93d agoneutral
Masayoshi Son Says Arm Holdings Could Be Worth $4 Trillion. Should You Believe Him?

Artificial intelligence is reshaping the semiconductor industry in ways few investors anticipated just a few years ago. The early winners were obvious: Nvidia (NASDAQ:NVDA) dominated AI accelerators, while memory makers like Micron Technology (NASDAQ:MU) are benefiting from soaring demand for high-bandwidth memory. Now the battle is shifting toward a less glamorous but equally important component ... Masayoshi Son Says Arm Holdings Could Be Worth $4 Trillion. Should You Believe Him?

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Intel’s stock split history (& prospects) explained
TheStreet93d agoneutral
Intel’s stock split history (& prospects) explained

Intel’s stock has been in the spotlight in 2026, surging over 250% in the first half of the year. The chipmaker’s epic run came after its current CEO, Lip-Bu Tan, took the helm from prior CEO Pat Gelsinger in the spring of 2025. With the stock trading near all-time highs, some investors ...

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