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Analyst Upgrades Lift Intel as 18A Progress and Server Demand Fuel Turnaround

Optimism stems from 18A entering production, pointing to prospects for new foundry customers.

Wolfe Backs Nvidia Despite New U.S. Chip Tariff, Adds Stock to Alpha List

China Blocks Nvidia H200 Imports, Forcing Supplier Pauses Despite U.S. Export Nod

Qualcomm Shares Rebound on Auto and AI-PC Hopes After Downgrade Jolt

Micron’s HBM Edge Drives Bull Case as Stock Soars and Valuation Stays Low

Intel Leaps 10% After Trump Praises CEO, Says U.S. Is a Shareholder

Intel Rallies as Trump Praises CEO, Extending Momentum From 18A Panther Lake Debut

Nvidia Requires Full Upfront Payment for China H200 Orders as Beijing Weighs Conditional Imports

SK hynix Showcases 16-Layer HBM4 and AI Memory Portfolio at CES 2026

Apple’s A20 on TSMC 2nm Reported at $280 Per Chip, an 80% Jump

Nvidia Completes $5 Billion Intel Stake as Intel 18 Testing Report Stirs Doubts

Nvidia Closes $5 Billion Intel Stake, Seals CPU–GPU Partnership

Nvidia Strikes $20 Billion Groq Deal as AI Demand Keeps Outrunning Supply

Harbor Capital Fund Details Q3 Moves, Touts TSM and Adds Oracle and Toast

Micron Soars to Record as AI HBM Shortage Locks In Sales Through 2026

Trump Administration Opens Review for Potential Nvidia H200 Exports to China

MetaX Soars Up to 755% in Shanghai Debut After Heavily Oversubscribed AI Chip IPO

U.S. Allows Licensed Nvidia H200 Sales to China as Nvidia Weighs Production Increase

Stifel Sees Earnings Beat for Micron, Lifts Target to $300 Ahead of Dec. 17 Report

Micron Hits Record Highs as AI Memory Shortage Drives Price-Target Boosts