Intel Corp. shares gained the most since September after President Donald Trump touted the technological progress — and stock-market performance — of the long-struggling chipmaker. Trump met with Intel Chief Executive Officer Lip-Bu Tan on Thursday at the White House, where the two men discussed the company’s new line of processors following the US government’s purchase of shares in the chipmaker. Most Read from Bloomberg In a post to his Truth Social network, Trump hailed recent advances at Santa Clar ...

My professional journey in the investment field began in 2011. Today, I combine the roles of an Investment Consultant and an Active Intraday Trader. This synergistic approach allows me to maximize returns by leveraging deep knowledge in economics, fundamental investment analysis, and technical trading. What You Will Find in My Analysis: Clear, actionable investment ideas designed to build a balanced portfolio of U.S. securities. A combination of macro-economic analysis and direct, real-world trading experie ...

Group 1 - The company has decided to extend the completion date of the "Annual Production of 1.8 Million 12-inch Semiconductor Silicon Epitaxial Wafer Project" to December 2027 due to market conditions and demand fluctuations [3][6][8] - The company raised a total of RMB 339 million through the issuance of convertible bonds, with a net amount of RMB 337.81 million after deducting issuance costs [1][2] - As of December 31, 2025, the cumulative investment from the raised funds amounted to RMB 286.99 million, excluding issuance costs [2] Group 2 - The project was initially delayed to May 2026 due to weak market conditions affecting the semiconductor industry, leading to underutilization of existing production capacity [3][5] - The construction of the new epitaxial workshop has reached the roofing stage and is expected to be completed by August 2026, followed by equipment installation and debugging [6][7] - The company has observed a recovery in the semiconductor silicon wafer industry since Q1 2025, with increased demand for high-end power devices, prompting a faster project construction pace [7] Group 3 - The board of directors approved the project delay during a meeting on January 9, 2026, and the decision followed necessary procedures [9][42] - The company has implemented a prudent investment strategy to protect shareholder interests and mitigate investment risks [5][8] - The company will continue to monitor market conditions and adjust the project implementation pace accordingly to ensure efficient use of raised funds [7][8]

Key Takeaways Micron posted fiscal Q1 2026 revenue of $13.64B, up 56.8% year over year, driven by AI-related memory demand.MU expects stronger Q2 2026 results, projecting $18.3-$19.1B in revenue and EPS of $8.22-$8.62. NVIDIA posted $57B in fiscal Q3 2026 revenue as Blackwell chips and cloud GPUs sold out. Banking on the artificial intelligence (AI) boom, Sanjay Mehrotra-led Micron Technology, Inc. (MU) outperformed Wall Street’s darling NVIDIA Corporation (NVDA) last year (+239.1% vs +38.8%). Can Micron re ...

Tesla, Inc. ( TSLA ) saw a nice rally in its shares since the April lows, with the stock even making a new all-time high last month.James Foord is an economist by trade and has been analyzing global markets for the past decade. He leads the investing group The Pragmatic Investor where the focus is on building robust and truly diversified portfolios that will continually preserve and increase wealth. The Pragmatic Investor covers global macro, international equities, commodities, tech and cryptocurrencies an ...

The only company that has ever topped a $5 trillion market cap is Nvidia.At the moment, there are just 10 public companies in the trillion-dollar club. In order from highest market cap to lowest, those companies are Nvidia, Apple, Alphabet (GOOGL +1.27%) (GOOG +1.13%), Microsoft, Amazon, Taiwan Semiconductor Manufacturing, Meta Platforms, Broadcom, Tesla, and Berkshire Hathaway.Within this cohort, only Nvidia has ever achieved a $5 trillion valuation -- doing so toward the end of 2025, before sliding by clo ...

If you’re looking for a masterclass in how quickly Wall Street can flip the script, look no further than the wild ride of 2025. Just six months ago, you would have found a market in total meltdown. As President Trump rolled out his "Liberation Day" tariffs—a bold economic gamble not seen in a century—you likely heard experts calling it "economic suicide" and bracing for a "Black Monday" style collapse.Fast forward to today, and that panic feels like a distant memory. Instead, you’re looking at a Nasdaq Comp ...

The tech-heavy Nasdaq Composite index was higher ahead of Friday's closing bell, with stocks of chip makers solidly in the green.U.S.-listed shares of Dutch chipmaking equipment manufacturer ASML Holding were up 7%, while those of Broadcom, Taiwan Semiconductor, and Texas Instruments were up 4%, 1.4%, and 1%, respectively. Each of these companies have also marked gains year-to-date.Nvidia and Advanced Micro Devices, meanwhile, were up 0.5% and less than 0.1%, respectively, on Friday. Despite the gains, both ...

We recently published 11 Stocks on Jim Cramer’s Radar.  NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks on Jim Cramer radar. On the day of this show, AI chip giant NVIDIA Corporation (NASDAQ:NVDA) was due to present at the Consumer Electronics Show in Las Vegas. As 2025 ended, Cramer had defended the stock despite modest performance during the year’s final quarter. NVIDIA Corporation (NASDAQ:NVDA) ended the year on a high note after it announced that it had bought $5 billion worth of shares in Intel ...

We recently published 11 Stocks on Jim Cramer’s Radar.  Micron Technology, Inc. (NASDAQ:MU) is one of the stocks on Jim Cramer radar. Micron Technology, Inc. (NASDAQ:MU) is one of the top-performing semiconductor stocks on the market. Over the year, the shares have gained 236%. It is the only American company capable of manufacturing high-end memory chips that are used in NVIDIA’s AI GPUs. Analysts started 2026 on a high note for Micron Technology, Inc. (NASDAQ:MU)’s shares with Bernstein raising the shar ...