In our prepared remarks that our HBM for 2026 is sold out in terms of volume and our negotiations with customers have been completed for calendar year 2026 for volume as well as pricing.One concern that may weigh on investors' minds is whether Micron is able to live up to its lofty outlook. However, the company has sold out its available capacity of the high-bandwidth memory (HBM) chips that are used in AI data center chips. Responding to an analyst query on the December 2025 earnings call, Micron CEO Sanja ...

Oil Market - Brent crude increased by 2% to $61.16 per barrel, while West Texas Intermediate (WTI) rose by 1.8% to $57.01 per barrel, following a decline in US crude oil stockpiles by 3.8 million barrels to 419.1 million barrels, contrary to analysts' expectations of a rise [1][7]. Retail Sector - Tesco's shares fell by 6.5% despite achieving a 10-year high in market share in the UK, while Associated British Foods, owner of Primark, saw a 13% decline in shares due to weaker-than-expected sales [2][3]. Defence Sector - BAE Systems' shares surged by up to 7% after President Trump announced plans to increase the US defence budget from $1 trillion to $1.5 trillion, adding over £4 billion to its market value [6][40]. - UK defence stocks, including Babcock and Rolls Royce, saw significant gains, with nearly £7 billion invested in early trading following Trump's military spending pledge [53][41]. - European defence stocks also rose, with notable increases in companies like Rheinmetall and Airbus, reflecting investor confidence in increased government spending on defence [40][55]. Economic Indicators - A major credit rating agency predicts the US Federal Reserve will lower interest rates two more times this year due to a slowdown in the jobs market, with expectations of a decrease from the current range of 3.75% to 3% [19]. - The US trade deficit fell to its lowest level since 2009, dropping 39% to $29.4 billion in October, attributed to a $11 billion decrease in imports [24][25].

On the valuation side, Nvidia is extremely rich. NVDA trades at a trailing price-to-earnings (P/E) multiple of around 48 times and a price-to-cash flow multiple of 61 times. These multiples imply very high growth built in. In short, Nvidia's valuation is in “bubble” territory, reflecting sky-high expectations for its AI/data-center role.The most valuable company in the world with a market capitalization of around $4.6 trillion, NVDA stock rallied strongly in the last two years on the AI boom but has since r ...

Volkswagen plans a long-term supply deal with U.S. chip designer Qualcomm to deliver infotainment technology for the German carmaker's new software platform. ...

Core Insights - The competition in the hardware market for data centers, AI, and cloud computing is intensifying, particularly between Broadcom and AMD in the AI chip sector [1] AMD Overview - AMD's CEO Lisa Su has been pursuing market share from Nvidia, the leading provider of GPUs, with a focus on high-performance and AI computing [1][2] - AMD aims for a compound annual growth rate of over 35% in the next three to five years, with its data center business expected to grow by more than 60% annually and a target of over 70% market share in adaptive computing [2] - Since Lisa Su's tenure, AMD's market capitalization has surged from $2 billion to $350 billion, with a reported year-over-year revenue growth of 40% and a gross margin increase to 52% in Q3 [3] Broadcom Overview - Broadcom maintains strong and diversified revenue streams, reporting $7.4 billion in free cash flow for its fiscal 2025 Q4 [4] - The company offers a quarterly dividend of $0.65 per share and achieved a year-over-year net revenue growth of 28% last quarter, although this growth is slower compared to AMD's trajectory [4] Investment Considerations - Both Broadcom and AMD are positioned well for the future, but Broadcom is seen as a more mature and conservative investment with lower volatility, while AMD is favored for higher potential returns as it seeks to reduce Nvidia's market dominance in AI accelerators [5] - AMD's stock has increased over 60% in the past year, indicating strong market performance [7]

Key Takeaways MRVL acquired XConn to add PCIe 5/6 and CXL switching, strengthening its Ultra Accelerator Link strategy.Marvell Technology expects XConn to add 20 customers and about $100M revenues in fiscal 2028.MRVL says Celestial AI should contribute in 2H 2028 and reach $1B by Q4 of fiscal 2029.Marvell Technology (MRVL) is expanding its AI connectivity portfolio by launching new products and through acquisitions. Its recent decision to acquire XConn Technologies was made to expand its portfolio with the ...

The Tel Aviv Stock Exchange fell today. The Tel Aviv 35 Index fell 0.40% to 3,830.54 points, the Tel Aviv 125 Index fell 0.39% to 3,878.85 points; and the BlueTech Global Index fell 0.23% to 678.11 points. The All Bond corporate bond index fell 0.08% to 424.13 points. Turnover totalled NIS 4.93 billion in equities and NIS 4.62 billion in bonds. On the foreign exchange market, the representative shekel-dollar rate was set 0.031% lower from Tuesday, at NIS 3.174/$, and the representative shekel-euro rate wa ...

Of course, it's hard to regain momentum in the semiconductor scene after a devastating fumble. But with enough financial backing and a game plan that may finally be coming to fruition, it seems like there's no stopping Intel as its stock seeks to regain further ground in 2026. The Panther Lake chip is the first Intel offering to be built on the 18A process (1.8nm). It's in production, and ordering is poised to go online shortly. Could 2026 be the year when AI PCs really start to take off? It's definitely po ...

Group 1 - RTX Corporation experienced significant stock volatility following comments from President Trump regarding defense spending and corporate buybacks, with a notable drop when he proposed banning buybacks and a subsequent spike when he announced plans to increase the defense budget from $1 trillion to $1.5 trillion [11] - The average purchase price for RTX was $80.70, and it is currently trading at $192.47 in premarket [11] - President Trump aims to fund the increased defense spending through tariffs, which generated $195 billion in fiscal year 2025, with estimates for fiscal year 2026 ranging from $191 billion to $247 billion [11] Group 2 - The article highlights a surge in productivity in Q3 at 4.9%, with labor costs declining by 1.9%, indicating positive trends for the U.S. economy and stock market [11] - Job openings reported in the JOLTS data were at 7.146 million, down from 7.449 million previously, suggesting a potential slowdown in job growth [11] - The ISM Non-Manufacturing Index came in at 54.4, above the consensus of 52.2, indicating strong non-manufacturing activity [11]

Nvidia stock traded lower early on Thursday as investors grappled with mixed and sometimes contradictory signals over how close the chip maker is to resuming exports of its artificial intelligence har... ...