Intel shared encouraging updates around its PC-chip business this week, but any turnaround for the chip maker is still years away. ...

Some of the most dangerous markets don’t look dangerous at all. They look calm. Even “fine.”That’s the warning that legendary investor Louis Navellier is sounding in today’s Digest takeover.But rather than predict a dramatic crash, Louis revisits a period many investors have forgotten: the “Lost Decade” from 2000 to 2009. Stocks didn’t implode overnight – they simply went nowhere.Louis is concerned that a similar setup may be forming again. He sees market leadership narrowing and earnings momentum shifting ...

Key Points Advanced Micro Devices is all in on artificial intelligence data center hardware. It's already making inroads in the business, in fact, even without its most powerful hardware and computing platforms. This growth potential makes AMD stock worth a closer look, particularly after its pullback from October's peak. 10 stocks we like better than Advanced Micro Devices › If there was any doubt that Advanced Micro Devices (NASDAQ: AMD) was serious about serving the artificial intelligence (A ...

Group 1: Market Overview - Major U.S. indexes reached new highs, with the S&P 500 rising 0.65% to 6,966.28, the Nasdaq Composite gaining 0.81% to 23,671.35, and the Dow Jones Industrial Average adding 0.48% to 49,504.07, driven by positive jobs data and political support for Intel [1] - The S&P 500 hit an intraday high following a jobs report indicating fewer job additions than expected, reinforcing expectations that the Federal Reserve would maintain steady interest rates [3] Group 2: Company-Specific Developments - Intel's stock surged by 10.90% after President Trump's positive remarks regarding a meeting with CEO Lip-Bu Tan, indicating strong political backing for the company [2][4] - The outlook for the AI and semiconductor cycle appears stronger, contributing to Intel's rally and positively impacting other major tech companies like Alphabet and Apple, which saw slight gains [2] - Investors are closely monitoring upcoming Q4 earnings reports from major banks, starting with JPMorgan Chase, to gauge consumer sentiment [4] Group 3: Regulatory Environment - A Supreme Court ruling on tariffs, which could impact market conditions, has been delayed until January 14, with no immediate decision on the legality of tariffs [5]

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Micron Technology, Inc. ( MU ) stock has surged 24% since my last report , outperforming the S&P 500 ( SP500 ), which remained more or less flat. In my previous report, I noted that memory priceDhierin-Perkash Bechai is an aerospace, defense and ai ...

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Micron Technology, Inc. ( MU ) stock has surged 24% since my last report , outperforming the S&P 500 ( SP500 ), which remained more or less flat. In my previous report, I noted that memory priceDhierin-Perkash Bechai is an aerospace, defense and ai ...

Company Insights - Taiwan Semiconductor (TSM) is set to report its quarterly update, which is expected to influence market sentiment regarding NVIDIA (NVDA) and the broader AI and technology sector [2] - Alphabet (GOOGL, GOOG) has improved its position in the market, now surpassing Microsoft (MSFT) and Apple (AAPL) to become the second largest company globally, driven by advancements in its Gemini AI model and strong cash flow from its other businesses [3][4] - Alphabet reported approximately $387 billion in revenue and $124 billion in net income over the past year, while NVIDIA reported around $187 billion in revenue and approximately $100 billion in net income [4] Market Context - The upcoming earnings season is anticipated to provide significant data that could impact market movements, moving beyond current headlines related to geopolitical issues [2] - Alphabet's valuation is currently at 30X forward earnings, while NVIDIA is at about 26X, indicating that Alphabet's diversified revenue base justifies a higher earnings multiple [4]

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]