MarketPulse

AI chip manufacturing

5 articles
The Motley FoolThe Motley Fool··Leo Sun

ASML's Bullish Guidance Points to Sustained AI Chip Boom and Nasdaq Upside

ASML raises 2026 revenue guidance to €36-40 billion on 13% Q1 growth, signaling sustained AI chip manufacturing demand and supporting broader Nasdaq upside.
NVDATSMAVGOINTCASMLguidance raiseEUV lithography
Investing.comInvesting.com··Jeffrey Neal Johnson

Intel Surges on $25B Terafab AI Deal, Signals Foundry Strategy Vindication

Intel surges 4% after securing $25 billion Terafab AI chip partnership with SpaceX, Tesla, and xAI, validating foundry strategy and reversing negative sentiment.
AMZNGOOGGOOGLTSMTSLA+1institutional investmentAI chip manufacturing
BenzingaBenzinga··Badar Shaikh

Ives Sees SpaceX-Tesla Merger Signal in Terafab Project, Targets 55% TSLA Upside

Wedbush analyst Dan Ives links Tesla's Terafab AI chip venture to potential SpaceX merger, maintaining $600 price target. Investor Gary Black warns of 20-25% dilution risk.
MUTSMTSLAstock valuationsemiconductor supply
The Motley FoolThe Motley Fool··Eric Trie

Penn Capital Adds $17.2M Stake in ACMR as Semiconductor Gear Maker Navigates Export Risks

Penn Capital invested $17.2M in semiconductor equipment maker ACM Research, which surged 171.5% yearly. Growth faces headwinds from U.S. export controls limiting Chinese sales.
ACMRsemiconductor equipmentAI chip manufacturing
The Motley FoolThe Motley Fool··Dan Caplinger

Intel Stock Rally Outpaces CEO's Restructuring Timeline, Raising Valuation Concerns

Intel's stock rally outpaces restructuring progress; foundry losses and stretched valuation at 50x 2027 earnings raise concerns about execution risks.
NVDAAMDINTCstock valuationoperating losses