$INTC

Nasdaq surges 1.7% to record highs on strong jobs data and AI demand; Micron jumps 16%, while Cloudflare and HubSpot plunge on disappointing results.

Semiconductor Index rallies 11% to $11,760 with technical targets near $12,300, but analysts warn pullback risks mounting toward $10,000.

Arm predicts CPU market leadership by 2030, with $15B CPU revenue and $25B total revenue by fiscal 2031, but supply constraints currently limit order fulfillment despite $2B in AGI CPU demand.

Nasdaq hits 29,000 as strong jobs data and semiconductor strength drive markets to records, though software stocks tumble on weak guidance.

Intel stock surges 200% YTD to extreme valuations unseen since Cisco's 2000 peak, with Wall Street targets suggesting 44% downside risk.

Qualcomm shifts focus from smartphones to AI data centers and inference accelerators, gaining hyperscaler interest while trading at attractive 19x earnings valuation.

Citrini Research identifies undervalued semiconductor stocks positioned for Edge AI gains, flagging $QCOM, $SWKS, and $WOLF as potential winners.

Michael Burry's semiconductor sector short faces mounting losses as $SOXX rallies to 60% above its 200-day average, the highest gap since 2001.

Apple-Intel manufacturing talks validate chip turnaround but overbought technicals warn of pullback risk despite long-term optimism.

U.S. stocks hit fresh records May 6 as AMD and Super Micro Computer surged on AI earnings strength, while oil plunged on diplomatic hopes.

May's shareholder meetings reveal corporate strategies on AI, consumer spending, and energy markets. Major companies including PepsiCo, Amazon, and ExxonMobil address investor concerns on growth and capital allocation.

Super Micro Computer shares surge 17% after beating EPS at 84 cents versus 62 cents consensus, despite missing revenue guidance. Strong AI infrastructure demand drives bullish Q4 outlook.

U.S. stock futures rose Wednesday after Trump's 'Project Freedom' pause announcement. Tech stocks led gains with semiconductor companies soaring on strong earnings.

U.S. stocks rebounded May 5 as Iran truce held and oil retreated, with semiconductor stocks surging on strong fundamentals and Apple supplier reports.

Leopold Aschenbrenner's hedge fund scored 176% gains on Bloom Energy by predicting AI infrastructure needs. The fund now heavily positions Intel as its next major AI opportunity.

Intel surges 14% to all-time high on Apple partnership reports. Semiconductor sector rallies broadly as S&P 500, Dow, Nasdaq advance on AI-driven chip demand.

Broadcom launches VMware Cloud Foundation 9.1 for enterprise AI infrastructure, supporting multiple processors and hybrid compute. Stock surges to 52-week high at $431.61.

Oracle stock lags AI peers despite strong earnings and massive $553B contracted backlog, as debt-fueled infrastructure spending and OpenAI revenue concerns weigh on investors.

Intel shares surge 13% on reports of Apple partnership talks, extending year-to-date gains to 175% amid strong earnings and AI enthusiasm.

AMD reports earnings with strong AI demand offsetting HSBC's 2026 capacity downgrade. Stock up 60% YTD despite supply chain headwinds.