Today: 12 April 2026
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Semiconductors 10 March 2026 - 8 April 2026

Nvidia Stock Edges Up, but Broadcom’s Google TPU Deal Raises Stakes in AI Chip Race

Nvidia Stock Edges Up, but Broadcom’s Google TPU Deal Raises Stakes in AI Chip Race

Broadcom announced a multiyear deal to develop Google’s next-generation TPUs and supply AI rack components through 2031. Nvidia shares rose 0.3% premarket, while Broadcom jumped 6.3% after the news. Anthropic said it will access 3.5 gigawatts of TPU compute from 2027 and reported Claude’s run-rate revenue above $30 billion. Analysts say custom ASICs could begin taking AI inference share from Nvidia starting in 2027.
8 April 2026
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Intel Stock Jumps as KeyBanc Sees Tight AI Server Chip Supply

Intel Stock Jumps as KeyBanc Sees Tight AI Server Chip Supply

Intel shares jumped 4.9% to $50.38 after KeyBanc raised its price target to $70, citing tighter supply and higher chip prices. The move follows Intel’s $14.2 billion buyback of Apollo’s stake in its Irish Fab 34 venture. First-quarter results are due April 23. Analysts warn that low yields from Intel’s new 18A chip process could pressure margins as the company takes on new debt.
6 April 2026
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Intel to Pay $14.2 Billion to Reclaim Ireland Fab Stake From Apollo as Stock Jumps

Intel to Pay $14.2 Billion to Reclaim Ireland Fab Stake From Apollo as Stock Jumps

Intel will pay $14.2 billion to buy back Apollo Global Management’s 49% stake in its Fab 34 plant in Leixlip, Ireland, regaining full ownership. The deal comes as demand rises for server CPUs and ahead of Intel’s first-quarter results on April 23. Intel shares rose 4.9% Thursday after an 8.8% jump the previous day. The company will fund the buyback with cash and $6.5 billion in new debt.
3 April 2026
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Micron Technology Debt Tender Tops $4.3 Billion as AI Memory Boom Raises Spending Stakes

Micron Technology Debt Tender Tops $4.3 Billion as AI Memory Boom Raises Spending Stakes

Micron Technology said over $4.3 billion in senior notes were tendered in its cash buyback offer that expired Tuesday, with settlement expected April 3. Shares fell 1.8% Thursday morning. The offer covered six note series due 2031–2035, with consideration set between $1,048.11 and $1,079.93 per $1,000 principal. Micron ended February with $16.7 billion in liquidity and $9.56 billion in long-term debt.
2 April 2026
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Intel to Buy Back Apollo’s Ireland Fab Stake for $14.2 Billion Amid Rising AI Demand

Intel to Buy Back Apollo’s Ireland Fab Stake for $14.2 Billion Amid Rising AI Demand

Intel will pay $14.2 billion to buy back Apollo Global Management’s 49% stake in its Fab 34 chip plant in Ireland, restoring full ownership. The company will use cash and $6.5 billion in new debt to finance the deal. Intel shares rose over 10% after the announcement. Fab 34 produces Core Ultra and Xeon 6 chips using Intel’s latest manufacturing technology.
2 April 2026
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Nvidia Invests $2 Billion in Marvell as Custom AI Chip Race Heats Up

Nvidia Invests $2 Billion in Marvell as Custom AI Chip Race Heats Up

Nvidia invested $2 billion in Marvell Technology and will link Marvell’s custom AI chips to its NVLink Fusion system. Marvell shares rose 7% after the announcement, Nvidia gained 2.7%. The deal comes as Nvidia’s share of China’s AI server chip market fell to 55% in 2025, with Chinese suppliers taking 41%. Both companies warned the partnership could face regulatory and market risks.
2 April 2026
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Micron Technology Debt Buyback Nears $4.5 Billion as AI Chip Expansion Costs Climb

Micron Technology Debt Buyback Nears $4.5 Billion as AI Chip Expansion Costs Climb

Micron Technology said holders tendered about $4.32 billion of six series of senior notes by the buyback deadline, with another $140 million pending via guaranteed delivery. The company set purchase prices at $1,048 to $1,080 per $1,000 principal and expects payment on April 3. The buyback comes after Micron raised its fiscal 2026 capital spending plan to over $25 billion.
1 April 2026
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NVIDIA Corporation Puts $2 Billion Into Marvell as AI Chip Race Turns to Custom Designs

NVIDIA Corporation Puts $2 Billion Into Marvell as AI Chip Race Turns to Custom Designs

Nvidia invested $2 billion in Marvell Technology and expanded a partnership to integrate Marvell’s custom AI chips and networking with Nvidia systems. Nvidia shares rose 5.6%, Marvell jumped 12.8%. Marvell will supply processors compatible with Nvidia’s NVLink Fusion and collaborate on silicon photonics. The agreement follows a period of volatility for Nvidia’s stock and rising competition in AI chips.
31 March 2026
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Why Micron Stock Price Is Falling Again as the AI Memory Chip Race Gets Pricier

Why Micron Stock Price Is Falling Again as the AI Memory Chip Race Gets Pricier

Micron Technology shares fell 4.7% to $377.08 Wednesday after the company launched cash tender offers for six series of senior notes due 2031–2035. The drop followed Micron’s announcement of a $5 billion increase in 2026 capital spending and strong quarterly results. Rival SK Hynix revealed plans for a confidential U.S. listing and a $7.97 billion order for ASML chipmaking tools.
25 March 2026
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Sandisk to Spend $1 Billion on Nanya in AI-Era Push to Lock In DRAM Supply

Sandisk to Spend $1 Billion on Nanya in AI-Era Push to Lock In DRAM Supply

Sandisk will invest about $1 billion in Taiwan's Nanya Technology, acquiring a 3.9% stake and securing a multi-year DRAM supply deal. Sandisk shares fell 3.5% in U.S. trading; Nanya stock rose 4.6% in Taipei. The purchase price of NT$223.9 per share is a 15% discount to Nanya's 30-day average. Nanya will use proceeds for factory upgrades and advanced memory production.
25 March 2026
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Intel Stock Price Rises Before the Bell as Arm AI Chip Fuels Server CPU Bets

Intel Stock Price Rises Before the Bell as Arm AI Chip Fuels Server CPU Bets

Intel shares climbed 3.8% premarket Wednesday after Arm launched a new AI data-center chip and oil prices fell. Intel traded at $44.06, valuing the company at $155.4 billion. Arm said its AGI CPU, made by TSMC, could generate $15 billion a year within five years, with Meta and OpenAI as early customers. Analysts noted Intel faces execution risks despite strong gains and renewed demand for server CPUs.
25 March 2026
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Lam Research Stock Price Drops 2.4%: Why LRCX Slid Even as AI Chip Demand Held Up

Lam Research Stock Price Drops 2.4%: Why LRCX Slid Even as AI Chip Demand Held Up

Lam Research shares fell 2.4% to $228.36 Friday amid a tech selloff that sent the Nasdaq down 2.01% as oil prices climbed and rate concerns mounted. Lam forecast March-quarter revenue of about $5.7 billion, above estimates, but flagged risks from trade regulations and heavy China exposure. Peers ASML and KLA also declined, while Applied Materials was flat. Lam and IBM recently announced a five-year chip technology collaboration.
22 March 2026
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Nvidia Sees $1 Trillion AI Chip Opportunity as Jensen Huang Unveils Groq-Fueled Inference Push

Nvidia Sees $1 Trillion AI Chip Opportunity as Jensen Huang Unveils Groq-Fueled Inference Push

Nvidia projected at least $1 trillion in AI chip revenue through 2027 and unveiled new Vera CPUs and Groq-based systems at its GTC conference in San Jose. CEO Jensen Huang said the Vera Rubin platform is now in full production, with Samsung set to manufacture Groq LP30 chips for shipment in late 2026. Nvidia shares traded at $183.22 Tuesday, valuing the company at $4.53 trillion.
17 March 2026
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Intel Corporation Wins Spot in Nvidia’s Rubin AI Servers With Xeon 6

Intel Corporation Wins Spot in Nvidia’s Rubin AI Servers With Xeon 6

Intel’s Xeon 6 CPUs will power Nvidia’s DGX Rubin NVL8 AI servers, set for release in the second half of 2026, according to announcements at Nvidia’s GTC conference. Each system pairs two Xeon 6776P chips with eight Rubin GPUs. Nvidia’s larger NVL72 racks will use its own Vera CPUs. Intel continues to face challenges with its 18A manufacturing process and meeting AI-driven CPU demand.
17 March 2026
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Intel Corporation launches Core Series 2 edge AI chips as turnaround pressure builds

Intel Corporation launches Core Series 2 edge AI chips as turnaround pressure builds

Intel launched its Core Series 2 processors for industrial systems and previewed a Health & Life Sciences Edge AI suite at Embedded World in Nuremberg on Monday. The new chips target factories, robotics, and patient monitoring, and are designed for predictable response times with up to 12 performance cores. Intel shares rose 2.6% to $46.78 Tuesday. CEO Lip-Bu Tan continues to restructure the company amid supply constraints and leadership changes.
10 March 2026
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KLA Corporation stock rises as Barclays lifts chip-equipment outlook ahead of investor day

KLA Corporation stock rises as Barclays lifts chip-equipment outlook ahead of investor day

KLA shares climbed Tuesday after Barclays raised its chip equipment spending forecast, citing strong AI data center demand. Barclays now expects wafer fab equipment spending to rise 24% in 2026 to $139 billion, up from a previous 7% estimate. KLA last reported quarterly revenue of $3.3 billion, beating expectations, and forecast March-quarter revenue of $3.35 billion. U.S. export rules remain a risk for KLA’s China business.
10 March 2026
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Lam Research Corporation Joins IBM in Sub-1nm Chip Push as AI Demand Raises the Stakes

Lam Research Corporation Joins IBM in Sub-1nm Chip Push as AI Demand Raises the Stakes

Lam Research and IBM announced a five-year partnership to develop sub-1nm chipmaking processes, aiming to advance beyond current 2nm technology. Lam shares rose $4.49 to $215.64 after the news. The companies will use IBM’s Albany NanoTech Complex and Lam’s fabrication tools. ASML’s new High-NA EUV lithography systems, priced at about $400 million each, are expected to take years to fully integrate into production.
10 March 2026
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Intel launches edge AI chips as Lip-Bu Tan races to prove turnaround

Intel launches edge AI chips as Lip-Bu Tan races to prove turnaround

Intel launched new Core Series 2 processors for industrial and medical devices at Embedded World in Nuremberg, with systems available now and a healthcare software suite set for broader release in Q2. The company claims the chips outperform AMD's Ryzen 7 9700X on latency in its own tests. Intel shares rose 1.6% Tuesday morning in U.S. trading. Board chair Frank Yeary will retire in May, to be replaced by Craig Barratt.
10 March 2026
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Stock Market Today

  • Micron Technology Price Target Raised by 32% to €418.94 amid Institutional Shifts
    April 11, 2026, 9:39 PM EDT. The average one-year price target for Micron Technology (MU) has climbed 32.02% to €418.94 from €317.33, signaling analyst optimism. This target suggests a 16.86% gain over the recent closing price of €358.50. Despite growing price forecasts, institutional ownership shows mixed activity. Total shares held by 2,725 funds dropped 15.53% in the last quarter, yet average portfolio weight increased by 21.25% to 0.54%. Major holders like Capital World Investors reduced their shares by 10.19%, while Norges Bank entered with a new 2% stake. Funds are increasing portfolio allocation, indicating confidence in Micron's outlook amid shifting ownership. This data underscores active adjustments by key investors ahead of anticipated market developments.

Latest article

India F-35 Deal Hits Pause: Lockheed Martin Says No Direct Talks, U.S. Door Still Open

India F-35 Deal Hits Pause: Lockheed Martin Says No Direct Talks, U.S. Door Still Open

11 April 2026
Lockheed Martin said it is not in direct talks with India over the F-35, clarifying that any approach must go through official U.S. and Indian channels under the Foreign Military Sales process. Indian officials confirmed no formal discussions on acquiring the F-35 have begun. India recently approved a $40 billion military upgrade, including other fighter jets, while Lockheed’s F-21 remains in a separate competition.
Why SNOW Stock Is Falling Again: Snowflake Nears 52-Week Low as AI Worries Hit Software

Why SNOW Stock Is Falling Again: Snowflake Nears 52-Week Low as AI Worries Hit Software

11 April 2026
Snowflake shares fell 8.4% to $121.11 on Friday after an 11.7% drop Thursday, as investors sold off software stocks amid concerns over new AI tools from Anthropic and OpenAI. The stock now trades just above its 52-week low. The S&P 500 Software and Services Index is down 25.5% for the year. Snowflake reported fourth-quarter product revenue of $1.23 billion, up 30% from a year earlier.
Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 11.04.2026

11 April 2026
LIVEMarkets rolling coverageStarted: April 11, 2026, 12:00 AM EDTUpdated: April 11, 2026, 9:41 PM EDT Micron Technology Price Target Raised by 32% to €418.94 amid Institutional Shifts April 11, 2026, 9:39 PM EDT. The average one-year price target for Micron Technology (MU) has climbed 32.02% to €418.94 from €317.33, signaling analyst optimism. This target suggests a 16.86% gain over the recent closing price of €358.50. Despite growing price forecasts, institutional ownership shows mixed activity. Total shares held by 2,725 funds dropped 15.53% in the last quarter, yet average portfolio weight increased by 21.25% to 0.54%. Major holders like Capital World
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