Companies

Intel, Jim Cramer's top pick, has soared over 200% this year. The chipmaker's AI opportunities face scrutiny as post-quantum cryptography and edge AI advances reshape the landscape.

Tether's BitNet fine-tuning framework enables training a 13-billion-parameter LLM on an iPhone 16, achieving 8x faster inference than CPUs. The framework works on consumer GPUs and handheld devices.

Databricks' sales growth exceeds 80%, but margins are under pressure from a surge of AI agents, highlighting scaling challenges in the AI infrastructure shift.

TD Cowen raised Micron's price target to $1,500 from $660, citing structural AI-driven memory demand. Analyst Krish Sankar sees 53% upside, with 44 of 47 analysts rating the stock a buy.

Micron Technology has surged 224% year-to-date, with TD Cowen raising its price target to $1,500, citing structural AI-driven demand for DRAM. Meanwhile, Tether's new framework enables fine-tuning 13B-parameter models on

Tether's new fine-tuning framework enables Microsoft's BitNet b1.58 13B-parameter LLM to run and train on consumer devices like the iPhone 16, achieving 8x faster inference on GPUs.

Butterfly Network, maker of the Butterfly iQ3 ultrasound device, saw its stock fall to a new 52-week low of 4.75 EUR on June 12, 2026, a 13.6% drop from the prior close.

Butterfly Network Inc. shares fell to a new 52-week low of 4.75 EUR on June 12, 2026, a 13.61% drop from the prior close. The Ultrasound-on-Chip company's products include Butterfly iQ3 and iQ+.

Broadcom fell 12% after weaker-than-expected earnings on June 3, triggering a broad semiconductor sell-off. Micron Technology dropped over 7% and ARM Holdings 4%, with KeyBanc analyst John Vinh calling the pullback warra

Barclays traders advise buying index puts as protection against a tech-led pullback, noting semiconductors and tech hardware now exceed 30% of the S&P 500. The bank's equities timing indicator signals a sell.

Goldman Sachs raised its CSI 300 12-month target to 5,500, citing AI hardware as the driver of 85% of $3.8 trillion in Chinese equity gains since January 2025. ASPEED also debuted new server management chips at COMPUTEX

Goldman Sachs raised its 12-month target on the CSI 300 to 5,500, citing AI hardware driving 85% of $3.8 trillion in Chinese equity gains since January 2025.

Chinese companies are developing alternatives to Nvidia chips for AI and driver-assist systems, with Goldman Sachs predicting an accelerated shift to domestic semiconductors over 2026-2028.

Chinese AI models from MiniMax, Kimi, and DeepSeek now run on local Huawei and Alibaba chips, with Goldman Sachs forecasting a full pivot from Nvidia by 2026-2028.

Nvidia launched the RTX Spark PC chip, developed with MediaTek, enabling local AI agents on laptops and desktops. Partners include Dell, HP, Lenovo, and Microsoft.

NVIDIA reported record Q1 FY2027 revenue of $81.6 billion, up 85% YoY, driven by Data Center sales of $75.2 billion. The company raised its dividend to $0.25 per share and authorized $80 billion in buybacks.

DRAM contract prices jumped 90-95% QoQ in Q1 2026, with another 58-63% rise forecast for Q2. Micron is exiting its Crucial consumer brand to focus on AI data centers, while a threatened Samsung walkout could worsen short

Mistral CEO Arthur Mensch says Europe is lagging in AI infrastructure, as the company invests €4B in data centers and explores designing its own chips to control more of the stack.

Meta introduces paid tiers for Instagram, Facebook, and WhatsApp, with WhatsApp Plus costing $2.99/month. The launch comes as Texas sues Meta over encryption claims.

SK Hynix surged over 250% this year, pushing its market cap above $1 trillion, as AI demand drives a semiconductor rally. Analysts say the boom is only halfway done.

Taiwan Semiconductor (TSM) and Seagate Technology surge as AI demand drives memory stock gains, while Nvidia's $5tn market value underscores the reshuffling. TSM boasts a 62.14% gross margin and low 18.58% debt-to-equity

Jim Cramer argues Nvidia should emulate Apple's capital allocation strategy of buybacks and dividends. Nvidia has already started with a sizable buyback and dividend, but Cramer suggests it should do more.

Morgan Stanley raised price targets for China indexes through Q2 2027, while Bank of America named stocks with June upside. JPMorgan sees S&P 500 reaching 9,000 by mid-2027.

Morgan Stanley raised price targets for China indexes, citing resilience amid macro volatility. JPMorgan also sees S&P 500 reaching 9,000 by mid-2027.