Marvell Technology, Inc.

TD Cowen saw risks in the custom chip and electro-optics business despite growth in the data center segment

Marvell shares are up 30% in a month. Why did analysts downgrade them?

Intel Corporation

A "breakthrough" that could strengthen Intel's position as a key chip maker in the U.S., or a "goodwill gesture" and a political move by Apple to curry favor with the authorities? Wall Street analysts are divided on Apple's potential deal at Intel. On Wednesday, September 24, Bloomberg sources <a href="https://oninvest.com/article/intel-predlozil-apple-investirovat-v-svoe-proizvodstvo-bloomberg-akcii-podskocili">reported</a> that Intel has approached the iPhone maker with an investment proposal, but talks are at an early stage and may not result in a deal.

A breakthrough or a goodwill gesture? What Wall Street is saying about a possible Intel-Apple deal

Investors saw the buyback program as a signal of confidence in the company's future

Marvell announces new $5 billion buyback Is the stock worth buying after a 30% collapse?

Micron Technology, Inc.

Micron has become one of the main beneficiaries of the investment boom in the AI sphere

Micron improved its outlook due to demand for AI memory. Will the stock rally continue?

In September, the company's quotations showed the best monthly growth in the last 15 years

Analysts raised their forecasts on Micron stock ahead of the report. What to pay attention to?

ASML Holding N.V.

Wall Street is betting on a rise in equipment orders for the Dutch company next year

ASML stock has its third upgrade in a month. What prospects do analysts see?

Baidu, Inc.

Alibaba Group Holding Limited

Tencent Holdings Limited

Semiconductor Manufacturing International Corporation

Cambricon Technologies Corporation Limited

Advances in the development of artificial intelligence and the production of proprietary chips for it have triggered a large-scale rally in the market of technology companies in China. But you should approach investments in the Chinese market with caution, experts warn: you never know where the wind from Beijing will blow.

The Great Chinese Technorally: What risks investors need to be aware of

NVIDIA Corporation

Advanced Micro Devices, Inc.

Intel's $5bn deal with Nvidia is "symbolic in nature", says Financial Times

Intel stock got a downgrade from Citi. Partnership with Nvidia won't help?

Bank of America believes that shares of Dutch chip equipment manufacturer ASML may become the main beneficiary of the deal between Nvidia and Intel for $5 billion. The bank's analyst raised the target price of the company's securities and retained the advice to buy them. BofA is convinced: strengthening of Intel's positions in the market of data centers and PCs will be a favorable factor for companies producing equipment for chip production.

BofA names the beneficiary of the Intel and Nvidia deal. Why could its stock rise 16%?

The deal is a game changer for Intel, says Wedbush analyst Dan Ives

Nvidia invests $5 billion in Intel as part of AI collaboration. Intel shares soar

Nvidia CEO Jensen Huang called doing business in China "something of a roller coaster"

China has banned its tech giants from buying Nvidia chips. What does this mean for the company?

Broadcom Inc.

PHLX semiconductor index shows a 22% return relative to the beginning of 2025

Chips