Intel Corporation

Micron Technology, Inc.

Citi analysts have revised their estimates of the largest chipmakers, raising their recommendation on Intel and at the same time excluding Micron from the list of priority ideas. The investment company sees tactical opportunities for Intel against the backdrop of competitors' limitations, but points to remaining risks. Whereas on Micron, analysts say, a slowdown in DRAM memory price growth is expected.

Citi changes Intel and Micron valuations amid chip market dynamics. Is it worth buying?

Quotes of chipmaker Intel in trading on Wednesday, January 14, jumped more than 3% - almost to $49. This is the maximum level since January 2024. Investors are betting that support from U.S. President Donald Trump will strengthen the company's business in the segment of contract semiconductor manufacturing, <a href="https://www.barrons.com/articles/intel-stock-price-apple-chips-4ce48217">explains</a> Barron's.

Intel stock has risen to a two-year high. Is it too late to buy them?

Walmart Inc.

Exxon Mobil Corporation

The Boeing Company

Vistra Corp.

Oklo Inc.

General Motors Company

Meta Platforms, Inc.

Novo Nordisk A/S

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

New York morning: pressure on Powell triggers selloffs

Broadcom Inc.

Advanced Micro Devices, Inc.

ASML Holding N.V.

Applied Materials, Inc.

Intel shares rose in trading on Friday, January 9, by more than 10% after the meeting of the company's CEO Lip-Bu Tan with U.S. President Donald Trump. Quotes reached $45.5, which was their highest since March 2024. In August 2025, the White House <a href="https://oninvest.com/article/dola-intel-usla-v-belyj-dom-cto-boatsa-poterat-amerikanskie-cinovniki">bought </a><a href="https://oninvest.com/article/dola-intel-usla-v-belyj-dom-cto-boatsa-poterat-amerikanskie-cinovniki"></a>the chipmaker's securities for more than half the price: the stake it bought for $8.9 billion is now worth about $19 billion, CNBC <a href="https://www.cnbc.com/2026/01/09/semiconductor-stocks-boosted-by-donald-trumps-intel-praise.html">calculated</a>. Already this year, the company's capitalization has managed to grow by 22%.

Intel shares soar to highest in nearly two years after CEO's meeting with Trump

NVIDIA Corporation

The company unveiled the Panther Lake chip, a marketable product it has been working toward for several years

"Moment of truth" for Intel: its stock at its highest in a year after landmark presentation 

Nvidia announced a $5 billion investment in Intel in September

Reuters: Nvidia has stopped tests of Intel's chip release technology. Its shares fell

Nvidia shares jumped 4% in trading on December 19 thanks to two positive news. The U.S. authorities approved the company's investment in U.S. processor maker Intel in the amount of $5 billion. In addition, the White House began considering documents that will allow Nvidia to resume supplying China with its AI chips, Reuters has learned. Nvidia's securities remain attractive to investors because they are relatively cheap, Bernstein said.

Nvidia shares are up 4%. Why does Bernstein think they are still attractive?

Alphabet Inc.

Ford Motor Company

Navan, Inc.

The key event will be the publication of the labor market report for November

Morning in New York: indices look downward 

The Nasdaq Composite Technology Sector Index fell 1.5% in November, interrupting a seven-month rally. The reason was investors' doubts about the sustainability of the profitability of the AI sector, CNBC <a href="https://www.cnbc.com/2025/11/27/stock-market-today-live-updates.html">notes</a>. S&amp;P 500 and Dow Jones Industrial Average managed to maintain positive dynamics thanks to this week's rally: the market is waiting for the Federal Reserve to lower the rate in December for the third time this year.

The Nasdaq Composite broke off a seven-month rally, ending November in negative territory

Apple Inc.

Quotes Intel jumped by 7.7% in trading on Friday, November 28, after TF International Securities analyst Ming-Chi Kuo said that the chipmaker may become a manufacturing partner for some Apple processors, <a href="https://seekingalpha.com/news/4526553-intel-jumps-as-analyst-says-prospects-of-apple-deal-have-improved-significantly">noted</a> Seeking Alpha. We are talking about the M-series processors, which are used in MacBook Air and iPad Pro and in total should be dispersed in the approximate circulation of 20 million devices this year, the publication writes.

Intel shares soar: analyst tipped on prospects for new Apple contract

Taiwan Semiconductor Manufacturing Company Limited

Leading Chinese companies - Alibaba and ByteDance - are training their artificial intelligence models abroad to gain access to Nvidia chips, Financial Times sources claim. One of China's largest developers, Vanke, has requested a delay in payments, causing its bonds to collapse and alarm across the sector. On these and other topics - in our review of key events by the morning of November 27.

Highlights for the morning: Canada's duties, Intel and TSMC squabble, China finds its way to Nvidia chips

American Airlines Group Inc.

Truist Financial Corporation

The U.S. billionaire's investment company has strengthened its position in the consumer sector and sharply reduced its investments in health care