Intel Corporation

NVIDIA Corporation

Meta Platforms, Inc.

Arm Holdings plc

Nvidia's move to Arm architecture CPUs and the related deal with Meta could bring Intel serious problems, an analyst said

'Intel killer': analyst calls Nvidia and Meta deal a threat to oldest chipmaker

Alphabet Inc.

Amazon.com, Inc.

Novo Nordisk A/S

Roblox Corporation

Reddit, Inc.

Advanced Micro Devices, Inc.

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

Morning in New York: waiting for the sentiment to stabilize

SoftBank Corp.

The two companies have partnered amid growing memory chip shortages and rising prices

SoftBank and Intel to develop next-generation memory for AI. How are investors reacting?

Intel CFO David Zinsner bought a stake in the company amid a sharp decline in quotes after the publication of <a href="https://oninvest.com/article/intel-dal-slabyj-prognoz-na-kvartal-iz-za-problem-s-proizvodstvom-akcii-upali-na-12">reports</a>, betting on the temporary nature of the fall, <a href="https://www.marketwatch.com/story/this-intel-executive-bought-the-dip-as-the-stock-sank-on-earnings-disappointment-d5f63105?mod=home_lead">writes</a> MarketWatch, citing <a href="https://www.intc.com/filings-reports/all-sec-filings/content/0000050863-26-000032/0000050863-26-000032.pdf">documents</a> filed with the U.S. Securities and Exchange Commission.

Intel insider bought shares for the first time since 2024. Should we follow his lead?

Despite the political risks of recent weeks, the U.S. stock market remains relatively close to record highs

The S&amp;P 500 Index declined for the second week in a row for the first time since June

External customers will not contract with Intel until they are confident that the chipmaker can deliver high yields from the assembly line, analysts said

"The stock's rise was driven by a dream": why Intel posted its worst drop in two years

Netflix, Inc.

Warner Bros. Discovery, Inc.

Paramount Skydance Corporation

Capital One Financial Corporation

Intuitive Surgical, Inc.

Tesla, Inc.

Uber Technologies, Inc.

Oracle Corporation

GE Aerospace

Abbott Laboratories

Morning in New York: the "bulls" will face a test of strength

Intel can't deliver enough new processors to the market due to high defect rates

Intel gave a weak outlook for the quarter due to manufacturing issues. The stock is down 12%

Analysts at HSBC and Seaport have upgraded their ratings on Intel's stock, taking a positive view of signs of improvement in its contract chip business. This is despite the fact that the company is still far away from leadership in the industry, and new customers for the production of processors using Intel's new technology have not yet been named, <a href="https://www.marketwatch.com/story/intels-stock-pops-as-it-finds-a-growing-chorus-on-wall-street-bf46a73a">notes</a> MarketWatch. The chipmaker's shares rose 3.4% in trading on Jan. 20.

Intel's manufacturing successes lead to two ratings revisions. Is the crisis over?

Johnson & Johnson

The shortened trading week - on January 19, stock exchanges in the U.S. will not open due to Martin Luther King Day - begins with the World Economic Forum (WEF) in Davos, Switzerland, where <a href="https://www.barrons.com/articles/netflix-united-airlines-ge-aerospace-intel-cpe-cf2b31d3?mod=hp_latestnews#:~:text=where%20at%20least%2060%20heads%20of%20state%20are%20expected">dozens of</a> heads of state will gather. President Trump is expected to speak at the WEF on Wednesday, January 21, Yahoo Finance <a href="https://finance.yahoo.com/news/trump-in-davos-netflix-and-intel-results-on-deck-as-earnings-season-ramps-what-to-watch-this-week-123046447.html#:~:text=The%20first%20is%20President%20Trump%27s%20speech%20at%20the%20World%20Economic%20Forum%20in%20Davos%2C%20Switzerland%2C%20which%20is%20expected%20to%20take%20place%20on%20Wednesday%20morning%20ET.">reported</a>.

Davos, inflation, Netflix and Intel: what investors need to know this week

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.