Intel Corporation

Tesla, Inc.

Bonds hit their highest level since mid-January

Intel will help Musk with chips for robots and data centers in space. Shares jumped

NVIDIA Corporation

SK hynix Inc.

Micron Technology, Inc.

The lowered plans are due to delays in getting enough high-bandwidth memory from SK Hynix and Micron Technology

Nvidia could drastically cut back on new chip production due to memory shortages. What about the stock?

ASML Holding N.V.

A group of U.S. lawmakers has proposed a bill that would tighten restrictions on exports of semiconductor manufacturing equipment to China, including a ban on servicing installations already delivered. These actions by U.S. lawmakers could affect Europe's most <a href="https://companiesmarketcap.com/european-union/largest-companies-in-the-eu-by-market-cap/">expensive</a> company ASML and a number of others.

U.S. prepares new restrictions on China's chip manufacturing. Which stocks will be affected?

Apollo Global Management, Inc.

Brookfield Corporation

The share surge followed the decision to buy out a stake in a plant in Ireland

'Major brake': UBS finds new driver for Intel stock after 14% rise

Intel sold a stake in the Irish plant two years ago for $11.2 billion

Intel's stock soared. After a year of savings, it will spend $14 billion on a plant buyback

QUALCOMM Incorporated

Due to falling demand for smartphone chips, Qualcomm is trying to diversify its business

Largest mobile processor maker to buy back its shares for $20 billion

The figure does not suggest a "stunning" acceleration in sales growth, according to Bloomberg

Nvidia predicted $1 trillion in AI chip revenue through 2027. The stock jumped briefly

Microsoft Corporation

Alphabet Inc.

Amazon.com, Inc.

Maia 200 is the highest performing chip among hyperscaler solutions, claims Microsoft

Microsoft has released a new AI chip. It will help reduce dependence on Nvidia

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

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?

Taiwan Semiconductor Manufacturing Company Limited

Several brokerage firms, including Goldman Sachs, JPMorgan Chase, and Macquarie Group, have raised their forecasts for Taiwan Semiconductor Manufacturing Co (TSMC) shares since the beginning of the year, underscoring continued optimism about the world's largest contract chipmaker after its record growth, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-01-07/tsmc-s-record-stock-rally-spurs-wall-street-rush-to-hike-targets?embedded-checkout=true">reports</a>.

Processors