Micron Is Poised to Surge After Its Fiscal Year Ends

Micron Technology is expected to deliver strong fiscal 2026 results on September 30, with revenue estimated to increase 3.5x to $129.7 billion and EPS rising 9x to $73.44. The company benefits from severe memory chip supply shortages driven by AI data center demand, with memory prices expected to continue rising into 2027. Analysts project 315% revenue growth for Q1 fiscal 2027, and Micron's attractive PEG ratio of 0.14 suggests the stock remains undervalued despite its 488% gain over the past year.

09/18/2026, 9:32 AM • The Motley Fool

Why Intel Stock Jumped 7.6% Today

Intel stock surged 7.6% after Reuters reported that SK Hynix is exploring a potential deal to lease or form a joint venture at Intel's Ohio manufacturing facility. While talks remain exploratory with no formal agreement, the news boosted Intel for two consecutive trading sessions. The potential partnership could provide a significant customer for Intel's struggling Foundry business, though regulatory hurdles remain a concern.

09/17/2026, 7:04 PM • The Motley Fool

Stock Market Today, Sept. 16: Stocks Slip as Fed Raises Rates

The Federal Reserve raised interest rates by 25 basis points to 3.50%-3.75%, marking the first hike in three years. Major indices declined with the S&P 500 falling 0.45%, Dow Jones dropping 1.21%, and Nasdaq slipping 0.01%. AI stocks recovered slightly with Dell, Intel, and Nvidia finishing in the green. Traders are pricing in potential further rate hikes, which typically pressure equities in the short term but historically lead to gains within a year.

09/16/2026, 5:15 PM • The Motley Fool

Stock Market Today, Sept. 16: Intel Jumps on SK Hynix Memory-Chip Manufacturing Talks

Intel stock surged 4.03% to $101.05 on reports of potential manufacturing talks with SK Hynix to produce memory chips domestically in the U.S. for the first time. Multiple analyst target raises, including Melius Research's $165 price target and potential $200 upside in two years, also drove the gain. The deal could strengthen Intel's foundry business and attract high-profile customers amid growing AI demand.

09/16/2026, 5:09 PM • The Motley Fool

Why Marvell Stock Rallied Today

Marvell Technology stock surged up to 5.4% following reports of a potential deal between SK Hynix and Intel to manufacture memory chips in the U.S. for the first time. As a partner of SK Hynix working on data transfer acceleration, Marvell benefits from any steps to ease the memory chip shortage bottleneck in AI. While Marvell trades at a premium valuation of 34x next year's earnings, its record revenue and accelerating growth support the positive momentum.

09/16/2026, 12:12 PM • The Motley Fool

Intel Stock Investors Should Pay Attention to This Potential SK Hynix Deal

Intel is in talks with South Korean chipmaker SK Hynix to lease part of its $28 billion Ohio manufacturing facility for memory chip production. The deal could help Intel monetize its massive Ohio campus investment, though it requires South Korean government approval due to concerns about sensitive technology exports. Intel's stock rose 4% on the news as the company seeks to generate returns from its foundry business.

09/16/2026, 11:06 AM • The Motley Fool

GPU Shipments Poised for Growth as AI, Gaming and Data Center Demand Drive Market Opportunities Through the Forecast Period

A new quarterly GPU market report tracks worldwide graphics processing unit shipments and supplier market share across integrated, embedded, and discrete segments. The report provides historical data from Q1 2004 through 2025 forecasts, analyzing performance from major suppliers AMD, Intel, and Nvidia. GPU demand is expected to grow driven by AI, gaming, and data center applications.

09/16/2026, 4:53 AM • GlobeNewswire

Stock Market Midday, Sept. 15: Stocks Slide on AI and Bond Jitters

Major stock indexes declined on September 15, 2026, as concerns over AI scaling pressures and rising bond yields weighed on markets. The S&P 500 fell 0.45%, the Nasdaq dropped 0.73%, and the Dow declined 0.88%. The 10-year Treasury yield reached 4.99%, its highest level since 2007. While some semiconductor stocks like Nvidia, Intel, and Micron gained slightly as investors reassessed AI concerns, cryptocurrency stocks fell ahead of Senate legislation votes. High treasury yields and rising oil prices compounded market weakness.

09/15/2026, 12:34 PM • The Motley Fool

Why Micron, Intel, AMD, and Other Chip Stocks Fell Today

Chip stocks including Micron, Intel, AMD, and Nvidia declined following mounting concerns from AI researchers and industry leaders about unchecked AI advancement risks. Anthropic CEO Dario Amodei and other tech leaders are calling for slower AI development and stronger safety standards. A slowdown in AI capabilities advancement could reduce demand for memory chips and AI accelerators, pressuring these semiconductor companies' growth and pricing power.

09/14/2026, 11:08 PM • The Motley Fool

Stock Market Midday, Sept. 14: Tech Stocks Slide on Dire AI Warnings, Micron Drops 5%

Tech stocks declined midday on September 14, 2026, as AI industry leaders including Anthropic CEO Dario Amodei and OpenAI CEO Sam Altman warned about risks of rapid AI development and called for slower growth. The S&P 500 fell 0.44%, Nasdaq dropped 0.44%, and the Dow declined 0.36%. Micron Technology tumbled 5% on AI development concerns, while cybersecurity stocks like CrowdStrike surged 15%. Meta Platforms climbed after Goldman Sachs maintained a Buy rating on its Muse AI agent.

09/14/2026, 12:24 PM • The Motley Fool

Malaysia Electronics Manufacturing Services Market 2026-2031 - Growth Driven by Expanding Semiconductor and Consumer Electronics Demand

Malaysia's electronics manufacturing services market is projected to grow from USD 5.11 billion in 2025 to USD 9.01 billion by 2031 at a 9.71% CAGR. Growth is driven by US-China supply chain diversification, foreign direct investment in Penang's manufacturing corridor, and demand for advanced packaging and integrated services. However, skilled labor shortages and regional competition present challenges.

09/14/2026, 4:58 AM • GlobeNewswire

Predicting Intel's Value by 2030 Could Make It Worth a Look Right Now

Intel stock has declined 19% since July and received a neutral rating from Piper Sandler, but analysts project strong long-term growth driven by surging server CPU demand for AI data centers. With expected high-teens revenue growth through 2030 and potential market cap expansion to $900 billion (65% higher than current levels), Intel could offer significant upside for long-term investors despite near-term headwinds.

09/13/2026, 10:23 AM • The Motley Fool

Applied Materials vs. ASML: Which Tech Stock Is a Better Buy in 2026?

The article compares two semiconductor equipment giants: Applied Materials, which provides diverse chip fabrication tools, and ASML, which dominates extreme ultraviolet (EUV) lithography. ASML is recommended as the better buy despite higher valuation, citing its monopoly in advanced chip manufacturing technology and superior financial metrics, while Applied Materials faces geopolitical risks and lacks comparable competitive moats.

09/13/2026, 8:30 AM • The Motley Fool

Applied Materials vs. Intel: Which Tech Stock Is a Better Buy in 2026?

Applied Materials and Intel represent different plays in semiconductor growth. Applied Materials supplies essential chip manufacturing equipment with strong profitability (24.7% net margin, $5.7B free cash flow) and a modest dividend. Intel is undergoing a capital-intensive transformation into a foundry business, currently unprofitable with negative free cash flow of $4.9B. The article recommends Applied Materials as the safer choice due to its financial stability, consistent profitability over 10 years, and lower business risk compared to Intel's uncertain transition.

09/11/2026, 8:15 AM • The Motley Fool

Sports Event City, Connecting the World: Beijing Accelerates Building a World-Class Sports Host City

Beijing held the 2026 CIFTIS Sports Services Section Main Forum on September 10, bringing together government officials, international sports organization leaders, and diplomats to discuss sports events as catalysts for urban development. As the world's first 'Dual Olympic City,' Beijing announced 11 major international sports events for autumn and winter, including the FIS Snowboard and Freestyle Ski Big Air World Cup, GT World Challenge Asia, and Intel Extreme Masters Beijing 2026. Participants emphasized that successful sports event cities integrate events into urban development strategies and residents' daily lives rather than simply pursuing event volume.

09/11/2026, 3:32 AM • GlobeNewswire