Intel (INTC) stock gains after Tesla confirms partnership for 14A chip process at Terafab, becoming chipmaker’s first major external foundry customer.
Author: Trader Edge
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Netflix (NFLX) announces $25 billion share buyback program with no expiration, adding to $6.8B remaining from prior plan. Stock rises 1.5% on the news.
TSMC (TSM) stock jumped 5% after revealing A13 and N2U chip nodes that bypass ASML’s costly high NA EUV machines, targeting advanced packaging by 2028.
Tesla (TSLA) stock fell 3% despite beating Q1 estimates as the company’s $25B+ capex guidance for 2026 signals negative free cash flow concerns.
Lam Research (LRCX) stock rallies after beating Q3 estimates with $1.47 EPS and $5.84B revenue. BofA raises price target to $330 on AI-driven demand.
BE Semiconductor (BESI) stock gains 3% after Q1 orders doubled to €269.7M, profit rose 64%, and Q2 revenue guidance showed 30-40% sequential growth.
American Bitcoin (ABTC) stock jumped 12% after deploying 11,298 new mining rigs, boosting hashrate to 28.1 EH/s and fleet size to 89,242 ASICs.
SoftBank is negotiating a $10 billion margin loan collateralized by its OpenAI stake, adding to more than $40 billion in OpenAI-linked borrowings already secured.
Microsoft (MSFT) stock rises 2% on news of $18B Australia investment. Company to expand Azure capacity 140% by 2029 ahead of Q3 earnings April 29.
Oil surged above $105 per barrel as Iran targeted ships in the Strait of Hormuz and peace negotiations with the US reached an impasse, driving Brent past $100.
Samsung Electronics faces potential 18-day strike as 40,000 workers protest over compensation gap with SK Hynix, threatening AI chip production.
AMD stock jumped 6.67% Wednesday after launching its $899 Ryzen 9 9950X3D2 CPU and receiving a Stifel price target upgrade to $320. Details inside.
Salesforce (CRM) dropped 30% in 2025, but Agentforce ARR reached $800M. Wall Street analysts see 38% upside potential from current price levels.
IBM (IBM) stock fell 7% after hours despite beating Q1 earnings. Unchanged guidance and RHEL growth concerns weighed on investor confidence.
SK Hynix posts record $27.2B Q1 profit, up 400% YoY, with 72% operating margin driven by AI memory chip demand and 57% HBM market share.