🔥Intel trapped in Elon's reality distortion field
"As soon as the cost to orbit drops to a low number, it immediately makes extremely compelling sense to put AI in space," Musk asserted. "Increasing power on earth has become harder over time and more expensive over time, but in space, it actually becomes cheaper and easier over time."
https://www.theregister.com/2026/04/07/intel_elon_space_delusion/
US Top News and Analysis | Samsung shares rise nearly 5% as profit seen jumping 8-fold on AI chip boom
Samsung shares rose as much as 4.8% on Tuesday after the South Korean technology giant forecast record quarterly profit driven by surging demand for artificial intelligence chips. In its preliminary earnings guidance, Samsung projected operating profit for the January-March quarter to reach 57.2 trillion won ($37.8 billion), more than eight times the 6.69 trillion won reported a year earlier. If realized, this would mark a quarterly record—nearly three times the previous high—and exceed LSEG SmartEstimate forecasts of 42.3 trillion won.
The company also estimated consolidated revenue would surge nearly 70% year-on-year to 133 trillion Korean won, with the growth primarily fueled by its memory chip business. Samsung’s Device Solutions division, which includes memory chips, contributed 39% of total revenue and 57% of operating profits in 2025. Explosive demand for high-bandwidth memory (HBM) chips used in AI computing has caused widespread shortages, pushing prices and volumes upward across the memory sector.
Samsung’s strong outlook reflects its efforts to reclaim leadership in the HBM market after losing an early advantage to rival SK Hynix. The company is expected to release its full earnings later this month, with analysts watching closely to confirm whether the AI-driven boom translates into sustained financial performance. The guidance underscores how AI infrastructure demand is reshaping the semiconductor landscape, positioning Samsung as a key beneficiary of the ongoing AI chip boom.
Yahoo Finance | Amkor Technology (AMKR) Gained from Growing AI Packaging Solutions and Recovery Signals
Amkor Technology (AMKR) Gained from Growing AI Packaging Solutions and Recovery Signals
American Century Investments, an investment management company, released its fourth-quarter 2025 investor letter for the “American Century Investments Small Cap Value Fund.” A copy of the letter is available to download here. U.S. stocks advanced during the quarter, with large-cap stocks slightly outperforming small-cap stocks, while both groups did better than mid-cap stocks. Across all market capitalization categories, value-style stocks surpassed growth-style stocks. The economy grew at an annualized rate of 4.3% in the third quarter, compared to 3.8% in the previous quarter, and corporate earnings also showed improvement. Although inflation eased, unemployment rose to 4.6% in November. The Fund recorded a return of -1.06% (Investor) for the quarter, while the Russell 2000 Value Index returned 3.26%. This underperformance of the Fund can be attributed to both allocation choices and stock selection. Please review the Fund’s top five holdings to gain insights into their key selections for 2025.
In its fourth-quarter 2025 investor letter, American Century Investments Small Cap Value Fund highlighted stocks like Amkor Technology, Inc. (NASDAQ:AMKR). Amkor Technology, Inc. (NASDAQ:AMKR) is a leading semiconductor packaging and test services provider. On April 2, 2026, Amkor Technology, Inc. (NASDAQ:AMKR) stock closed at $46.70 per share. One-month return of Amkor Technology, Inc. (NASDAQ:AMKR) was 12.23%, and its shares gained 213.84% over the past 52 weeks. Amkor Technology, Inc. (NASDAQ:AMKR) has a market capitalization of $11.55 billion. American Century Investments Small Cap Value Fund stated the following regarding Amkor Technology, Inc. (NASDAQ:AMKR) in its fourth quarter 2025 investor letter: "Amkor Technology, Inc. (NASDAQ:AMKR): This provider of assembly and testing services to chipmakers has benefited from signs of recovery in end markets and from its growing focus on artificial intelligence packaging solutions. We believe the push to make chips domestically has been beneficial to Amkor, as it is one of two companies in the U.S. capable of providing large-scale advanced packaging solutions."
#amkortechnology #smallcapvaluefund #nasdaq #ai #semiconductor
Yahoo Finance | A Photronics Director Sold 10,000 Company Shares. Should Investors Avoid the Stock?
A Photronics director, Mitchell G. Tyson, sold 10,000 shares of company stock for a transaction value of approximately $423,100, as disclosed in an SEC Form 4 filing. The sale represented 23.15% of his direct holdings at the time, which is above his recent median transaction size of 10.37% per trade since July 2025. Following the sale, Tyson retains 33,199 shares directly, valued at around $1.36 million based on the April 1, 2026 market close of $40.88 per share. The transaction involved only directly-held common stock, with no indirect holdings or derivative securities.
Photronics manufactures photomask products critical for semiconductor and flat panel display production, serving global customers in high-performance electronics markets. The company reported record revenue in its integrated circuits division for the fiscal first quarter ended February 1, 2026, driving total Q1 sales to $225.1 million—a 6% year-over-year increase. With a 1-year price change of 124.70% and a price-to-earnings ratio of 17, the stock has seen strong performance but may be considered relatively expensive. Despite the insider sale, Tyson’s continued significant ownership suggests confidence in the company’s long-term prospects.
The Motley Fool analysis concludes that the sale is not necessarily a red flag for investors, as it aligns with Tyson’s historical trading pattern and occurred amid stock price appreciation. While Photronics is viewed as a solid investment due to its industry leadership and growth potential from new integrated circuit designs, the Motley Fool Stock Advisor did not include it in its current list of 10 best stocks to buy. Investors are advised to consider waiting for a price pullback before buying, though current shareholders may want to hold the stock given its strong fundamentals and Tyson’s retained stake. The article emphasizes long-term holding over short-term reactions to insider transactions.
Read more: https://finance.yahoo.com/markets/stocks/articles/photronics-director-sold-10-000-215648976.html
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ASSAM'S DEVELOPMENT NARRATIVE: A GRAND SHOWCASE OR A FRAGMENTED REALITY?
Will the new semiconductor plant in Jagiroad, Assam, create enough jobs for local people? Tata Group says yes, but some in BJP have doubts. Find out what it means for Assam.
#AssamJobs, #JagiroadPlant, #Semiconductor, #TataGroup, #LocalEmployment
https://newsletter.tf/assam-jagiroad-semiconductor-plant-local-jobs/
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