Micron Technology, Inc. (NASDAQ:MU) has become one of the AI boom’s biggest beneficiaries because high-bandwidth memory has turned into a scarce strategic resource. An Intel Corporation (NASDAQ:INTC)-backed startup now wants to challenge that scarcity. Barron’s reported September 10 that Kepler Computing emerged from stealth with a new memory architecture using ferroelectric materials and 3D stacking. […]

A report of Intel raising chip prices sent shares surging 3% and erased the prior session

A report of Intel raising chip prices sent shares surging 3% and erased the prior session's Piper Sandler-driven selloff, but the real question is whether the company has genuine pricing power or is simply charging scarcity rent that evaporates the moment supply loosens.

Intel stock has surged over 300% in a year while losing billions on a GAAP basis, and the next two earnings reports will determine whether $100 is a launchpad or the ceiling investors should have sold into.

VIRGINIA RETIREMENT SYSTEMS ET Al purchased a new stake in shares of Intel Corporation (NASDAQ:INTC - Free Report) in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm purchased 742,744 shares of the chip maker

DMC Group LLC lessened its stake in Intel Corporation (NASDAQ:INTC - Free Report) by 16.1% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 26,922 shares of the chip maker

Groupe la Francaise lifted its position in shares of Intel Corporation (NASDAQ:INTC - Free Report) by 162.9% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 249,502 shares of the chip maker

California State Teachers Retirement System increased its stake in Intel Corporation (NASDAQ:INTC - Free Report) by 13,422.7% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 931,579,105 shares of the chip maker

HighTower Advisors LLC boosted its position in Intel Corporation (NASDAQ:INTC - Free Report) by 6.6% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 806,675 shares of the chip maker

HORAN Wealth LLC purchased a new stake in shares of Intel Corporation (NASDAQ:INTC - Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 8,785 shares of the chip maker

Amundi lowered its stake in shares of Intel Corporation (NASDAQ:INTC - Free Report) by 22.3% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 30,293,732 shares of the chip maker

Anchor Capital Advisors LLC reduced its position in Intel Corporation (NASDAQ:INTC - Free Report) by 32.9% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 233,195 shares of the chip maker

AI Packaging Buzz: Social media chatter centers on Intel's positioning in advanced chip packaging fo

Ameritas Advisory Services LLC boosted its stake in shares of Intel Corporation (NASDAQ:INTC - Free Report) by 479.2% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 167,544 shares of the chip maker

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