Intel Jumps As CEO Plans Trump Meeting
Warning! GuruFocus has detected 6 Warning Signs with INTC.
AMD (NASDAQ:AMD) rose 2.6% and Nvidia (NASDAQ:NVDA) 0.6% after reports of a plan to share 15% of China AI chip revenue with the U.S. in exchange for export licenses, covering Nvidia's H20 and AMD's MI308. Marvell Technology (NASDAQ:MRVL) added 1.5% and Qualcomm (NASDAQ:QCOM) 1.2%. Arm (NASDAQ:ARM) climbed 3% after a Buy initiation at Seaport.
Micron (NASDAQ:MU) gained 3% after lifting Q4 revenue guidance to 11.2Billion, plus or minus 100Million, from 10.7Billion, plus or minus 300Million, citing stronger DRAM pricing and execution. Equipment names inched higher too, with Lam Research (LRCX) up 1%, ASML (ASML) 0.8% and Applied Materials (NASDAQ:AMAT) 0.9%. AMAT reports Thursday, August 14.
policy headlines and license terms can swing margins and sentiment, while better memory pricing supports the cycle.watch the TanTrump meeting for policy color and AMAT's results for the next read-through.
This article first appeared on GuruFocus.
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