Zinsner David

October 16, 2026

Intel Shares Drop 3% Amid AI Chip Rotation. Intel shares fell 3% along with AMD as investors rotate out of AI‑focused chip names. The drop comes amid a broader selloff in the sector after concerns about an AI bubble. Analysts are watching Intel’s upcoming earnings to see if it can meet expectations.

October 8, 2026

ACI Faces Q2 Sales Pressure Amid Store Closures. Albertsons is expected to report second-quarter results below analyst consensus, with RBC noting a larger-than-expected decline in identical sales. The company continues to close stores at a recently acquired chain while facing price competition from Walmart. UBS highlights potential upside from its ACI Edge program despite near-term grocery challenges.

October 17, 2026

Credo launches optical connectivity standards group amid AI focus. Credo Technology Group announced the formation of a new optical connectivity standards group. The move is highlighted in recent coverage that points to the company’s role in building the data pathways needed for AI workloads, often described as an emerging AI data superhighway. Analysts are comparing Credo’s semiconductor offerings to peers such as Arm and Marvell, indicating heightened market interest.

October 15, 2026

Micron sees DRAM demand rise as China expands, Taiwan plant sold out. Recent reports note that China’s rapid build‑out of DRAM capacity is increasing competitive pressure on major manufacturers, including Micron. Micron’s new plant in Taiwan has been fully allocated through 2027, and workers have called for a 15% share of profits. Elon Musk has publicly increased his stake in Micron, highlighting continued interest from technology leaders. The stock’s RSI is in the low‑30s, indicating recent price weakness relative to its 52‑week range.