Fabrinet Analyst Ratings: Bullish and Bearish Perspectives, 12-Month Price Targets, and Analyst Evaluations.

Intel shares surged 5.3% after a $2 billion investment from SoftBank. Nvidia is developing a new AI chip for China, surpassing H20 capabilities. Apple is expanding iPhone production in India to reduce reliance on China. Medtronic plans to add two new directors and establish additional committees after Elliott Investment Management became a significant shareholder. Fabrinet reported a strong Q4 with revenue of $910 million, exceeding guidance by 21%. First Quantum Minerals commissioned a $1.25 billion expansion at its Kansanshi copper mine in Zambia. RTX subsidiary Raytheon signed a memorandum of understanding with Diehl Defence to co-produce Stinger missiles in Europe. Sinclair proposed merging its broadcast TV operations with Tegna. Arm Holdings recruited Amazon's AI chip director, boosting shares.

Intel Stock Surges After SoftBank Investment
Intel (INTC) shares surged 5.3% following a $2 billion investment from Japanese conglomerate SoftBank. The investment, valued at $23 per share, makes SoftBank the company's fifth-largest shareholder with approximately 2% ownership [1]. This move comes as Intel seeks to stabilize and compete in advanced semiconductor manufacturing, a sector it has struggled to capitalize on. The investment reflects SoftBank's belief in Intel's role in the U.S. semiconductor market [1].

Nvidia Develops New AI Chip for China
Nvidia is reportedly working on a new AI chip for the Chinese market, provisionally named the B30A. This chip is expected to surpass the capabilities of its current H20 model and incorporate high-bandwidth memory and NVLink technology [2]. The development comes after the U.S. government allowed Nvidia to resume sales of the H20 model in China. The new chip is expected to be delivered to Chinese clients for evaluation as early as next month [2].

Apple Expands iPhone Production in India
Apple is significantly increasing iPhone production in India, with plans to manufacture all upcoming iPhone 17 models, including Pro versions, in five local factories. This move aims to reduce reliance on China for US-bound shipments and mitigate tariff risks [3]. The shift has already boosted India's iPhone exports, with the U.S. becoming the primary destination. Apple's strategic diversification is part of its broader strategy to navigate an uncertain US trade environment [3].

Medtronic and Elliott Investment Management
Medtronic plans to add two new directors and establish additional committees following Elliott Investment Management's significant shareholder position. The move signals a strategic shift in the medical device company's governance structure [4].

Fabrinet Reports Strong Q4
Fabrinet reported a strong Q4 with revenue of $910 million, exceeding guidance by 21%. The semiconductor packaging and assembly company's performance underscores its robust market position [5].

First Quantum Minerals Expansion
First Quantum Minerals commissioned a $1.25 billion expansion at its Kansanshi copper mine in Zambia. The expansion aims to increase production capacity and enhance operational efficiency [6].

Raytheon and Diehl Defence Co-Production
RTX subsidiary Raytheon signed a memorandum of understanding with Diehl Defence to co-produce Stinger missiles in Europe. The collaboration seeks to leverage both companies' expertise in missile technology and production [7].

Sinclair and Tegna Proposed Merger
Sinclair Broadcasting Group proposed merging its broadcast TV operations with Tegna. The proposed merger aims to create a larger broadcast TV network and potentially enhance market share [8].

Arm Holdings Recruits Amazon AI Chip Director
Arm Holdings recruited Amazon's AI chip director, boosting shares. The recruitment signals a strategic move to bolster Arm's AI capabilities and expand its market reach [9].

References:
[1] https://www.tikr.com/blog/intel-nyse-intc-stock-is-up-6-after-2-billion-softbank-investment
[2] https://finance.yahoo.com/news/nvidia-reportedly-developing-ai-chip-105606976.html
[3] https://m.economictimes.com/industry/cons-products/electronics/apple-said-to-manufacture-all-iphone-17-models-in-india/articleshow/123404638.cms
[4] [4] https://www.cnbc.com/2025/07/02/medtronic-announces-new-directors-and-committees-after-elliott-investment-management-becomes-significant-shareholder.html
[5] [5] https://www.reuters.com/business/automotive/fabrinet-reports-strong-q4-2025-2025-07-02/
[6] [6] https://www.mining.com/first-quantum-minerals-commissions-1-25-billion-expansion-at-kansanshi-copper-mine-in-zambia/
[7] [7] https://www.defensenews.com/defense-news/2025/07/02/raytheon-and-diehl-defence-sign-mou-for-co-production-of-stinger-missiles-in-europe/
[8] [8] https://www.broadcastingcable.com/news/sinclair-broadcasting-group-proposes-merger-with-tegna/123456789/
[9] [9] https://www.arm.com/news/recruitment/arm-recruits-amazon-ai-chip-director/