Intel's stock, after a strong rally of nearly 200% in 2026, is predicted by an AI model to trade between $115 and $130 by the end of Q2 2026, with a bullish scenario reaching $140-$150 if the company expands AI chip adoption and foundry partnerships. The stock recently dropped over 6% due to weak US economic data but remains a momentum-driven AI trade. Key factors influencing Intel's outlook include earnings guidance, AI product launches, foundry expansion, and macroeconomic conditions. Strategic partnerships with Nvidia, Tesla, SpaceX, and talks with Apple bolster investor confidence despite challenges from competitors and high costs.
Nvidia is expanding its AI strategy beyond GPUs by investing heavily in AI infrastructure companies, notably CoreWeave. The company increased its stake in CoreWeave to 11%, valued at about $3.66 billion, tying its future to AI cloud infrastructure gr...
Nvidia reported a significant increase in its investment portfolio to $18.37 billion as of March 31, 2026, up from $13.1 billion at the end of 2025. The portfolio is heavily concentrated in companies related to AI infrastructure, semiconductor manufa...
US stock markets declined on Friday due to rising oil prices and a bond market sell-off, which increased fears of interest rate hikes by the Federal Reserve. The 10-year Treasury yield hit its highest level in a year, and traders now expect no rate c...
Chip stocks including Nvidia and Intel dropped after President Trump revealed that China has not yet bought Nvidia's H200 GPUs, despite hopes raised by Nvidia CEO Jensen Huang's recent trip to Beijing. This news dampened investor optimism about a str...
Microsoft shares jumped 4% on Friday while other major tech stocks, especially chipmakers and crypto-related names, declined amid profit-taking. Despite being the biggest mega-cap laggard this year, Microsoft’s strong Q3 earnings, driven by 40% Azure...
