Intel's shares have surged over sixfold in a year, driven by credible progress in its foundry expansion and a revival in CPU demand fueled by AI workloads. The company's strategy to lease unused fab capacity to external clients like Google and Nvidia aims to transform its manufacturing division into a profitable foundry business. However, risks include potential delays in the critical 18A process node and loss of server market share to competitors like AMD. Intel's high valuation leaves little room for setbacks, making execution and timely delivery crucial for sustaining growth.
Acer introduced two new laptops, the Swift Air 14 and Swift Spin 14 AI, both powered by Intel Core Series 3 processors and designed for AI-enhanced productivity and creativity. The Swift Air 14 is an ultralight, durable laptop with up to 19 hours of ...
Semiconductor stocks have rallied strongly in 2026, rising 55% year-to-date and outperforming major tech stocks by 48%. This surge is fueled by increased AI spending, which drives demand for advanced chips critical to AI network performance. While Nv...
Advanced Micro Devices (AMD) achieved a record 46.2% share of the x86 server CPU market in Q1 2026, driven by strong data center growth and major GPU deployment deals with OpenAI and Meta. Management doubled its server CPU total addressable market es...
The Trump administration is preparing to invest in drone companies Unusual Machines Inc and Neros as part of a broader $1.5 trillion defense spending plan. This move aims to enhance US drone capabilities, driven by lessons from conflicts in Iran and ...
Leopold Aschenbrenner, a young billionaire and former OpenAI researcher, disclosed a 5.6% stake in AI company Nebius through his Situational Awareness Fund, holding 12.4 million shares valued at about $2.6 billion. This investment made Nebius the fun...
