Intel's market capitalization has nearly caught up to Oracle's, with a gap of just $8.26 billion as of May 15, 2026. Intel's stock surged nearly 200% year-to-date, fueled by a strong Q1 earnings report showing $13.6 billion revenue and significant growth in AI-related segments. Advances in Intel's chip manufacturing and new partnerships, including a potential deal with Apple, have boosted investor confidence. Meanwhile, Oracle continues to grow its cloud and AI services but has seen a slight stock decline this year. This close race highlights shifting leadership in AI infrastructure and semiconductor sectors.
Donald Trump expressed regret for not asking for a larger stake in Intel after the US government acquired a 9.9% share in the chipmaker. Since the government's investment, Intel's stock has surged over 300%, driven by new deals and rising demand for ...
Cerebras (CBRS) debuted with a valuation exceeding $100 billion, driven by hype despite having only two paying customers in the UAE. The stock quickly dropped nearly 28%, trading at 134 times trailing revenue, far above Nvidia's multiple, amid concer...
Intel's stock surged nearly 495% over the past year after the US government, including Commerce Secretary Howard Lutnick and former President Trump, actively encouraged Apple to partner with Intel for chip manufacturing. This intervention, seen as th...
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...
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....
