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 CPUs, especially in AI applications. Intel's CEO highlighted the critical role of CPUs in the AI era, with demand exceeding supply. This resurgence positions Intel strongly against competitors like Taiwan's TSMC, and future collaborations with Apple and Tesla could further boost its growth.
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....
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...
