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#intel
Tech industry
from24/7 Wall St.
1 day ago

Intel's Panther Lake Chip is Seriously Impressive. It's Time to Buy the Stock

Intel's stock has surged nearly 130% under CEO Lip-Bu Tan, signaling a potential comeback in the chip industry.
European startups
fromTechzine Global
3 days ago

Intel regains ownership of Irish factory in multi-billion-dollar deal

Intel is repurchasing its 49% stake in Fab 34 for $14.2 billion, ending the joint venture with Apollo Global Management.
Business
from24/7 Wall St.
3 days ago

Intel Climbs 4% as AI Hardware Momentum and Fab Buyback Make the Bull Case Hard to Dismiss

Intel's stock rises due to a significant buyback and growth in AI hardware, reflecting strong financial health and operational autonomy.
Tech industry
from24/7 Wall St.
4 days ago

Intel Jumps 8%, AMD Rises 3%: A $14.2 Billion Fab Deal and AI Momentum Lift the Chip Sector

Intel and AMD stocks rise due to company-specific optimism, driven by Intel's $14.2 billion fab deal and AI-related CPU price hikes.
Business
from24/7 Wall St.
6 days ago

Intel Slides 5%, AMD Drops 3%: The Semiconductor Sector Is at a Crossroads

Intel and AMD stocks are experiencing a pullback despite previous gains from anticipated CPU price increases due to AI demand.
Tech industry
from24/7 Wall St.
1 day ago

Intel's Panther Lake Chip is Seriously Impressive. It's Time to Buy the Stock

Intel's stock has surged nearly 130% under CEO Lip-Bu Tan, signaling a potential comeback in the chip industry.
European startups
fromTechzine Global
3 days ago

Intel regains ownership of Irish factory in multi-billion-dollar deal

Intel is repurchasing its 49% stake in Fab 34 for $14.2 billion, ending the joint venture with Apollo Global Management.
Business
from24/7 Wall St.
3 days ago

Intel Climbs 4% as AI Hardware Momentum and Fab Buyback Make the Bull Case Hard to Dismiss

Intel's stock rises due to a significant buyback and growth in AI hardware, reflecting strong financial health and operational autonomy.
Tech industry
from24/7 Wall St.
4 days ago

Intel Jumps 8%, AMD Rises 3%: A $14.2 Billion Fab Deal and AI Momentum Lift the Chip Sector

Intel and AMD stocks rise due to company-specific optimism, driven by Intel's $14.2 billion fab deal and AI-related CPU price hikes.
Business
from24/7 Wall St.
6 days ago

Intel Slides 5%, AMD Drops 3%: The Semiconductor Sector Is at a Crossroads

Intel and AMD stocks are experiencing a pullback despite previous gains from anticipated CPU price increases due to AI demand.
more#intel
Artificial intelligence
from24/7 Wall St.
19 hours ago

Alibaba Has a New Agentic AI Chip, Too-But Investors Don't Seem to Care

Alibaba is investing in AI technology despite stock declines, presenting potential opportunities for investors looking beyond U.S. markets.
Venture
from24/7 Wall St.
2 days ago

Why Marvell's Breakout Deserves Investors' Attention

Marvell stock shows potential for long-term growth following Nvidia's $2 billion investment, despite short-term market fluctuations.
#ai
fromTechCrunch
4 days ago
Silicon Valley

Cognichip wants AI to design the chips that power AI, and just raised $60M to try | TechCrunch

fromTechCrunch
5 days ago
Venture

It's not your imagination: AI seed startups are commanding higher valuations | TechCrunch

Silicon Valley
fromTechCrunch
4 days ago

Cognichip wants AI to design the chips that power AI, and just raised $60M to try | TechCrunch

Cognichip aims to revolutionize chip design using AI, significantly reducing costs and timelines in the semiconductor industry.
Venture
fromTechCrunch
5 days ago

It's not your imagination: AI seed startups are commanding higher valuations | TechCrunch

AI companies are experiencing inflated valuations and seed rounds due to high investor interest and competition.
more#ai
#nvidia
Business
from24/7 Wall St.
10 hours ago

The 1 Stat That Proves Nvidia Remains a Screaming Buy Below $200

Nvidia's operating income surged to $130.4 billion in fiscal 2026, indicating strong growth potential and making the stock an attractive entry point for investors.
Venture
from24/7 Wall St.
3 days ago

NVIDIA Just Made Another Big Bet-Are You Still Paying Attention?

Nvidia invested $2 billion in Marvell Technology, continuing its trend of significant investments in the AI sector.
Tech industry
fromTheregister
16 hours ago

Nvidia embraces optical scale-up as copper reaches limits

Nvidia plans to integrate over a thousand GPUs into a single system using photonic interconnects by 2028, investing heavily in optics and interconnect technology.
Venture
from24/7 Wall St.
4 days ago

Nvidia commits billions to Lumentum, Synopsys, Nokia, XAI, OpenAI, Intel in March alone

Nvidia is investing heavily to build the operating system for the AI economy, not just a chip company.
Tech industry
fromTNW | Corporates-Innovation
1 day ago

Nvidia's $2 billion Marvell bet is not an investment. It is a toll booth.

Nvidia's $2 billion investment in Marvell Technology integrates them into NVLink Fusion, ensuring revenue from custom AI accelerators for hyperscalers.
Business
from24/7 Wall St.
2 days ago

Price Prediction: Nvidia Stock Will Be Worth This Much In 2027

NVIDIA stock is projected to reach $207.45 by 2027, indicating an 18.95% upside from current levels.
Business
from24/7 Wall St.
10 hours ago

The 1 Stat That Proves Nvidia Remains a Screaming Buy Below $200

Nvidia's operating income surged to $130.4 billion in fiscal 2026, indicating strong growth potential and making the stock an attractive entry point for investors.
Venture
from24/7 Wall St.
3 days ago

NVIDIA Just Made Another Big Bet-Are You Still Paying Attention?

Nvidia invested $2 billion in Marvell Technology, continuing its trend of significant investments in the AI sector.
Tech industry
fromTheregister
16 hours ago

Nvidia embraces optical scale-up as copper reaches limits

Nvidia plans to integrate over a thousand GPUs into a single system using photonic interconnects by 2028, investing heavily in optics and interconnect technology.
Venture
from24/7 Wall St.
4 days ago

Nvidia commits billions to Lumentum, Synopsys, Nokia, XAI, OpenAI, Intel in March alone

Nvidia is investing heavily to build the operating system for the AI economy, not just a chip company.
Tech industry
fromTNW | Corporates-Innovation
1 day ago

Nvidia's $2 billion Marvell bet is not an investment. It is a toll booth.

Nvidia's $2 billion investment in Marvell Technology integrates them into NVLink Fusion, ensuring revenue from custom AI accelerators for hyperscalers.
Business
from24/7 Wall St.
2 days ago

Price Prediction: Nvidia Stock Will Be Worth This Much In 2027

NVIDIA stock is projected to reach $207.45 by 2027, indicating an 18.95% upside from current levels.
more#nvidia
fromThe Jerusalem Post | JPost.com
12 hours ago

The efficiency architect: How Qi Sun is designing the next generation of human-centric AI | The Jerusalem Post

Qi Sun's DrayEasy platform exemplifies a significant advancement in logistics, merging quoting, booking, and real-time tracking into a seamless automated experience for shippers.
Business intelligence
#artificial-intelligence
fromFuturism
5 hours ago
US politics

Groups Set Up to Shill AI and Data Centers Are Pouring Huge Sums of Money Into the Midterm Elections

US politics
fromFuturism
5 hours ago

Groups Set Up to Shill AI and Data Centers Are Pouring Huge Sums of Money Into the Midterm Elections

Artificial intelligence faces significant public opposition, prompting tech-backed PACs to invest heavily in shaping voter perceptions ahead of the 2026 elections.
more#artificial-intelligence
#generative-ai
more#generative-ai
#apple
Apple
fromwww.bbc.com
12 hours ago

Apple at 50: Three products that changed how we live - and three that really didn't

Apple has significantly influenced technology use globally, with a strong focus on branding and marketing alongside its hardware innovations.
Apple
from24/7 Wall St.
3 days ago

Microsoft vs. Apple: $30B AI Buildout vs $85B iPhone Surge

Apple and Microsoft demonstrate contrasting strategies in technology growth, with Apple focusing on hardware monetization and Microsoft on AI infrastructure development.
Tech industry
fromEngadget
5 days ago

The RAM crisis is Apple's best chance in decades to capture the PC market

Apple is well-positioned to leverage the current RAM shortage to enhance its market presence with products like the MacBook Neo.
Apple
fromwww.bbc.com
12 hours ago

Apple at 50: Three products that changed how we live - and three that really didn't

Apple has significantly influenced technology use globally, with a strong focus on branding and marketing alongside its hardware innovations.
Apple
from24/7 Wall St.
3 days ago

Microsoft vs. Apple: $30B AI Buildout vs $85B iPhone Surge

Apple and Microsoft demonstrate contrasting strategies in technology growth, with Apple focusing on hardware monetization and Microsoft on AI infrastructure development.
Tech industry
fromEngadget
5 days ago

The RAM crisis is Apple's best chance in decades to capture the PC market

Apple is well-positioned to leverage the current RAM shortage to enhance its market presence with products like the MacBook Neo.
more#apple
Mobile UX
fromGSMArena.com
1 day ago

Here's how much more Xiaomi is currently paying for memory and storage

Xiaomi is facing a significant increase in RAM and storage costs, impacting smartphone pricing and margins.
Science
fromNature
4 days ago

Breakthrough computer chip tech could help meet 'monumental demand' driven by AI

A new light source enables the creation of 8 nm wide structures on silicon wafers, increasing transistor density for advanced computer chips.
US Elections
fromArs Technica
2 days ago

Trump ignores biggest reasons his AI data center buildout is failing

Donald Trump's push for rapid AI data center construction faces delays due to tariffs and supply chain issues with essential components from China.
Silicon Valley
fromFortune
2 days ago

I helped build Uber and Discord and now my tools help fuel billion-dollar unicorns. But Silicon Valley is losing the AI race to itself | Fortune

Silicon Valley is falling behind in innovation due to slow adaptation to social demands and a focus on preserving existing business models.
Marketing
fromInc
2 days ago

Is Your Company Focusing on Generative Engine Optimization?

Generative engine optimization (GEO) requires marketers to adapt strategies for AI-driven search, focusing on relevance and collaboration across PR, content, and SEO.
California
fromAxios
2 days ago

California cements its role as the national testing ground for AI rules

California is advancing AI regulations while the Trump administration seeks a national standard to limit state-level laws.
Gadgets
fromKotaku
3 days ago

Memory Hoarder Panicking After RAM Prices Star To Dip

A memory vendor expresses concern over falling DRAM prices, fearing financial loss from stockpiled components.
#ibm
DevOps
fromComputerWeekly.com
3 days ago

Arm works with IBM to deliver flexibility on mainframe | Computer Weekly

IBM and Arm are collaborating to create dual-architecture hardware for enterprise AI and data-intensive workloads.
DevOps
fromTheregister
3 days ago

IBM wants Arm software on its mainframes for AI support

IBM and Arm are collaborating to enhance enterprise systems for AI and data-intensive workloads using Arm chips.
DevOps
fromComputerWeekly.com
3 days ago

Arm works with IBM to deliver flexibility on mainframe | Computer Weekly

IBM and Arm are collaborating to create dual-architecture hardware for enterprise AI and data-intensive workloads.
DevOps
fromTheregister
3 days ago

IBM wants Arm software on its mainframes for AI support

IBM and Arm are collaborating to enhance enterprise systems for AI and data-intensive workloads using Arm chips.
more#ibm
from24/7 Wall St.
5 days ago

Palo Alto's CEO Said 'AI Must Fight AI' - Then Put $10 Million Behind It

AI must fight AI. The rise of AI-powered tools has made sophisticated cyberattacks more accessible, eroding the defender's advantage in cybersecurity.
Information security
Artificial intelligence
from24/7 Wall St.
9 hours ago

NVIDIA CEO Jensen Huang Says AGI Is Here. If He's Right, These Stocks Win Big

Jensen Huang claims that AGI has been achieved, prompting investors to reassess potential impacts on productivity and industry transformation.
#arm-holdings
Tech industry
from24/7 Wall St.
1 day ago

Arm Holdings: The Chip Designer Drawing NVIDIA Comparisons-Is It Justified?

Arm Holdings' AGI CPU release has sparked significant market interest, raising questions about its competitive position in the tech industry.
Tech industry
from24/7 Wall St.
1 day ago

Arm Holdings: The Chip Designer Drawing NVIDIA Comparisons-Is It Justified?

Arm Holdings' AGI CPU release has sparked significant market interest, raising questions about its competitive position in the tech industry.
more#arm-holdings
fromFast Company
4 days ago

China is moving faster on next-gen tech. The U.S. is trying to keep up

In recent weeks, China approved the world's first commercial brain-computer interface medical device and unveiled a five-ton class electric vertical takeoff and landing aircraft that has already completed a public flight.
Science
Gadgets
fromThe Atlantic
5 days ago

You Can't Escape the AI Tax

A significant RAM shortage is driving prices up, affecting consumers and prompting drastic measures at retailers like Costco.
Information security
fromTechCrunch
6 days ago

Popular AI gateway startup LiteLLM ditches controversial startup Delve | TechCrunch

LiteLLM is terminating its relationship with Delve for security certifications after a malware incident and will seek a new compliance auditor.
#amazon
Business
from24/7 Wall St.
1 day ago

Amazon's $200 Billion AI Spending Spree Is Lighting the Fuse for Explosive Growth

Amazon's $200 billion capital expenditure plan is a strategic investment fueling AWS growth and positioning the company for future expansion.
fromTechCrunch
2 weeks ago
Tech industry

An exclusive tour of Amazon's Trainium lab, the chip that's won over Anthropic, OpenAI, even Apple | TechCrunch

Business
from24/7 Wall St.
1 day ago

Amazon's $200 Billion AI Spending Spree Is Lighting the Fuse for Explosive Growth

Amazon's $200 billion capital expenditure plan is a strategic investment fueling AWS growth and positioning the company for future expansion.
Tech industry
from24/7 Wall St.
3 days ago

Is Amazon CEO Jassy wrong about his custom chips bet?

Amazon's custom silicon strategy is proving successful, with significant revenue growth and cost advantages over Nvidia's GPUs.
Tech industry
fromTechCrunch
2 weeks ago

An exclusive tour of Amazon's Trainium lab, the chip that's won over Anthropic, OpenAI, even Apple | TechCrunch

Amazon's $50 billion investment in OpenAI and its Trainium chip aims to disrupt Nvidia's AI chip monopoly.
more#amazon
Silicon Valley
fromSilicon Canals
2 days ago

Frugal AI wants to break the global compute hierarchy before it becomes permanent - Silicon Canals

The Soliga tribe's speech AI system exemplifies a new, decentralized approach to AI that challenges existing global tech hierarchies.
#marvell-technology
Venture
from24/7 Wall St.
4 days ago

Marvell Technology Rises 7%: The NVIDIA NVLink Deal Is Turning This Chip Stock Into an AI Powerhouse

NVIDIA's $2 billion investment in Marvell positions the company as a key player in AI infrastructure development.
Tech industry
fromComputerWeekly.com
3 days ago

Marvell scales up networking to extend Nvidia AI ecosystem | Computer Weekly

Marvell Technology joins Nvidia AI ecosystem to enhance infrastructure development with a $2bn investment.
Venture
from24/7 Wall St.
4 days ago

Marvell Technology Rises 7%: The NVIDIA NVLink Deal Is Turning This Chip Stock Into an AI Powerhouse

NVIDIA's $2 billion investment in Marvell positions the company as a key player in AI infrastructure development.
Tech industry
fromComputerWeekly.com
3 days ago

Marvell scales up networking to extend Nvidia AI ecosystem | Computer Weekly

Marvell Technology joins Nvidia AI ecosystem to enhance infrastructure development with a $2bn investment.
more#marvell-technology
#oracle
Tech industry
fromTechRepublic
4 days ago

Oracle Slashes Thousands of Jobs While Doubling Down on AI Expansion

Oracle is cutting thousands of jobs to address investor concerns over its AI data center spending and overextension in the market.
Tech industry
fromTechRepublic
4 days ago

Oracle Slashes Thousands of Jobs While Doubling Down on AI Expansion

Oracle is cutting thousands of jobs to address investor concerns over its AI data center spending and overextension in the market.
more#oracle
#semiconductors
Business
from24/7 Wall St.
3 days ago

3Fourteen's Pies: AI and semis are 'where the underlying strength is'

The semiconductor sector is experiencing unprecedented demand driven by AI and data center growth.
Business
from24/7 Wall St.
6 days ago

XSD Investors: Intel's Foundry Losses and AI Spending Are the Signals to Watch

XSD faces an AI demand boom against supply friction and macro uncertainty, impacting semiconductor investments significantly.
Business
from24/7 Wall St.
3 days ago

3Fourteen's Pies: AI and semis are 'where the underlying strength is'

The semiconductor sector is experiencing unprecedented demand driven by AI and data center growth.
Business
from24/7 Wall St.
6 days ago

XSD Investors: Intel's Foundry Losses and AI Spending Are the Signals to Watch

XSD faces an AI demand boom against supply friction and macro uncertainty, impacting semiconductor investments significantly.
more#semiconductors
Business
from24/7 Wall St.
4 days ago

Sandisk's Path to $1,000 Per Share Runs Through the AI Memory Boom

SanDisk's stock surged 1,350% post-spinoff, driven by AI demand for NAND flash storage, raising questions about reaching $1,000 per share.
Business
from24/7 Wall St.
6 days ago

AMD vs Intel: Which Stock Will Lead in 2026?

AMD outperformed Intel in Q4 2025 with record revenue and strong AI momentum, while Intel faced losses and declining revenue.
Artificial intelligence
fromFuturism
1 day ago

Say a Prayer for This Startup That's Replacing Its Developers With OpenClaw

OpenClaw is being used to create autonomous AI teams, raising concerns about job security for human developers.
from24/7 Wall St.
4 days ago

Wall Street Backs Arista Networks as AI Data Center Play

Susquehanna's Positive rating reflects confidence in Arista's ability to capture growing demand for high-performance Ethernet networking as hyperscale cloud providers and enterprises scale AI workloads.
Business
Artificial intelligence
fromTNW | Apps
2 days ago

Microsoft launches three in-house AI models in direct challenge to OpenAI

Microsoft has launched three in-house AI models that compete directly with OpenAI, marking a significant shift in its AI strategy.
#ai-infrastructure
Venture
fromSilicon Canals
6 days ago

$850M in total funding: How South Korean chipmaker Rebellions is positioning against NVIDIA in AI inference - Silicon Canals

Rebellions raised $400 million in pre-IPO funding, reaching a valuation of $2.34 billion, signaling strong institutional confidence in AI infrastructure alternatives.
Venture
fromSilicon Canals
6 days ago

$850M in total funding: How South Korean chipmaker Rebellions is positioning against NVIDIA in AI inference - Silicon Canals

Rebellions raised $400 million in pre-IPO funding, reaching a valuation of $2.34 billion, signaling strong institutional confidence in AI infrastructure alternatives.
more#ai-infrastructure
#micron-technology
Business
from24/7 Wall St.
6 days ago

Micron Slides 5% as Google's AI Memory Algorithm Sparks Fresh Fears Across the Semiconductor Sector

Micron Technology's stock is falling due to fears over reduced demand for memory products following Google's AI memory-compression algorithm announcement.
Tech industry
from24/7 Wall St.
5 days ago

Had You Invested $1,000 in Micron or Western Digital 10 Years Ago, Here's How Much You'd Have Today

Micron Technology and Western Digital have adapted to AI-driven demand, with Micron focusing on high-bandwidth memory and Western Digital on HDDs.
Business
from24/7 Wall St.
6 days ago

Micron Slides 5% as Google's AI Memory Algorithm Sparks Fresh Fears Across the Semiconductor Sector

Micron Technology's stock is falling due to fears over reduced demand for memory products following Google's AI memory-compression algorithm announcement.
Tech industry
from24/7 Wall St.
5 days ago

Had You Invested $1,000 in Micron or Western Digital 10 Years Ago, Here's How Much You'd Have Today

Micron Technology and Western Digital have adapted to AI-driven demand, with Micron focusing on high-bandwidth memory and Western Digital on HDDs.
more#micron-technology
Artificial intelligence
fromTechRepublic
2 days ago

AI Breakthroughs, Security Breaches, and Industry Shakeups Define the Week in Tech - TechRepublic

Tech industry faces rapid AI advancements alongside significant security vulnerabilities and human costs.
Business
fromFortune
6 days ago

How Dell reinvented itself as an AI-server powerhouse - and what its CFO is building next | Fortune

Dell Technologies has shifted focus to AI infrastructure, recording significant growth in AI server orders and rethinking finance operations with AI agents.
Artificial intelligence
fromTechCrunch
3 days ago

Microsoft takes on AI rivals with three new foundational models | TechCrunch

Microsoft AI released three foundational AI models for text, voice, and image generation, emphasizing human-centered design and competitive pricing.
#microsoft
Tech industry
from24/7 Wall St.
4 days ago

Microsoft vs Meta: Both AI Stocks Have Been Hit Hard, But One Is a Better Buy Now

Microsoft focuses on enterprise AI infrastructure while Meta invests heavily in consumer AI and advertising.
Tech industry
from24/7 Wall St.
4 days ago

Microsoft vs Meta: Both AI Stocks Have Been Hit Hard, But One Is a Better Buy Now

Microsoft focuses on enterprise AI infrastructure while Meta invests heavily in consumer AI and advertising.
more#microsoft
Business
from24/7 Wall St.
1 week ago

Broadcom's AI Revenue Just Doubled. The Stock Barely Moved

AI stocks are slowing down, with Broadcom's growth expectations leading to market fatigue and lower valuations despite strong financial performance.
Tech industry
from24/7 Wall St.
1 week ago

This AI Semi Equipment Maker Has Been Quietly Chewing Up the Competition

Lam Research has outperformed competitors in AI semiconductor equipment with a 321% total return over three years, despite recent stock fluctuations.
Tech industry
from24/7 Wall St.
1 week ago

RAMageddon Arrives: AI's Endless Appetite Just Killed the PC Comeback

The global PC market is recovering, but rising CPU prices and AI demand are creating a supply squeeze, impacting consumer and commercial PC orders.
Tech industry
fromThe Verge
1 week ago

Arm's first CPU ever will plug into Meta's AI datacenters later this year

Arm AGI CPU features up to 136 cores and claims double the performance per watt compared to x86 chips.
Tech industry
fromWIRED
1 week ago

Arm Is Now Making Its Own Chips

Arm is producing its own semiconductors, marking a shift from licensing to manufacturing in response to AI demand.
fromTechRepublic
3 weeks ago

Meta's New AI Chips Reveal a Faster, More Self-Reliant Hardware Strategy

Meta is building these chips because buying AI hardware at scale is expensive, and relying too heavily on external suppliers leaves less room to shape that hardware to its own needs. Building more in-house could help the company keep AI costs in check.
Artificial intelligence
fromTheregister
1 month ago

Broadcom says AI companies can't make their own silicon

Our custom accelerator business is progressing very well across five customers. Anthropic will soon implement one gigawatt of Broadcom-baked TPUs, and we expect the AI company plans a three-gigawatt deployment in 2027. Meta will install multiple gigawatts of Broadcom's XPU accelerators in 2027 and beyond. OpenAI will deploy over one gigawatt of compute capacity based on custom XPUs in 2027.
Artificial intelligence
Tech industry
from24/7 Wall St.
1 month ago

Intel Is Up 90% in 12 Months. Can It Actually Sustain This Comeback in 2026?

Intel has recovered from a multi-year downturn and now trades at a premium valuation based on expected earnings growth and government support, though execution risks remain.
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