Intel Corporation (INTC)

Intel to Report Second-Quarter 2026 Financial ResultsJune 30, 2026 4:30 PM
Business WireIntel Corporation today announced that it will report second-quarter financial results on Thursday, July 23, 2026, promptly after close of market. Intel will then hold an earnings conference call at 2 p.m. PDT that day to discuss the results.A live public webcast of the earnings conference call can be accessed on Intel's Investor Relations website at intc.com. Associated materials and webcast replay will also be available on the site.About IntelIntel (Nasdaq: INTC) designs and manufactures advanced semiconductors that connect and power the modern world. Every day, our engineers create new technologies that enhance and shape the future of computing to enable new possibilities for every customer we serve. Learn more at intel.com.© Intel Corporation. Intel, the Intel logo and other Intel marks are trademarks of Intel Corporation or its subsidiaries. Other names and brands may be claimed as the property of others.View source version on businesswire.com: https://www.businesswire.com/news/home/20260630082274/en/Investor Relations
investor.relations@intel.comAbby Zhang
Media Relations
abby.zhang@intel.com Original: Intel to Report Second-Quarter 2026 Financial Results

When will progress "of advanced 18A-P chip manufacturing technology has entered risk production" get out? Is that a reason for the latest JUMP in share price?

BofA Sees AI Driving the Next $1 Trillion in Semiconductor RevenueJune 26, 2026 11:44 AM
IH Market News Bank of America believes artificial intelligence will accelerate growth across the semiconductor industry, helping generate an additional $1 trillion in chip sales over the next five years and reshaping several key technology markets in the process. “The chip industry took ~50 years to generate its first $1Tn in sales,” analysts led by Vivek Arya wrote. “We expect AI to help add another $1Tn in just the next five years.” Five Major Themes Expected to Fuel Industry Expansion BofA identified five structural trends that it believes will drive the next phase of semiconductor growth. The first is the rapid expansion of AI-focused data centre infrastructure. The bank estimates the total addressable market for AI data centre systems could grow from approximately $273 billion in 2025 to $1.7 trillion by 2030. Memory remains another key growth engine, supported by long-term supply agreements and strong demand visibility. The third theme centres on semiconductor manufacturing equipment and reshoring initiatives, as rising chip complexity increases investment requirements across fabrication facilities. Analog semiconductors are also expected to benefit from growing power demands linked to AI workloads, while demand for next-generation CPUs designed to support agentic AI applications represents another major opportunity. BofA estimates the server CPU market tied to agentic AI could eventually represent a $170 billion opportunity across x86 and ARM-based architectures. Industry Forecast Raised to $2.7 Trillion by 2030 Reflecting these trends, the bank increased its forecast for total semiconductor industry revenue to $2.7 trillion by 2030, up from a previous estimate of $2.3 trillion. The revised outlook implies a compound annual growth rate of approximately 28% from 2025 levels. Among all semiconductor categories, memory is expected to deliver the strongest growth, with BofA forecasting nearly 300% year-over-year expansion in 2026. Equipment Spending Forecasts Move Higher The bank also substantially increased its projections for wafer fabrication equipment spending. BofA now expects industry spending on wafer fab equipment to reach $250 billion by 2028, compared with its previous forecast of $203 billion. By 2030, annual spending could climb to approximately $292 billion. The increase reflects expectations for continued investment in advanced manufacturing capacity needed to support AI-driven demand. Micron Leads a Series of Higher Price Targets Alongside its updated industry outlook, BofA revised several semiconductor stock price targets upward. The largest increase was for Micron (NASDAQ:MU), where the target rose to $1,500 from $950. The bank cited strong demand for high-bandwidth memory and supply constraints that could persist through 2028. Applied Materials (NASDAQ:AMAT) saw its target increased to $720 from $540, while Lam Research (NASDAQ:LRCX) was lifted to $480 from $330 and KLA Corporation (NASDAQ:KLAC) to $317 from $210. Marvell (NASDAQ:MRVL) received a new target of $365, up from $240, supported by growing demand for AI connectivity solutions. Meanwhile, Intel (NASDAQ:INTC) saw its target raised to $160 from $135 as the bank highlighted opportunities in server processors and foundry services. Credo Technology (NASDAQ:CRDO) also received a higher target, increasing to $340 from $252. One Notable Exception Despite the broadly positive outlook, BofA maintained a more cautious stance on Axcelis Technologies (NASDAQ:ACLS). Although the bank raised its target price to $156 from $130, it retained an Underperform rating, arguing that the stock already reflects much of the potential upside associated with its planned merger with Veeco. Micron Technology stock price Applied Materials stock price Lam Research Corp stock price KLA Corporation stock price Marvell Technology stock price Intel stock price Credo Technology Group Holding stock price Axcelis Technologies stock price The post BofA Sees AI Driving the Next $1 Trillion in Semiconductor Revenue appeared first on US Editors. Original: BofA Sees AI Driving the Next $1 Trillion in Semiconductor Revenue

Wall Street Pre-Market: Futures Tumble as OpenAI IPO Delay Sparks AI Tech Rout, Oil PlummetsJune 26, 2026 8:54 AM
IH Market News The mood in the Wall Street pre-market is one of strong risk aversion. Investors are reacting pessimistically to reports that OpenAI may delay its highly anticipated initial public offering (IPO), which has reignited doubts about actual financial returns compared to the astronomical infrastructure costs of Artificial Intelligence (AI). At 8:02 AM ET, Dow Jones index futures are down 38 points, or 0.07%. S&P 500 futures are down 34.50 points, or 0.46%. Nasdaq futures are dropping 342.25 points, or 1.15%. The 10-year Treasury yield is down to 4.382%. Volatility is amplified by a shift in macroeconomic expectations, as the market digests the possibility of further interest rate hikes by the Federal Reserve (Fed). Friday’s economic calendar begins with the release of preliminary data for the Goods Trade Balance and Wholesale Inventories for May, both published at 9:30 AM ET. At 11:00 AM ET, the final June data from the University of Michigan (UoM) will be released, including the Consumer Sentiment Index and, most notably, the 1-year Inflation Expectations (projected at 4.6%) and 5-year Inflation Expectations (projected at 3.4%). Shortly after, FOMC members will speak: Williams at 11:30 AM ET and Kashkari at 12:30 PM ET. The OpenAI Effect and the Semiconductor Tumble According to The New York Times, OpenAI is considering delaying its IPO. Reasons include the weak performance of SpaceX shares following its market debut and fears of sector volatility. JPMorgan and market analysts warn that this could slow down investments in technological infrastructure. As a result, the chip and memory sector suffered sharp global losses: Top Losses in Focus (US & Global) On Semiconductor (NASDAQ:ON): ? Drops more than 14% (after announcing the acquisition of Synaptics for $7 billion in stock). Micron Technology (NASDAQ:MU) and SanDisk (NASDAQ:SNDK): ? Fall around 4.8% (giving back part of the previous day’s gains). Arm Holdings (NASDAQ:ARM), Marvell Technology (NASDAQ:MRVL), Advanced Micro Devices (NASDAQ:AMD), and Intel (NASDAQ:INTC): Decline between 3% and 4%. SoftBank Group (Asia): ? Led losses in the region with a decline of over 12%, reflecting its heavy exposure as an OpenAI investor. ASML & Infineon (Europe): Drop 1.4% and 3.6%, respectively. Oil in Free Fall Despite rising geopolitical tensions in the Persian Gulf—following reports of an attack attributed to Iran against a Singaporean cargo ship in the Strait of Hormuz—investInvestors preferred to focus on the risks of a global economic slowdown, pushing energy commodities downward. At 8:12 AM ET, Brent crude oil contracts for August are down 3.4%, trading at $72.73 a barrel. US WTI crude oil is down 3.1%, trading at $69.73 a barrel. Energy Stocks: APA Corporation, Diamondback Energy, and Occidental Petroleum are trading down 1% to 1.5%. Gold Attempts to Stabilize The precious metal is attempting a slight technical recovery today, driven by US inflation data that came in flat, but the medium-term outlook remains challenging. Despite the daily gain, trading at $4,063, gold is on track to close its fourth consecutive week of losses, pressured by the specter of higher US interest rates. Silver follows the slight upward movement today, but also closes the week in negative territory. Against the Trend: Positive Highlights Amid the sea of red, a few companies managed to post gains in the pre-market: Synaptics (NASDAQ:SYNA): Rises 4.8% (boosted by On Semiconductor’s acquisition announcement). Rocket Lab (NASDAQ:RKLB): Rises 1.1% (after securing a NASA contract for launch services for two solar and climate research missions). Apple (NASDAQ:AAPL): Rises 0.7% (attempting a slight technical recovery after plunging 6.12% in the previous session, driven by price increases for iPads and MacBooks due to component costs). The post Wall Street Pre-Market: Futures Tumble as OpenAI IPO Delay Sparks AI Tech Rout, Oil Plummets appeared first on US Editors. Original: Wall Street Pre-Market: Futures Tumble as OpenAI IPO Delay Sparks AI Tech Rout, Oil Plummets

Markets Are Finally Facing a Reality CheckJune 25, 2026 9:18 AM
IH Market News Global markets are beginning to question assumptions that investors have largely accepted without challenge for the past two years. Throughout the AI-driven rally, markets rewarded almost every announcement tied to artificial intelligence. Massive spending plans were celebrated, valuation concerns were brushed aside, and any weakness was viewed as a buying opportunity. That mood is now shifting. Technology and semiconductor stocks have led a broad sell-off across Asia, Europe and the United States. South Korea’s market came under heavy pressure, while major chipmakers such as Nvidia (NASDAQ:NVDA), AMD (NASDAQ:AMD), Intel (NASDAQ:INTC) and Micron (NASDAQ:MU) also moved sharply lower. SpaceX (NASDAQ:SPCX) extended a decline that has already erased a significant portion of its post-IPO gains. At the heart of the move is a growing question: will the enormous sums being invested in AI ultimately generate returns that justify current valuations? For months, markets have priced in an exceptionally optimistic scenario. AI would drive productivity, earnings would accelerate, consumers would remain resilient, and central banks would eventually lower interest rates. It was a compelling story, but one that left little room for disappointment. Now investors are demanding evidence rather than promises. The focus has shifted toward questions that should have been asked from the beginning. How quickly will AI investments translate into revenue? Will profits rise fast enough to support current valuations? And can spending continue at its current pace? At the same time, broader economic concerns are returning to the spotlight. Growth is slowing in some regions, consumers are becoming more selective, borrowing costs remain elevated and geopolitical uncertainty continues to cloud the outlook. Another issue is positioning. The AI trade became one of the most crowded themes in modern market history, with investors piling into many of the same technology names. Crowded trades tend to perform exceptionally well on the way up, but can unwind rapidly when sentiment changes. This does not necessarily signal a financial crisis or economic downturn. Rather, it reflects a reassessment of expectations. Markets are not just marking down technology stocks—they are marking down optimism. The strongest companies will ultimately be those that can convert AI spending into sustainable earnings growth and tangible returns. Investors are rediscovering a simple truth: technology can transform industries, but it does not eliminate the importance of profits, valuations and economic cycles. Markets are getting a cold shower. They probably needed one. Nvidia stock price Advanced Micro Devices stock price Intel stock price Micron Technology stock price SpaceX stock price The post Markets Are Finally Facing a Reality Check appeared first on US Editors. Original: Markets Are Finally Facing a Reality Check

Last $139.69, Change +$5.70 (+4.25%).
Appears 'en route' to $150 level. We shall see. GLTA

Wall Street Set for Higher Open as Progress in U.S.-Iran Talks Boosts Sentiment: Dow Jones, S&P, NasdaqJune 22, 2026 9:22 AM
IH Market News U.S. stock futures pointed to a modestly positive start on Monday, with investors encouraged by reports of progress in diplomatic negotiations between the United States and Iran and by a continued decline in oil prices. The positive tone follows strong gains recorded during the previous trading session, although investors remain cautious as they await further confirmation that the fragile peace process can be sustained. Lower Oil Prices Support Risk Appetite A sharp pullback in crude oil prices has helped improve market sentiment, easing concerns about inflation and potential economic disruption linked to the conflict in the Middle East. The decline comes after negotiators from Washington and Tehran reported constructive discussions in Switzerland, raising hopes that a longer-term agreement could be reached. Lower energy prices are also seen as supportive for consumers, businesses and central banks, potentially reducing pressure on interest rates. U.S. and Iranian Officials Report Progress Vice President JD Vance said the negotiations had made “great progress” despite a “little bit of threatening” and a “little bit of whining.” Vance also described Iran’s decision to permit inspectors from the International Atomic Energy Agency (IAEA) to return as a “major milestone for the American people, and the first step in permanently denuclearizing or permanently ending a nuclear weapons program in Iran.” Qatari and Pakistani mediators echoed the optimistic tone, stating that “encouraging progress has been made” during the talks. Investors Await Further Confirmation Despite the positive developments, investors remain cautious as they look for clearer signs that the emerging peace framework will hold. Trading activity may also remain restrained due to the absence of major U.S. economic releases at the start of the week. Attention is increasingly shifting toward key inflation data due later in the week, which could influence expectations for Federal Reserve policy. Strong Finish to Last Week U.S. equities ended last Thursday’s session firmly higher after recovering from late-session weakness the previous day. The Nasdaq led the advance, climbing 496.28 points, or 1.9%, to close at 26,517.93. The S&P 500 gained 80.48 points, or 1.1%, finishing at 7,500.58, while the Dow Jones Industrial Average added 72.15 points, or 0.1%, to end at 51,564.70. For the shortened holiday week, the Nasdaq advanced 2.4%, the S&P 500 gained 0.9%, and the Dow rose 0.7%. Preliminary U.S.-Iran Agreement Lifts Markets Investor sentiment was boosted by confirmation that the United States and Iran had signed a preliminary framework agreement aimed at ending the conflict in the Middle East. U.S. President Donald Trump and Iranian President Masoud Pezeshkian approved a memorandum of understanding establishing a 60-day negotiation period to work toward a permanent settlement. As part of the initial agreement, Iran will reopen the Strait of Hormuz while the United States will lift its naval blockade of Iranian ports. The development has contributed to a substantial decline in oil prices, with crude futures moving closer to levels seen before the conflict began. Falling Energy Prices Seen as Economic Positive Russ Mould, investment director at AJ Bell, highlighted the broader implications of lower oil prices. “That has huge significance for inflation and interest rates, as well as business, consumer and investor sentiment,” said Mould. “It takes the pressure off industries and households and is hugely positive for global economic growth.” Intel Rally Sparks Semiconductor Strength Technology stocks also received support from a surge in Intel (NASDAQ:INTC), whose shares jumped 10.6% to an intraday record high. The move followed comments from President Trump on Truth Social indicating that Apple (NASDAQ:AAPL) had agreed to work with Intel on designing and manufacturing chips in the United States. The rally helped propel semiconductor stocks higher, with the Philadelphia Semiconductor Index surging 6.4% to a record closing level. Jobless Claims Edge Lower Economic data released last week showed a modest improvement in the U.S. labour market. According to the Labor Department, initial jobless claims declined by 4,000 to 226,000 in the week ended June 13. Economists had expected claims to come in at 225,000. The figures pointed to continued resilience in employment conditions despite ongoing economic uncertainty. Airlines Benefit as Fuel Costs Fall The drop in crude oil prices also boosted airline stocks, which are highly sensitive to fuel costs. The NYSE Arca Airline Index climbed 3.8%, reflecting expectations of improved profitability if lower energy prices persist. Computer hardware and housing-related shares also posted strong gains, while energy and gold stocks underperformed as investors rotated away from traditional defensive sectors. Apple stock price Intel stock priceThe post Wall Street Set for Higher Open as Progress in U.S.-Iran Talks Boosts Sentiment: Dow Jones, S&P, Nasdaq appeared first on US Editors. Original: Wall Street Set for Higher Open as Progress in U.S.-Iran Talks Boosts Sentiment: Dow Jones, S&P, Nasdaq

Intel Announces Leadership Appointment at Intel Foundry to Accelerate Development and ManufacturingJune 18, 2026 4:31 PM
Business Wire Intel Corporation today announced the appointment of Seok-Hee Lee as executive vice president of Intel Foundry, reporting directly to CEO Lip-Bu Tan. In this role, Lee will lead all advanced packaging, system integration, back-end technology development, and back-end manufacturing, strengthening Intel’s ability to deliver differentiated, system-level innovation for customers. Seok-Hee Lee Appointed to Lead Advanced Packaging As part of the continued evolution of the Intel Foundry strategy, the company is establishing advanced packaging as a focused business with dedicated leadership. This reflects the growing importance and complexity of packaging as a key enabler of performance, power efficiency, and heterogeneous integration across AI systems. “Advanced packaging and system integration are becoming defining capabilities for next-generation computing systems,” said Lip-Bu Tan, Intel CEO. “Seok-Hee brings deep expertise in leading complex, high-scale technology and manufacturing organizations, along with a strong track record of operational execution. Seok-Hee’s insights will help Intel further strengthen our system integration capabilities, allowing us to tightly couple leading-edge logic, memory, networking, and other components to build high-performance computing systems for Intel Foundry customers. He is the right leader to build and scale this critical part of the Intel Foundry business as we prepare to ramp advanced packaging technologies, including EMIB-T and HBI, to high volume for customers and partners.” Lee joins Intel from SK On, where he served as president and CEO, and previously served as president and CEO of SK hynix. A semiconductor veteran, he has also held engineering leadership roles at Intel and in academia, bringing deep expertise in advanced process technologies and large-scale manufacturing. “Intel is uniquely positioned to lead in advanced packaging as demand for system-level integration accelerates across AI and high-performance computing,” said Lee. “I’m excited to return home and to join the Intel team as we help advance the company’s technology leadership, manufacturing capabilities, and customer commitments in this critical area.” With this change, Naga Chandrasekaran, executive vice president of Intel Foundry, will continue to report to CEO Lip-Bu Tan and lead front-end technology development and front-end manufacturing as the company focuses on accelerating the ramp of Intel 18A, Intel 14A, and future technologies. He will also continue to oversee design enablement and end-to-end customer-facing and business enablement functions that support Intel Foundry’s growth. This new focused and scalable operating model reinforces Intel’s commitment to strengthening its technology development and manufacturing engine, giving customers and partners greater confidence in Intel’s ability to deliver with speed, consistency, and predictability. As part of the announcement, Intel also shared that executive vice president Navid Shahriari will be retiring after a distinguished 37-year career at the company. About Intel Intel (Nasdaq: INTC) designs and manufactures advanced semiconductors that connect and power the modern world. Every day, our engineers create new technologies that enhance and shape the future of computing to enable new possibilities for every customer we serve. Learn more at intel.com. © Intel Corporation. Intel, the Intel logo and other Intel marks are trademarks of Intel Corporation or its subsidiaries. Other names and brands may be claimed as the property of others. View source version on businesswire.com: https://www.businesswire.com/news/home/20260618556758/en/ Intel Media Relations
ContactPR@Intel.com Original: Intel Announces Leadership Appointment at Intel Foundry to Accelerate Development and Manufacturing

Ascending Triple Top Breakout on 18 June 2026. GLTA
Back to Breaking News
New Street Adjusts Price Target on Intel to $100 From $80, Maintains Buy Rating
12:24:45 PM ET, 06/18/2026 - MT Newswires
12:24 PM EDT, 06/18/2026 (MT Newswires) -- Intel (INTC) has an average rating of hold and mean price target of $100.81, according to analysts polled by FactSet.

(MT Newswires covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www.mtnewswires.com/contact-us)

Price: 132.25, Change: +11.15, Percent Change: +9.20

Wall Street Set for Rebound as Iran Peace Accord Lifts Sentiment: Dow Jones, S&P, Nasdaq, FuturesJune 18, 2026 9:32 AM
IH Market News U.S. stock futures pointed higher on Thursday, indicating a stronger start for Wall Street after equities sold off sharply following the Federal Reserve’s latest policy decision. Investor sentiment improved after the United States and Iran formally signed a preliminary agreement aimed at ending the conflict in the Middle East, easing concerns over energy supplies and global economic stability. U.S. and Iran Formalize Framework for Peace Talks President Donald Trump and Iranian President Masoud Pezeshkian have signed a memorandum of understanding that establishes a framework for negotiations toward a permanent peace agreement. The accord takes effect immediately and includes the reopening of the Strait of Hormuz by Iran and the removal of the U.S. naval blockade on Iranian ports. Under the 14-point agreement, both countries will begin negotiations over the next 60 days in an effort to secure a lasting settlement. Oil Prices Extend Decline The prospect of renewed energy flows from the region continued to pressure crude prices lower. Oil futures moved closer to levels seen before the conflict erupted in late February, reflecting expectations of improved supply conditions and reduced geopolitical risk. “That has huge significance for inflation and interest rates, as well as business, consumer and investor sentiment,” said Russ Mould, investment director at AJ Bell. “It takes the pressure off industries and households and is hugely positive for global economic growth.” Intel Leads Pre-Market Gains Technology stocks appeared poised to benefit from the improved risk environment, with Intel (NASDAQ:INTC) rising 8.5% in pre-market trading. The advance followed comments from Trump on Truth Social stating that Apple (NASDAQ:AAPL) has agreed to work with Intel on designing and manufacturing chips in the United States. The announcement boosted optimism surrounding domestic semiconductor production and helped support broader sentiment in the sector. Fed Decision Weighs on Previous Session Despite an initial mixed reaction, U.S. stocks ended Wednesday’s session sharply lower after investors assessed the Federal Reserve’s latest policy statement and economic projections. The Nasdaq fell 354.69 points, or 1.3%, to 26,021.66, while the S&P 500 declined 91.25 points, or 1.2%, to 7,420.10. The Dow Jones Industrial Average dropped 507.12 points, or 1%, to 51,492.55. Policymakers Signal Possibility of Higher Rates As expected, the Federal Reserve left its benchmark interest rate unchanged at a range of 3.5% to 3.75%. However, updated projections suggested some policymakers believe rates could be higher by the end of the year. The median forecast now points to rates reaching 3.8% by the end of 2026, marking a notable shift from the rate-cut expectations outlined in March. Inflation Remains a Key Concern In a substantially shorter policy statement, the Fed said economic activity continues to expand at a solid pace despite uncertainty linked in part to developments in the Middle East. Officials also emphasized that inflation remains above the central bank’s long-term target of 2%, citing supply-related pressures that have contributed to higher prices in areas such as energy. Retail Sales Surprise to the Upside Earlier economic data provided evidence of continued consumer resilience. The Commerce Department reported that retail sales increased 0.9% in May, following a revised 0.4% gain in April. Economists had expected a more modest increase of 0.5%, making the latest reading a positive surprise for markets. Software and Transport Stocks Lead Sell-Off Wednesday’s market decline was led by significant weakness in software companies, with the Dow Jones U.S. Software Index falling 3.2% to its lowest closing level in two months. Transportation shares also came under heavy pressure, dragging the Dow Jones Transportation Average down 3%. Retail stocks retreated despite the stronger-than-expected sales figures, while oil services, gold and commercial real estate companies also moved lower. Brokerage firms and semiconductor stocks were among the few areas of relative strength during the session. Intel stock price Apple stock price The post Wall Street Set for Rebound as Iran Peace Accord Lifts Sentiment: Dow Jones, S&P, Nasdaq, Futures appeared first on US Editors. Original: Wall Street Set for Rebound as Iran Peace Accord Lifts Sentiment: Dow Jones, S&P, Nasdaq, Futures

Intel Jumps After Trump Says Apple Will Partner on U.S. Chip Production (INTC)June 18, 2026 6:48 AM
IH Market News Intel Corporation (NASDAQ:INTC) shares surged in premarket trading on Thursday after U.S. President Donald Trump said Apple Inc (NASDAQ:AAPL) had agreed to work with the chipmaker on designing and manufacturing semiconductors in the United States, a move that could bolster efforts to expand domestic chip production. Intel stock climbed more than 8% before the opening bell by 04:40 ET (08:40 GMT) following Trump’s comments. Trump Highlights Domestic Manufacturing Push In a social media post on Wednesday, Trump said that “Apple has agreed to work with Intel to design and build its Chips in America,” although he did not provide further details regarding the scope or timing of the collaboration. The president presented the reported agreement as part of a broader strategy aimed at strengthening the U.S. semiconductor industry and reducing reliance on overseas manufacturing. Trump also pointed to Intel’s partnerships with Nvidia and Elon Musk’s TerraFab venture as examples of progress in rebuilding America’s chipmaking capabilities. Government Stake in Intel Gains Value Trump further noted that the U.S. government’s investment in Intel has increased substantially in value since earlier this year. According to the president, the administration’s 10% holding in the company has risen from approximately $10 billion to $60 billion, reflecting the recent improvement in Intel’s market performance. The comments added to investor optimism surrounding the company’s turnaround efforts and strategic importance to U.S. industrial policy. Apple and Intel Reportedly Deepening Ties The latest remarks follow reports that Apple and Intel had already begun exploring a closer relationship. According to The Wall Street Journal, the two companies reached a preliminary agreement in early May to collaborate on chips for future Apple devices. Neither company has publicly disclosed detailed information regarding the potential partnership. Intel Seeks to Rebuild Foundry Leadership Once regarded as the world’s leading semiconductor manufacturer, Intel has spent recent years attempting to regain ground lost to competitors such as TSMC (NYSE:TSM) and Samsung Electronics Co Ltd (USOTC:SSNHZ). The company’s foundry ambitions have faced significant challenges, particularly during the rapid expansion of artificial intelligence, which accelerated demand for advanced chip manufacturing capabilities. As rivals captured a larger share of next-generation semiconductor production, Intel fell behind in the race to deliver cutting-edge process technologies. Advanced Manufacturing Progress Supports Recovery Efforts Recent reports indicate that Intel has begun producing chips using its latest 18A-P process technology, a key milestone in the company’s strategy to restore its competitive position. The new manufacturing node is expected to play a central role in Intel’s efforts to attract major customers and expand its contract chipmaking business. With support from Washington and potential collaborations with leading technology companies, investors are increasingly focused on whether Intel can successfully re-establish itself as a major force in advanced semiconductor manufacturing. Apple stock price Intel stock price Taiwan Semiconductor stock price Samsung stock price The post Intel Jumps After Trump Says Apple Will Partner on U.S. Chip Production (INTC) appeared first on US Editors. Original: Intel Jumps After Trump Says Apple Will Partner on U.S. Chip Production (INTC)

Semiconductor Stocks Climb in Premarket Trade Following Intel Manufacturing MilestoneJune 17, 2026 8:46 AM
IH Market News Chipmakers moved higher in premarket trading on Wednesday, with Intel (NASDAQ:INTC) leading the sector after announcing a significant advancement in its next-generation manufacturing technology. The gains helped reverse some of the weakness seen across semiconductor stocks during Tuesday’s session, lifting sentiment across the broader industry. Intel Leads Sector Higher Intel shares rose roughly 4% before the opening bell after the company revealed that its advanced 18A-P manufacturing process has entered the risk production phase, an important stage ahead of large-scale commercial manufacturing. The positive update also boosted other semiconductor names. Marvell Technology (NASDAQ:MRVL) gained 2.8%, Lam Research (NASDAQ:LRCX) advanced 2.9%, and Micron Technology (NASDAQ:MU) climbed 3.5% in premarket trading. New Manufacturing Process Delivers Efficiency Gains According to Intel, the 18A-P node provides a 9% increase in performance compared with the original 18A process while operating at the same power level. Alternatively, the company said the technology can reduce power consumption by 18% while maintaining equivalent processing performance. Intel also highlighted improvements in thermal efficiency and design flexibility, which are intended to support the development of increasingly complex semiconductor products. Compatibility Designed to Accelerate Adoption A key feature of the 18A-P process is its compatibility with the existing 18A ecosystem. Because both technologies use the same design rules, customers can reuse existing intellectual property and development workflows without the need for major redesign efforts. This approach is expected to simplify migration to the new node and reduce development costs for chipmakers. AI Demand Continues to Support Growth The manufacturing update comes as demand for processors used in artificial intelligence infrastructure continues to accelerate. Companies investing heavily in AI computing capacity are driving increased demand for advanced chips, providing additional support for Intel’s manufacturing ambitions and foundry strategy. The announcement reinforces confidence that the company remains on track with its long-term technology roadmap. Strategic Partnerships Expand Industry Reach Earlier this month, Intel unveiled a series of collaborations with major industry partners, including Foxconn, Siemens, Hitachi, Echo Neurotechnologies and Greenstone Biosciences. The partnerships are focused on developing integrated customer solutions built around Intel processors and specialized silicon platforms tailored to specific industry applications. Through these alliances, Intel aims to strengthen its presence across a range of markets while capitalizing on growing demand for AI-enabled computing solutions. Intel stock price Marvell Technology stock price Lam Research Corp stock price Micron Technology stock priceThe post Semiconductor Stocks Climb in Premarket Trade Following Intel Manufacturing Milestone appeared first on US Editors. Original: Semiconductor Stocks Climb in Premarket Trade Following Intel Manufacturing Milestone

Intel Shares Rise After 18A-P Manufacturing Process Reaches Key Production MilestoneJune 17, 2026 7:15 AM
IH Market News Intel (NASDAQ:INTC) moved higher in premarket trading on Wednesday after revealing that its advanced 18A-P chip manufacturing technology has entered risk production, an important phase that precedes volume manufacturing. The development marks another step forward in Intel’s effort to execute on its semiconductor manufacturing strategy and attract additional customers to its growing foundry business. Shares of the company gained approximately 4.5% in premarket dealings by 05:12 ET (09:12 GMT). New Process Delivers Performance and Efficiency Gains According to Intel, the 18A-P node provides a 9% increase in performance compared with the original 18A process when operating at the same power level. Alternatively, the company said customers can achieve an 18% reduction in power consumption while maintaining equivalent performance levels. The upgraded process also introduces enhancements in thermal efficiency and design adaptability, helping developers optimize future chip architectures. Design Compatibility Aims to Ease Adoption One of the key advantages of the 18A-P process is its compatibility with the existing 18A design ecosystem. Because both nodes use the same design rules, chip designers can reuse intellectual property, tools and development workflows without the need for major redesign efforts. Intel believes this compatibility will simplify migration for customers and accelerate adoption of the new manufacturing technology. AI Demand Continues to Support Chip Sales The announcement comes as demand for processors used in artificial intelligence infrastructure remains strong. During the first quarter, demand was robust enough that Intel sold inventory that had previously been written down, highlighting the rapid growth in AI-related computing requirements. The company continues to position itself as a major supplier of hardware for increasingly complex AI workloads. Foxconn Partnership Targets Data-Centre Challenges Earlier this month, Intel unveiled a strategic partnership with Foxconn focused on addressing infrastructure constraints created by the expansion of AI applications. The collaboration aims to support next-generation data centres as inference workloads and agentic AI systems place greater pressure on computing resources. Under the agreement, Intel and Foxconn will develop server racks that combine Intel processors with the company’s AI accelerator technology. Expansion Beyond Traditional Computing Markets The partnership also includes efforts to improve system interconnects, monitoring capabilities and cooling technologies designed to enhance efficiency in large-scale computing environments. Beyond data centres, the two companies plan to pursue opportunities in robotics, autonomous vehicles, smart city infrastructure and advanced manufacturing applications. Intel sees these markets as important long-term growth areas as demand for high-performance computing and AI-enabled technologies continues to expand. Intel stock priceThe post Intel Shares Rise After 18A-P Manufacturing Process Reaches Key Production Milestone appeared first on US Editors. Original: Intel Shares Rise After 18A-P Manufacturing Process Reaches Key Production Milestone

Intel Foundry Details Process Milestones and Future Innovation at VLSI SymposiumJune 16, 2026 5:00 PM
Business WireAt the 2026 VLSI Symposium, Intel Foundry provided an update on its process roadmap and long-term innovation investments. It shared that Intel 18A-P, the first performance enhancement in the Intel 18A family, has entered risk production, meeting the timeline first shared with customers and partners last year.“Our updates and presentations at VLSI signal to Intel Foundry customers and partners that we are fully committed to leading edge process innovation over the long term,” said Naga Chandrasekaran, executive vice president and general manager of Intel Foundry. “This is a journey, and while we have more work ahead, we appreciate the opportunity to share the progress we are making with Intel 18A-P and our longer-range R&D.”Intel 18A-P updates at VLSIIntel Foundry enables Intel 18A-P performance, power and design benefits through a mix of transistor, interconnect, and design-technology co-optimizations. At VLSI, engineers from Intel Foundry detailed the following advancements:Intel 18A-P delivers 9% higher performance at iso-power or 18% lower power at iso-performance compared to Intel 18A, alongside enhanced thermal characteristics and expanded design flexibility.Unveiled Power Boost, Intel 18A-P’s new dual contact, low resistance transistor option enabling increased drive current and greater frequency at matched capacitance.20-40% improved thermal resistance through both materials and design innovations.10-30% improved via resistance (referring to the vertical connections between the layers of a chip) using geometric and materials optimizations.Mobility enhancement through PMOS via strain engineering, letting current move through the transistor more efficiently.New low power and high-performance transistor options.New fifth logic Vt pair between ULVT and LVT (an additional fifth Vt option for designers to balance speed and power).Intel 18A-P is fully design rule compatible with Intel 18A, enabling straightforward reuse of existing IP and design flows.Similar to Intel 18A, Intel 18A-P offers two cell heights (180nm and 160nm), a contacted poly pitch of 50nm.Additional updates at VLSIIntel Foundry brought gate-all-around (GAA) transistors and backside power delivery (BSPD) to market last year with Intel 18A. This week, engineering teams discussed how these technologies provide the foundation for improved performance, energy efficiency and scaling for future logic designs:In a VLSI invited talk, Intel Foundry Vice President and Fellow Eric Karl showed how the company is quantifying the advantages of backside power delivery and gate-all-around transistors. Karl discussed 11% routed area reduction and 10X dynamic voltage droop reduction, enabling up to 6% frequency uplift or greater than 15% dynamic power reduction versus a comparable frontside interconnect technology.Manju Shamanna from Intel Foundry’s Silicon and Platform Engineering group shared silicon results from CPU cores built on a gate-all-around and backside power delivery process. His research demonstrates stronger frequency scaling at lower voltages, including ~ 30% frequency improvement at low voltage (~0.5V), while also reducing IR drop and enabling more efficient operation.Future innovation at VLSIIntel Foundry also presented long-term research updates at the event, across several areas important to future silicon scaling:CFET (Complementary FET): Intel demonstrated monolithic CFET inverters with vertically stacked NMOS and PMOS devices at a 45nm gate pitch, advancing a path to continue logic scaling beyond gate all around transistors through vertical device architecture.GaN + Si integration for power management: Intel demonstrated 300mm monolithic integration of gallium nitride power devices with silicon logic, including a ~1,000 gate digital control block, enabling efficient, large scale digital control alongside high performance power devices in a single process and reducing system complexity.Subtractive ruthenium interconnect: Intel demonstrated subtractive ruthenium with airgap integration, achieving up to ~35% capacitance reduction and measurable frequency gains versus copper, pointing to a viable path for improved resistance capacitance scaling as interconnects continue to shrink.Learn more about Intel Foundry’s VLSI updates and presentations here.Forward-Looking StatementsThis release contains forward-looking statements that involve a number of risks and uncertainties. Words such as "accelerate", "achieve", "aim", "ambitions", "anticipate", "believe", "committed", "continue", "could", "designed", "estimate", "expect", "forecast", "future", "goals", "grow", "guidance", "intend", "likely", "may", "might", "milestones", "next generation", "objective", "on track", "opportunity", "outlook", "pending", "plan", "position", "possible", "potential", "predict", "progress", "ramp", "roadmap", "seek", "should", "strive", "targets", "to be", "upcoming", "will", "would", and variations of such words and similar expressions are intended to identify such forward-looking statements, which may include statements regarding:Our Intel 18A-P process node and risk production of such node, including the performance, power and design benefits, competitiveness and technological advancements;Our research developments in CFET inverters, GaN + Si Integration and sRu interconnects.Such statements involve many risks and uncertainties that could cause our actual results to differ materially from those expressed or implied, including those associated with:the high level of competition and rapid technological change in our industry;the significant, long-term and inherently risky investments we are making in R&D and manufacturing facilities that may not realize a favorable return;the complexities and uncertainties in developing and implementing new semiconductor products and manufacturing process technologies;changes in product demand and margins;macroeconomic conditions and geopolitical tensions and conflicts, including geopolitical and trade tensions between the U.S. and China, tensions and conflict affecting Israel and the Middle East, rising tensions between mainland China and Taiwan and the impacts of Russia's war on Ukraine;recently elevated geopolitical tensions, volatility and uncertainty with respect to international trade policies, including tariffs and export controls, impacting our business, the markets in which we compete and the world economy;the evolving market for products with AI capabilities;our complex global supply chain supporting our manufacturing facilities and incorporating external foundries, including from disruptions, delays, trade tensions and conflicts, or shortages;product defects, errata and other product issues, particularly as we develop next-generation products and implement next-generation manufacturing process technologies; andother risks and uncertainties described in this report, our 2025 Form 10-K and our other filings with the SEC.Given these risks and uncertainties, readers are cautioned not to place undue reliance on such forward-looking statements. Readers are urged to carefully review and consider the various disclosures made in this release and in other documents we file from time to time with the SEC that disclose risks and uncertainties that may affect our business.Unless specifically indicated otherwise, the forward-looking statements in this release do not reflect the potential impact of any divestitures, mergers, acquisitions or other business combinations that have not been completed as of the date of this filing. In addition, the forward-looking statements in this release are based on management's expectations as of the date of this release, unless an earlier date is specified, including expectations based on third-party information and projections that management believes to be reputable. We do not undertake, and expressly disclaim any duty, to update such statements, whether as a result of new information, new developments, or otherwise, except to the extent that disclosure may be required by law.About IntelIntel (Nasdaq: INTC) designs and manufactures advanced semiconductors that connect and power the modern world. Every day, our engineers create new technologies that enhance and shape the future of computing to enable new possibilities for every customer we serve. Learn more at intel.com.© Intel Corporation. Intel, the Intel logo and other Intel marks are trademarks of Intel Corporation or its subsidiaries. Other names and brands may be claimed as the property of others.View source version on businesswire.com: https://www.businesswire.com/news/home/20260616740562/en/Intel Media Relations
ContactPR@Intel.com Original: Intel Foundry Details Process Milestones and Future Innovation at VLSI Symposium

Long Tail Up on 15 June 2026. GLTA
At this time, Last $130.32 Change +$5.75 (+4.62%)

Hopes for U.S.-Iran Agreement Point to Further Gains on Wall Street: Dow Jones, S&P, Nasdaq, FuturesJune 12, 2026 9:15 AM
IH Market News U.S. stock futures traded higher on Friday, indicating that equities could extend the strong gains recorded in the previous session as investors continued to focus on signs of a potential resolution to the conflict involving Iran. Market sentiment improved after President Donald Trump again suggested that an agreement between Washington and Tehran may be close. Reports Suggest Progress Toward a Formal Agreement According to a report from Axios, a proposed memorandum of understanding between the United States and Iran would include the immediate reopening of the Strait of Hormuz without transit fees and sanctions relief for Iran tied to compliance with agreed conditions. Axios cited both a U.S. official and a diplomat from one of the mediating nations. The diplomat stated that the two sides “have agreed on the text of a deal,” while noting that final approval is still required. The agreement would also reportedly extend the existing ceasefire by 60 days, including in Lebanon, while allowing further nuclear negotiations to take place during that period. A separate Bloomberg report suggested that the agreement could be signed on the sidelines of next week’s Group of Seven summit. Investors Remain Receptive to Trump’s Optimism Market participants appeared willing to embrace the latest positive headlines despite previous false starts in negotiations. “The maxim ‘once bitten, twice shy,’ isn’t being applied by the market when it comes to Donald Trump’s pronouncements, as his latest of several suggestions a deal is close has helped to drive stocks higher once more,” said Dan Coatsworth, head of markets at AJ Bell. He added, “Whether momentum can be sustained depends on positive noises about a resolution translating into something more solid in the coming days.” Stocks Finished Strongly Higher on Thursday After trading in a relatively directionless fashion for much of Thursday’s session, U.S. equities rallied sharply during afternoon trading. The major indices recovered from the weakness seen the previous day and finished with substantial gains despite pulling back slightly from intraday highs. The Nasdaq jumped 640.16 points, or 2.5%, to close at 25,809.66. The Dow Jones Industrial Average advanced 929.97 points, or 1.9%, to 50,848.75, while the S&P 500 climbed 127.31 points, or 1.8%, to 7,394.30. Oil Prices Sink After Trump Reverses Course The rally accelerated after oil prices dropped sharply following Trump’s decision to cancel previously announced military strikes against Iran. In a post on Truth Social, Trump said the move was “based on the fact that discussions with the Islamic Republic of Iran have been brought to the highest level of Iranian leadership and approved.” The announcement marked a dramatic shift from earlier comments in which Trump had warned that the United States would strike Iran “very hard tonight” and stated that he intended to take control of the country’s oil and gas markets “at some point in the not too distant future.” Bargain Hunting Adds Momentum Investor demand was also supported by bargain hunting after the previous session’s weakness had pushed both the Nasdaq and the S&P 500 to their lowest closing levels in a month. The rebound encouraged traders to step back into risk assets as broader sentiment improved. Inflation Data Takes a Back Seat Markets largely ignored stronger-than-expected producer inflation figures released by the U.S. Labor Department. The Producer Price Index for final demand rose 1.1% in May, matching an upwardly revised increase recorded in April. Economists had forecast a 0.7% rise following the previously reported 1.4% gain in April. Annual producer price inflation accelerated to 6.5% from 5.7%, marking the fastest pace since November 2022. Despite the data, investors remained focused on geopolitical developments and falling energy prices. Semiconductor Stocks Lead the Advance Technology shares were among the strongest performers, led by semiconductor companies. The Philadelphia Semiconductor Index surged 7.9% during the session. Intel (NASDAQ:INTC) shares soared 9.2% after Bank of America upgraded the stock to Buy from Underperform. Airlines Benefit From Lower Fuel Costs The decline in crude oil prices also boosted airline stocks, as investors anticipated lower fuel expenses across the sector. The NYSE Arca Airline Index jumped 7.5%, making it one of the strongest-performing industry groups of the day. Sector Performance Remains Mixed Networking companies, gold-related stocks and computer hardware manufacturers also posted notable gains. However, not all sectors participated in the rally. Energy stocks came under pressure due to weaker oil prices, while software shares also lagged the broader market despite the overall positive tone. Intel stock price Original: Hopes for U.S.-Iran Agreement Point to Further Gains on Wall Street: Dow Jones, S&P, Nasdaq, Futures

Double Top Breakout on 11 June 2026. GLTA
At Close $116.96 +$9.92 (+9.27%).

Wall Street Set for Rebound as Investors Hunt for Bargains After Sell-Off: Dow Jones, S&P, Nasdaq, FuturesJune 11, 2026 9:18 AM
IH Market News U.S. stock futures pointed to a stronger open on Thursday, indicating that equities could recover some of the heavy losses recorded in the previous session. Investors appear to be stepping back into the market after Wednesday’s sharp decline, which pushed both the Nasdaq and the S&P 500 to their lowest closing levels in a month. Intel Boosts Semiconductor Sector Sentiment Technology shares, particularly semiconductors, are expected to support the early advance. Intel (NASDAQ:INTC) rose 4.6% in premarket trading after Bank of America upgraded the stock to Buy from Underperform, providing a lift to sentiment across the chipmaking sector. The positive momentum in technology stocks may help offset broader concerns surrounding inflation and geopolitical risks. Oil Surge Limits Market Optimism Despite the stronger futures market, gains were trimmed as oil prices moved sharply higher following new comments from President Donald Trump regarding Iran. In a post on Truth Social, Trump said the United States would strike Iran “very hard tonight” and claimed Washington intended to take control of the country’s oil and gas markets “at some point in the not too distant future.” The remarks heightened concerns about potential disruptions to global energy supplies and contributed to renewed volatility in commodity markets. Producer Price Data Raises Inflation Concerns Investor enthusiasm was also tempered by fresh inflation data released by the Labor Department. A report showed that producer prices increased by more than economists had anticipated during May, adding to concerns that inflationary pressures remain persistent. Higher inflation could complicate the outlook for interest rates and monetary policy, limiting the scope for a sustained equity market rally. Stocks Fell Sharply on Wednesday U.S. equities traded without a clear direction early on Wednesday before selling accelerated throughout the day. The major indices finished near their session lows. The Dow Jones Industrial Average dropped 953.33 points, or 1.9%, to 49,918.78. The Nasdaq Composite tumbled 509.32 points, or 2.0%, to 25,169.50, while the S&P 500 lost 119.66 points, or 1.6%, to close at 7,266.99. Escalating U.S.-Iran Tensions Weigh on Markets Market sentiment deteriorated as President Donald Trump intensified his rhetoric toward Iran following recent military exchanges between the two countries. “We hit them hard yesterday, and we’re going to hit them hard again today,” Trump told reporters at the White House. “We’re going to be attacking them and attacking them very hard.” The comments followed a statement from U.S. Central Command confirming that American forces had conducted what it described as “self-defense strikes” against Iranian targets after a U.S. helicopter was shot down. According to CENTCOM, U.S. Air Force and Navy aircraft carried out precision strikes against Iranian air defense systems, ground control facilities and surveillance radar installations near the Strait of Hormuz. Iran subsequently launched attacks against U.S. military facilities in Kuwait, Bahrain and Jordan, according to reports, while also warning that it would respond to any further threats or military action. In another Truth Social post on Thursday morning, Trump said Iran had “taken too long to negotiate a deal” and would now have to “pay the price!” Oil Prices Jump on Supply Concerns The worsening geopolitical situation drove oil prices higher as traders worried about potential disruptions to energy supplies from the Middle East. Market participants largely ignored Trump’s assertion that the United States had quietly assisted in moving more than 100 million barrels of oil through the Strait of Hormuz. The rise in crude prices added to broader inflation concerns and weighed on sentiment across several sectors. Consumer Inflation Data Meets Expectations Separately, the Labor Department reported that consumer inflation increased in line with forecasts during May. The Consumer Price Index rose 0.5% during the month after increasing 0.6% in April, matching economist expectations. On an annual basis, consumer inflation accelerated to 4.2% from 3.8% in April, also in line with forecasts. Core inflation, which excludes food and energy prices, rose 0.2% in May following a 0.4% increase in April. Economists had expected a 0.3% increase. The annual core inflation rate edged up to 2.9% from 2.8%, matching market expectations. Airlines, Gold and Technology Stocks Lead Declines The sharp increase in oil prices hit airline shares particularly hard, with the NYSE Arca Airline Index plunging 5.4%. Gold stocks also came under pressure as bullion prices weakened, pulling the NYSE Arca Gold Bugs Index down 5%. Computer hardware, semiconductor and housing-related stocks likewise posted notable losses during Wednesday’s session. In contrast, energy companies outperformed the broader market as higher oil prices boosted the sector. Intel stock price Original: Wall Street Set for Rebound as Investors Hunt for Bargains After Sell-Off: Dow Jones, S&P, Nasdaq, Futures

Intel Shares Surge After BofA Upgrades Stock to Buy on CPU and Foundry Growth Prospects (INTC)June 11, 2026 8:45 AM
IH Market News Intel (NASDAQ:INTC) shares rose about 5% in premarket trading after Bank of America upgraded the stock twice, moving its rating from Underperform to Buy and increasing its price target to $135 from $96. The investment bank cited improving visibility around Intel’s server processor business and expanding opportunities within its external foundry operations as key reasons for the more optimistic outlook. BofA Raises Long-Term Earnings Expectations The upgrade reflects a substantial shift in Bank of America’s view of Intel’s future earnings potential. The firm now believes Intel could generate earnings of more than $6 per share by 2030, significantly above its previous estimate of $3 to $4 per share. To arrive at its new target price, BofA applied a 25-times multiple to its projected 2030 earnings-per-share estimate of $6.24 and discounted the valuation back by two years. Analysts led by Vivek Arya said the bank’s previous sum-of-the-parts valuation framework, which was based on 2028 forecasts, “under-represents many of the company’s CPU and foundry potentials that are further out.” Server CPU Opportunity Seen Expanding Bank of America expects Intel’s server CPU business to become a major growth driver over the remainder of the decade. The analysts forecast server processor revenue exceeding $40 billion by 2030, representing roughly 25% of what they estimate to be a $170 billion total addressable market. A key component of that outlook is the rise of agentic artificial intelligence, which BofA believes will increase the strategic importance of CPUs. According to the bank, processors are evolving beyond their traditional role in server management and are increasingly being used to coordinate autonomous AI agents, a market opportunity that could be worth approximately $70 billion by 2030. Foundry Pipeline Provides Additional Upside The report also highlighted growing opportunities for Intel’s foundry division. Bank of America identified several potential projects that could support future growth, including Apple M-Series wafer production, MediaTek TPU wafers, Terafab intellectual property and packaging work, as well as additional ARM-based server CPU programmes. Analysts also pointed to Intel’s recent intellectual property collaboration with Cadence involving the company’s 14A manufacturing process, describing it as another step toward building a stronger and more sustainable third-party foundry ecosystem. Low Institutional Ownership Seen as Potential Catalyst BofA noted that Intel remains significantly under-owned by institutional investors relative to its size. Despite having a market capitalisation of approximately $540 billion and ranking as the fifth-largest U.S. semiconductor and AI infrastructure company, Intel is held by only 16% of S&P 500 funds. According to the bank, that makes Intel the second least-owned stock in the peer group behind SanDisk. The analysts suggested that increased institutional participation could become an additional driver of future share-price appreciation. Comparison Drawn With AMD To support its argument, Bank of America pointed to the experience of AMD, where institutional ownership increased by 1,400 basis points over the past year. During the same period, AMD’s share price rose 309%, illustrating the impact that changing investor positioning can have on semiconductor stocks. Risks Remain While maintaining a bullish stance, BofA acknowledged several risks that could challenge its investment thesis. These include increasing competition from ARM-based processors and custom chip architectures, the possibility of slower AI infrastructure spending, and execution risks associated with ramping up Intel’s next-generation manufacturing technologies. Despite those challenges, the bank believes improving visibility across Intel’s processor and foundry businesses supports a more constructive long-term outlook for the company. Intel stock price Original: Intel Shares Surge After BofA Upgrades Stock to Buy on CPU and Foundry Growth Prospects (INTC)

Enhanced Performance For Server Consolidation With Intel Xeon 6+
Tim Phillips
Published Thu 4 Jun 2026 // 11:54 UTC

AI workloads are eating into datacenter capacity faster than most operators can add to it, and once the power budget is spent and the racks are full, the wall is a physical one. Server consolidation, once treated as a long-term efficiency project, has become an immediate operational priority.

In our latest Hot Seat, Tim Phillips talks to Kira Boyko, product director at Intel, about how the Intel Xeon 6+ processor with 288 E-cores has been engineered with core density and efficiency in mind to address that constraint. Many organizations cannot easily build new datacenters or expand the ones they already have, Boyko explains, particularly at the edge. That makes consolidating legacy servers onto a denser, more efficient platform the practical route to immediate efficiency and TCO gains. It also recovers space and power budget that the next generation of AI infrastructure will demand.

The Intel Xeon 6+ processor is built for that high-density environment, with particular relevance for 5G core and cloud-native use cases.

Consolidation and AI expansion, Boyko argues, can no longer be treated as separate exercises. Retiring older server estates onto Intel Xeon 6+ is how operators create the headroom their next AI deployments will require.

CONTINUED:
https://www.nextplatform.com/compute/2026/06/04/enhanced-performance-for-server-consolidation-with-intel-xeon-6/5251112?mc_cid=e87ff9a09a&mc_eid=9d91dde03c

Weekly Chart
https://schrts.co/RXZZmCpe

AI-linked stocks advance as Trump explores public ownership model for AI firmsJune 8, 2026 6:20 AM
IH Market News Shares of several artificial intelligence-related companies moved higher in premarket trading on Monday after U.S. President Donald Trump said his administration is considering a proposal that could give the American public a direct stake in leading AI businesses. Speaking to reporters aboard Air Force One on Friday, Trump revealed that discussions had taken place with major AI developers about a potential arrangement in which the federal government would hold an ownership interest in the sector. “There’s something very interesting about it, where it almost becomes a partnership with the American public,” he said. “We’ll look into that.” Chipmakers rally on potential government-backed AI initiative Investors reacted positively to the comments, with a number of AI-focused stocks posting gains before the opening bell on Monday. Nvidia (NASDAQ:NVDA) rose more than 1% by 04:14 ET, while fellow semiconductor companies Marvell (NASDAQ:MRVL) and Micron (NASDAQ:MU) advanced between 4% and 7%. AMD (NASDAQ:AMD) and Intel (NASDAQ:INTC) also traded more than 1% higher. In contrast, Google (NASDAQ:GOOG) slipped 1.2%. Trump indicated that executives from leading AI companies, including Anthropic, OpenAI and xAI, are expected to continue discussions at a White House meeting that could take place as early as next week. Several of those firms are widely expected to pursue public listings in the coming months, with valuations potentially reaching into the trillions of dollars. Government stake discussions gain momentum The president’s remarks followed a report from digital news outlet NOTUS, which said senior U.S. officials had already held preliminary conversations with AI companies regarding the possibility of the government purchasing equity stakes in their businesses. The Trump administration has previously shown a willingness to take direct positions in strategic industries, having acquired stakes in Intel as well as a number of rare earth and quantum computing companies. The concept gained additional attention after Senator Bernie Sanders proposed legislation that would impose a one-time 50% tax on AI companies’ stock, with the proceeds directed into a U.S. sovereign wealth fund. “The move would guarantee that the trillions created by AI are used to improve the lives of all of us,” Sanders said. The proposal has faced criticism from several prominent technology investors and executives, including Silicon Valley venture capitalist and Trump adviser David Sacks. White House continues to refine AI policy Trump acknowledged that Sanders’ proposal had resonated with some voters and suggested that broader public participation in AI-related wealth creation could help address growing concerns about the technology’s impact on society. The administration has faced challenges in defining a long-term regulatory framework for artificial intelligence. A planned signing ceremony for an AI-focused executive order in May was unexpectedly canceled after concerns emerged from industry participants regarding aspects of the proposal. At the time, Trump said he opposed certain provisions because they could weaken the United States in its competition with China in the AI sector. Earlier this week, the president signed a revised executive order that asks leading AI developers to voluntarily submit their most advanced models for government cybersecurity testing before public deployment. Growing concerns over AI risks Debate around AI regulation has intensified in recent months, partly following the launch of Anthropic’s advanced Mythos platform. Industry experts have warned that the technology could significantly increase the sophistication of cyberattacks if misused, particularly in sectors such as financial services that rely on complex and ageing technology infrastructure. As policymakers weigh the economic opportunities and risks associated with artificial intelligence, investors are closely monitoring whether the White House’s latest proposals could reshape ownership structures across one of the fastest-growing industries in the world. Nvidia stock price Marvell Technology stock price Micron Technology stock price Advanced Micro Devices stock price Intel stock price Alphabet stock price Original: AI-linked stocks advance as Trump explores public ownership model for AI firms

Hitachi and Intel announce strategic collaboration to accelerate AI transformation across key industriesJune 5, 2026 8:00 AM
PR Newswire (US) TOKYO and SANTA CLARA, Calif., June 5, 2026 /PRNewswire/ -- Hitachi, Ltd. (TSE:6501, "Hitachi") and Intel Corporation (NASDAQ: INTC, "Intel") today announced a strategic collaboration to explore opportunities that advance physical AI, advanced computing, and next-generation digital infrastructure across manufacturing, energy, mobility and other critical industries. Through the collaboration, the companies plan to combine Hitachi's information technology (IT) expertise, deep operational technology (OT) and product manufacturing knowledge with Intel's advanced computing capabilities and silicon-based platforms to develop next-generation compute capabilities and industry solutions that help organizations modernize operations, improve efficiency, and build more intelligent, resilient infrastructure systems. The companies plan to work together across five strategic pillars—foundry tools, quantum computing, energy optimization, custom silicon and edge-AI applications, and factory automation—to create new solutions and optimize existing processes.In the area of foundry tools, Hitachi gathers high-precision data generated from its market-leading metrology systems, dimension scanning electron microscopes (CD-SEMs), as well as etching systems, on the integrated platform "ExTOPE." Leveraging physical AI, Hitachi uses that data to enable predictive diagnostics and maintenance optimization, contributing to improved yield, shorter time to market, and enhanced quality in semiconductor manufacturing processes. For quantum computing, the collaboration will strengthen co-development efforts between R&D teams of Hitachi and Intel, accelerating the advancement of quantum technologies and creating new value. The partnership also aims to focus on energy optimization. Hitachi's HMAX Energy will be deployed within Intel's fabs to provide managed services for core power equipment, while Intel plans to supply high-voltage silicon chips to further improve Hitachi's power systems. In addition, the two companies are exploring opportunities for collaboration in custom silicon, edge-AI applications and factory automation, leveraging their respective cutting-edge technologies."Building on more than 40 years of trust with Intel, we are delighted to launch a comprehensive strategic collaboration," said Toshiaki Tokunaga, President & CEO, Hitachi, Ltd. "As the emergence of Physical AI brings a significant impact on our society, this collaboration will accelerate AI transformation across a wide range of industries that support social infrastructure. By combining Hitachi's IT, OT, and products with Intel's advanced computing capabilities, we are well positioned to advance the deployment of AI in mission-critical social infrastructure worldwide. We will also create new value in frontier fields such as quantum computing.""The coming wave of physical AI will transform the industrial edge of our economy through new advances in robotics, autonomous machines, and other AI edge devices," said Lip-Bu Tan, CEO, Intel Corporation. "By combining Intel's advanced computing and AI capabilities with Hitachi's deep OT expertise and world class IT capabilities, we are uniquely positioned to help industries capture the enormous opportunity represented by physical AI at industrial scale. Together, we will accelerate the deployment of intelligent, real-world systems and bring the benefits of AI to more businesses and industries around the world."About Hitachi, Ltd.
Through its Social Innovation Business (SIB) that brings together IT, OT (Operational Technology) and products, Hitachi aims to be a global leader in continuously transforming social infrastructure through digital, contributing to a harmonized society where the environment, wellbeing, and economic growth are in balance. Hitachi operates worldwide across four sectors – Digital Systems & Services, Energy, Mobility, and Connective Industries – as well as a Strategic SIB Business Unit focused on new growth areas. With Lumada at its core, Hitachi creates value by combining data, technology and domain knowledge to solve customer and social challenges. Revenues for FY2025 (ended March 31, 2026) totaled 10,586.7 billion yen, with 606 consolidated subsidiaries and approximately 290,000 employees worldwide. Visit us at www.hitachi.com.About Intel
Intel (Nasdaq: INTC) designs and manufactures advanced semiconductors that connect and power the modern world. Every day, our engineers create new technologies that enhance and shape the future of computing to enable new possibilities for every customer we serve. Learn more at intel.com. View original content to download multimedia:https://www.prnewswire.com/news-releases/hitachi-and-intel-announce-strategic-collaboration-to-accelerate-ai-transformation-across-key-industries-302792155.htmlSOURCE Hitachi Americas Original: Hitachi and Intel announce strategic collaboration to accelerate AI transformation across key industries

Wall Street Futures Ease as Hezbollah Rejects Ceasefire and Investors Await U.S. Jobs Data: Dow Jones, S&P, NasdaqJune 5, 2026 5:21 AM
IH Market News U.S. equity futures traded lower on Friday as investors assessed renewed geopolitical tensions in the Middle East and prepared for the release of closely watched U.S. employment figures. The latest developments have weakened expectations for a near-term resolution to the conflict involving Iran and added another layer of uncertainty to global markets. At the same time, enthusiasm surrounding artificial intelligence-related stocks showed further signs of cooling after a mixed response to recent earnings announcements from major technology companies. Futures Point to a Softer Open By 03:36 ET (07:36 GMT), futures tied to the major U.S. indices were indicating a weaker start to trading. Dow Jones futures were little changed, while S&P 500 futures fell 0.6% and Nasdaq 100 futures declined 1.1%. The technology-heavy Nasdaq Composite closed 0.1% lower in the previous session after semiconductor group Broadcom (NASDAQ:AVGO) released results that failed to fully satisfy elevated investor expectations. The reaction weighed on several chipmakers, including Micron (NASDAQ:MU), Intel (NASDAQ:INTC) and Advanced Micro Devices (NASDAQ:AMD), all of which recorded notable declines. Despite the weakness in technology stocks, the Dow Jones Industrial Average and the S&P 500 ended Thursday higher, gaining 1.7% and 0.4%, respectively. Analysts at Vital Knowledge noted that “[T]he Broadcom disappointment […] triggered selling in certain semiconductor stocks and parts of the data center infrastructure complex but rather than cause a broad market slump, money instead simply rotated elsewhere, including pockets of value/cyclical.” Hezbollah Rejection Complicates Peace Prospects Investor sentiment was also affected by developments in the Middle East after Hezbollah rejected a ceasefire agreement between Israel and Lebanon. The move has raised fresh doubts over the possibility of a broader diplomatic breakthrough between Washington and Tehran. Iran, which supports Hezbollah, has repeatedly linked progress in negotiations with the United States to an end to hostilities in Lebanon. The conflict has expanded since the joint U.S.-Israeli military campaign against Iran began in late February, drawing other parts of the region into the confrontation. Hezbollah leader Naim Kassem described the U.S.-brokered ceasefire arrangement as “absurd, humiliating, and insulting.” According to the Associated Press, the statement followed Israeli attacks that reportedly killed at least four people. The agency also reported that Lebanese troops moved into areas of southern Lebanon on Thursday after months of intense fighting. Oil Prices Remain Elevated Despite Modest Pullback The ongoing standoff between the United States and Iran continues to impact energy markets, particularly through disruptions affecting the Strait of Hormuz, a critical route for global oil shipments. Brent crude futures were last down 0.4% at $94.69 per barrel, while U.S. West Texas Intermediate crude fell 0.6% to $92.44 per barrel. Although prices have eased from recent highs, they remain significantly above levels seen before the conflict escalated. Market participants remain concerned that a prolonged disruption to energy supplies could reignite inflationary pressures globally and influence the policy decisions of major central banks. Current market expectations suggest the Federal Reserve is likely to keep interest rates unchanged through the remainder of this year, with some investors anticipating the possibility of rate increases in 2027. Labor Market Report in Focus Attention now turns to the latest U.S. nonfarm payrolls report, which is due later in the day and could provide important clues about the strength of the economy. Economists expect the U.S. to have added approximately 85,000 jobs in May, compared with 115,000 in April. The unemployment rate is forecast to remain unchanged at 4.3%. While payroll figures are considered the most comprehensive measure of labor market health, other employment indicators released this week have pointed to continued resilience, even as companies remain cautious about expanding or reducing headcount. The report is expected to play an important role in shaping expectations for future Federal Reserve policy decisions under new Chair Kevin Warsh, who faces the challenge of balancing inflation risks against employment objectives. Report Says U.S. Explored Equity Stakes in AI Companies Separately, NOTUS reported that senior U.S. government officials have held preliminary discussions with leading artificial intelligence companies regarding the possibility of the government acquiring ownership stakes in their businesses. According to the report, the conversations focused on voluntary share transfers to the government. NOTUS said OpenAI chief executive Sam Altman discussed the concept with senior officials in the Trump administration, while rival Anthropic was reportedly not involved in discussions concerning government ownership. The report added that any investment returns could potentially be directed toward public initiatives, including dividend-style payments to American households. Broadcom stock price Micron Technology stock price Intel stock price Advanced Micro Devices stock price Original: Wall Street Futures Ease as Hezbollah Rejects Ceasefire and Investors Await U.S. Jobs Data: Dow Jones, S&P, Nasdaq

Intel and Foxconn Join Forces on AI Infrastructure Development (INTC)June 4, 2026 6:05 AM
IH Market News Intel (NASDAQ:INTC) and Taiwanese manufacturing giant Foxconn (USOTC:FXCOF) have announced a strategic collaboration aimed at developing next-generation artificial intelligence infrastructure and intelligent computing platforms, positioning both companies to benefit from rising global demand for AI-powered computing solutions. The partnership was well received by investors, with Intel shares climbing 4.43% on Wall Street to close at $112.71 following the announcement. The stock was broadly unchanged in pre-market trading the following day. Under the agreement, Intel will contribute its semiconductor and processor technologies, while Foxconn will provide its extensive expertise in manufacturing, systems integration and global supply chain management. Financial terms of the partnership were not disclosed. The two companies plan to jointly develop equipment for AI-focused data centres, including server rack systems powered by Intel Xeon processors and AI accelerator chips. The collaboration will also focus on high-speed networking technologies, advanced cooling systems and energy-efficient infrastructure designed to support increasingly demanding AI workloads. Beyond traditional data centre applications, Intel and Foxconn intend to explore opportunities in edge AI deployments, including industrial automation, smart city infrastructure and robotics. The companies also said they will evaluate potential collaborations involving customised semiconductor designs and integrated system solutions. “Our collaboration with Intel will combine both companies’ strengths in computing platforms, systems integration and global supply chain capabilities,” said Young Liu, Foxconn chairman and CEO. Intel highlighted the announcement during Computex Taipei, one of the technology sector’s most important annual events. Speaking at the conference, company executives described the agreement as “an exciting milestone for our ongoing partnership with Foxconn.” Alongside the partnership announcement, Intel officially unveiled its new Xeon 6 Plus processor family. Built using the company’s advanced 18A manufacturing technology, the chip features up to 288 efficiency cores and is specifically designed to support high-density inference workloads and emerging agentic AI applications in data centres. The launch forms part of Intel’s broader strategy to stimulate a new upgrade cycle in server processors as demand for AI infrastructure continues to accelerate. Market sentiment was further boosted by a series of analyst upgrades following the Computex presentations. Mizuho increased its price target on Intel shares to $128 from $124, Wells Fargo raised its target to $110 from $85, and Barclays lifted its target to $100 from $65. Investors appeared encouraged by the combination of Intel’s latest product announcements, its expanding AI strategy, strengthening partnerships and improving analyst sentiment. Together, these factors helped drive a sharp rebound in the share price following weakness earlier in the week. More About Intel Corporation Intel Corporation is one of the world’s largest semiconductor companies, specialising in processors, data centre technologies, artificial intelligence hardware and advanced computing solutions. The company is investing heavily in next-generation chip manufacturing technologies and AI-focused products as it seeks to strengthen its competitive position across consumer, enterprise and cloud computing markets. Through partnerships with major technology and manufacturing companies, Intel is expanding its presence in AI infrastructure, high-performance computing and advanced semiconductor production, areas that management views as key drivers of future growth. Intel stock price Foxconn stock price Original: Intel and Foxconn Join Forces on AI Infrastructure Development (INTC)

Low Pole Reversal on 3 June 2026. BLTA
INTC appears to be correcting within a longer-term bullish trend. Although its MACD is presently below the signal line, shares remain 123.2% above an upwards sloping 200-day moving average. Comparative Relative Strength analysis shows that this issue is outperforming the S&P 500.
Momentum for INTC is strongly bearish. The 14-period Slow Stochastic Oscillator is falling, as investors sell shares and drive the price lower.
Today, 116,518,938 shares of INTC traded hands, in-line with the 110,156,021 share daily average during the last twelve months. The On Balance Volume indicator (OBV) shows that longer term accumulation has given way to near term selling pressure by traders as of 3:59 PM ET Wednesday, 06/03/2026

Intel Expands AI Portfolio with New Infrastructure Solutions and Xeon 6+ Launch at Computex (INTC)June 2, 2026 6:50 AM
IH Market News Intel Corporation (NASDAQ:INTC) introduced a range of new artificial intelligence infrastructure technologies and processor offerings at Computex 2026 in Taipei, showcasing its latest efforts to strengthen its position across AI, cloud computing and data center markets. The announcements included new rackscale AI systems, the commercial availability of Xeon 6+ processors and a series of strategic partnerships aimed at accelerating AI deployment across multiple industries. New Rackscale AI Infrastructure Targets Enterprise Workloads A key highlight of Intel’s presentation was the introduction of rackscale AI infrastructure designed to support inference and agentic AI workloads at scale. The platform combines Intel Xeon processors with SambaNova’s SN-50 Reconfigurable Dataflow Units (RDUs), creating a solution intended to address growing demand for high-performance AI computing in data centers. To bring the technology to market, Intel is collaborating with SambaNova and Foxconn on production-ready rack systems that integrate both companies’ technologies into a unified deployment platform. Foxconn will provide system integration expertise and is also planning a CPU-focused configuration optimized for cost-efficient inference and large-scale data processing applications. Industry Partners Showcase Advanced AI Deployments Intel highlighted demonstrations from Vector Core Compute, a company backed by Vista Equity Partners and Cambium Capital. The firm showcased a fully disaggregated inference environment operating from a Los Angeles data center, utilizing Intel Xeon 6 processors alongside SambaNova SN40 RDUs and NVIDIA Blackwell GPUs. The demonstration illustrated how multiple processing architectures can be combined to support advanced AI workloads in cloud environments. Intel also noted that Together.ai has become the first commercial customer to deploy cloud services powered by Vector Core Compute’s infrastructure. Xeon 6+ Processors Enter the Market The company announced the commercial availability of its new Xeon 6+ processor family, manufactured using Intel’s 18A process technology. The processors are designed to support high-density, scale-out computing environments and can be configured as part of Intel’s rackscale AI infrastructure offerings. According to the company, a single liquid-cooled rack equipped with Xeon 6+ processors can deliver up to 36,864 cores within 32U of compute space while operating at approximately 100 kilowatts of rack-level power. The launch represents another step in Intel’s strategy to strengthen its competitiveness in AI and data center computing. Core Ultra Adoption Continues to Grow Intel also provided updates on adoption of its Core Ultra Series 3 processors. The company said the chips are now featured in more than 325 consumer and commercial PC designs worldwide. In addition, Intel announced the launch of its new Arc G-series graphics processors for handheld gaming devices, with products expected to become available beginning this month. Beyond traditional computing markets, Intel reported that more than 130 customers have selected Series 3 processors for applications involving edge AI and robotics. Strategic Partnerships Target Multiple Industries Alongside its hardware announcements, Intel revealed several new collaborations aimed at developing industry-specific AI solutions. The company has entered partnerships with Foxconn, Siemens, Hitachi, Echo Neurotechnologies and Greenstone Biosciences to create specialized systems built on Intel processors and custom silicon technologies. These initiatives will focus on applications across manufacturing, healthcare, biotechnology and other sectors where AI adoption is accelerating. By combining new processor technology, scalable AI infrastructure and industry-focused partnerships, Intel is seeking to broaden its presence across the AI ecosystem and position itself as a key supplier of computing solutions spanning everything from personal devices to large-scale data centers. Intel stock price Original: Intel Expands AI Portfolio with New Infrastructure Solutions and Xeon 6+ Launch at Computex (INTC)

Intel Announces New AI Innovations at Computex — Chip to Rackscale AI Solutions Delivered to Customers with the Help of Strategic Industry PartnersJune 2, 2026 2:30 AM
Business Wire Today at Computex 2026, Intel unveiled new innovations that address customers’ chip-to-systems-level AI needs with solutions tailored to address their specific industry challenges, including: New rackscale AI infrastructure: Intel announced rackscale AI infrastructure for customers interested in scaling their inference and agentic workloads based on Intel® Xeon® processors and SambaNova SN-50 Reconfigurable Dataflow Units (RDUs). Agentic Cloud Offering for Disaggregated Inference: Vector Core Compute, a new purpose-built enterprise inference cloud formed by Vista Equity Partners and Cambium Capital, unveiled fully disaggregated inference running on Intel Xeon processors, SambaNova RDUs, and NVIDIA Blackwell GPUs. Deep industry solutions: Strategic collaborations with industry leaders, including Foxconn, Siemens, Hitachi, Echo Neurotechnologies, and Greenstone Biosciences focused on delivering integrated vertical customer solutions based on Intel processors and purpose-built silicon. Intel Xeon 6+ processors: Next-generation data center CPU built on Intel 18A and designed for high-density, scale-out workloads. PC, gaming handheld, and physical AI momentum: Broad partner support and customer uptake for the Series 3 family of processors. “For more than five decades, Intel, its ecosystem partners, and Taiwan have brought the world the foundational technologies for the PC, Internet, and now AI eras,” said Lip-Bu Tan, CEO of Intel. “Today, with the rise of inference, agentic, and physical AI, Intel is poised to bring the world new innovations from the chip to systems level that promise to transform industry and society for the better. We are proud to join all our partners in building great products that will delight customers and bring the power of AI to more people as we create a brighter future together.” Rackscale AI Infrastructure for Inference and Agentic Workloads As the training of AI models has matured, and more AI applications have moved into production, the industry has witnessed an exponential rise in the demand for cost-effective and power-efficient AI inference. With the emergence of agentic AI, the growing demand for AI inference is changing the balance of power in the data center, returning the CPU to a position of prominence. According to Creative Strategies CEO and principal analyst Ben Bajarin, while “the training-era world looked closer to a one-CPU-per-four-GPU relation in AI deployments, agentic inference changes that relationship to roughly a one-CPU-to-one-GPU (or less) ratio.” Seeking to capitalize on this trend at a systems level, Intel, SambaNova, and Foxconn today announced their intent to build rackscale AI infrastructure for data center, hyperscale, and intelligence center deployments—built on Intel Xeon processors. The companies are demonstrating production-ready racks that combine Intel Xeon processors with SambaNova SN-50 RDUs, which together are designed to deliver high performance AI inference with improved cost and power efficiency. As part of the collaboration, Foxconn will provide system integration capabilities for the new rackscale AI infrastructure. Foxconn also plans to manufacture a CPU-dense variant of the rackscale infrastructure for workloads that do not require additional acceleration, including cost-optimized inference, data processing, and hybrid AI. Agentic Cloud Offering for Fully Disaggregated Inference Vector Core Compute, a new purpose-built enterprise inference cloud formed by Vista Equity Partners and Cambium Capital, unveiled fully disaggregated inference. Running onstage at Computex, Intel, SambaNova, Vista Equity Partners and Cambium Capital showcased the first real-world demonstration of a disaggregated inference system, using Intel Xeon 6 processors for orchestration and execution, SambaNova SN40 RDUs for decode, and NVIDIA Blackwell GPUs for prefill—operating from a Vector Core Compute data center in Los Angeles, California. Together.ai is the first commercial customer running workloads on Vector Core Compute’s agentic cloud, which delivered the fastest enterprise inference on the MiniMax 2.5 model of any architecture to date. Vista Equity Partners has secured early access to the company’s high-quality, low-cost inference solutions for its 90+ portfolio companies which serve more than 2.5 million enterprise customers and 750 million users worldwide. Industry Specific Solutions Based on Intel Processors and Purpose-built Silicon It is often stated that AI is transforming every industry. It is also true that the computing needs of specific industries vary widely due to differences in their business environments, processes, workflows, and customers. Today, Intel announced several strategic partnerships designed to co-develop industry-specific vertical solutions based on Intel processors and purpose-built silicon, including: Foxconn: The world’s largest electronics manufacturer is working with Intel to provide systems integration capabilities for rackscale AI infrastructure and explore collaboration in design services and custom silicon development. Siemens: The leading technology company focused on industry, infrastructure, transport, and healthcare and Intel have expanded their existing collaboration. In 2023, Siemens and Intel first joined forces; now the two companies are strengthening their collaboration across the entire value chain from design to manufacturing to chips embedded in Siemens products. Siemens brings its capabilities for the design, manufacturing, and lifecycle management of chips, as well as fab digitalization, automation, and electrification. This collaboration will enable the exploration of use cases for purpose-built Intel silicon for Siemens’ varied compute requirements, which may include edge devices, high-performance computing (HPC), and robotics. Hitachi: A global leader in digital innovation and sustainable solutions and Intel intend to work together on a range of solutions including foundry tools and quantum computing. Echo Neurotechnologies: The developer of neuroscience and brain-computer interface solutions and Intel are exploring new neuromorphic technologies to advance neuro-AI, speech neuroscience, brain-computer interfaces, and Intel's future neuromorphic and conventional hardware architectures. Greenstone Biosciences: The Silicon Valley biotech company plans to use Intel processors, purpose-built silicon, and the Intel Health and Life Sciences AI Suite to accelerate human-centric drug development using stem cells, organoids, genomics, and AI. Intel Xeon 6+ Processors for Next Generation Data Centers Extending this week’s announcements from data centers and racks down to chip-level innovations, Intel announced the availability of Intel Xeon 6+ processors, which provide greater performance density, power efficiency, and operational scale for cloud-native, agentic AI, and network-intensive workloads. Built on Intel 18A—its first use in a data center CPU—Xeon 6+ is engineered for sustained performance under real-world power constraints—addressing the orchestration, concurrency, and data movement demands of emerging agentic AI. Xeon 6+ can be configured for AI rackscale infrastructure purpose-built for hosting agents at maximum density. For example, a single liquid-cooled rack can deliver 36,864 cores using 32U of compute space, which provides the highest agent density available (at approximately 100-kilowatt rack power compute). Optimized for environments where watts per rack, throughput per core, and latency predictability are critical, Xeon 6+ emphasizes scale-out performance—making room for new AI workloads without requiring disruptive data center redesign. Series 3 Scale and Momentum Core Ultra Series 3, built on Intel 18A, continues to experience strong customer uptake for a platform that now powers more than 325 consumer and commercial PC designs. Leveraging the same advanced IP as Ultra, the recently launched Core processors are enabling a new class of thin, sleek, powerful, and efficient PCs at affordable price points. Series 3 also pushes into the growing market of handheld gaming with the new Intel Arc G-series processors, which will be available starting this month. The expansion of the Series 3 processor family is being accelerated by increased 18A yields and strong customer and partner engagement. Beyond the PC, Intel has powered edge devices in manufacturing, robotics, retail, and smart cities for decades. For the first time, the latest Series 3 IP scaling in the PC ecosystem will deploy in parallel to thousands of edge customers globally. Over 130 customers have already chosen Series 3 to power edge AI and robotics designs. About Intel Intel (Nasdaq: INTC) designs and manufactures advanced semiconductors that connect and power the modern world. Every day, our engineers create new technologies that enhance and shape the future of computing to enable new possibilities for every customer we serve. Learn more at intel.com. Vector Core Compute cloud inference performance testing by Artificial Analysis. For details visit Artificial Analysis. Results may vary. Performance varies by use, configuration, and other factors. Learn more on the Performance Index site. Intel does not control or audit third-party data. You should consult other sources to evaluate accuracy. Intel technologies may require enabled hardware, software, or service activation. No product or component can be absolutely secure. Your costs and results may vary. © Intel Corporation. Intel, the Intel logo and other Intel marks are trademarks of Intel Corporation or its subsidiaries. Other names and brands may be claimed as the property of others. View source version on businesswire.com: https://www.businesswire.com/news/home/20260601425603/en/ Intel Media Relations
ContactPR@Intel.com Original: Intel Announces New AI Innovations at Computex — Chip to Rackscale AI Solutions Delivered to Customers with the Help of Strategic Industry Partners

Wolfe Research sees AI workloads expanding CPU market by 30% through 2028May 31, 2026 9:15 AM
IH Market News AI expected to drive a new phase of CPU demand Wolfe Research believes the rise of agentic artificial intelligence and orchestration computing will create a significant expansion in processor demand, projecting that the total addressable CPU market will grow by approximately 30% by 2028. The firm argues that access to manufacturing capacity at Taiwan Semiconductor Manufacturing Company is likely to be a more important factor in determining competitive success than raw chip performance over the next several years. Orchestration CPUs poised for strong growth According to Wolfe, orchestration processors are expected to experience rapid expansion by 2028 as Nvidia’s Rubin Ultra platform moves toward a CPU-to-GPU ratio of roughly 1:1. Despite the anticipated growth, Wolfe expects the orchestration CPU segment to remain largely dominated by companies that already control GPU and accelerated computing ecosystems. The firm’s forecasts for orchestration CPU volumes are based on GPU and XPU shipment assumptions incorporated into its proprietary Wolfe Accelerator Model. ARM designs expected to capture a larger share of AI computing Within the developing market for agentic AI processors, Wolfe Research forecasts that ARM-based architectures will secure between 50% and 75% market share. The research firm believes ARM designs offer advantages in energy efficiency and multi-threaded processing, while x86 architectures retain strengths in single-threaded performance. Under Wolfe’s base-case scenario, where ARM captures half of the agentic CPU market, ARM’s share of the broader CPU industry would increase to roughly 45% by 2028 from approximately 15% today. AMD identified as the biggest potential winner Wolfe Research views Advanced Micro Devices (NASDAQ:AMD) as the company with the most significant upside relative to both its valuation and current scale. The firm projects AMD’s server CPU revenue will rise from approximately $17 billion in 2026 to $44 billion by 2028. According to Wolfe, that growth could add around $7 per share in earnings compared with 2025 levels, boosting AMD’s overall earnings potential to between $25 and $30 per share by 2028. Intel expected to face continued share erosion Although Wolfe forecasts expansion across the overall CPU industry, it believes Intel (NASDAQ:INTC) will continue to lose market share in several important segments. The firm expects pressure in orchestration CPUs as Google increasingly adopts its internally developed Axion processors, while Intel is also projected to lose ground in traditional server CPUs and emerging agentic AI workloads. Nevertheless, Intel’s server CPU revenue is still expected to increase from $22.6 billion in 2026 to $41.5 billion in 2028. Assuming a 30% operating margin on incremental revenue, Wolfe estimates this growth could contribute approximately $1 in additional earnings per share relative to 2025. Nvidia expected to lead CPU shipment expansion Wolfe forecasts Nvidia (NASDAQ:NVDA) will ship more than four million CPUs this year, including roughly 1.3 million Vera agentic processors, with the majority expected to be delivered during the fourth quarter. The firm estimates agentic CPU revenue could reach $6.6 billion in 2026, increase to $14 billion in 2027 and rise further to $24.6 billion in 2028. These forecasts are based on an average selling price of approximately $5,000 per server CPU. While Nvidia is expected to command the largest share of the market, Wolfe notes that CPUs will have a relatively limited impact on earnings because of the company’s much larger accelerator business. The firm estimates CPU products could add roughly $0.50 per share in earnings compared with 2025. Arm Holdings positioned for multiple growth drivers Wolfe Research also sees meaningful upside for Arm Holdings (NASDAQ:ARM), supported by its exposure to orchestration processors, growing adoption of ARM-based agentic CPUs and future opportunities in proprietary silicon products. Using its assumption of a 50% share of the agentic CPU market by 2028, Wolfe projects royalty revenue of approximately $1.5 billion in 2027, increasing to $2.5 billion in 2028. The firm also forecasts ARM-generated silicon revenue of around $2 billion in 2028. According to Wolfe’s estimates, datacenter CPU royalties could contribute roughly $1.25 per share in additional earnings compared with 2025, while silicon-related activities could add another $0.30 per share. Combined, these contributions could support earnings power of approximately $4.50 per share by 2028, although Wolfe cautions that the stock continues to trade at a premium valuation. Semiconductor manufacturers also stand to benefit The anticipated increase in CPU demand is expected to translate into approximately 20% wafer growth over the next two years for semiconductor equipment manufacturers. Even so, Wolfe expects GPUs and XPUs to remain the primary drivers of demand for advanced manufacturing capacity, with AI accelerators continuing to account for the largest share of leading-edge wafer production. Advanced Micro Devices stock price Intel stock price Nvidia stock price Arm Holdings stock price Original: Wolfe Research sees AI workloads expanding CPU market by 30% through 2028

High Pole Warning on 27 May 2026. GLTA
Potential for LT. Currently Neutral.

In Double Top Breakout pattern/mode since 22 May 2026. GLTA

Citigroup Sees Server CPU Market Reaching $132 Billion by 2030 as Intel Retains LeadershipMay 23, 2026 10:01 AM
IH Market News Agentic CPUs Expected to Drive Explosive Industry Growth Citigroup expects the global server CPU market to grow to roughly $132 billion by 2030, compared with an estimated $29.3 billion in 2025, with much of the expansion expected to come from emerging agentic CPU demand. According to the brokerage, traditional general-purpose CPUs are projected to expand at a compound annual growth rate of 20%, reaching approximately $50.9 billion by 2030. AI head node processors are forecast to grow at a 21% CAGR, climbing to around $21.1 billion by the end of the decade. Agentic CPUs are expected to deliver the fastest growth, with Citigroup projecting a 185% compound annual growth rate that would lift the segment to about $59.4 billion by 2030. Intel Expected to Remain Market Leader Citigroup expects Intel (NASDAQ:INTC) to retain the largest share of the total CPU market through 2030, accounting for approximately 47% of industry revenue. Advanced Micro Devices (NASDAQ:AMD) is projected to hold a 34% market share, while Arm-based (NASDAQ:ARM) processors and other competitors are expected to make up the remaining 19%. Citi Raises Intel and AMD Price Targets The brokerage increased its price target on Intel to $130 from $95 while maintaining a buy rating on the stock. Citigroup also raised its target price on AMD to $460 from $358, while keeping a neutral rating on the company. AI Deployment Shift Creates New CPU Opportunities Citigroup noted that Intel, AMD and Arm-based chipmakers are increasingly focusing on CPU opportunities as major cloud providers redirect spending away from training artificial intelligence models and toward deploying them in production environments. Semiconductor Stocks Continue Strong Rally Intel shares have climbed approximately 195% since the start of the year, while AMD stock has advanced roughly 98% over the same period. Intel stock price Advanced Micro Devices stock price Arm Holdings stock price Original: Citigroup Sees Server CPU Market Reaching $132 Billion by 2030 as Intel Retains Leadership

Double Top Breakout on 22 May 2026. GLTA
Looks like the march is just about to start.
We shall see.

Low Pole Reversal on 20 May 2026. GLTA

In Double Bottom Breakdown pattern/mode since 14 May 2026. BLTA
Geopolitical situation and uncertainty impacting larger market among other concerns of world and US economies.

Intel pushes PC makers toward next-generation chips amid AI demand surge (INTC)May 19, 2026 6:44 AM
IH Market News Intel encourages wider adoption of processors built on 18A technology Intel (NASDAQ:INTC) is urging laptop and PC manufacturers to accelerate adoption of processors produced using its latest semiconductor manufacturing technology, as booming demand for artificial intelligence computing continues to strain supplies of advanced chips, Nikkei Asia reported Tuesday.According to the report, which cited industry sources, Intel has asked key computer manufacturing partners in the United States, China and Taiwan to increase usage of processors manufactured with the company’s 18A process technology, which became available late last year.Intel reportedly informed partners that supply availability for its newest processor families, including Panther Lake and Wildcat Lake, is stronger than for chips manufactured using older process technologies. Intel looks to regain ground in advanced chip manufacturing The company’s push to promote next-generation processors comes as Intel attempts to strengthen its position in the global AI semiconductor race and recover lost ground in advanced chip production after trailing rival TSMC (NYSE:TSM) during the rapid expansion of artificial intelligence demand.Intel is also working with several major technology companies, including Tesla (NASDAQ:TSLA) and SpaceX’s Terrafab project, as part of efforts to manufacture advanced semiconductors and revive its foundry operations.Intel stock priceTaiwan Semiconductor stock priceTesla stock price Original: Intel pushes PC makers toward next-generation chips amid AI demand surge (INTC)

U.S. Stocks Poised for Additional Weakness Following Friday Sell-Off: Dow Jones, S&P, Nasdaq, Wall Street FuturesMay 18, 2026 9:12 AM
IH Market News U.S. stock futures pointed modestly lower on Monday morning, suggesting equities could extend losses after the sharp decline recorded during Friday’s session. Middle East Tensions Continue to Pressure Sentiment Investor sentiment remained fragile amid ongoing concerns surrounding the conflict in the Middle East, after President Donald Trump warned Iran that the “clock is ticking.”In a post published on Truth Social, Trump said Iran “better get moving, FAST, or there won’t be anything left of them,” fueling speculation that the United States could resume military operations.According to a report from Axios citing two U.S. officials, Trump is expected to gather his senior national security advisers in the Situation Room on Tuesday to review military options.The ongoing U.S.-Iran conflict has effectively shut down the Strait of Hormuz, a critical global oil shipping route, triggering a surge in crude prices and heightening worries about inflation and interest rate policy. Treasury Yields and Oil Prices Remain Key Market Drivers Treasury yields jumped sharply last Friday amid growing speculation that the Federal Reserve’s next interest rate move could potentially be a hike instead of a cut.However, yields moved slightly lower on Monday morning as crude oil futures retreated, potentially easing some pressure on Wall Street. Major Indexes Posted Sharp Losses on Friday After Thursday’s rally, stocks reversed course sharply throughout Friday’s trading session, with all three major indexes closing significantly lower.Although the indexes recovered somewhat from their intraday lows, losses remained substantial by the closing bell.The Dow Jones Industrial Average dropped 537.29 points, or 1.1%, to 49,526.17. The Nasdaq Composite fell 410.08 points, or 1.5%, to 26,225.14, while the S&P 500 declined 92.74 points, or 1.2%, to 7,408.50.Despite Friday’s weakness, the major indexes finished the week relatively unchanged overall. The S&P 500 edged up 0.1%, the Nasdaq slipped 0.1%, and the Dow lost 0.2%. Technology Stocks Lead Market Decline The sell-off partly reflected profit-taking after recent market strength pushed both the Nasdaq and S&P 500 to fresh record highs.Technology shares led much of the decline, with Intel (NASDAQ:INTC) falling 6.6% and Micron Technology (NASDAQ:MU) dropping 6.2%.Shares of NVIDIA (NASDAQ:NVDA) also declined sharply, falling 4.4%.At the same time, the benchmark 10-year Treasury yield climbed to its highest level in nearly a year, adding additional pressure on equities.The rise in yields followed recent economic reports showing significant increases in both consumer and producer inflation, raising concerns about the future direction of Federal Reserve policy.According to CME Group’s FedWatch Tool, markets are now pricing in a 38.9% probability that interest rates will be a quarter point higher after the Federal Reserve’s final meeting of the year, compared with just 13.7% one week earlier. Oil Surge and Sector Weakness Weigh on Wall Street Wall Street also faced pressure from another sharp rise in oil prices, with U.S. crude futures climbing more than 4%.Oil markets moved higher after talks between President Donald Trump and Chinese President Xi Jinping produced positive rhetoric but little concrete progress regarding the U.S.-Iran conflict.Gold-related stocks came under heavy selling pressure alongside falling precious metal prices, driving the NYSE Arca Gold Bugs Index down 7.1%.Airline stocks also weakened significantly, with the NYSE Arca Airline Index tumbling 4.4%.Semiconductor shares saw another broad decline, dragging the Philadelphia Semiconductor Index down 4%.Steel, housing and computer hardware shares also recorded notable losses, while oil producers and software companies managed to outperform the broader market.Intel stock priceMicron Technology stock priceNvidia stock price Original: U.S. Stocks Poised for Additional Weakness Following Friday Sell-Off: Dow Jones, S&P, Nasdaq, Wall Street Futures

Intel (a GREAT AMERICAN COMPANY), should be in all Apple iPhones!!! With China potentially taking over Taiwan and TSMC, Apple should go all in on Intel!!! America should buy Intel over AMD, ARM, Qualcomm or NVIDIA!!!! America has over $40 billion invested in Intel, if you live in America, why wouldn’t you buy Intel based products????

Tech Stocks Slide as Treasury Yields Surge and Inflation Fears Mount: Dow Jones, S&P and Nasdaq Futures TodayMay 15, 2026 9:15 AM
IH Market News Dow Jones, S&P 500 and Nasdaq index futures are currently pointing to a sharply lower open on Friday, with stocks likely to give back ground after ending the previous session mostly higher.Profit taking may contribute to initial weakness on Wall Street following recent strength in the markets, which lifted the Nasdaq and S&P 500 to record highs.Technology stocks may lead the early pullback, as reflected by the 1.7 percent slump by the tech-heavy Nasdaq 100 futures.Shares of Intel (NASDAQ:INTC) are plummeting by more than 5 percent in pre-market trading, while shares of Micro (NASDAQ:MU) are plunging by more than 4 percent and shares of Nvidia (NASDAQ:NVDA) are tumbling by more than 3 percent.A sharp increase in treasury yields is also likely to weigh on the markets, with the yield on the benchmark ten-year note surging to its highest levels in almost a year.The spike in treasury yields comes as recent data showing significant accelerations in the pace of consumer and producer price inflation has led to concerns about the outlook for interest rates.CME Group’s FedWatch Tool is currently indicating a 38.9 percent chance rates will be a quarter point higher following the Federal Reserve’s last meeting of the year, up from just 13.7 percent a week ago.The downward momentum on Wall Street also comes amid a sharp increase by the price of crude oil, as U.S. crude oil futures are surging by more than 3 percent.The jump in oil prices comes as the summit between President Donald Trump and his Chinese counterpart Xi Jinping produced warm words but yielded little progress on the U.S. war with Iran.After ending Wednesday’s session modestly lower, the Dow showed a strong move back to the upside during trading on Thursday, closing above 50,000 for the first time in three months.The Nasdaq and the S&P 500 also moved higher, adding to Wednesday’s gains and once again reaching new record closing highs.The major averages all finished the day firmly positive but off their highs of the session. The Dow advanced 370.26 points or 0.8 percent to 50,063.46, the Nasdaq jumped 232.88 points or 0.9 percent to 26,635.22 and the S&P 500 climbed 56.99 points or 0.9 percent to 7,501.24.Cisco Systems (NASDAQ:CSCO) helped lead the markets higher, with the San Jose-based technology giant soaring by 13.4 percent to a record closing high.The spike by Cisco comes after the company reported better than expected fiscal third quarter results and provided upbeat guidance. Cisco also revealed plans to cut nearly 4,000 jobs.Market leader and AI darling Nvidia (NASDAQ:NVDA) also surged by 4.4 percent after a report from Reuters said the U.S. has cleared around 10 Chinese firms to buy the company’s second-most powerful AI chip, the H200.The report comes amid a closely watched summit between U.S. President Donald Trump and his Chinese counterpart Xi Jinping in Beijing.After a nearly two-hour long high-stakes meeting at the Great Hall of the People, Trump described the talks as “great.”The White House said, “The two sides agreed that the Strait of Hormuz must remain open to support the free flow of energy.”A statement issued by China’s foreign ministry said the two leaders agreed to a “constructive strategic stable relationship” as the new orientation for bilateral relations over the next three years and beyond.In U.S. economic news, a report released by the Commerce Department on Thursday showed retail sales in the U.S. increased in line with economist estimates in the month of April.The Commerce Department said retail sales climbed by 0.5 percent in April after jumping by a downwardly revised 1.6 percent in March. Economists had expected retail sales to grow by 0.5 percent.Excluding sales by motor vehicle and parts dealers, retail sales increased by 0.7 percent in April after surging by 1.9 percent in March. Ex-auto sales were expected to increase by 0.6 percent.Meanwhile, the Labor Department released a separate report showing first-time claims for U.S. unemployment benefits rose by more than expected in the week ended May 9th.The report said initial jobless claims climbed to 211,000, an increase of 12,000 from the previous week’s revised level of 199,000. Economists had expected jobless claims to rise to 205,000.With Cisco leading the way higher, networking stocks showed a substantial move to the upside, driving the NYSE Arca Networking Index up by 3.1 percent to a record closing high.Considerable strength also emerged among airline stocks, as reflected by the 1.7 percent gain posted by the NYSE Arca Airline Index.Software, oil service and brokerage stocks also saw notable strength on the day, while gold stocks moved sharply lower amid a decrease by the price of the precious metal. Original: Tech Stocks Slide as Treasury Yields Surge and Inflation Fears Mount: Dow Jones, S&P and Nasdaq Futures Today

Double Bottom Breakdown on 14 May 2026. The exhale at this time. I think as an entry point for newcomers.
Next will be the inhale to lead the share price higher.
The microchip sector is an important part of high tech business. AI is at it's early beginning for all sectors and industries
My average cost at this time stands at $25.41 as I trade with part of my shares. It is 10.75% of the total value of my Port. I have several others like Nvidia, AMD, etc.
GLTA

AMD and ARM Extend Server Market Gains While Intel Loses Share (AMD)May 14, 2026 6:30 AM
IH Market News Advanced Micro Devices (NASDAQ:AMD) and Arm Holdings (NASDAQ:ARM) continued to strengthen their positions in the server processor market during the first quarter of 2026, taking additional share from Intel (NASDAQ:INTC), according to a new report published by UBS.The report also showed that personal computer shipments remained weaker than typical seasonal patterns for a second consecutive quarter. Server CPU Shipments Beat Seasonal Trends UBS said total server CPU shipments increased about 6% from the previous quarter and roughly 19% year over year, significantly outperforming the normal seasonal trend, which historically points to a 7% quarterly decline.On a unit-share basis, Intel lost approximately 370 basis points of market share, ending the quarter at 54.9%. AMD gained 230 basis points to reach 27.4%, while ARM expanded by 140 basis points to 17.7%.“On a Y/Y basis ARM share increased from 11.5% to 17.7%, AMD grew from 24.1% to 27.4%, while INTC share declined from 64.4% to 54.9%,” UBS analysts led by Timothy Arcuri wrote in the report. AMD Gains Momentum in x86 Server Segment Within the x86 server processor market, Intel’s revenue share fell by 490 basis points to 53.8%, while AMD’s share climbed to 46.2%.The shift came as Intel’s server processor shipments declined 1% quarter over quarter, compared with a 15% increase for AMD during the same period.UBS analysts said they expect the trend to continue, pointing to accelerating hyperscaler investment and rising demand linked to agentic artificial intelligence workloads.Following 21% server CPU market growth in 2025, UBS said the outlook remains strong as hyperscaler capital expenditures are projected to increase around 81% year over year. AI Demand Seen Driving ARM and AMD Adoption “While all CPU architectures will benefit from increasing AI demand near-term, we see strong hyperscaler adoption of ARM for head nodes and other applications in light of its power-efficient architecture, while AMD is well positioned with industry-leading core count combined with multithreading capabilities allowing to serve agentic workloads with multiple sub-agents on one device,” the analysts wrote.For Intel, UBS argued that the company’s server roadmap “will likely become more competitive with introduction of Coral Rapids lineup,” while adding that Intel could benefit in the PC segment over the medium term as locally-run AI workloads increase demand for computing power. PC Shipments Remain Under Pressure In the PC market, first-quarter shipments declined 13% from the previous quarter, performing six percentage points below the five-year seasonal average and marking a 6% annual decline.UBS forecasts global PC shipments will decrease roughly 11% during 2026 as higher memory prices continue to pressure consumer and enterprise demand. The bank also expects AMD to continue taking client processor market share from Intel. UBS Sees Massive Long-Term Growth in Server CPU Market Looking further ahead, UBS estimates the global server CPU market could expand nearly fivefold by 2030, growing from around $30 billion in 2025 to approximately $170 billion.The bank projects ARM could account for between 40% and 45% of total server CPU unit shipments by the end of the decade, compared with roughly 15% in 2025.Advanced Micro Devices stock priceArm Holdings stock priceIntel stock price Original: AMD and ARM Extend Server Market Gains While Intel Loses Share (AMD)

Intel Rejoins Formula One Through McLaren Technology Partnership (INTC)May 14, 2026 6:18 AM
IH Market News Intel (NASDAQ:INTC) is making a return to Formula One after agreeing to a multi-year partnership with McLaren, where it will serve as the racing organisation’s official compute partner, according to a report from Sky.The partnership is expected to be formally announced on Thursday, although financial details of the agreement have not been disclosed, Sky said. Intel Technology to Support McLaren Racing Operations As part of the collaboration, Intel will provide its Xeon processors and Intel Core Ultra processors to help power a range of McLaren Racing operations and computing workloads.The deal marks a renewed push by Intel into high-profile motorsport partnerships, leveraging advanced computing technology to support data processing, simulation and performance-focused applications within racing environments. Partnership Expands Beyond Formula One The agreement will also extend outside Formula One, with Intel becoming a partner of the Arrow McLaren IndyCar team.In addition, Intel will act as an official gaming partner for the McLaren F1 Sim Racing esports division, further broadening the collaboration across motorsport and digital racing platforms. Original: Intel Rejoins Formula One Through McLaren Technology Partnership (INTC)

Share price is heading to above $150 soon.

Was that before or after Federico Fagin designed the Intel 8080 chip?

Harvard Law

who posted $INTC at 0 before it took off? Me.

Wall Street Poised For Further Gains Amid Rising Optimism Over U.S.-Iran Agreement: Dow Jones, S&P, Nasdaq, Wall Street FuturesMay 6, 2026 9:12 AM
IH Market News U.S. stock futures pointed to another positive session on Wednesday, suggesting markets could build on the strong gains recorded in the previous trading day.Investor sentiment improved following renewed optimism that the conflict in the Middle East could move toward a diplomatic resolution, helped by a positive report from Axios.According to Axios, citing two U.S. officials and two additional sources familiar with the discussions, the White House believes it is nearing a one-page memorandum of understanding with Iran aimed at ending the war.The proposed arrangement would reportedly see Iran agree to halt nuclear enrichment activities, while the U.S. would ease sanctions and release billions of dollars in frozen Iranian assets. The framework would also involve both countries easing restrictions tied to shipping through the Strait of Hormuz.Although the report stressed that no final agreement has yet been reached, sources told Axios the negotiations represent the closest progress toward a deal since the conflict began.Further supporting market optimism, President Donald Trump said the U.S. would temporarily suspend efforts to escort commercial ships through the Strait of Hormuz while talks continue to determine whether a formal agreement can be completed.At the same time, Trump tempered expectations in a separate Truth Social post, warning that the U.S. would resume bombing Iran “at a much higher level and intensity than it was before” if negotiations fail.“Even without a fully detailed agreement, the mere progress toward a framework for de-escalation is enough to alter how risk is being priced,” said Daniela Hathorn, Senior Market Analyst at Capital.com.“However, it is important to stress that this is still a fragile step rather than a definitive resolution,” she added. “A one-page memo suggests that many key details remain unresolved, and past experience has shown that negotiations can quickly stall or reverse.”Technology stocks also helped support futures, led by a sharp rally in AMD (NASDAQ:AMD), whose shares surged 15.3% in premarket trading.AMD jumped after reporting first-quarter results that beat analyst expectations on both earnings and revenue while also issuing stronger-than-expected second-quarter guidance.On the economic front, payroll processor ADP released data showing U.S. private sector hiring increased more than expected in April.ADP said private payrolls rose by 109,000 jobs during the month after March’s gain was revised down to 61,000 from the originally reported 62,000.Economists had expected an increase of 85,000 jobs.Stocks had already staged a strong rebound on Tuesday after early weakness, with both the Nasdaq Composite and the S&P 500 fully recovering Monday’s losses and finishing at record closing highs.Although the major indexes pulled back from intraday peaks late in the session, gains remained substantial. The Nasdaq advanced 258.32 points, or 1%, to close at 25,326.13, while the S&P 500 gained 58.47 points, or 0.8%, to 7,259.22. The Dow Jones Industrial Average rose 356.35 points, or 0.7%, to 49,298.25.A sharp decline in oil prices also boosted equities. U.S. crude futures dropped more than 3% after surging over 4% on Monday.Oil retreated as fears surrounding escalating Middle East tensions eased. Secretary of War Pete Hegseth said the U.S.-Iran ceasefire was “not over” despite Iranian attacks targeting the United Arab Emirates.“Ultimately the President is going to make a decision whether anything were to escalate into a violation of a ceasefire,” Hegseth said. “Right now, the ceasefire certainly holds but we’re going to be watching very, very closely.”Chairman of the Joint Chiefs of Staff Gen. Dan Caine also said Iran’s attacks remained “below the threshold of restarting major combat operations at this point.”Hegseth added that two U.S. commercial vessels and accompanying American destroyers had successfully passed through the Strait of Hormuz, declaring the “lane is clear.”Corporate earnings also remained a positive catalyst for equities. U.S.-listed shares of Anheuser-Busch InBev (BUD) jumped 8.7% after the brewer posted quarterly results that beat expectations on both revenue and earnings.Meanwhile, fresh economic data from the Institute for Supply Management showed modest slowing in U.S. services sector growth during April.The ISM services PMI eased to 53.6 from 54.0 in March, while remaining above the 50 level that signals expansion. Economists had expected a reading of 53.7.Technology-related sectors led Tuesday’s rally.Computer hardware stocks surged, pushing the NYSE Arca Computer Hardware Index up 4.4% to a record close.Semiconductor shares also rallied strongly, with the Philadelphia Semiconductor Index climbing 4.2% to another all-time closing high.Intel (NASDAQ:INTC) helped drive chip stocks higher after Bloomberg reported that Apple (NASDAQ:AAPL) had explored the possibility of using Intel to manufacture processors for its devices in the United States.Airline, steel and housing stocks also posted notable gains as buying interest broadened across most major market sectors.Advanced Micro Devices stock priceIntel stock priceApple stock price Original: Wall Street Poised For Further Gains Amid Rising Optimism Over U.S.-Iran Agreement: Dow Jones, S&P, Nasdaq, Wall Street Futures

U.S. futures rise after Trump pauses Hormuz mission; AMD rallies on AI-driven earnings beat: Dow Jones, S&P, Nasdaq, Wall StreetMay 6, 2026 5:27 AM
IH Market News U.S. stock futures moved higher on Wednesday after President Donald Trump paused a military initiative aimed at reopening the Strait of Hormuz and signalled progress toward a possible peace agreement with Iran.At the same time, oil prices retreated from recent highs, while strong artificial intelligence-related demand boosted earnings at Advanced Micro Devices (NASDAQ:AMD). In Asia, Samsung Electronics (USOTC:SSHNZ) surpassed a $1 trillion market valuation for the first time. Futures advance as investors welcome easing geopolitical tensions By 03:31 ET, Dow Jones futures were higher by 79 points, or 0.2%, while S&P 500 futures gained 20 points, or 0.3%. Nasdaq 100 futures climbed 186 points, or 0.7%.Wall Street indices had already closed modestly higher in the previous session as the White House attempted to calm concerns following renewed violence around the Strait of Hormuz earlier in the week.Investors were also encouraged by a generally resilient U.S. earnings season, suggesting that major companies have so far managed to withstand economic uncertainty linked to the conflict involving Iran.Attention is now turning toward another wave of quarterly earnings later this month, including results from AI chip giant Nvidia (NASDAQ:NVDA) and retail heavyweight Walmart (NYSE:WMT). Trump suspends “Project Freedom” Trump announced on Tuesday that “Project Freedom” — the U.S. military operation designed to reopen the Strait of Hormuz by escorting commercial vessels through the strategic waterway — would be halted “for a short period of time.”The mission had only recently begun and was quickly followed by fresh attacks across the strait and wider Gulf region.In a social media statement, Trump said the decision was partly made at the request of Pakistan, which has frequently acted as a mediator between Washington and Tehran. He also stated that “great progress” had been achieved toward a peace agreement with Iran.The announcement came shortly after talks between Iranian and Chinese foreign ministers. China remains a major importer of Iranian oil, and reports suggest Beijing may be attempting to discourage Tehran from escalating tensions with Washington ahead of a scheduled meeting next week between Chinese President Xi Jinping and Trump. Oil prices retreat but remain elevated Crude oil prices declined following Trump’s announcement, with Brent crude futures falling 1.5% to $108.22 per barrel.Despite the pullback, Brent prices remain significantly above pre-conflict levels near $70 per barrel.The Strait of Hormuz — through which roughly 20% of global oil supplies are transported — remains effectively closed to tanker traffic, with both the United States and Iran maintaining blockades in the area.The continued disruption to shipping routes has intensified concerns over higher global inflation and slower economic growth. AMD beats forecasts as AI demand drives data center growth Shares of Advanced Micro Devices (NASDAQ:AMD) surged in extended trading after the chipmaker reported stronger-than-expected quarterly results, driven by robust demand in its data center business.AMD posted first-quarter net income of $1.38 billion, compared with $709 million a year earlier. Adjusted earnings per share reached $1.37, ahead of Wall Street forecasts of $1.28.Revenue jumped 38% year on year to $10.25 billion, also exceeding analyst estimates. Sales within the company’s data center division rose 57%, supported by demand for EPYC processors and increased shipments of Instinct graphics processing units.Chief executive Lisa Su said server growth is expected to “accelerate meaningfully” as AMD expands supply capacity to meet strong demand.However, analysts continue to compare AMD’s competitive position against rivals including Nvidia and Broadcom (NASDAQ:AVGO).Analysts at BofA Securities noted that while they remain “big believers in AMD’s execution,” the company “is still exposed to uncertain share allocation” among competitors supplying OpenAI, the developer of ChatGPT. Samsung surpasses $1 trillion valuation Samsung Electronics (USOTC:SSHNZ) exceeded a $1 trillion market capitalisation on Wednesday for the first time, becoming only the second Asian company after Taiwan Semiconductor Manufacturing Company (NYSE:TSM) to achieve the milestone.Samsung shares have recently reached consecutive record highs and have more than doubled in value this year.Part of the latest rally was linked to a Bloomberg report indicating that Apple (NASDAQ:AAPL) has held exploratory discussions with Samsung and Intel (NASDAQ:INTC) regarding production of processors for future devices.Samsung has also benefited from strong demand for memory chips used in AI systems, particularly high-bandwidth memory products, amid tight global supply conditions.Advanced Micro Devices stock priceSamsung stock priceNvidia stock priceWalmart stock priceBroadcom stock priceTaiwan Semiconductor stock priceApple stock priceIntel stock price Original: U.S. futures rise after Trump pauses Hormuz mission; AMD rallies on AI-driven earnings beat: Dow Jones, S&P, Nasdaq, Wall Street

Intel Corporation to Participate in Upcoming Investor ConferencesMay 5, 2026 4:30 PM
Business Wire Intel Corporation today announced that company executives will participate in the following investor events: On May 19 at 9:55 a.m. PDT, Lip-Bu Tan, Intel CEO, will participate in a fireside chat on Intel’s business and corporate strategy at the J.P. Morgan Global Technology, Media and Communications Conference. On June 2 at 3:20 p.m. PDT, David Zinsner, executive vice president and chief financial officer, and John Pitzer, corporate vice president, global treasury and investor relations, will participate in a fireside chat on Intel’s business and financial strategy at the BofA Global Technology Conference. Live webcasts and replays can be accessed publicly on Intel's Investor Relations website at intc.com. Intel’s participation, speakers and schedule are subject to change. About Intel Intel (Nasdaq: INTC) designs and manufactures advanced semiconductors that connect and power the modern world. Every day, our engineers create new technologies that enhance and shape the future of computing to enable new possibilities for every customer we serve. Learn more at intel.com. © Intel Corporation. Intel, the Intel logo and other Intel marks are trademarks of Intel Corporation or its subsidiaries. Other names and brands may be claimed as the property of others. View source version on businesswire.com: https://www.businesswire.com/news/home/20260505538448/en/ Investor Relations
investor.relations@intel.com Abby Zhang
Media Relations
abby.zhang@intel.com Original: Intel Corporation to Participate in Upcoming Investor Conferences

> NLST < Netlist's "tail end stage" sampling with AMD and INTEL signifies the final, critical validation phase for CXL NVDIMM memory products, marking the culmination of a 6–9 month testing process prior to mass production adoption. This indicates that products are moving from R&D into potential volume shipments, driven by AI-driven high-performance computing demand.

Missed the early years of Qualcomm/Rambus before what they now have become?
google search this: "Too Early for Its Own Time: The untold story of Netlist and the Memory Technology That Preceded the AI Revolution"

Ascending Triple Top Breakout on 5 May 2026. GLTA