Intel
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techNvidia Targets $20 Billion CPU Revenue as AI Inference Shift Reshapes Chip Market
Nvidia projects $20 billion in 2026 CPU revenue as AI inference demand rises. The company challenges Intel and AMD by integrating processors for agentic AI workloads.
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financeWall Street Rallies on US-Iran Peace Deal and Apple-Intel Chip Partnership
US equities surged June 18 as a US-Iran ceasefire extension and an Apple-Intel manufacturing deal boosted semiconductors. Bitcoin held steady near $65,000 amid shifting rate expectations.
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financeMicron Earnings to Test Momentum of AI-Fueled Market Rally
Investors look to Micron Technology's upcoming report as a critical indicator of sustained AI chip demand and semiconductor sector strength amid elevated valuations.
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techIntel Surges as Trump Announces Apple Manufacturing Partnership
Intel shares jumped 9% after President Trump announced an Apple collaboration for domestic chip manufacturing, backed by significant federal equity investment and strategic reshoring efforts.
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techApple and Intel Forge US Chip Manufacturing Pact Following White House Push
Apple partners with Intel for domestic chip production, reducing TSMC reliance. The deal follows significant federal investment and boosts Intel stock as the company expands its foundry model.
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techIntel Partners with Cadence to Revive Struggling Chip Foundry in Critical AI Pivot
Intel is leveraging a partnership with Cadence Design Systems and AI tools to make its 14A manufacturing process viable, aiming to reverse billions in foundry losses.
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techTrump Targets 50% Domestic Chip Production in Aggressive Reshoring Push
The administration leverages tariffs and negotiations with Taiwan to dramatically shift semiconductor manufacturing from East Asia to the United States, starting from a current baseline of just 2%.
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techMusk Addresses ASML on Terafab Strategy Ahead of Historic SpaceX IPO
Elon Musk outlines semiconductor manufacturing plans at ASML's internal conference as SpaceX prepares for a potentially record-breaking initial public offering.