Geopolitical shifts and capacity constraints are positioning Intel Foundry as a potential strategic supplier for tech giants Apple and Nvidia by the end of the decade, according to industry reports.
Intel's bid to become a major contract chipmaker receives a significant boost as tech giants Apple and Nvidia engage in talks to shift portions of their advanced semiconductor manufacturing to Intel's U.S. facilities, challenging the long-standing dominance of TSMC and Samsung.
Intel's contract chipmaking division is reportedly in advanced discussions with tech giants Nvidia and Apple to manufacture key components starting in 2028, a potential game-changer for the semiconductor industry's supply chain.
Following a sharp post-earnings sell-off, Intel CFO David Zinsner made a substantial open-market purchase of company stock, a move seen as a strong vote of confidence even as Wall Street analysts remain divided on the chipmaker's turnaround prospects.
CNBC's Jim Cramer suggests Intel shares could surge significantly, as the chipmaker's strategic overhaul and analyst upgrades fuel investor optimism amid a 140% yearly gain.
Intel's latest earnings reveal persistent supply challenges in the AI chip race, while Nvidia's strategic control over production capacity cements its long-term dominance, analysts say.
In a bold bid to reclaim semiconductor leadership, Intel is aggressively deploying ASML's next-generation lithography systems years ahead of rival TSMC. The 2026 timeline is critical for the chipmaker's turnaround plan.
A highly sensitive whistleblower complaint alleging misconduct by Director of National Intelligence Tulsi Gabbard has been locked within the intelligence bureaucracy since May, with Congress aware of its existence but blocked from reviewing it amid accusations of obstruction.
Following the FDA's decision to remove the clinical hold on Intellia's Nex-Z hATTR-PN trial, analysts at Baird and H.C. Wainwright have significantly raised their price targets for the CRISPR gene-editing pioneer, citing reduced regulatory risk and a clearer path forward.
Shareholders of Blue Foundry Bancorp have voted decisively to approve the company's merger agreement with Fulton Financial Corporation, clearing a critical hurdle in the creation of a stronger regional banking entity.
Amid soaring market expectations, ServiceNow is aggressively integrating AI across its platform through enhanced partnerships and strategic acquisitions, aiming to make artificial intelligence a native component of enterprise service and security operations.
Divergent analyst reports from Truist and Goldman Sachs on CCC Intelligent Solutions have cast a spotlight on the data firm's path to profitability, revealing deep-seated debates about its role in the auto insurance ecosystem and its ability to convert steady growth into sustained margins.
Meta Platforms is charting an unprecedented course in capital investment, with plans to spend up to $135 billion by 2026 to build the infrastructure for AI 'superintelligence.' The staggering sum highlights the scale of Big Tech's arms race and raises questions about long-term returns.
At its Perform conference, Dynatrace unveiled Dynatrace Intelligence, a new platform merging deterministic and agentic AI to automate complex IT operations. The launch, coupled with enhanced cloud integrations and user monitoring tools, signals the company's aggressive push to dominate the observability market in an AI-driven era, even as some debate its current market valuation.
While Intel grapples with supply constraints and valuation concerns, rival AMD is capitalizing on the AI boom with aggressive product roadmaps and surging market share, positioning itself for sustained long-term growth.
As AI spending surges, investors face a classic choice: TSMC, the indispensable manufacturer powering the entire industry, or AMD, the aggressive designer aiming to dethrone Nvidia. We analyze the risk-reward calculus.
CNBC's Jim Cramer positions Alphabet as the potential 'only winner in AI,' suggesting its upcoming earnings may show it generating more revenue from AI than rival Meta Platforms.
FreightTech innovator GenLogs has closed a $60 million Series B round led by Battery Ventures. The startup, founded by a former CIA officer, leverages a vast sensor network and AI to bring unprecedented visibility and security to the fragmented trucking industry.
Taiwan Semiconductor Manufacturing Company (TSMC), commanding over 70% of the advanced chip foundry market, is accelerating its U.S. manufacturing footprint amid shifting trade policies and sustained explosive financial growth, solidifying its indispensable role.
Taiwan Semiconductor Manufacturing Co. (TSMC) has unveiled an aggressive capital expenditure plan for 2026, signaling robust confidence in sustained demand driven by artificial intelligence and high-performance computing, which has spurred a significant rally in its shares and upward revisions from analysts.
