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Amazon looks poised to outperform the S&P 500 in 2026.
Bangkok-based SiamAI said on Saturday it had not exported AI servers to China and that it complies with U.S. export and re-export control laws. • The firm has faced allegations of circumventing exports of advanced chips from U.S. firms Super Micro Computer and Nvidia to China. • "SiamAI has not engaged in the export of AI servers to China," it said in a statement.
» Intel (INTC) Is Up 16.0% After Securing Preliminary Apple Chip Manufacturing Pact - What's Changed
In recent weeks, Intel and Apple reached a preliminary agreement for Intel to manufacture some of the chips that power Apple devices, while Intel also named former Qualcomm executive Alex Katouzian to lead its Client Computing and Physical AI Group and confirmed Pushkar Ranade as chief technology officer. Together with Intel’s new AI-focused leadership structure and an expanded push into factory optimization and advanced computing, the Apple deal signals a broad attempt to reposition the...
MP Materials Corp (MP) reports a 63% year-over-year increase in NDPR oxide production and doubles material segment revenue, despite facing operational challenges.
(Bloomberg) -- After Lip-Bu Tan became chief executive officer of Intel Corp. in March of last year, the struggling company’s shares went nowhere for seven months while the chipmaker was getting trounced in the market for artificial intelligence.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsTrump Wants to Make H-1B Workers More Expensive for US EmployersApple’s Camera-Equipped AirPods Reach Late Testing in AI Device PushIran’s President Says
Dow Jones futures: The stock market hit fresh highs this past week with U.S.-Iran news and the Trump-Xi summit in focus. Apple, Nvidia, Boeing are in buy areas.
Intel (NasdaqGS:INTC) and Apple reached a preliminary agreement for Intel to manufacture chips for Apple. The agreement marks a breakthrough for Intel's foundry effort and involves active support from the White House. The deal highlights U.S. based chipmaking as an alternative to supply chains centered on Taiwan Semiconductor Manufacturing. Intel, traded as NasdaqGS:INTC, has been working to build a contract chip manufacturing business alongside its own processor lines. Apple is one of the...
Intel has sold a new customer on its domestic foundry push, the latest lifeline for a venture that engineered massive losses in the one-time semiconductor giant and led many industry analysts to believe that it would be abandoned or spun off. After months of speculation, the WSJ reported Friday ...
Today, May 8, 2026, resilient job data combined with AI and tech strength to push the Nasdaq to fresh highs.
ServiceNow (NYSE:NOW) used its Knowledge 2026 conference to roll out Project Arc with NVIDIA, targeting secure autonomous AI agents across enterprise workflows. The company expanded its AI Control Tower for stronger AI governance and introduced ServiceNow Otto, a conversational AI spanning the full platform. New partnerships with Lenovo, Microsoft, FedEx and others focus on unified AI workflow automation, device lifecycle, regulated data and supply chain use cases. Following the Armis and...
The Nasdaq Composite and the S&P 500 reached new peaks on Friday, boosting their weekly gains, follo
The Standard & Poor's 500 index rose 2.3% this week to another round of new highs as the technology
Apple is the IBD Stock Of The Day as the consumer electronics giant surges into a buy zone ahead of its annual WWDC.
A preliminary Apple-Intel manufacturing agreement—backed by a White House push—sent Intel stock above $130 on Friday.
STORY: :: Lisa Bernhard, Reuters:: Ross Mayfield, Investment Strategist, BairdThe S&P 500 and the Nasdaq rallied to record highs on Friday, boosted by gains in semiconductor stocks, while a stronger-than-expected jobs report pointed to labor market resilience.Speaking with Reuters' Lisa Bernhard, Mayfield said that with April's nonfarm payrolls data "building on last month's strong report... you start to feel like maybe the labor market is turning a corner."Meanwhile, shares of Intel joined the chip rally late Friday, soaring as high as 19%, after the Wall Street Journal reported on Friday that the company had reached a preliminary deal to make some chips for Apple devices."I certainly wouldn't want to stand in front of this momentum-driven sector," Mayfield said of the recent chip rally. "In my mind, it can't be a bubble if earnings are keeping up with price."
Memory-chip stocks rallied on Friday amid heightened spending on AI data centers. Micron stock and Sandisk both hit record highs.
Introduction Over more than three decades, Arm evolved into a leading CPU architecture supplier for smartphones and embedded devices, licensing CPU architectures and core designs to customers such as Apple (AAPL), Qualcomm (QCOM), Nvidia (NVDA), Samsung, and MediaTek instead of manufacturing chips itself. In 2025, that business model began changing with the introduction of Arm’s ... Arm Is Quietly Becoming The CPU Backbone Of AI
Intel's stock has risen a stunning 490% over the past year, a bet by Wall Street that may be running well ahead of the company's actual turnaround.
Tech stocks were higher late Friday afternoon, with the State Street Technology Select Sector SPDR E
Analysts at William Blair estimate the total addressable market of the agentic AI industry at about $4 trillion. What exactly is agentic AI, and how is it creating such massive expectations? Agentic artificial intelligence is the next stage in AI, a step above the commonly used chatbots that answer questions and try to solve problems.
Cloud revenue is just one part of the story for both tech giants.
(Updates with Meta's statement in the fourth and fifth paragraphs.) Apple (AAPL) and Meta Platfor
Micron Technology and Sandisk stock continued their historic rally this week, thanks to a flurry of headlines signaling overwhelming demand and limited supply for memory. Micron, the memory chip maker, jumped 13% Friday, putting it on pace to end the week up 35%. Sandisk which specializes in flash memory, also rose 13% Friday.
Cloudflare announced its first large-scale layoff. CEO Matthew Prince says because of AI efficiency gains, the company doesn't need as many support roles.
The U.S. government's 10% stake in Intel played a key role in bringing Apple to the table, with talks spanning more than a year