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We already have a major market rotation, a war in Iran, and soaring inflation in 2026. Here's what I think the rest of the year holds.
GameStop is looking to acquire a much larger company than itself.
Investors seem to be overlooking serious threats to the U.S. economy related to the Iran war and tariffs.
A multibillion-dollar tax benefit made the social media giant's first-quarter bottom line look much stronger than it really was.
Arista Networks delivered a strong Q1 report, but its stock still lost ground.
Despite a lower-than-expected loss in fiscal Q2, FuboTV's latest quarterly report had problem points.
Apple (NASDAQ:AAPL) just posted its best March quarter ever at $111.18 billion, while Intel (NASDAQ:INTC) followed with a sixth consecutive revenue beat. Now Bloomberg reports Apple is in early talks to use Intel and Samsung as U.S. chip suppliers. That single thread reframes both earnings reports. iPhone 17 Carries Apple. Foundry Carries Intel. Apple’s quarter ... Forget Tariffs: An Apple-Intel Deal Could Be the Biggest Manufacturing Story of the Trump Era
Moby summary of Apollo Global Management, Inc.'s Q1 2026 earnings call
AMD reported strong earnings results and fantastic guidance.
The AI boom is giving old-school chips called CPUs a new moment.
After another dizzying rally yesterday, Intel shares closed at $108.15 a share. With the latest 13% gain, the back-in-favor-again chip giant can claim these accolades: Its market cap of $544 billion, a record for the company, now exceeds that of Oracle and Johnson & Johnson, according to Dow Jones Market Data.
Atomera (NASDAQ:ATOM) executives said the company made progress across several customer engagements during its first-quarter 2026 earnings call, highlighting momentum in advanced logic, memory, RF, power devices, and gallium nitride (GaN) applications for its Mears Silicon Technology (MST). Gate-Al
After another dizzying rally on Tuesday, Intel shares now stand at $108.15 a share. With the latest 13% gain, the back-in-favor-again chip giant can claim these accolades: Its market cap of $544 billion, a record for the company, now exceeds that of Oracle and Johnson & Johnson, according to Dow Jones Market Data.
The semiconductor index has risen 54% since the end of March, its best performance over a 25-day period since March 2000. Chip makers are racing to meet surging demand for the specialized devices that are pivotal to powering artificial intelligence. Tuesday’s rally powered Intel to a 13% gain and a market capitalization of about $544 billion, surpassing Oracle and Johnson & Johnson Shares of Sandisk Micron and Qualcomm all added more than 10%, lifting the tech-heavy Nasdaq composite up 1%.
Advanced Micro Devices (AMD) posted first quarter results that beat Wall Street estimates, reporting adjusted earnings of $1.37 per share (vs. estimates of $1.28) and revenue of $10.25 billion (vs. estimates of $9.89 billion). Futurum CEO Daniel Newman comes on Market Domination Overtime to dive into the AI chipmaker's earnings release and what it may signal about CEO Lisa Su's growth outlook and the company's tightening competition with Nvidia (NVDA). The stock is getting a lift in Tuesday's after-hours trading at the time of this video being posted.
GeneDX's latest quarterly report arrived with a lot of bad news for investors.
SpaceX may target a valuation of up to $2 trillion.
Dutch quantum processor company QuantWare has raised $178 million in new financing, including funding from Intel Capital, it said on Tuesday, as Europe tries to keep up pace with tech leading companies from the U.S. and China. Quantum computers will make data processing considerably faster than via conventional computing, and the sector could be worth trillions of dollars in the next decade, according to consultancy firm McKinsey. Along with Intel Capital, other companies involved in the fundraising for QuantWare included IQT, ETF Partners, FORWARD.one and Invest-NL Deep Tech Fund.
AMD Earnings Loom: AI Boom Sets Stage for Big Stock Move
Cook isn't the only CEO worried about this problem.
The start-up chipmaker has an impressive customer list that includes Amazon, Meta Platforms, and ChatGPT parent OpenAI.
Apple has held exploratory discussions about using Intel and Samsung Electronics to produce the main processors for its devices, Bloomberg News reported on Monday, citing people familiar with the deliberations. Apple executives have made visits to a Samsung plant under development in Texas and, separately, also held preliminary talks with Intel about enlisting the company's chipmaking services, Bloomberg reported. While the move would offer Apple a secondary option beyond its longtime partner Taiwan Semiconductor Manufacturing Co, the iPhone-maker is also concerned about using non-TSMC technology, the report said, citing worries about reliability and scale.
(Bloomberg) -- Apple Inc. has held exploratory discussions about using Intel Corp. and Samsung Electronics Co. to produce the main processors for its devices in the US, a move that would offer a secondary option beyond longtime partner Taiwan Semiconductor Manufacturing Co.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysChina’s Unprecedented Defiance of US Sanctions Triggers ShowdownUS and Iran Trade Fire in Gulf, Jolting Four-Week-Old TruceFormer NYC Mayor Gi
May 4 (Reuters) - Intel said on Monday it had appointed Alex Katouzian to lead the company's PC and physical artificial intelligence unit.