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Democrat Senator from Colorado Michael Bennet said that the American people want a president more focused on high interest rates and fuel prices rather 'than throwing reporters out of the White House and the glamour of his dinner with the president of China.' Bennet also weighed in on talks around AI safety and said that the Presidents decision to not enact guardrails is an 'extremely naive position.'
Persistent agents create orchestration work around inference, while supplier selection remains unconfirmed.
NVIDIA (NVDA) stock trades near $225, about 28.3 times its adjusted earnings over the past twelve months. Adjusted here means normalized net income with stock-based compensation added back, the same broad basis analysts use in their forecasts. For a stock near its 52-week high, that looks steep. But the multiple leaves out the growth analysts already expect, and that growth depends on how much NVIDIA can supply.
NVDA's $279B supply commitments aim to support Blackwell and Vera Rubin production, but demand shifts and excess inventory remain key risks.
Intel has outperformed AMD over the past year, but the future could be different.
Sept 24 (Reuters) - Wall Street futures dropped on Thursday as the Middle East conflict remained far from a resolution while investors also exercised caution ahead of a keenly watched summit between
Intel has been on a powerful run in 2026, helped by a wave of AI driven demand and fresh headlines, which naturally raises a simple question for you as an investor. Is the current share price at US$122.60 still grounded in what the business is generating through its sales, or has sentiment moved ahead of the underlying revenue base? Intel shares have returned 292.7% over the past year, which puts a lot of weight on whether the current valuation can be anchored in its recent and expected...
VYM's rulebook for picking stocks quietly funnels money into the exact corner of the market where dividend cuts tend to originate, and two of its recent holdings proved just how expensive that design flaw can get.
The chipmaker set this deadline itself. Its chief financial officer is starting to sound like a company that already knows the answer.
ON Semiconductor (ON) and Micron Technology (MU) are owned for the same reason. AI data centers need more silicon than the industry can make, and both sell into that shortage. The resemblance stops there. Micron has signed part of its peak pricing into multiyear contracts. ON Semiconductor is climbing out of a trough, still rationing parts between its AI customers and its car customers. Same shortage, opposite ends of a cycle.
Marvell Technology (MRVL) stock has returned 248% since September 22, 2025, against about 18% for the S&P 500 over the same window. The products that drove that run were named in public months before the share price moved. None came with a date.
Masayoshi Son is turning SoftBank’s public-market assets into fuel for his OpenAI bet. On September 21, SoftBank launched more than $11 billion of dollar and euro bonds as it prepared for another $10 billion OpenAI installment. The financing follows a broader credit line backed by Arm Holdings plc (NASDAQ:ARM), while SoftBank sold its entire roughly […]
Bullishness abounds about the company as it achieves a major milestone.
Intel Corporation (NASDAQ:INTC) has been one of the market’s biggest recoveries this year. The shares closed at $123.86 on September 22, near the top of a twelve-month range that started under $30. Three things drove the run. Chief executive Lip-Bu Tan has delivered a genuine turnaround. The manufacturing roadmap is finally shipping. And the market […]
Advanced Micro Devices crossed a $1 trillion market value for the first time on September 21 after the shares jumped roughly 10%, a milestone that forces investors to ask what kind of AI business is already embedded in the price. One answer is sitting inside Oracle Corporation (NYSE:ORCL): Oracle and Advanced Micro Devices, Inc. (NASDAQ:AMD) […]
Intel Corporation (NASDAQ:INTC) can supply only about half of the processor demand its customers are asking for. Chief executive Lip-Bu Tan said so at Splunk’s .conf26 conference in Denver this month. Other chief executives have called him asking for more chips, he said, and he has had to apologize. Not all of the shortage is […]
Taiwan Semiconductor holds a massive market share advantage.
Advanced Micro Devices (AMD) has stopped leading with the problem that opened its call a year ago. That problem was keeping one of its accelerators out of China. The latest call was fiscal Q2 2026. This time, management did not lead with the subject at all. So what was AMD leading with back then.
By Johann M Cherian and Avinash P Sept 23 (Reuters) - Wall Street's main indexes fell on Wednesday, as crude oil prices resumed their uptrend and bond yields gained, while investors awaited a
Intel has staged one of the most dramatic stock reversals in recent memory, but our proprietary model says the rally has outrun reality. Here is what needs to happen for the thesis to actually work.
Intel has surged past its average analyst price target after one of its biggest monthly runs in years, and now bulls and bears are locked in a standoff over whether the turnaround still has teeth or the easy money is already gone.
IonQ tested a quantum error-correction decoder on a standard CPU with as little as 0.02% execution overhead.
Move over Meta Platforms — SpaceX has a consumer AI agent, too. Bloomberg reported that SpaceX’s Grok Bot agent topped 400,000 weekly users a month after launch, citing a company presentation. SpaceX didn’t respond to a request for comment about the numbers.
SK Hynix is exploring something it has never done before: manufacturing memory chips in the United States. Reuters reported on September 16 that the Korean memory giant is discussing several possibilities with Intel Corporation (NASDAQ:INTC), including leasing part of Intel’s long-delayed Ohio complex or forming a venture involving Intel and large cloud customers. SK Hynix […]
Former Intel CEO Pat Gelsinger is backing a startup that thinks AI’s next bottleneck is not the accelerator. It is everything waiting for data to arrive. Delos Data announced on September 15 that it raised more than $100 million to develop networking chips and software for increasingly heterogeneous AI data centers. Playground Global, where Gelsinger […]