Global X Data Center & Dgtl Infrs ETF

SambaNova and Intel Expand Collaboration to Develop Heterogeneous Hardware Solution for Optimized AI Performance

Intel states that PCs are evolving into an entry point for intelligent experiences

Intel CEO States 18A Process Yields Have Recovered Significantly, Drawing Increased External Customer Interest

Intel Urges PC Makers to Adopt 18A Chips Amid Old CPU Shortage

Intel and Qualcomm are rumored to be interested in acquiring AI chip startup Tenstorrent

Intel CEO Tan Announces Foundry Business Momentum to Compete with TSMC

Intel CEO Pat Gelsinger: 14A chip to start production in 2028, mass production in 2029

Tiger Global Increases Stake in Intel Amid CPU Surge

Trump Comments on U.S. Government's Stake in Intel, Highlighting Company's Strategic Value

SCRT Labs integrates Intel Trust Authority into its SecretVM platform

Citigroup raises Intel's target stock price from $95 to $130.

Intel to Participate in BofA Global Technology Conference

Citi Raises Intel and AMD Price Targets, Predicts AI-Driven Server CPU Market to Reach $131.5 Billion by 2030

Benchmark Raises Intel Price Target to $140

North Dakota State Investment Board Invests $5.53 Million in Intel Corporation

Intel and Apple reportedly reach a preliminary chip foundry agreement

Trump says higher demands should be made in Intel deal during Fortune interview

Intel China announces "Project Firefly" to introduce Wildcat Lake thin-and-light notebook design concepts to China's mobile phone industry chain

Intel Confirms Shifting Production Capacity to Server CPUs, Potentially Leading to Price Hikes for Consumer CPUs

Intel to Participate in 2026 Intel Summit Focusing on Technology Transformation

Amesite

InMed Pharmaceuticals

Meiwu Tech

Co-Diagnostics

Phoenix Asia

Generation Income Properties

MetaVia

BAYVIEW ACQUISITION CORPORATION COM USD0.0001 (S/R) 17/11/2028

Virax Biolabs

Rubico

Pinned News

置顶新闻

BOX (BOX) Expected to Announce Earnings on Tuesday

IDGT

CLOU

DTCR

BOX (NYSE:BOX) is set to announce its Q1 2027 earnings on May 26, with analysts expecting earnings of $0.36 per share and revenue of $304.39 million. The company recently approved a $500 million stock repurchase program. BOX shares opened at $25.83, with a market cap of $3.58 billion. Analysts have mixed ratings on the stock, with an average target price of $35.57. Insider sales have occurred recently, with significant shares sold by the Director and CFO.

Market Beat

iShares US Digital Infrastructure and Real Estate ETF

Global X Cloud Computing ETF

Smartsheet

UBS Group AG

Citigroup

Canadian Imperial Bank Comm

Toronto Dominion Bank

CITIGROUP INC 6.250 NON CUM SER II PFD WI

APLD

Applied Digital pre-market down 3.32%; Seagate Tech pre-market down 3.29%; Amesite pre-market up 187.51%; Rubico pre-market up 151.28%; Meituan Technology pre-market up 87.55%

Price Alert

Applied Digital

Seagate Tech

Pre-market hot trades in US stocks: Applied Digital pre-market down 3.32%; Seagate Tech pre-market down 3.29%

GOOGL

GOOG

Blackstone Inc. (NYSE:BX) stock rose 0.82% in premarket trading following the announcement of a $5 billion joint venture with Google focused on AI infrastructure. The new company will utilize Google Cloud's TPUs to provide cloud computing services. Despite a bearish trend, Blackstone aims to meet rising demand for accelerated computing. The stock has declined 19.53% over the past year, with key resistance at $117.66 and support at $101.73. Analysts maintain a Buy rating with an average price target of $146.92.

- Blackstone Inc. announced a joint venture with Google to create an AI-focused cloud infrastructure company, committing $5 billion to the effort.  
- The new entity will leverage Google Cloud’s TPUs to meet increasing demand for AI computing, with plans to launch in 2027.  
- Despite this positive development, Blackstone’s stock has declined 19.53% over the past year, indicating broader market challenges.

benzinga_article

Blackstone

Alphabet

Alphabet - C

What's Going On With Blackstone Stock Tuesday?

04335

INTC

SOXX

INTW

SOXL

Microsoft: The new devices are powered by Intel processors. $INTC

Unusual Whales

INTEL-T

Intel

iShares Semiconductor ETF

GraniteShares 2x Long INTC Daily ETF

Direxion Daily MSFT Bear 1x Shares

ChinaAMC Guozheng Semiconductor Chip ETF

China Southern CSI Semiconductor Industry Custom ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

YieldMax MSFT Option Income Strategy ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

T-Rex 2X Long Microsoft Daily Target ETF

Guotai CES Semiconductor Chip Industry ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

GraniteShares 2x Long MSFT Daily ETF

Direxion Daily MSFT Bull 2X Shares

VanEck Semiconductor ETF

SPDR S&P Semicon

Direxion Semicon Bull 3X

Invesco Semiconductors ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

Microsoft

Microsoft: The new devices are powered by Intel processors. $INTC

Intel CEO Lip-Bu Tan announced a significant increase in AI chip orders, with one customer aiming to triple its CPU forecast. The company is focusing on regaining data center leadership and enhancing its foundry business to compete with TSMC. Intel's 14A process is expected to reach production by 2029. Analysts maintain a Hold rating on the stock, with price targets ranging from $124 to $140. Intel shares were down 0.72% at $107.39 in premarket trading.

- Intel's CEO Lip-Bu Tan announced a strategy focused on regaining data center leadership and attracting foundry customers, emphasizing the need for a U.S. alternative to foreign chip manufacturing.  
- He mentioned that AI inference is driving increased CPU demand and highlighted partnerships with Google and SambaNova to enhance performance.  
- Tan outlined plans for Intel's foundry business as a national asset, with significant future production goals aiming to compete with Taiwan Semiconductor Manufacturing Company by 2028 and shared positive earnings projections for July 2026.

Apple

Taiwan Semiconductor

Mizuho Financial

Mizuho Financial Group, Inc.

Intel's AI Comeback: CEO Reveals Insatiable CPU Demand As Customers Bulk Up Orders

SambaNova and Intel have expanded their collaboration to develop a heterogeneous hardware solution that integrates GPUs, Intel Xeon 6 processors, and SambaNova RDUs. This architecture aims to enhance AI performance by optimizing hardware for specific tasks, resulting in improved quality and speed.

- SambaNova and Intel have expanded their partnership to develop a heterogeneous hardware solution for AI applications.  
- The system integrates GPUs, Intel Xeon 6 processors, and SambaNova RDUs, optimizing hardware for specific tasks.  
- This collaboration aims to enhance AI performance by improving both quality and speed.

Cloud Computing News

ISHRS S&P Glb It

SambaNova and Intel’s heterogeneous x86 AI architecture

Sequent Planning LLC acquired a new stake in Intel Corporation (NASDAQ: INTC) worth approximately $208,000 by purchasing 5,629 shares in Q4. Other institutional investors, including Vanguard Group and Capital World Investors, also increased their holdings in Intel. The company reported $0.29 EPS for the last quarter, exceeding estimates, with revenue of $13.58 billion. Analysts have varied ratings on Intel, with target prices ranging from $30 to $92.

- Sequent Planning LLC acquired 5,629 shares of Intel Corporation during the fourth quarter, valued at approximately $208,000.  
- Other institutional investors, including Vanguard Group Inc. and Capital World Investors, also increased their stakes significantly, with Vanguard owning over 404 million shares worth nearly $15 billion.  
- Intel recently reported earnings exceeding expectations, with a revenue increase of 7.4% year-over-year, and analysts are forecasting an EPS of 0.63 for the current fiscal year.

Invesco

Legal & General Group Plc

Bank of America

Lam Research

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

Sequent Planning LLC Takes $208,000 Position in Intel Corporation $INTC

DELL

Dell's AI Factory has refreshed its infrastructure with new networking and storage stacks, enhancing its position in the AI market. The company reported 5,000 customers, primarily enterprises, and introduced new PowerRack systems for networking and cooling, which can be operational in under six hours. The PowerRack features advanced manageability and leak detection, while also supporting Nvidia's latest technologies. Analysts noted Dell's strong sales growth and its ability to meet hardware demands amid a global AI infrastructure expansion.

TechTarget News

Dell Tech

Franklin Exponential Data ETF

Global X Internet

GraniteShares 2x Long NVDA Daily ETF

T-Rex 2X Long NVIDIA Daily Target ETF

iShares Expanded Tech Software Sector ETF

Spdr Select Tech

First Trust Index NextG ETF

SPDR S&P Software

Proshares Big Data Refiners ETF

Direxion Daily NVDA Bull 2X Shares

Invesco S&P Small Cap Info Tech

Invesco PHLX Semiconductor ETF

Invesco S&P 500 Equal Weight Tech ETF

Pacer Data & Infrastructure Real Estate ETF

First Trust Nasdaq Food & Semicon

GraniteShares 2x Long DELL Daily ETF

NVIDIA

ServiceNow

OpenAI

Palantir Tech

NVIDIA Corporation

Dell AI Factory gets rack-scale infrastructure refresh

Intel CEO Lip-Bu Tan announced that the company's foundry business is gaining momentum, crucial for its turnaround strategy. Improvements in manufacturing processes have attracted customer interest, with expectations of commitments from multiple clients in the second half of the year. Tan emphasized the importance of the foundry for the U.S. semiconductor supply chain and highlighted progress in Intel's advanced manufacturing capabilities, aiming to compete with industry leaders like TSMC.

- Intel CEO Lip-Bu Tan announced that the company's external manufacturing business, known as foundry, is gaining momentum and is central to its turnaround strategy.  
- Improvements in Intel's advanced 18A manufacturing process are reportedly exceeding expectations, leading to increased interest from potential customers, including a preliminary deal with Apple.  
- Tan emphasized the strategic importance of the foundry business for U.S. semiconductor capacity and projected that Intel's next-generation 14A process could compete with industry leader TSMC.

CNBC

GraniteShares 2x Long TSM Daily ETF

Leverage Shares 2X Long TSM Daily ETF

Direxion Daily TSM Bull 2X Shares

China Merchants CSI Semiconductor Industry ETF

Cadence Design

Intel CEO says foundry business is gaining momentum as customer interest grows

As a New CPU Surge Takes Wall Street, Tiger Global Just Took a New Stake in Intel Stock

Barchart Option

As a New CPU Surge Takes Wall Street, Tiger Global Just Took a New Stake in Intel Stock

Global X Data Center & Dgtl Infrs ETF(DTCR.US)

BOX (BOX) Expected to Announce Earnings on Tuesday

Pre-market hot trades in US stocks: Applied Digital pre-market down 3.32%; Seagate Tech pre-market down 3.29%

What's Going On With Blackstone Stock Tuesday?

Microsoft: The new devices are powered by Intel processors. $INTC

Intel's AI Comeback: CEO Reveals Insatiable CPU Demand As Customers Bulk Up Orders

SambaNova and Intel’s heterogeneous x86 AI architecture

Sequent Planning LLC Takes $208,000 Position in Intel Corporation $INTC

Dell AI Factory gets rack-scale infrastructure refresh

Intel CEO says foundry business is gaining momentum as customer interest grows

As a New CPU Surge Takes Wall Street, Tiger Global Just Took a New Stake in Intel Stock