WisdomTree Quantum Computing Fund

Nvidia Spends $90 Billion on 145 Acquisitions in 16 Months to Strengthen AI Position

AWS Plans €7.8 Billion Investment to Expand European Sovereign Cloud, Driving Customer Migration and Ecosystem Partnerships

Intrua Financial LLC Reduces Stake in Advanced Micro Devices by 43.6%

Nvidia Short Positions Hit Record as Michael Kramer Warns of Epic Squeeze Risk

Nvidia Credit Default Swap Costs Drop Ahead of Earnings on Optimism

Hosking Partners Increases Stake in Alphabet to 525,640 Shares in Q4

M&T Bank Corp Increases Amazon Stake by 5.9% to 2.12 Million Shares in Q4

Nippon Life and other institutions increase Amazon stake in Q4 amid tariff litigation risks

Citizens JMP gives Amazon Overweight rating, target price $315

Duan Yongping's H&H Majorly Increases Nvidia Stake and Expands into AI Infrastructure

NVIDIA Partners with Amazon to Advance GIDS Technology, Aiming to Disrupt AI Storage Architecture

Nvidia Invests $2 Billion in Marvell to Strengthen AI Networking

AMD Readies New Ryzen 7 7700X3D Processor

Amazon to Hold Prime Big Deal Days Fall Sale Event in October 2026

US Lawmaker Calls for Restrictions on AI Chip Exports to China, Citing National Security

Researchers Disclose Patched "Fabricked" Vulnerability in AMD EPYC Processors

NVIDIA Announces New AI Research Lab in Singapore

Intel Receives $8.9 Billion in Government Funding and Collaborates with NVIDIA on New Products

NVIDIA Releases Security Bulletin Disclosing Multiple High-Severity Vulnerabilities in Its GPU Drivers

OpenAI Launches 'Guaranteed Capacity' Product, Pioneering AI Compute Pre-lock Model

InMed Pharmaceuticals

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Amesite

CN Energy

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

NextNRG

Meiwu Tech

Generation Income Properties

MetaVia

OceanPal

INTC

SOXX

SOXL

Citi projects Intel will hold a 47% share of the AI server CPU market by 2030 and has raised its data-center sales outlook. Benchmark's Cody Acree increased Intel's price target from $105 to $140, maintaining a Buy rating. Additionally, Intel is in talks to acquire AI chip startup Tenstorrent, although no deal has been finalized.

- Citi predicts that Intel will achieve a 47% share of the AI server CPU market by 2030 and improves its data-center sales forecast.  
- Benchmark's Cody Acree raised Intel's price target from $105 to $140, maintaining a Buy rating due to increased confidence in the company's earnings potential for 2027–2028.  
- Intel is in exploratory discussions to acquire AI chip startup Tenstorrent alongside Qualcomm, though no deal has been finalized and talks may not result in a transaction.

TradingView

Intel

Invesco Semiconductors ETF

iShares Semiconductor ETF

VanEck Semiconductor ETF

Direxion Semicon Bull 3X

Citigroup

Qualcomm

CITIGROUP INC 6.250 NON CUM SER II PFD WI

Key facts: Citi Sees Intel 47% AI CPU Share; PT $140; Tenstorrent Talks

IONQ

IONL

IONX

IonQ, Inc. (IONQ) is leading in quantum computing among public companies, showing strong commercial potential. However, its current stock valuation may be overly optimistic given its financial profile. In Q1 2026, IonQ reported record GAAP revenue of $64.7 million, a 755% increase year-over-year, with remaining performance obligations rising 554% to $470 million.

Tip Ranks

IonQ

GraniteShares 2x Long IONQ Daily ETF

Defiance Daily Target 2X Long IONQ ETF

Tradr 2X Long QBTS Daily ETF

D-Wave Quantum

IONQ INC C/WTS 30/09/2026 (TO PUR COM)

D-WAVE QUANTUM INC C/WTS 05/08/2027 (TO PUR COM)

IonQ (IONQ) Is Building the Real Deal in Quantum but at a Steep Price

INTW

Intel's stock experienced a significant increase of over 4% during pre-market trading. According to Jin10, this rise comes amid positive market sentiment surrounding the company's recent developments and performance. Investors are closely monitoring Intel's movements as the trading day progresses.

CoinLive

GraniteShares 2x Long INTC Daily ETF

SPDR S&P Semicon

STOCKS | Intel Shares Rise Over 4% in Pre-Market Trading

Intel is urging PC makers to adopt its latest 18A CPUs due to increased demand for AI computing, as supply for older models remains constrained. The company highlights better availability for newer Panther Lake and Wildcat Lake chips. Intel is prioritizing supply for higher-margin applications, while Core Series 3 processors are deemed essential for its strategy. The stock price is currently at $112.28, up 3.80%.

- Intel is encouraging notebook and PC manufacturers to adopt its latest 18A production process due to high demand for AI computing.  
- The company reports better supply availability for newer Panther Lake and Wildcat Lake chips compared to older models, while prioritizing higher-margin server applications.  
- Intel describes its Core Series 3 processors built on 18A as crucial to its strategy but has not confirmed efforts to accelerate their adoption among customers.

Fidelity

Market Chatter: Intel Urges PC Makers to Adopt Advanced CPUs Amid Supply Crunch

Intel's stock (NASDAQ: INTC) surged over 3.5% as the company shifts focus from its Intel 7 processor lineup to the more available 18A models for laptop makers. This change raises concerns about the supply of budget laptops. Citi analyst Atif Malik increased Intel's price target from $95 to $130, citing a growing server CPU market. Wall Street analysts currently rate INTC as a Hold, with a consensus of 11 Buys, 24 Holds, and 3 Sells, indicating a potential downside risk of 22.36%.

- Intel (INTC) is struggling to maintain production of its Intel 7 processor lineup and is directing manufacturers to shift to the more available 18A processors, causing concerns among some but pleasing investors with a share price increase.  
- The Intel 7 node, traditionally used for consumer laptops, is in short supply as Intel focuses on the server market, leading to fewer budget laptop options.  
- Citi analyst Atif Malik raised Intel's share price target from $95 to $130 due to a new market model predicting substantial growth in the server CPU sector, despite a Hold consensus rating among Wall Street analysts.

"…Nearly Impossible to Get More…": Intel Stock (NASDAQ:INTC) Surges as Intel Starts Selling High-End Chips to Laptop Makers

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.

benzinga_article

Alphabet

Apple

Taiwan Semiconductor

Mizuho Financial

Mizuho Financial Group, Inc.

Alphabet - C

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

RGTI

On May 18, Eastern Time, Rigetti Computing options saw a total of 81029 contracts traded, with calls accounting for 71% and puts making up 28%.

Options Flow

Rigetti Computing

Trending | RGTI Plummets 6% on Monday, Some Put options Soar 200%

Intel's stock has surged recently, overcoming previous doubts about its role in the AI supercycle. Under CEO Lip-Bu Tan, the company achieved 7% sales growth in Q1 and formed key partnerships, including with Nvidia. Despite concerns of an AI bubble, the demand for upgraded tech infrastructure presents a long-term opportunity for Intel. The company forecasts Q2 sales between $13.8 billion and $14.8 billion, indicating continued growth potential. However, analysts suggest waiting for a price correction before investing.

- Intel's stock has surged recently, recovering from a low of $18.97 in 2025, aided by CEO Lip-Bu Tan's leadership.  
- The company reported a 7% increase in fiscal Q1 sales and established key partnerships, including one with Nvidia, amid ongoing demand for AI technology.  
- Despite its recent success, analysts suggest investors consider other stocks, as Intel is not included in a list of top recommendations.

nasdaq

NVIDIA

Netflix

S&P 500

NVIDIA Corporation

I've Changed My Mind on Intel Stock. Here's What the AI Supercycle Bears Are Missing.

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.

Market Beat

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

WisdomTree Quantum Computing Fund(WQTM.US)