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

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

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

Wellgistics Health

Huachen AI Parking Management Tech

GeoVax Labs

Sunshine Biopharma

AIM ImmunoTech

Virax Biolabs

NextNRG

GCT Semiconductor

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

SOXX

MULL

FTXL

SOXL

SOXQ

Micron Technology's stock has surged to $725, nearly doubling in a month due to its pivotal role in the AI semiconductor market. Despite appearing expensive, forward earnings analysis indicates it remains reasonably valued with a forward P/E of about 8. Analysts expect EPS to grow significantly, suggesting further upside potential for investors willing to navigate volatility.

- Micron Technology's stock has surged nearly 58% recently, driven by its significant earnings growth and role in the AI semiconductor market.  
- Despite its high share price over $700, analysts suggest Micron is undervalued with a forward P/E ratio of about 8, indicating room for further growth as demand for memory products rises.  
- While some analysts recommend alternative stocks, the underlying earnings potential positions Micron as a compelling option for long-term investors willing to navigate market volatility.

nasdaq

Micron Tech

iShares Semiconductor ETF

Direxion Daily MU Bull 2X Shares

SPDR S&P Semicon

GraniteShares 2x Long MU Daily ETF

First Trust Nasdaq Food & Semicon

Invesco Semiconductors ETF

Direxion Semicon Bull 3X

Invesco PHLX Semiconductor ETF

VanEck Semiconductor ETF

NVIDIA

Intel

Netflix

S&P 500

Nasdaq

NVIDIA Corporation

Is Micron Stock Expensive at $725? Here's the Math on Why Shares Are Still Dirt Cheap.

INTC

INTW

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

GraniteShares 2x Long INTC Daily ETF

ISHRS S&P Glb It

SambaNova and Intel’s heterogeneous x86 AI architecture

SRVR

XDAT

Gartner forecasts worldwide AI spending to reach $2.59 trillion by 2026, a 47% increase year-over-year. The growth will be driven primarily by AI infrastructure, including AI-optimized servers, which are expected to triple in spending. Enterprises are anticipated to increase their use of AI models, with a projected 110% growth in model consumption. Despite current limited enterprise spending, 2026 is expected to mark a significant shift as organizations align AI initiatives with strategic business objectives.

Fidelity

Proshares Big Data Refiners ETF

Global X Funds Global X Artificial Intelligence & Tech ETF

Pacer Data & Infrastructure Real Estate ETF

Spdr Select Tech

iShares Expanded Tech Software Sector ETF

SPDR S&P Software

Franklin Exponential Data ETF

Global X Robotics & Artificial

Gartner

Gartner Forecasts Worldwide AI Spending to Grow 47% in 2026

SSNGY

Rolf Bulk from Futurum Equities warns that potential labor strikes at Samsung Electronics could significantly harm the company and South Korea's economy. He identifies U.S.-based Micron and Chinese firm CXMT as likely beneficiaries of the situation.

- Rolf Bulk, Head of Semiconductor & Infrastructure Equity Research at Futurum Equities, addresses the impending labor strikes at Samsung Electronics.  
- He predicts that the strikes will significantly harm Samsung and negatively impact South Korea's economic growth.  
- Bulk identifies U.S.-based Micron and Chinese semiconductor company CXMT as potential beneficiaries of this situation.

Samsung Electronics 

Samsung strike risk: Worst has been avoided, but competitiveness in memory chip market takes a hit

AKAM

Insight Guru Inc. conducted a stress-test analysis on Akamai Technologies, indicating a potential downside of -34.39%. Historically, Akamai faced a -75% drawdown during the 2008-2009 financial crisis, compared to -53% for the S&P 500. Other significant declines included -46% in 2015-2016 and -39% in 2011. The report highlights an average -26% drawdown across 15 crises versus -16% for the S&P 500.

PUBT

Akamai Tech

Insight Guru: Akamai risks 34.39% downside in macro stress test analysis

Tiger Global invested $180 million in 1.64 million Intel shares in Q1 2026, anticipating growth driven by AI. Analysts predict the CPU market will expand 35% annually to $132 billion by 2030, with Intel expected to capture nearly half. However, Intel's valuation raises concerns as it trades at over 100x forward earnings amid intense competition.

- Tiger Global purchased 1.64 million shares of Intel for $180 million in Q1 2026, anticipating ongoing AI-driven growth.  
- Analysts project the CPU market will expand 35% annually, reaching $132 billion by 2030, with Intel expected to capture nearly half of that market share.  
- Despite robust performance, Intel's valuation exceeds 100 times forward earnings, leading analysts to express caution due to intense competition.

Tiger Global’s $180M Intel bet fuels AI-era optimism

GOOW

GGLL

Alphabet's stock is nearing a $5 trillion market cap after a 50% surge since early April, adding $2.5 trillion in value. Shares closed near $396.94 for Class A and $393.11 for Class C. Berkshire Hathaway increased its stake to nearly 58 million shares, signaling strong institutional confidence in Alphabet's dominance in AI and digital sectors.

TradingView

Roundhill GOOGL WeeklyPay ETF

Direxion Daily GOOGL Bull 2X Shares

Alphabet

Alphabet - C

Berkshire Hathaway

Berkshire Hathaway B

GOOGL: Alphabet Stock Nears $5 Trillion After Whopping 50% April-to-Date Gains

GOOGL

Blackstone has announced a joint venture with Google to establish a U.S.-based company focused on providing efficient data center capacity and Google Cloud's Tensor Processing Units (TPUs) as a compute-as-a-service. The venture aims to meet the growing demand for AI capabilities, with an initial capacity of 500 MW expected by 2027. Blackstone is committing $5 billion in equity, while Google will supply hardware and software. Benjamin Treynor Sloss from Google will serve as CEO.

- Blackstone announced a joint venture with Google to establish a new U.S.-based company focused on efficient data center capacity and compute-as-a-service offerings using Google Cloud's Tensor Processing Units (TPUs).  
- The joint venture aims to bring 500 MW of capacity online by 2027, with significant scaling planned.  
- Blackstone has committed $5 billion in equity capital, and Google will provide the necessary hardware and software to support the new company.

rttnews

Blackstone

Blackstone, Google Join To Create U.S.-based Company To Meet Growing Demand For TPUs

Citi's Atif Malik raised Intel's price target to $130, a 37% increase, driven by a new CPU market growth model. The server CPU market is expected to reach $132 billion by 2030, with Intel capturing a 47% share. Intel's strengths include its dominance in Xeon server CPUs and strategic partnerships with Google, Anthropic, and Apple.

- Citi's Atif Malik raised Intel's price target to $130, a 37% increase from last month, based on a new CPU market growth model.  
- Demand for AI-driven CPUs and data center requirements are expected to boost the server CPU market to $132 billion by 2030, with Intel capturing a 47% market share.  
- Intel's competitive advantage is reinforced by its leadership in Xeon server CPUs, partnerships with Google and Anthropic, and a recent agreement with Apple.

Apple

Citi lifts Intel target to $130 on AI CPU boom

Lmao, Intel is now threatening suppliers that it won’t source from them unless they use 18A CPUs.

Unusual Whales

Lmao, Intel is now threatening suppliers that it won’t source from them unless they use 18A CPUs.

The great minds at the top. How can we even begin to think like they do? Very smart, very gifted.

Microsoft

YieldMax MSFT Option Income Strategy ETF

T-Rex 2X Long Microsoft Daily Target ETF

Direxion Daily MSFT Bear 1x Shares

GraniteShares 2x Long MSFT Daily ETF

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Kurv Yield Premium Strategy Microsoft MSFT ETF

Microsoft has partnered with SpaceX's Starlink to enhance global internet connectivity, particularly in Kenya, where they aim to connect 450 community hubs. This collaboration is expected to increase demand for Starlink, which has contracts with the Defense Department and NASA. The partnership reflects Microsoft's ongoing efforts to integrate technology and expand internet access, having already reached over 299 million people since 2022. Elon Musk's involvement in this initiative comes amid his legal disputes with OpenAI, which he co-founded.

- Microsoft announced a collaboration with SpaceX's Starlink to enhance global internet connectivity, aiming to connect 450 community hubs in Kenya.  
- This move reflects Microsoft's strategy to integrate low-Earth orbit satellite technology into its operations, coinciding with Elon Musk's ongoing legal battle against OpenAI regarding substantial financial claims.  
- Microsoft's previous efforts had successfully expanded internet access to over 299 million people, demonstrating its commitment to technology-driven connectivity initiatives.

CNBC

Microsoft and SpaceX's Starlink partner on global community internet effort

It is scary. The scale of the borrowing...What if their bets don't pan out?

First Trust Index NextG ETF

Currencyshares British Pound Trust

Alphabet's issuance of a rare 100-year sterling bond, part of a $20 billion borrowing drive, reflects a trend of increasing corporate debt to fund AI infrastructure. The bond attracted nearly 10 times the orders for its £1 billion sale, indicating strong demand from institutional investors. Analysts express concerns about the frothy market conditions and the long-term viability of such debt, especially as tech giants ramp up spending. The bond diversifies Alphabet's lender base, tapping into insurance and pension fund demand, while raising questions about the sustainability of AI-driven growth.

- Alphabet's issuance of a rare 100-year sterling bond signals late-cycle exuberance in the credit markets as tech firms increase borrowing to fund extensive infrastructure projects, including AI.  
- This bond is part of a broader $20 billion multi-currency borrowing initiative and attracted nearly 10 times the orders for its £1 billion sale, reflecting strong demand from institutional investors.  
- Strategists caution that this bond issuance symbolizes market froth, as the tech sector's debt is predicted to surge, raising concerns over long-term demand and potential risks amidst rapid technological changes.

Why Alphabet’s 100-year sterling bond is raising new fears over debt-fuelled AI arms race

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

BOX (BOX) Expected to Announce Earnings on Tuesday

Is Micron Stock Expensive at $725? Here's the Math on Why Shares Are Still Dirt Cheap.

SambaNova and Intel’s heterogeneous x86 AI architecture

Gartner Forecasts Worldwide AI Spending to Grow 47% in 2026

Samsung strike risk: Worst has been avoided, but competitiveness in memory chip market takes a hit