iShares US Tech Breakthrough Multisector ETF

Merck and Kailun Bio's Sac-TMT Succeeds in Phase III Endometrial Cancer Trial

Salesforce's Informatica Deepens Partnership with Microsoft to Power AI Analytics

Bezos Says Amazon is Collaborating with NASA on Moon Development Project

Bezos: Amazon Researching Solar Cells Made from Lunar Regolith

OpenAI Invests $234M in Singapore to Build First Overseas AI Lab, Google Deepens Cooperation

Bezos: AI will solve various problems including building permit approvals

Lamda and Hudson River Trading Sign Deal to Provide Access to 1,000+ Nvidia Blackwell Systems

Thales and Google Cloud Sign Deal to Launch Independent European Cloud Solution in Germany

Wells Fargo Lowers Meta Price Target to $765 from $770

Wells Fargo Raises Alphabet Price Target to $435

Wells Fargo Lowers Amazon Price Target to $312 from $313

OpenAI and Google Partner to Launch Dual-Track Technology for Enhanced AI Image Provenance Detection

Midwest and other institutions significantly increase AMD holdings, market cap reaches $67.5B

NVIDIA Earnings Loom, UBS Bullish on $150B Buyback and Long-term AI Growth

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

Kepler Cheuvreux Reduces Meta Stake by 21% to 64,109 Shares Worth $42.31M

Micware

Silexion Therapeutics

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GCL Global

Linkage Global

Jupiter Neurosciences

Capstone

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

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Intel is urging PC manufacturers to transition to its new 18A processors as supply of the older Intel 7 chips diminishes. This shift, driven by increased AI demand, may lead to higher costs and longer development times for OEMs. Intel's stock remains strong, trading significantly above key moving averages, with analysts holding a mixed outlook and price forecasts ranging from $77.65 to $140.00.

- Intel Corp. is urging PC makers to switch to its newer 18A-based processors due to a shortage of older Intel 7 CPUs.  
- The company redirected Intel 7 capacity toward more profitable server chips amid rising AI demand, which may increase costs and delays for OEMs adapting to newer processors.  
- Analysts rate the stock as a Hold with a price forecast averaging $77.65, while recent upgrades from analysts suggest bullish sentiment for Intel's potential market performance.

benzinga_article

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Intel

iShares Semiconductor ETF

VanEck Semiconductor ETF

Direxion Semicon Bull 3X

SPDR S&P Semicon

GraniteShares 2x Long INTC Daily ETF

Citigroup

Mizuho Financial

CITIGROUP INC 6.250 NON CUM SER II PFD WI

Mizuho Financial Group, Inc.

Inside The AI Chip Crunch: Intel Pressures PC Makers To Upgrade Fast

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Markets found some stability during the US afternoon session with semis reversing back into the green, only to fade later into the close, but are accelerating in the overnight session with NVDA tonight clearly the main event of the week and should anchor the session as long as rates are mildly stable.Oil Impact

- Markets showed initial stability in the US afternoon session, with semiconductor stocks briefly recovering before declining again.  
- The overnight session has seen an acceleration, particularly influenced by NVIDIA's performance, which is expected to be the week's focal point amid stable interest rates.  
- Oil market developments also play a significant role in overall market dynamics.

ZeroHedge

NVIDIA

GraniteShares 2x Long NVDA Daily ETF

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T-Rex 2X Long NVIDIA Daily Target ETF

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Goldman Sachs

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NVIDIA Corporation

Bond Vol Is Best Leading Indicator; Top Goldman Trader Warns

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Averlon, a Redmond-based company, has launched Precog, a predictive remediation tool that identifies potential risks in code and infrastructure changes before they reach production. This initiative addresses the rising vulnerabilities due to rapid software deployment influenced by AI advancements, urging security teams to adopt a proactive approach. Google Cloud's Mandiant also highlights the importance of this development.

Unusual Whales

Alphabet - C

Alphabet

Direxion Daily GOOGL Bull 2X Shares

Roundhill GOOGL WeeklyPay ETF

Averlon Launches Precog to Stop Exploitable Risk Before It Reaches Production

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

Invesco Semiconductors ETF

Qualcomm

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

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Sapient Capital LLC acquired 2,074 shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) valued at approximately $447,000 in the 4th quarter. Other institutional investors, including Jennison Associates and Wellington Management, also significantly increased their holdings in AMD. Analysts have mixed sentiments, with some raising price targets due to AI-driven demand, while others caution about potential pullbacks in the semiconductor sector.

- Sapient Capital LLC acquired 2,074 shares of Advanced Micro Devices, Inc. (AMD) during the fourth quarter, amounting to approximately $447,000.  
- Significant institutional investments in AMD were noted, with holdings boosted by Jennison Associates, Wellington Management, Assenagon Asset Management, and Vanguard Group, representing a growing interest in the semiconductor manufacturer.  
- AMD reported $1.37 earnings per share for the last quarter, exceeding expectations, and its market capitalization stands at $675.15 billion, reflecting robust performance driven by AI infrastructure demand.

Market Beat

Invesco PHLX Semiconductor ETF

GraniteShares 2x Long AMD Daily ETF

Direxion Daily AMD Bull 2X Shares

NASDAQ Composite Index

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Piper Sandler Cos

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2,074 Shares in Advanced Micro Devices, Inc. $AMD Bought by Sapient Capital LLC

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Nvidia has received U.S. approval to sell H200 chips to 10 Chinese companies, but faces challenges due to China's strict oversight. The Chinese government is promoting domestic suppliers and potentially more favorable foreign partners like AMD, impacting Nvidia's market share in the $50 billion AI chip sector, which has declined due to export controls.

- Nvidia has received U.S. approval to sell H200 chips to 10 Chinese firms, but regulatory oversight from Beijing restricts their actual access.  
- Meanwhile, China is redirecting its AI demand towards domestic suppliers and more aligned foreign companies such as AMD.  
- The AI chip market in China, worth approximately $50 billion, has seen Nvidia's market share decline significantly due to export controls.

Invesco AI and Next Gen Software ETF

YieldMax NVDA Option Income Strategy ETF

XL2CSOPNVDA

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Direxion Daily NVDA Bear 1X ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

Nvidia wins China chip nod but faces new roadblocks

Google is enhancing YouTube's search with AI tools like 'Ask YouTube,' allowing users to pose complex queries and receive tailored responses. Additionally, the new Gemini Omni AI model will be integrated into YouTube Shorts, improving content creation and storytelling. YouTube is also expanding its likeness-detection tool to protect creators from deepfakes. Premium subscribers in the U.S. can access these features now.

- Google is transforming its search experience across platforms, including YouTube, with the introduction of AI tools like "Ask YouTube" for sophisticated queries.  
- YouTube will integrate the Gemini Omni AI model for enhanced video remixing and storytelling, alongside a new likeness-detection tool to protect creators from deepfakes.  
- The rollout of these features will be gradual, with premium subscribers in the U.S. gaining early access, while overall responses to AI integration in other platforms have been mixed.

TechCrunch

Meta Platforms

‘Ask YouTube’ brings AI-powered conversational search to video, adds Gemini Omni to Shorts

Nvidia CEO Jensen Huang stated that workers are more likely to lose jobs to those who can effectively use AI rather than to AI itself. During a panel discussion, he emphasized that AI can automate tasks but does not eliminate jobs. He encouraged workers to learn AI tools as adoption increases across industries. Huang also noted that AI has transformed fields like radiology, leading to more job opportunities rather than fewer. Rep. Ro Khanna highlighted the need for workers to have ownership and bargaining rights amid technological changes.

- Jensen Huang, CEO of Nvidia, stated that workers are more likely to be displaced by those skilled in using AI rather than by AI itself.  
- He emphasized that AI can automate tasks but does not necessarily eliminate jobs, as evidenced by the increasing use of AI in fields like radiology, which has led to more employment rather than less.  
- Huang encouraged workers to become proficient in AI tools as the technology becomes integral across various industries.

Spdr Select Tech

Tesla

Most People Won't Lose Jobs To AI, Nvidia CEO Jensen Huang Says — But 'Will Lose Their Job To Somebody Who Uses AI'

AMZN

Amazon has announced two water return projects in Germany, aiming to return over 370 million liters of water annually. The initiatives include a leak detection system in Frankfurt and a wetland restoration project in Spessartwald. Collaborating with Shayp and EcoTree, these projects enhance water resilience at Amazon's data center locations. The leak detection initiative will install IoT technology in 500 buildings, while the wetland project will create new habitats and improve groundwater replenishment. These efforts align with Amazon's goal to return more water to communities than it consumes by 2030.

- Amazon has announced two water retention projects in Germany: a leak detection initiative in Frankfurt and a wetland restoration project in Spessartwald.  
- These initiatives aim to return over 370 million liters of water annually, enhancing water resilience at Amazon's data center locations.  
- Collaborating with Shayp and EcoTree, Amazon addresses urban water loss and ecological restoration, supporting its goal to return more water to communities than it consumes by 2030.

Press Releases

Amazon

Wassermanagement: AWS führt in Deutschland jährlich mehr als 370 Millionen Liter Wasser zurück

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

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

iShares US Tech Breakthrough Multisector ETF(TECB.US)

Inside The AI Chip Crunch: Intel Pressures PC Makers To Upgrade Fast

Bond Vol Is Best Leading Indicator; Top Goldman Trader Warns

Averlon Launches Precog to Stop Exploitable Risk Before It Reaches Production

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

2,074 Shares in Advanced Micro Devices, Inc. $AMD Bought by Sapient Capital LLC