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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

Google, Amazon, Meta, and Microsoft jointly launch a universal AI shopping cart protocol

NVIDIA Officially Delivers First Self-Developed Vera CPUs to Top AI Labs Including Anthropic and OpenAI

Nvidia Announces AI Research Lab in Singapore, Focusing on Embodied and Efficient AI

Google establishes AI partnership with Singapore government and increases investment

AMD Adopts Dual-Track CCD Strategy for Venice Processor, Zen 6 High-Density Version Enters Production

Amazon and other tech giants reportedly to significantly increase AI-related capital expenditures in 2026

Amazon Initiates Strict AI Compliance Review

NVIDIA GTC to Take Place in Taipei from June 1-4

Intel expresses concern at JPMorgan conference that rivals know of its partnerships

AMD to Participate in Supercomputing 2026 (SC26)

Nvidia Drops for Three Days but Wall Street Raises Target Price to $300 Amid Strong AI Chip Demand

AWS CEO Matthew Garman Sells $3 Million Worth of Stock

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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.

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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.

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"…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.

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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.

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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%.

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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.

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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.

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

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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.

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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

Two Congressmen, Rep. Dwight Evans and Rep. Cliff Bentz, have sold their Intel stock positions after significant gains following a surge in Intel's stock price since the Trump administration's investment. Evans sold his shares for a profit of approximately $56,872.20, while Bentz's profit remains unclear. The U.S. government also holds a substantial stake in Intel, which has appreciated significantly since its purchase.

- Intel Corporation stock has recently reached all-time highs, buoying profits for both the U.S. government and members of Congress.  
- Two congressmen, Rep. Dwight Evans and Rep. Cliff Bentz, sold their Intel shares recently, with Evans timing his sale post-quarterly earnings for a notable profit.  
- The U.S. government holds a considerable stake in Intel worth approximately $8.9 billion, which has appreciated significantly since its initial investment.

Trump Helped Ignite Intel Stock's Monster Rally — Now Two Congressmen Are Cashing Out

WisdomTree Quantum Computing Fund(WQTM.US)

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

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

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

SambaNova and Intel’s heterogeneous x86 AI architecture

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

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

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

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

Trump Helped Ignite Intel Stock's Monster Rally — Now Two Congressmen Are Cashing Out