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Intel Is Up 90% in April: What’s Driving the Rally?

Shares of Intel (NASDAQ:INTC | INTC Price Prediction) are trading near $85 in early action Monday, capping an extraordinary ...

Earnings season just proved the AI economy is splitting in two

Last Sunday night, markets were bracing for the worst. Oil spiked while futures dropped amid headlines that screamed “escalation in the Middle East.” In a nut shell, the macro narrative looked fragile ...

Morgan Stanley: Agentic AI shifts value from GPUs to CPUs and memory, creating up to $60bn incremental CPU TAM by 2030

The next phase of artificial intelligence is no longer just about faster GPUs. As AI moves from single-task generation to autonomous, multi-step "agentic" systems, the economic value is migrating to ...

Intel: Blowout Q1 Shows Bear Case Is Dead, But At $80 Is The Bull Case Fully Priced

Intel Corporation delivered a decisive Q1 beat, driven by strong server CPU demand and successful 18A node ramp. Read more on ...
Forbes

AI-Led Transformation Of The Computing Model And Its Implications On Security

Dinesh Subhraveti is a repeat entrepreneur and inventor of containers that created their principles during his Ph.D. at Columbia University. AI is not only enhancing the application layer with new and ...

Intel Xeon 6 Becomes Core CPU In SambaNova Agentic AI Push

Intel (NasdaqGS:INTC) and SambaNova announced a heterogeneous hardware platform for agentic AI inference, built around Intel ...
Morningstar

Synopsys Supports New Arm AGI CPU with Full-Stack Design Solutions

Synopsys' broad portfolio of design, analysis, and verification solutions available on Arm-based architecture enables data center-class requirements and low total cost of compute during development ...