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AI-linked stocks advance as Trump explores public ownership model for AI firms

June 8, 2026 6:20 AM
IH Market News

Shares of several artificial intelligence-related companies moved higher in premarket trading on Monday after U.S. President Donald Trump said his administration is considering a proposal that could give the American public a direct stake in leading AI businesses.

Speaking to reporters aboard Air Force One on Friday, Trump revealed that discussions had taken place with major AI developers about a potential arrangement in which the federal government would hold an ownership interest in the sector.

“There’s something very interesting about it, where it almost becomes a partnership with the American public,” he said. “We’ll look into that.”

Chipmakers rally on potential government-backed AI initiative

Investors reacted positively to the comments, with a number of AI-focused stocks posting gains before the opening bell on Monday.

Nvidia (NASDAQ:NVDA) rose more than 1% by 04:14 ET, while fellow semiconductor companies Marvell (NASDAQ:MRVL) and Micron (NASDAQ:MU) advanced between 4% and 7%. AMD (NASDAQ:AMD) and Intel (NASDAQ:INTC) also traded more than 1% higher. In contrast, Google (NASDAQ:GOOG) slipped 1.2%.

Trump indicated that executives from leading AI companies, including Anthropic, OpenAI and xAI, are expected to continue discussions at a White House meeting that could take place as early as next week.

Several of those firms are widely expected to pursue public listings in the coming months, with valuations potentially reaching into the trillions of dollars.

Government stake discussions gain momentum

The president’s remarks followed a report from digital news outlet NOTUS, which said senior U.S. officials had already held preliminary conversations with AI companies regarding the possibility of the government purchasing equity stakes in their businesses.

The Trump administration has previously shown a willingness to take direct positions in strategic industries, having acquired stakes in Intel as well as a number of rare earth and quantum computing companies.

The concept gained additional attention after Senator Bernie Sanders proposed legislation that would impose a one-time 50% tax on AI companies’ stock, with the proceeds directed into a U.S. sovereign wealth fund.

“The move would guarantee that the trillions created by AI are used to improve the lives of all of us,” Sanders said.

The proposal has faced criticism from several prominent technology investors and executives, including Silicon Valley venture capitalist and Trump adviser David Sacks.

White House continues to refine AI policy

Trump acknowledged that Sanders’ proposal had resonated with some voters and suggested that broader public participation in AI-related wealth creation could help address growing concerns about the technology’s impact on society.

The administration has faced challenges in defining a long-term regulatory framework for artificial intelligence. A planned signing ceremony for an AI-focused executive order in May was unexpectedly canceled after concerns emerged from industry participants regarding aspects of the proposal.

At the time, Trump said he opposed certain provisions because they could weaken the United States in its competition with China in the AI sector.

Earlier this week, the president signed a revised executive order that asks leading AI developers to voluntarily submit their most advanced models for government cybersecurity testing before public deployment.

Growing concerns over AI risks

Debate around AI regulation has intensified in recent months, partly following the launch of Anthropic’s advanced Mythos platform.

Industry experts have warned that the technology could significantly increase the sophistication of cyberattacks if misused, particularly in sectors such as financial services that rely on complex and ageing technology infrastructure.

As policymakers weigh the economic opportunities and risks associated with artificial intelligence, investors are closely monitoring whether the White House’s latest proposals could reshape ownership structures across one of the fastest-growing industries in the world.

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Original: AI-linked stocks advance as Trump explores public ownership model for AI firms

Hitachi and Intel announce strategic collaboration to accelerate AI transformation across key industries

June 5, 2026 8:00 AM
PR Newswire (US)

Original: Hitachi and Intel announce strategic collaboration to accelerate AI transformation across key industries

Wall Street Futures Ease as Hezbollah Rejects Ceasefire and Investors Await U.S. Jobs Data: Dow Jones, S&P, Nasdaq

June 5, 2026 5:21 AM
IH Market News

U.S. equity futures traded lower on Friday as investors assessed renewed geopolitical tensions in the Middle East and prepared for the release of closely watched U.S. employment figures. The latest developments have weakened expectations for a near-term resolution to the conflict involving Iran and added another layer of uncertainty to global markets.

At the same time, enthusiasm surrounding artificial intelligence-related stocks showed further signs of cooling after a mixed response to recent earnings announcements from major technology companies.

Futures Point to a Softer Open

By 03:36 ET (07:36 GMT), futures tied to the major U.S. indices were indicating a weaker start to trading. Dow Jones futures were little changed, while S&P 500 futures fell 0.6% and Nasdaq 100 futures declined 1.1%.

The technology-heavy Nasdaq Composite closed 0.1% lower in the previous session after semiconductor group Broadcom (NASDAQ:AVGO) released results that failed to fully satisfy elevated investor expectations.

The reaction weighed on several chipmakers, including Micron (NASDAQ:MU), Intel (NASDAQ:INTC) and Advanced Micro Devices (NASDAQ:AMD), all of which recorded notable declines.

Despite the weakness in technology stocks, the Dow Jones Industrial Average and the S&P 500 ended Thursday higher, gaining 1.7% and 0.4%, respectively.

Analysts at Vital Knowledge noted that “[T]he Broadcom disappointment […] triggered selling in certain semiconductor stocks and parts of the data center infrastructure complex but rather than cause a broad market slump, money instead simply rotated elsewhere, including pockets of value/cyclical.”

Hezbollah Rejection Complicates Peace Prospects

Investor sentiment was also affected by developments in the Middle East after Hezbollah rejected a ceasefire agreement between Israel and Lebanon.

The move has raised fresh doubts over the possibility of a broader diplomatic breakthrough between Washington and Tehran. Iran, which supports Hezbollah, has repeatedly linked progress in negotiations with the United States to an end to hostilities in Lebanon.

The conflict has expanded since the joint U.S.-Israeli military campaign against Iran began in late February, drawing other parts of the region into the confrontation.

Hezbollah leader Naim Kassem described the U.S.-brokered ceasefire arrangement as “absurd, humiliating, and insulting.”

According to the Associated Press, the statement followed Israeli attacks that reportedly killed at least four people. The agency also reported that Lebanese troops moved into areas of southern Lebanon on Thursday after months of intense fighting.

Oil Prices Remain Elevated Despite Modest Pullback

The ongoing standoff between the United States and Iran continues to impact energy markets, particularly through disruptions affecting the Strait of Hormuz, a critical route for global oil shipments.

Brent crude futures were last down 0.4% at $94.69 per barrel, while U.S. West Texas Intermediate crude fell 0.6% to $92.44 per barrel. Although prices have eased from recent highs, they remain significantly above levels seen before the conflict escalated.

Market participants remain concerned that a prolonged disruption to energy supplies could reignite inflationary pressures globally and influence the policy decisions of major central banks.

Current market expectations suggest the Federal Reserve is likely to keep interest rates unchanged through the remainder of this year, with some investors anticipating the possibility of rate increases in 2027.

Labor Market Report in Focus

Attention now turns to the latest U.S. nonfarm payrolls report, which is due later in the day and could provide important clues about the strength of the economy.

Economists expect the U.S. to have added approximately 85,000 jobs in May, compared with 115,000 in April. The unemployment rate is forecast to remain unchanged at 4.3%.

While payroll figures are considered the most comprehensive measure of labor market health, other employment indicators released this week have pointed to continued resilience, even as companies remain cautious about expanding or reducing headcount.

The report is expected to play an important role in shaping expectations for future Federal Reserve policy decisions under new Chair Kevin Warsh, who faces the challenge of balancing inflation risks against employment objectives.

Report Says U.S. Explored Equity Stakes in AI Companies

Separately, NOTUS reported that senior U.S. government officials have held preliminary discussions with leading artificial intelligence companies regarding the possibility of the government acquiring ownership stakes in their businesses.

According to the report, the conversations focused on voluntary share transfers to the government.

NOTUS said OpenAI chief executive Sam Altman discussed the concept with senior officials in the Trump administration, while rival Anthropic was reportedly not involved in discussions concerning government ownership.

The report added that any investment returns could potentially be directed toward public initiatives, including dividend-style payments to American households.

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Original: Wall Street Futures Ease as Hezbollah Rejects Ceasefire and Investors Await U.S. Jobs Data: Dow Jones, S&P, Nasdaq

Intel and Foxconn Join Forces on AI Infrastructure Development (INTC)

June 4, 2026 6:05 AM
IH Market News

Intel (NASDAQ:INTC) and Taiwanese manufacturing giant Foxconn (USOTC:FXCOF) have announced a strategic collaboration aimed at developing next-generation artificial intelligence infrastructure and intelligent computing platforms, positioning both companies to benefit from rising global demand for AI-powered computing solutions.

The partnership was well received by investors, with Intel shares climbing 4.43% on Wall Street to close at $112.71 following the announcement. The stock was broadly unchanged in pre-market trading the following day.

Under the agreement, Intel will contribute its semiconductor and processor technologies, while Foxconn will provide its extensive expertise in manufacturing, systems integration and global supply chain management. Financial terms of the partnership were not disclosed.

The two companies plan to jointly develop equipment for AI-focused data centres, including server rack systems powered by Intel Xeon processors and AI accelerator chips. The collaboration will also focus on high-speed networking technologies, advanced cooling systems and energy-efficient infrastructure designed to support increasingly demanding AI workloads.

Beyond traditional data centre applications, Intel and Foxconn intend to explore opportunities in edge AI deployments, including industrial automation, smart city infrastructure and robotics. The companies also said they will evaluate potential collaborations involving customised semiconductor designs and integrated system solutions.

“Our collaboration with Intel will combine both companies’ strengths in computing platforms, systems integration and global supply chain capabilities,” said Young Liu, Foxconn chairman and CEO.

Intel highlighted the announcement during Computex Taipei, one of the technology sector’s most important annual events. Speaking at the conference, company executives described the agreement as “an exciting milestone for our ongoing partnership with Foxconn.”

Alongside the partnership announcement, Intel officially unveiled its new Xeon 6 Plus processor family. Built using the company’s advanced 18A manufacturing technology, the chip features up to 288 efficiency cores and is specifically designed to support high-density inference workloads and emerging agentic AI applications in data centres.

The launch forms part of Intel’s broader strategy to stimulate a new upgrade cycle in server processors as demand for AI infrastructure continues to accelerate.

Market sentiment was further boosted by a series of analyst upgrades following the Computex presentations. Mizuho increased its price target on Intel shares to $128 from $124, Wells Fargo raised its target to $110 from $85, and Barclays lifted its target to $100 from $65.

Investors appeared encouraged by the combination of Intel’s latest product announcements, its expanding AI strategy, strengthening partnerships and improving analyst sentiment. Together, these factors helped drive a sharp rebound in the share price following weakness earlier in the week.

More About Intel Corporation

Intel Corporation is one of the world’s largest semiconductor companies, specialising in processors, data centre technologies, artificial intelligence hardware and advanced computing solutions. The company is investing heavily in next-generation chip manufacturing technologies and AI-focused products as it seeks to strengthen its competitive position across consumer, enterprise and cloud computing markets.

Through partnerships with major technology and manufacturing companies, Intel is expanding its presence in AI infrastructure, high-performance computing and advanced semiconductor production, areas that management views as key drivers of future growth.

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Original: Intel and Foxconn Join Forces on AI Infrastructure Development (INTC)

Low Pole Reversal on 3 June 2026. BLTA
INTC appears to be correcting within a longer-term bullish trend. Although its MACD is presently below the signal line, shares remain 123.2% above an upwards sloping 200-day moving average. Comparative Relative Strength analysis shows that this issue is outperforming the S&P 500.
Momentum for INTC is strongly bearish. The 14-period Slow Stochastic Oscillator is falling, as investors sell shares and drive the price lower.
Today, 116,518,938 shares of INTC traded hands, in-line with the 110,156,021 share daily average during the last twelve months. The On Balance Volume indicator (OBV) shows that longer term accumulation has given way to near term selling pressure by traders as of 3:59 PM ET Wednesday, 06/03/2026

Intel Expands AI Portfolio with New Infrastructure Solutions and Xeon 6+ Launch at Computex (INTC)

June 2, 2026 6:50 AM
IH Market News

Intel Corporation (NASDAQ:INTC) introduced a range of new artificial intelligence infrastructure technologies and processor offerings at Computex 2026 in Taipei, showcasing its latest efforts to strengthen its position across AI, cloud computing and data center markets.

The announcements included new rackscale AI systems, the commercial availability of Xeon 6+ processors and a series of strategic partnerships aimed at accelerating AI deployment across multiple industries.

New Rackscale AI Infrastructure Targets Enterprise Workloads

A key highlight of Intel’s presentation was the introduction of rackscale AI infrastructure designed to support inference and agentic AI workloads at scale.

The platform combines Intel Xeon processors with SambaNova’s SN-50 Reconfigurable Dataflow Units (RDUs), creating a solution intended to address growing demand for high-performance AI computing in data centers.

To bring the technology to market, Intel is collaborating with SambaNova and Foxconn on production-ready rack systems that integrate both companies’ technologies into a unified deployment platform.

Foxconn will provide system integration expertise and is also planning a CPU-focused configuration optimized for cost-efficient inference and large-scale data processing applications.

Industry Partners Showcase Advanced AI Deployments

Intel highlighted demonstrations from Vector Core Compute, a company backed by Vista Equity Partners and Cambium Capital.

The firm showcased a fully disaggregated inference environment operating from a Los Angeles data center, utilizing Intel Xeon 6 processors alongside SambaNova SN40 RDUs and NVIDIA Blackwell GPUs.

The demonstration illustrated how multiple processing architectures can be combined to support advanced AI workloads in cloud environments.

Intel also noted that Together.ai has become the first commercial customer to deploy cloud services powered by Vector Core Compute’s infrastructure.

Xeon 6+ Processors Enter the Market

The company announced the commercial availability of its new Xeon 6+ processor family, manufactured using Intel’s 18A process technology.

The processors are designed to support high-density, scale-out computing environments and can be configured as part of Intel’s rackscale AI infrastructure offerings.

According to the company, a single liquid-cooled rack equipped with Xeon 6+ processors can deliver up to 36,864 cores within 32U of compute space while operating at approximately 100 kilowatts of rack-level power.

The launch represents another step in Intel’s strategy to strengthen its competitiveness in AI and data center computing.

Core Ultra Adoption Continues to Grow

Intel also provided updates on adoption of its Core Ultra Series 3 processors.

The company said the chips are now featured in more than 325 consumer and commercial PC designs worldwide.

In addition, Intel announced the launch of its new Arc G-series graphics processors for handheld gaming devices, with products expected to become available beginning this month.

Beyond traditional computing markets, Intel reported that more than 130 customers have selected Series 3 processors for applications involving edge AI and robotics.

Strategic Partnerships Target Multiple Industries

Alongside its hardware announcements, Intel revealed several new collaborations aimed at developing industry-specific AI solutions.

The company has entered partnerships with Foxconn, Siemens, Hitachi, Echo Neurotechnologies and Greenstone Biosciences to create specialized systems built on Intel processors and custom silicon technologies.

These initiatives will focus on applications across manufacturing, healthcare, biotechnology and other sectors where AI adoption is accelerating.

By combining new processor technology, scalable AI infrastructure and industry-focused partnerships, Intel is seeking to broaden its presence across the AI ecosystem and position itself as a key supplier of computing solutions spanning everything from personal devices to large-scale data centers.

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Original: Intel Expands AI Portfolio with New Infrastructure Solutions and Xeon 6+ Launch at Computex (INTC)

Intel Announces New AI Innovations at Computex — Chip to Rackscale AI Solutions Delivered to Customers with the Help of Strategic Industry Partners

June 2, 2026 2:30 AM
Business Wire

Today at Computex 2026, Intel unveiled new innovations that address customers’ chip-to-systems-level AI needs with solutions tailored to address their specific industry challenges, including:

• New rackscale AI infrastructure: Intel announced rackscale AI infrastructure for customers interested in scaling their inference and agentic workloads based on Intel® Xeon® processors and SambaNova SN-50 Reconfigurable Dataflow Units (RDUs).
• Agentic Cloud Offering for Disaggregated Inference: Vector Core Compute, a new purpose-built enterprise inference cloud formed by Vista Equity Partners and Cambium Capital, unveiled fully disaggregated inference running on Intel Xeon processors, SambaNova RDUs, and NVIDIA Blackwell GPUs.
• Deep industry solutions: Strategic collaborations with industry leaders, including Foxconn, Siemens, Hitachi, Echo Neurotechnologies, and Greenstone Biosciences focused on delivering integrated vertical customer solutions based on Intel processors and purpose-built silicon.
• Intel Xeon 6+ processors: Next-generation data center CPU built on Intel 18A and designed for high-density, scale-out workloads.
• PC, gaming handheld, and physical AI momentum: Broad partner support and customer uptake for the Series 3 family of processors.

“For more than five decades, Intel, its ecosystem partners, and Taiwan have brought the world the foundational technologies for the PC, Internet, and now AI eras,” said Lip-Bu Tan, CEO of Intel. “Today, with the rise of inference, agentic, and physical AI, Intel is poised to bring the world new innovations from the chip to systems level that promise to transform industry and society for the better. We are proud to join all our partners in building great products that will delight customers and bring the power of AI to more people as we create a brighter future together.”

Rackscale AI Infrastructure for Inference and Agentic Workloads

As the training of AI models has matured, and more AI applications have moved into production, the industry has witnessed an exponential rise in the demand for cost-effective and power-efficient AI inference. With the emergence of agentic AI, the growing demand for AI inference is changing the balance of power in the data center, returning the CPU to a position of prominence.

According to Creative Strategies CEO and principal analyst Ben Bajarin, while “the training-era world looked closer to a one-CPU-per-four-GPU relation in AI deployments, agentic inference changes that relationship to roughly a one-CPU-to-one-GPU (or less) ratio.”

Seeking to capitalize on this trend at a systems level, Intel, SambaNova, and Foxconn today announced their intent to build rackscale AI infrastructure for data center, hyperscale, and intelligence center deployments—built on Intel Xeon processors.

The companies are demonstrating production-ready racks that combine Intel Xeon processors with SambaNova SN-50 RDUs, which together are designed to deliver high performance AI inference with improved cost and power efficiency. As part of the collaboration, Foxconn will provide system integration capabilities for the new rackscale AI infrastructure. Foxconn also plans to manufacture a CPU-dense variant of the rackscale infrastructure for workloads that do not require additional acceleration, including cost-optimized inference, data processing, and hybrid AI.

Agentic Cloud Offering for Fully Disaggregated Inference

Vector Core Compute, a new purpose-built enterprise inference cloud formed by Vista Equity Partners and Cambium Capital, unveiled fully disaggregated inference. Running onstage at Computex, Intel, SambaNova, Vista Equity Partners and Cambium Capital showcased the first real-world demonstration of a disaggregated inference system, using Intel Xeon 6 processors for orchestration and execution, SambaNova SN40 RDUs for decode, and NVIDIA Blackwell GPUs for prefill—operating from a Vector Core Compute data center in Los Angeles, California.

Together.ai is the first commercial customer running workloads on Vector Core Compute’s agentic cloud, which delivered the fastest enterprise inference on the MiniMax 2.5 model of any architecture to date. Vista Equity Partners has secured early access to the company’s high-quality, low-cost inference solutions for its 90+ portfolio companies which serve more than 2.5 million enterprise customers and 750 million users worldwide.

Industry Specific Solutions Based on Intel Processors and Purpose-built Silicon

It is often stated that AI is transforming every industry. It is also true that the computing needs of specific industries vary widely due to differences in their business environments, processes, workflows, and customers.

Today, Intel announced several strategic partnerships designed to co-develop industry-specific vertical solutions based on Intel processors and purpose-built silicon, including:

• Foxconn: The world’s largest electronics manufacturer is working with Intel to provide systems integration capabilities for rackscale AI infrastructure and explore collaboration in design services and custom silicon development.
• Siemens: The leading technology company focused on industry, infrastructure, transport, and healthcare and Intel have expanded their existing collaboration. In 2023, Siemens and Intel first joined forces; now the two companies are strengthening their collaboration across the entire value chain from design to manufacturing to chips embedded in Siemens products. Siemens brings its capabilities for the design, manufacturing, and lifecycle management of chips, as well as fab digitalization, automation, and electrification. This collaboration will enable the exploration of use cases for purpose-built Intel silicon for Siemens’ varied compute requirements, which may include edge devices, high-performance computing (HPC), and robotics.
• Hitachi: A global leader in digital innovation and sustainable solutions and Intel intend to work together on a range of solutions including foundry tools and quantum computing.
• Echo Neurotechnologies: The developer of neuroscience and brain-computer interface solutions and Intel are exploring new neuromorphic technologies to advance neuro-AI, speech neuroscience, brain-computer interfaces, and Intel's future neuromorphic and conventional hardware architectures.
• Greenstone Biosciences: The Silicon Valley biotech company plans to use Intel processors, purpose-built silicon, and the Intel Health and Life Sciences AI Suite to accelerate human-centric drug development using stem cells, organoids, genomics, and AI.

Intel Xeon 6+ Processors for Next Generation Data Centers

Extending this week’s announcements from data centers and racks down to chip-level innovations, Intel announced the availability of Intel Xeon 6+ processors, which provide greater performance density, power efficiency, and operational scale for cloud-native, agentic AI, and network-intensive workloads.

Built on Intel 18A—its first use in a data center CPU—Xeon 6+ is engineered for sustained performance under real-world power constraints—addressing the orchestration, concurrency, and data movement demands of emerging agentic AI.

Xeon 6+ can be configured for AI rackscale infrastructure purpose-built for hosting agents at maximum density. For example, a single liquid-cooled rack can deliver 36,864 cores using 32U of compute space, which provides the highest agent density available (at approximately 100-kilowatt rack power compute).

Optimized for environments where watts per rack, throughput per core, and latency predictability are critical, Xeon 6+ emphasizes scale-out performance—making room for new AI workloads without requiring disruptive data center redesign.

Series 3 Scale and Momentum

Core Ultra Series 3, built on Intel 18A, continues to experience strong customer uptake for a platform that now powers more than 325 consumer and commercial PC designs. Leveraging the same advanced IP as Ultra, the recently launched Core processors are enabling a new class of thin, sleek, powerful, and efficient PCs at affordable price points. Series 3 also pushes into the growing market of handheld gaming with the new Intel Arc G-series processors, which will be available starting this month. The expansion of the Series 3 processor family is being accelerated by increased 18A yields and strong customer and partner engagement.

Beyond the PC, Intel has powered edge devices in manufacturing, robotics, retail, and smart cities for decades. For the first time, the latest Series 3 IP scaling in the PC ecosystem will deploy in parallel to thousands of edge customers globally. Over 130 customers have already chosen Series 3 to power edge AI and robotics designs.

About Intel

Intel (Nasdaq: INTC) designs and manufactures advanced semiconductors that connect and power the modern world. Every day, our engineers create new technologies that enhance and shape the future of computing to enable new possibilities for every customer we serve. Learn more at intel.com.

Vector Core Compute cloud inference performance testing by Artificial Analysis. For details visit Artificial Analysis. Results may vary.

Performance varies by use, configuration, and other factors. Learn more on the Performance Index site. Intel does not control or audit third-party data. You should consult other sources to evaluate accuracy.

Intel technologies may require enabled hardware, software, or service activation. No product or component can be absolutely secure. Your costs and results may vary.

© Intel Corporation. Intel, the Intel logo and other Intel marks are trademarks of Intel Corporation or its subsidiaries. Other names and brands may be claimed as the property of others.

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Original: Intel Announces New AI Innovations at Computex — Chip to Rackscale AI Solutions Delivered to Customers with the Help of Strategic Industry Partners

Wolfe Research sees AI workloads expanding CPU market by 30% through 2028

May 31, 2026 9:15 AM
IH Market News

AI expected to drive a new phase of CPU demand

Wolfe Research believes the rise of agentic artificial intelligence and orchestration computing will create a significant expansion in processor demand, projecting that the total addressable CPU market will grow by approximately 30% by 2028.

The firm argues that access to manufacturing capacity at Taiwan Semiconductor Manufacturing Company is likely to be a more important factor in determining competitive success than raw chip performance over the next several years.

Orchestration CPUs poised for strong growth

According to Wolfe, orchestration processors are expected to experience rapid expansion by 2028 as Nvidia’s Rubin Ultra platform moves toward a CPU-to-GPU ratio of roughly 1:1.

Despite the anticipated growth, Wolfe expects the orchestration CPU segment to remain largely dominated by companies that already control GPU and accelerated computing ecosystems.

The firm’s forecasts for orchestration CPU volumes are based on GPU and XPU shipment assumptions incorporated into its proprietary Wolfe Accelerator Model.

ARM designs expected to capture a larger share of AI computing

Within the developing market for agentic AI processors, Wolfe Research forecasts that ARM-based architectures will secure between 50% and 75% market share.

The research firm believes ARM designs offer advantages in energy efficiency and multi-threaded processing, while x86 architectures retain strengths in single-threaded performance.

Under Wolfe’s base-case scenario, where ARM captures half of the agentic CPU market, ARM’s share of the broader CPU industry would increase to roughly 45% by 2028 from approximately 15% today.

AMD identified as the biggest potential winner

Wolfe Research views Advanced Micro Devices (NASDAQ:AMD) as the company with the most significant upside relative to both its valuation and current scale.

The firm projects AMD’s server CPU revenue will rise from approximately $17 billion in 2026 to $44 billion by 2028.

According to Wolfe, that growth could add around $7 per share in earnings compared with 2025 levels, boosting AMD’s overall earnings potential to between $25 and $30 per share by 2028.

Intel expected to face continued share erosion

Although Wolfe forecasts expansion across the overall CPU industry, it believes Intel (NASDAQ:INTC) will continue to lose market share in several important segments.

The firm expects pressure in orchestration CPUs as Google increasingly adopts its internally developed Axion processors, while Intel is also projected to lose ground in traditional server CPUs and emerging agentic AI workloads.

Nevertheless, Intel’s server CPU revenue is still expected to increase from $22.6 billion in 2026 to $41.5 billion in 2028.

Assuming a 30% operating margin on incremental revenue, Wolfe estimates this growth could contribute approximately $1 in additional earnings per share relative to 2025.

Nvidia expected to lead CPU shipment expansion

Wolfe forecasts Nvidia (NASDAQ:NVDA) will ship more than four million CPUs this year, including roughly 1.3 million Vera agentic processors, with the majority expected to be delivered during the fourth quarter.

The firm estimates agentic CPU revenue could reach $6.6 billion in 2026, increase to $14 billion in 2027 and rise further to $24.6 billion in 2028.

These forecasts are based on an average selling price of approximately $5,000 per server CPU.

While Nvidia is expected to command the largest share of the market, Wolfe notes that CPUs will have a relatively limited impact on earnings because of the company’s much larger accelerator business.

The firm estimates CPU products could add roughly $0.50 per share in earnings compared with 2025.

Arm Holdings positioned for multiple growth drivers

Wolfe Research also sees meaningful upside for Arm Holdings (NASDAQ:ARM), supported by its exposure to orchestration processors, growing adoption of ARM-based agentic CPUs and future opportunities in proprietary silicon products.

Using its assumption of a 50% share of the agentic CPU market by 2028, Wolfe projects royalty revenue of approximately $1.5 billion in 2027, increasing to $2.5 billion in 2028.

The firm also forecasts ARM-generated silicon revenue of around $2 billion in 2028.

According to Wolfe’s estimates, datacenter CPU royalties could contribute roughly $1.25 per share in additional earnings compared with 2025, while silicon-related activities could add another $0.30 per share.

Combined, these contributions could support earnings power of approximately $4.50 per share by 2028, although Wolfe cautions that the stock continues to trade at a premium valuation.

Semiconductor manufacturers also stand to benefit

The anticipated increase in CPU demand is expected to translate into approximately 20% wafer growth over the next two years for semiconductor equipment manufacturers.

Even so, Wolfe expects GPUs and XPUs to remain the primary drivers of demand for advanced manufacturing capacity, with AI accelerators continuing to account for the largest share of leading-edge wafer production.

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Original: Wolfe Research sees AI workloads expanding CPU market by 30% through 2028

High Pole Warning on 27 May 2026. GLTA
Potential for LT. Currently Neutral.

In Double Top Breakout pattern/mode since 22 May 2026. GLTA

Citigroup Sees Server CPU Market Reaching $132 Billion by 2030 as Intel Retains Leadership

May 23, 2026 10:01 AM
IH Market News

Agentic CPUs Expected to Drive Explosive Industry Growth

Citigroup expects the global server CPU market to grow to roughly $132 billion by 2030, compared with an estimated $29.3 billion in 2025, with much of the expansion expected to come from emerging agentic CPU demand.

According to the brokerage, traditional general-purpose CPUs are projected to expand at a compound annual growth rate of 20%, reaching approximately $50.9 billion by 2030.

AI head node processors are forecast to grow at a 21% CAGR, climbing to around $21.1 billion by the end of the decade.

Agentic CPUs are expected to deliver the fastest growth, with Citigroup projecting a 185% compound annual growth rate that would lift the segment to about $59.4 billion by 2030.

Intel Expected to Remain Market Leader

Citigroup expects Intel (NASDAQ:INTC) to retain the largest share of the total CPU market through 2030, accounting for approximately 47% of industry revenue.

Advanced Micro Devices (NASDAQ:AMD) is projected to hold a 34% market share, while Arm-based (NASDAQ:ARM) processors and other competitors are expected to make up the remaining 19%.

Citi Raises Intel and AMD Price Targets

The brokerage increased its price target on Intel to $130 from $95 while maintaining a buy rating on the stock.

Citigroup also raised its target price on AMD to $460 from $358, while keeping a neutral rating on the company.

AI Deployment Shift Creates New CPU Opportunities

Citigroup noted that Intel, AMD and Arm-based chipmakers are increasingly focusing on CPU opportunities as major cloud providers redirect spending away from training artificial intelligence models and toward deploying them in production environments.

Semiconductor Stocks Continue Strong Rally

Intel shares have climbed approximately 195% since the start of the year, while AMD stock has advanced roughly 98% over the same period.

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Original: Citigroup Sees Server CPU Market Reaching $132 Billion by 2030 as Intel Retains Leadership

Double Top Breakout on 22 May 2026. GLTA
Looks like the march is just about to start.
We shall see.

Low Pole Reversal on 20 May 2026. GLTA

In Double Bottom Breakdown pattern/mode since 14 May 2026. BLTA
Geopolitical situation and uncertainty impacting larger market among other concerns of world and US economies.

Intel pushes PC makers toward next-generation chips amid AI demand surge (INTC)

May 19, 2026 6:44 AM
IH Market News

Intel encourages wider adoption of processors built on 18A technology

Intel (NASDAQ:INTC) is urging laptop and PC manufacturers to accelerate adoption of processors produced using its latest semiconductor manufacturing technology, as booming demand for artificial intelligence computing continues to strain supplies of advanced chips, Nikkei Asia reported Tuesday.

According to the report, which cited industry sources, Intel has asked key computer manufacturing partners in the United States, China and Taiwan to increase usage of processors manufactured with the company’s 18A process technology, which became available late last year.

Intel reportedly informed partners that supply availability for its newest processor families, including Panther Lake and Wildcat Lake, is stronger than for chips manufactured using older process technologies.

Intel looks to regain ground in advanced chip manufacturing

The company’s push to promote next-generation processors comes as Intel attempts to strengthen its position in the global AI semiconductor race and recover lost ground in advanced chip production after trailing rival TSMC (NYSE:TSM) during the rapid expansion of artificial intelligence demand.

Intel is also working with several major technology companies, including Tesla (NASDAQ:TSLA) and SpaceX’s Terrafab project, as part of efforts to manufacture advanced semiconductors and revive its foundry operations.

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Original: Intel pushes PC makers toward next-generation chips amid AI demand surge (INTC)

U.S. Stocks Poised for Additional Weakness Following Friday Sell-Off: Dow Jones, S&P, Nasdaq, Wall Street Futures

May 18, 2026 9:12 AM
IH Market News

U.S. stock futures pointed modestly lower on Monday morning, suggesting equities could extend losses after the sharp decline recorded during Friday’s session.

Middle East Tensions Continue to Pressure Sentiment

Investor sentiment remained fragile amid ongoing concerns surrounding the conflict in the Middle East, after President Donald Trump warned Iran that the “clock is ticking.”

In a post published on Truth Social, Trump said Iran “better get moving, FAST, or there won’t be anything left of them,” fueling speculation that the United States could resume military operations.

According to a report from Axios citing two U.S. officials, Trump is expected to gather his senior national security advisers in the Situation Room on Tuesday to review military options.

The ongoing U.S.-Iran conflict has effectively shut down the Strait of Hormuz, a critical global oil shipping route, triggering a surge in crude prices and heightening worries about inflation and interest rate policy.

Treasury Yields and Oil Prices Remain Key Market Drivers

Treasury yields jumped sharply last Friday amid growing speculation that the Federal Reserve’s next interest rate move could potentially be a hike instead of a cut.

However, yields moved slightly lower on Monday morning as crude oil futures retreated, potentially easing some pressure on Wall Street.

Major Indexes Posted Sharp Losses on Friday

After Thursday’s rally, stocks reversed course sharply throughout Friday’s trading session, with all three major indexes closing significantly lower.

Although the indexes recovered somewhat from their intraday lows, losses remained substantial by the closing bell.

The Dow Jones Industrial Average dropped 537.29 points, or 1.1%, to 49,526.17. The Nasdaq Composite fell 410.08 points, or 1.5%, to 26,225.14, while the S&P 500 declined 92.74 points, or 1.2%, to 7,408.50.

Despite Friday’s weakness, the major indexes finished the week relatively unchanged overall. The S&P 500 edged up 0.1%, the Nasdaq slipped 0.1%, and the Dow lost 0.2%.

Technology Stocks Lead Market Decline

The sell-off partly reflected profit-taking after recent market strength pushed both the Nasdaq and S&P 500 to fresh record highs.

Technology shares led much of the decline, with Intel (NASDAQ:INTC) falling 6.6% and Micron Technology (NASDAQ:MU) dropping 6.2%.

Shares of NVIDIA (NASDAQ:NVDA) also declined sharply, falling 4.4%.

At the same time, the benchmark 10-year Treasury yield climbed to its highest level in nearly a year, adding additional pressure on equities.

The rise in yields followed recent economic reports showing significant increases in both consumer and producer inflation, raising concerns about the future direction of Federal Reserve policy.

According to CME Group’s FedWatch Tool, markets are now pricing in a 38.9% probability that interest rates will be a quarter point higher after the Federal Reserve’s final meeting of the year, compared with just 13.7% one week earlier.

Oil Surge and Sector Weakness Weigh on Wall Street

Wall Street also faced pressure from another sharp rise in oil prices, with U.S. crude futures climbing more than 4%.

Oil markets moved higher after talks between President Donald Trump and Chinese President Xi Jinping produced positive rhetoric but little concrete progress regarding the U.S.-Iran conflict.

Gold-related stocks came under heavy selling pressure alongside falling precious metal prices, driving the NYSE Arca Gold Bugs Index down 7.1%.

Airline stocks also weakened significantly, with the NYSE Arca Airline Index tumbling 4.4%.

Semiconductor shares saw another broad decline, dragging the Philadelphia Semiconductor Index down 4%.

Steel, housing and computer hardware shares also recorded notable losses, while oil producers and software companies managed to outperform the broader market.

Intel stock price

Micron Technology stock price

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Original: U.S. Stocks Poised for Additional Weakness Following Friday Sell-Off: Dow Jones, S&P, Nasdaq, Wall Street Futures

Intel (a GREAT AMERICAN COMPANY), should be in all Apple iPhones!!! With China potentially taking over Taiwan and TSMC, Apple should go all in on Intel!!! America should buy Intel over AMD, ARM, Qualcomm or NVIDIA!!!! America has over $40 billion invested in Intel, if you live in America, why wouldn’t you buy Intel based products????

Tech Stocks Slide as Treasury Yields Surge and Inflation Fears Mount: Dow Jones, S&P and Nasdaq Futures Today

May 15, 2026 9:15 AM
IH Market News

Dow Jones, S&P 500 and Nasdaq index futures are currently pointing to a sharply lower open on Friday, with stocks likely to give back ground after ending the previous session mostly higher.

Profit taking may contribute to initial weakness on Wall Street following recent strength in the markets, which lifted the Nasdaq and S&P 500 to record highs.

Technology stocks may lead the early pullback, as reflected by the 1.7 percent slump by the tech-heavy Nasdaq 100 futures.

Shares of Intel (NASDAQ:INTC) are plummeting by more than 5 percent in pre-market trading, while shares of Micro (NASDAQ:MU) are plunging by more than 4 percent and shares of Nvidia (NASDAQ:NVDA) are tumbling by more than 3 percent.

A sharp increase in treasury yields is also likely to weigh on the markets, with the yield on the benchmark ten-year note surging to its highest levels in almost a year.

The spike in treasury yields comes as recent data showing significant accelerations in the pace of consumer and producer price inflation has led to concerns about the outlook for interest rates.

CME Group’s FedWatch Tool is currently indicating a 38.9 percent chance rates will be a quarter point higher following the Federal Reserve’s last meeting of the year, up from just 13.7 percent a week ago.

The downward momentum on Wall Street also comes amid a sharp increase by the price of crude oil, as U.S. crude oil futures are surging by more than 3 percent.

The jump in oil prices comes as the summit between President Donald Trump and his Chinese counterpart Xi Jinping produced warm words but yielded little progress on the U.S. war with Iran.

After ending Wednesday’s session modestly lower, the Dow showed a strong move back to the upside during trading on Thursday, closing above 50,000 for the first time in three months.

The Nasdaq and the S&P 500 also moved higher, adding to Wednesday’s gains and once again reaching new record closing highs.

The major averages all finished the day firmly positive but off their highs of the session. The Dow advanced 370.26 points or 0.8 percent to 50,063.46, the Nasdaq jumped 232.88 points or 0.9 percent to 26,635.22 and the S&P 500 climbed 56.99 points or 0.9 percent to 7,501.24.

Cisco Systems (NASDAQ:CSCO) helped lead the markets higher, with the San Jose-based technology giant soaring by 13.4 percent to a record closing high.

The spike by Cisco comes after the company reported better than expected fiscal third quarter results and provided upbeat guidance. Cisco also revealed plans to cut nearly 4,000 jobs.

Market leader and AI darling Nvidia (NASDAQ:NVDA) also surged by 4.4 percent after a report from Reuters said the U.S. has cleared around 10 Chinese firms to buy the company’s second-most powerful AI chip, the H200.

The report comes amid a closely watched summit between U.S. President Donald Trump and his Chinese counterpart Xi Jinping in Beijing.

After a nearly two-hour long high-stakes meeting at the Great Hall of the People, Trump described the talks as “great.”

The White House said, “The two sides agreed that the Strait of Hormuz must remain open to support the free flow of energy.”

A statement issued by China’s foreign ministry said the two leaders agreed to a “constructive strategic stable relationship” as the new orientation for bilateral relations over the next three years and beyond.

In U.S. economic news, a report released by the Commerce Department on Thursday showed retail sales in the U.S. increased in line with economist estimates in the month of April.

The Commerce Department said retail sales climbed by 0.5 percent in April after jumping by a downwardly revised 1.6 percent in March. Economists had expected retail sales to grow by 0.5 percent.

Excluding sales by motor vehicle and parts dealers, retail sales increased by 0.7 percent in April after surging by 1.9 percent in March. Ex-auto sales were expected to increase by 0.6 percent.

Meanwhile, the Labor Department released a separate report showing first-time claims for U.S. unemployment benefits rose by more than expected in the week ended May 9th.

The report said initial jobless claims climbed to 211,000, an increase of 12,000 from the previous week’s revised level of 199,000. Economists had expected jobless claims to rise to 205,000.

With Cisco leading the way higher, networking stocks showed a substantial move to the upside, driving the NYSE Arca Networking Index up by 3.1 percent to a record closing high.

Considerable strength also emerged among airline stocks, as reflected by the 1.7 percent gain posted by the NYSE Arca Airline Index.

Software, oil service and brokerage stocks also saw notable strength on the day, while gold stocks moved sharply lower amid a decrease by the price of the precious metal.

Original: Tech Stocks Slide as Treasury Yields Surge and Inflation Fears Mount: Dow Jones, S&P and Nasdaq Futures Today

Double Bottom Breakdown on 14 May 2026. The exhale at this time. I think as an entry point for newcomers.
Next will be the inhale to lead the share price higher.
The microchip sector is an important part of high tech business. AI is at it's early beginning for all sectors and industries
My average cost at this time stands at $25.41 as I trade with part of my shares. It is 10.75% of the total value of my Port. I have several others like Nvidia, AMD, etc.
GLTA

AMD and ARM Extend Server Market Gains While Intel Loses Share (AMD)

May 14, 2026 6:30 AM
IH Market News

Advanced Micro Devices (NASDAQ:AMD) and Arm Holdings (NASDAQ:ARM) continued to strengthen their positions in the server processor market during the first quarter of 2026, taking additional share from Intel (NASDAQ:INTC), according to a new report published by UBS.

The report also showed that personal computer shipments remained weaker than typical seasonal patterns for a second consecutive quarter.

Server CPU Shipments Beat Seasonal Trends

UBS said total server CPU shipments increased about 6% from the previous quarter and roughly 19% year over year, significantly outperforming the normal seasonal trend, which historically points to a 7% quarterly decline.

On a unit-share basis, Intel lost approximately 370 basis points of market share, ending the quarter at 54.9%. AMD gained 230 basis points to reach 27.4%, while ARM expanded by 140 basis points to 17.7%.

“On a Y/Y basis ARM share increased from 11.5% to 17.7%, AMD grew from 24.1% to 27.4%, while INTC share declined from 64.4% to 54.9%,” UBS analysts led by Timothy Arcuri wrote in the report.

AMD Gains Momentum in x86 Server Segment

Within the x86 server processor market, Intel’s revenue share fell by 490 basis points to 53.8%, while AMD’s share climbed to 46.2%.

The shift came as Intel’s server processor shipments declined 1% quarter over quarter, compared with a 15% increase for AMD during the same period.

UBS analysts said they expect the trend to continue, pointing to accelerating hyperscaler investment and rising demand linked to agentic artificial intelligence workloads.

Following 21% server CPU market growth in 2025, UBS said the outlook remains strong as hyperscaler capital expenditures are projected to increase around 81% year over year.

AI Demand Seen Driving ARM and AMD Adoption

“While all CPU architectures will benefit from increasing AI demand near-term, we see strong hyperscaler adoption of ARM for head nodes and other applications in light of its power-efficient architecture, while AMD is well positioned with industry-leading core count combined with multithreading capabilities allowing to serve agentic workloads with multiple sub-agents on one device,” the analysts wrote.

For Intel, UBS argued that the company’s server roadmap “will likely become more competitive with introduction of Coral Rapids lineup,” while adding that Intel could benefit in the PC segment over the medium term as locally-run AI workloads increase demand for computing power.

PC Shipments Remain Under Pressure

In the PC market, first-quarter shipments declined 13% from the previous quarter, performing six percentage points below the five-year seasonal average and marking a 6% annual decline.

UBS forecasts global PC shipments will decrease roughly 11% during 2026 as higher memory prices continue to pressure consumer and enterprise demand. The bank also expects AMD to continue taking client processor market share from Intel.

UBS Sees Massive Long-Term Growth in Server CPU Market

Looking further ahead, UBS estimates the global server CPU market could expand nearly fivefold by 2030, growing from around $30 billion in 2025 to approximately $170 billion.

The bank projects ARM could account for between 40% and 45% of total server CPU unit shipments by the end of the decade, compared with roughly 15% in 2025.

Advanced Micro Devices stock price

Arm Holdings stock price

Intel stock price

Original: AMD and ARM Extend Server Market Gains While Intel Loses Share (AMD)

Intel Rejoins Formula One Through McLaren Technology Partnership (INTC)

May 14, 2026 6:18 AM
IH Market News

Intel (NASDAQ:INTC) is making a return to Formula One after agreeing to a multi-year partnership with McLaren, where it will serve as the racing organisation’s official compute partner, according to a report from Sky.

The partnership is expected to be formally announced on Thursday, although financial details of the agreement have not been disclosed, Sky said.

Intel Technology to Support McLaren Racing Operations

As part of the collaboration, Intel will provide its Xeon processors and Intel Core Ultra processors to help power a range of McLaren Racing operations and computing workloads.

The deal marks a renewed push by Intel into high-profile motorsport partnerships, leveraging advanced computing technology to support data processing, simulation and performance-focused applications within racing environments.

Partnership Expands Beyond Formula One

The agreement will also extend outside Formula One, with Intel becoming a partner of the Arrow McLaren IndyCar team.

In addition, Intel will act as an official gaming partner for the McLaren F1 Sim Racing esports division, further broadening the collaboration across motorsport and digital racing platforms.

Original: Intel Rejoins Formula One Through McLaren Technology Partnership (INTC)

Share price is heading to above $150 soon.

Was that before or after Federico Fagin designed the Intel 8080 chip?

Harvard Law

who posted $INTC at 0 before it took off? Me.

Wall Street Poised For Further Gains Amid Rising Optimism Over U.S.-Iran Agreement: Dow Jones, S&P, Nasdaq, Wall Street Futures

May 6, 2026 9:12 AM
IH Market News

U.S. stock futures pointed to another positive session on Wednesday, suggesting markets could build on the strong gains recorded in the previous trading day.

Investor sentiment improved following renewed optimism that the conflict in the Middle East could move toward a diplomatic resolution, helped by a positive report from Axios.

According to Axios, citing two U.S. officials and two additional sources familiar with the discussions, the White House believes it is nearing a one-page memorandum of understanding with Iran aimed at ending the war.

The proposed arrangement would reportedly see Iran agree to halt nuclear enrichment activities, while the U.S. would ease sanctions and release billions of dollars in frozen Iranian assets. The framework would also involve both countries easing restrictions tied to shipping through the Strait of Hormuz.

Although the report stressed that no final agreement has yet been reached, sources told Axios the negotiations represent the closest progress toward a deal since the conflict began.

Further supporting market optimism, President Donald Trump said the U.S. would temporarily suspend efforts to escort commercial ships through the Strait of Hormuz while talks continue to determine whether a formal agreement can be completed.

At the same time, Trump tempered expectations in a separate Truth Social post, warning that the U.S. would resume bombing Iran “at a much higher level and intensity than it was before” if negotiations fail.

“Even without a fully detailed agreement, the mere progress toward a framework for de-escalation is enough to alter how risk is being priced,” said Daniela Hathorn, Senior Market Analyst at Capital.com.

“However, it is important to stress that this is still a fragile step rather than a definitive resolution,” she added. “A one-page memo suggests that many key details remain unresolved, and past experience has shown that negotiations can quickly stall or reverse.”

Technology stocks also helped support futures, led by a sharp rally in AMD (NASDAQ:AMD), whose shares surged 15.3% in premarket trading.

AMD jumped after reporting first-quarter results that beat analyst expectations on both earnings and revenue while also issuing stronger-than-expected second-quarter guidance.

On the economic front, payroll processor ADP released data showing U.S. private sector hiring increased more than expected in April.

ADP said private payrolls rose by 109,000 jobs during the month after March’s gain was revised down to 61,000 from the originally reported 62,000.

Economists had expected an increase of 85,000 jobs.

Stocks had already staged a strong rebound on Tuesday after early weakness, with both the Nasdaq Composite and the S&P 500 fully recovering Monday’s losses and finishing at record closing highs.

Although the major indexes pulled back from intraday peaks late in the session, gains remained substantial. The Nasdaq advanced 258.32 points, or 1%, to close at 25,326.13, while the S&P 500 gained 58.47 points, or 0.8%, to 7,259.22. The Dow Jones Industrial Average rose 356.35 points, or 0.7%, to 49,298.25.

A sharp decline in oil prices also boosted equities. U.S. crude futures dropped more than 3% after surging over 4% on Monday.

Oil retreated as fears surrounding escalating Middle East tensions eased. Secretary of War Pete Hegseth said the U.S.-Iran ceasefire was “not over” despite Iranian attacks targeting the United Arab Emirates.

“Ultimately the President is going to make a decision whether anything were to escalate into a violation of a ceasefire,” Hegseth said. “Right now, the ceasefire certainly holds but we’re going to be watching very, very closely.”

Chairman of the Joint Chiefs of Staff Gen. Dan Caine also said Iran’s attacks remained “below the threshold of restarting major combat operations at this point.”

Hegseth added that two U.S. commercial vessels and accompanying American destroyers had successfully passed through the Strait of Hormuz, declaring the “lane is clear.”

Corporate earnings also remained a positive catalyst for equities. U.S.-listed shares of Anheuser-Busch InBev (BUD) jumped 8.7% after the brewer posted quarterly results that beat expectations on both revenue and earnings.

Meanwhile, fresh economic data from the Institute for Supply Management showed modest slowing in U.S. services sector growth during April.

The ISM services PMI eased to 53.6 from 54.0 in March, while remaining above the 50 level that signals expansion. Economists had expected a reading of 53.7.

Technology-related sectors led Tuesday’s rally.

Computer hardware stocks surged, pushing the NYSE Arca Computer Hardware Index up 4.4% to a record close.

Semiconductor shares also rallied strongly, with the Philadelphia Semiconductor Index climbing 4.2% to another all-time closing high.

Intel (NASDAQ:INTC) helped drive chip stocks higher after Bloomberg reported that Apple (NASDAQ:AAPL) had explored the possibility of using Intel to manufacture processors for its devices in the United States.

Airline, steel and housing stocks also posted notable gains as buying interest broadened across most major market sectors.

Advanced Micro Devices stock price

Intel stock price

Apple stock price

Original: Wall Street Poised For Further Gains Amid Rising Optimism Over U.S.-Iran Agreement: Dow Jones, S&P, Nasdaq, Wall Street Futures

U.S. futures rise after Trump pauses Hormuz mission; AMD rallies on AI-driven earnings beat: Dow Jones, S&P, Nasdaq, Wall Street

May 6, 2026 5:27 AM
IH Market News

U.S. stock futures moved higher on Wednesday after President Donald Trump paused a military initiative aimed at reopening the Strait of Hormuz and signalled progress toward a possible peace agreement with Iran.

At the same time, oil prices retreated from recent highs, while strong artificial intelligence-related demand boosted earnings at Advanced Micro Devices (NASDAQ:AMD). In Asia, Samsung Electronics (USOTC:SSHNZ) surpassed a $1 trillion market valuation for the first time.

Futures advance as investors welcome easing geopolitical tensions

By 03:31 ET, Dow Jones futures were higher by 79 points, or 0.2%, while S&P 500 futures gained 20 points, or 0.3%. Nasdaq 100 futures climbed 186 points, or 0.7%.

Wall Street indices had already closed modestly higher in the previous session as the White House attempted to calm concerns following renewed violence around the Strait of Hormuz earlier in the week.

Investors were also encouraged by a generally resilient U.S. earnings season, suggesting that major companies have so far managed to withstand economic uncertainty linked to the conflict involving Iran.

Attention is now turning toward another wave of quarterly earnings later this month, including results from AI chip giant Nvidia (NASDAQ:NVDA) and retail heavyweight Walmart (NYSE:WMT).

Trump suspends “Project Freedom”

Trump announced on Tuesday that “Project Freedom” — the U.S. military operation designed to reopen the Strait of Hormuz by escorting commercial vessels through the strategic waterway — would be halted “for a short period of time.”

The mission had only recently begun and was quickly followed by fresh attacks across the strait and wider Gulf region.

In a social media statement, Trump said the decision was partly made at the request of Pakistan, which has frequently acted as a mediator between Washington and Tehran. He also stated that “great progress” had been achieved toward a peace agreement with Iran.

The announcement came shortly after talks between Iranian and Chinese foreign ministers. China remains a major importer of Iranian oil, and reports suggest Beijing may be attempting to discourage Tehran from escalating tensions with Washington ahead of a scheduled meeting next week between Chinese President Xi Jinping and Trump.

Oil prices retreat but remain elevated

Crude oil prices declined following Trump’s announcement, with Brent crude futures falling 1.5% to $108.22 per barrel.

Despite the pullback, Brent prices remain significantly above pre-conflict levels near $70 per barrel.

The Strait of Hormuz — through which roughly 20% of global oil supplies are transported — remains effectively closed to tanker traffic, with both the United States and Iran maintaining blockades in the area.

The continued disruption to shipping routes has intensified concerns over higher global inflation and slower economic growth.

AMD beats forecasts as AI demand drives data center growth

Shares of Advanced Micro Devices (NASDAQ:AMD) surged in extended trading after the chipmaker reported stronger-than-expected quarterly results, driven by robust demand in its data center business.

AMD posted first-quarter net income of $1.38 billion, compared with $709 million a year earlier. Adjusted earnings per share reached $1.37, ahead of Wall Street forecasts of $1.28.

Revenue jumped 38% year on year to $10.25 billion, also exceeding analyst estimates. Sales within the company’s data center division rose 57%, supported by demand for EPYC processors and increased shipments of Instinct graphics processing units.

Chief executive Lisa Su said server growth is expected to “accelerate meaningfully” as AMD expands supply capacity to meet strong demand.

However, analysts continue to compare AMD’s competitive position against rivals including Nvidia and Broadcom (NASDAQ:AVGO).

Analysts at BofA Securities noted that while they remain “big believers in AMD’s execution,” the company “is still exposed to uncertain share allocation” among competitors supplying OpenAI, the developer of ChatGPT.

Samsung surpasses $1 trillion valuation

Samsung Electronics (USOTC:SSHNZ) exceeded a $1 trillion market capitalisation on Wednesday for the first time, becoming only the second Asian company after Taiwan Semiconductor Manufacturing Company (NYSE:TSM) to achieve the milestone.

Samsung shares have recently reached consecutive record highs and have more than doubled in value this year.

Part of the latest rally was linked to a Bloomberg report indicating that Apple (NASDAQ:AAPL) has held exploratory discussions with Samsung and Intel (NASDAQ:INTC) regarding production of processors for future devices.

Samsung has also benefited from strong demand for memory chips used in AI systems, particularly high-bandwidth memory products, amid tight global supply conditions.

Advanced Micro Devices stock price

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Nvidia stock price

Walmart stock price

Broadcom stock price

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Original: U.S. futures rise after Trump pauses Hormuz mission; AMD rallies on AI-driven earnings beat: Dow Jones, S&P, Nasdaq, Wall Street

Intel Corporation to Participate in Upcoming Investor Conferences

May 5, 2026 4:30 PM
Business Wire

Intel Corporation today announced that company executives will participate in the following investor events:

• On May 19 at 9:55 a.m. PDT, Lip-Bu Tan, Intel CEO, will participate in a fireside chat on Intel’s business and corporate strategy at the J.P. Morgan Global Technology, Media and Communications Conference.
• On June 2 at 3:20 p.m. PDT, David Zinsner, executive vice president and chief financial officer, and John Pitzer, corporate vice president, global treasury and investor relations, will participate in a fireside chat on Intel’s business and financial strategy at the BofA Global Technology Conference.

Live webcasts and replays can be accessed publicly on Intel's Investor Relations website at intc.com.

Intel’s participation, speakers and schedule are subject to change.

About Intel

Intel (Nasdaq: INTC) designs and manufactures advanced semiconductors that connect and power the modern world. Every day, our engineers create new technologies that enhance and shape the future of computing to enable new possibilities for every customer we serve. Learn more at intel.com.

© Intel Corporation. Intel, the Intel logo and other Intel marks are trademarks of Intel Corporation or its subsidiaries. Other names and brands may be claimed as the property of others.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260505538448/en/

Investor Relations
investor.relations@intel.com

Abby Zhang
Media Relations
abby.zhang@intel.com

Original: Intel Corporation to Participate in Upcoming Investor Conferences

> NLST < Netlist's "tail end stage" sampling with AMD and INTEL signifies the final, critical validation phase for CXL NVDIMM memory products, marking the culmination of a 6–9 month testing process prior to mass production adoption. This indicates that products are moving from R&D into potential volume shipments, driven by AI-driven high-performance computing demand.

Missed the early years of Qualcomm/Rambus before what they now have become?
google search this: "Too Early for Its Own Time: The untold story of Netlist and the Memory Technology That Preceded the AI Revolution"

Ascending Triple Top Breakout on 5 May 2026. GLTA

Intel Shares Rise as Apple Explores Expanding Chip Supply Chain

May 5, 2026 6:29 AM
IH Market News

Apple Inc. (NASDAQ:AAPL) has reportedly begun early-stage discussions with Intel Corporation (NASDAQ:INTC) and Samsung Electronics Co. Ltd. (USOTC:SSHNZ) over the potential production of core processors for its devices, according to a Bloomberg report citing sources familiar with the matter.

The reported talks come as the iPhone maker looks to broaden its supplier base beyond long-standing partner Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM).

Market Reaction

Intel shares climbed 3.3% in U.S. premarket trading following the news, while Samsung Electronics ended the day at a record high of KRW232,500, up 5.4%.

Early-Stage Discussions

The conversations are still in their initial phase and reflect Apple’s intention to reduce dependence on a single manufacturer for its custom-designed chips, which power products such as iPhones, iPads and Macs.

Bloomberg reported that Apple has approached Intel regarding the possible use of its foundry capabilities. In addition, Apple executives have visited Samsung’s new semiconductor fabrication facility currently under construction in Texas.

Potential Strategic Shift

Any move to diversify suppliers would represent a notable shift in Apple’s supply chain approach, although no definitive decisions have been reached at this stage, the report noted.

Apple stock price

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Original: Intel Shares Rise as Apple Explores Expanding Chip Supply Chain

U.S.-Iran Ceasefire Under Pressure; AMD Earnings in Focus: Dow Jones, S&P, Nasdaq, Wall Street Futures

May 5, 2026 5:47 AM
IH Market News

Futures tied to major U.S. indices edged higher on Tuesday, pointing to a potential rebound after the previous session was hit by renewed tensions around the Strait of Hormuz. Investor sentiment had been shaken by fresh attacks, as uncertainty persists over the stability of the fragile ceasefire between the U.S. and Iran.

Washington continues efforts to reopen the strategically vital shipping route, while markets also turn attention to upcoming corporate results, including chipmaker Advanced Micro Devices Inc. (NASDAQ:AMD), which is set to report after the close. Meanwhile, Apple Inc. (NASDAQ:AAPL) is reportedly exploring ways to diversify its semiconductor supply chain.

Futures Signal Market Recovery

As of 03:34 ET, Dow futures were up 131 points, or 0.3%, while S&P 500 futures gained 19 points, also 0.3%. Nasdaq 100 futures rose 112 points, or 0.4%.

Wall Street had declined in the prior session, weighed down by escalating hostilities in the Gulf region. Oil prices surged back above $110 per barrel, as the U.S. intensified efforts to reopen the largely blocked Strait of Hormuz.

Energy stocks benefited from the rise in crude prices, but transport names came under pressure. FedEx Corporation (NYSE:FDX) and United Parcel Service Inc. (NYSE:UPS) both dropped after Amazon.com Inc. (NASDAQ:AMZN) unveiled a new service expected to heighten competition in the delivery sector.

Escalation Raises Concerns Over Ceasefire

Fresh attacks were reported on Monday, with Tehran responding to U.S. President Donald Trump’s push to reopen shipping lanes through the Strait of Hormuz, a route responsible for roughly 20% of global oil flows.

Several merchant vessels in the Gulf reported fires or explosions. The U.S. said it had successfully escorted two American-flagged ships through the strait while repelling attacks from Iranian drones and small armed boats.

The situation also appeared to widen across the Middle East. In the United Arab Emirates, air defence systems intercepted missiles and drones launched from Iran, while an oil terminal in Fujairah was targeted.

Trump has offered limited details about the plan to reopen the waterway, referred to as “Project Freedom,” while Iran’s foreign minister warned that the U.S. risks becoming entangled in a “quagmire.”

Oil Prices Remain Elevated

For much of the conflict, which has now lasted more than two months, tanker traffic through the Strait of Hormuz has been heavily restricted due to the threat of Iranian strikes. This has pushed oil prices higher and raised concerns about inflation and global economic growth.

However, some signs suggest the U.S. effort to escort vessels may be easing pressure in the region. Shipping group A.P. Moller-Maersk A/S indicated that a U.S.-flagged vehicle carrier operated by one of its subsidiaries successfully exited the Gulf with military support.

Brent crude slipped 0.8% to $113.56 per barrel but remains significantly above pre-conflict levels.

AMD Earnings in Spotlight

Investors are closely watching results from Advanced Micro Devices, which will report after markets close. The update is expected to provide insight into the company’s efforts to compete with AI chip leader Nvidia.

Earlier this year, AMD forecast first-quarter revenue of around $9.8 billion, plus or minus $300 million, down slightly from $10.27 billion in the previous quarter. The cautious outlook came despite improved sales to China, highlighting ongoing competitive pressures.

Elsewhere, Palantir Technologies Inc. (NASDAQ:PLTR) exceeded quarterly expectations and raised its revenue forecast. However, its shares fell in extended trading after finance chief David Glazer indicated that costs are expected to rise in 2026.

Overall, the earnings season has offered some reassurance to investors unsettled by geopolitical risks, with strong results from AI-focused companies. Firms in the S&P 500 are projected to deliver combined profit growth of around 28% year-on-year for the first quarter, significantly above early expectations.

Apple Explores Chip Supply Options

Apple Inc. (NASDAQ:AAPL) has reportedly held preliminary discussions with Intel Corporation (NASDAQ:INTC) and Samsung Electronics Co. Ltd. (USOTC:SSHNZ) about producing processors for its devices, according to Bloomberg.

The talks reflect Apple’s effort to reduce reliance on long-time partner Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), which currently produces its custom chips.

Discussions remain at an early stage, with no final decisions taken, but any shift would mark a notable change in Apple’s supply chain strategy.

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United Parcel Service stock price

Amazon stock price

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Original: U.S.-Iran Ceasefire Under Pressure; AMD Earnings in Focus: Dow Jones, S&P, Nasdaq, Wall Street Futures

Really ???? I graduated school in the early 70’ss so I guess I was born before your Intel days 😂😂😂😂

>>> NLST on watchlist. Netlist's "tail end stage" sampling with AMD and Intel signifies the final, critical validation phase for CXL NVDIMM memory products, marking the culmination of a 6–9 month testing process prior to mass production adoption. This indicates that products are moving from R&D into potential volume shipments, driven by AI-driven high-performance computing demand.

Intel Announces Leadership Appointments to Advance Client Computing and Enable Future Innovation

May 4, 2026 9:30 AM
Business Wire

NEWS HIGHLIGHTS

• 
  Intel appoints Alex Katouzian as executive vice president and general manager of Client Computing & Physical AI
  
  


• 
  Names Pushkar Ranade chief technology officer
  
  

Intel Corporation (NASDAQ: INTC) today announced two key leadership appointments to strengthen its core product business and advance the company’s innovation agenda.

Alex Katouzian Appointed to Lead Client Computing & Physical AI Group

Alex Katouzian will join Intel as executive vice president and general manager of the Client Computing and Physical AI Group. In this role, Katouzian will align Intel’s client computing business with emerging physical AI systems that span robotics, autonomous machines, and other AI devices.

“AI is creating unprecedented opportunities at the edge, driving a sea change in client computing and physical AI systems,” said Lip-Bu Tan, Intel CEO. “Alex brings deep technical expertise, strong operational discipline, and decades of experience building and scaling global compute platforms. He is the right leader to help us reimagine client computing beyond the traditional PC and align this future with the next wave of growth in physical AI.”

Katouzian joins Intel from Qualcomm Technologies where he most recently served as executive vice president and group general manager of mobile, compute, and extended reality (XR). He is widely recognized for his technical vision and consistent track record of execution at scale.

“Intel is creating the foundation for AI-driven transformation, from leading in AI PCs, to scaling AI inference at the edge, and accelerating the future of physical AI systems,” said Katouzian. “I’m excited to join Lip-Bu and the Intel team at this critical moment to help scale innovation and deliver the next generation of computing experiences.”

Katouzian will join Intel in May.

Pushkar Ranade Appointed Chief Technology Officer

Intel also announced that Pushkar Ranade has been appointed chief technology officer, transitioning from the interim role. As CTO, Ranade will advance the company’s technology strategy, lead special technology projects, and drive the development of critical emerging areas, including quantum computing, neuromorphic computing, photonics, and novel materials.

Ranade will continue to serve as chief of staff to the CEO, ensuring strong alignment between Intel’s technology strategy and business priorities.

Both Katouzian and Ranade will report directly to CEO Lip-Bu Tan.

About Intel

Intel (Nasdaq: INTC) designs and manufactures advanced semiconductors that connect and power the modern world. Every day, our engineers create new technologies that enhance and shape the future of computing to enable new possibilities for every customer we serve. Learn more at intel.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260504869696/en/

Intel Media Relations

ContactPR@Intel.com

Original: Intel Announces Leadership Appointments to Advance Client Computing and Enable Future Innovation

Around 1981-, As a student, I mailed Intel to receive an 8085 CRT monitor reference design. I was sent all the parts, I believe it was an 8085 CPU, an EPROM , a CRT controller and all the required parts., It was all free. I wire wrapped it, and it worked perfectly. I have been an Intel fan ever since. Outside of embedded CPUs, I tend to stick with intel CPUs. Have also been an investor only since the early 90s though (didn't have any money to invest earlier).

I started working at Intel in 1982 after earning my Masters degree and retired from there. You can doubt it as highly as you want but you would be wrong.

I doubt that very highly 🤣🤣🤣

Yes,, worked out very nicely

Wow........any splits since then?........Helluva nice play for you!

Z

Yeah, likely before you were born.

1982 ??? Wtf 😂😂😂😂😂

I have been in INTC since $0.32 (split adjusted) in 1982.

Been in INTEL since $17

Intel on fire.
Long Tail Up on 1 May 2026.
Fire Department notified, lol.

Netlist's "tail end stage" sampling with AMD and Intel signifies the final, critical validation phase for CXL NVDIMM memory products, marking the culmination of a 6–9 month testing process prior to mass production adoption. This indicates that products are moving from R&D into potential volume shipments, driven by AI-driven high-performance computing demand.

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Z

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Z

Ascending Triple Top Breakout on 29 Apr 2026. GLTA
Open blue skies for Intel today.