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Potential interest rate increases (and downstream effects such as higher bond yields) could mean trouble for the stock market, especially if they coincide with new tariffs.
Intel on Tuesday said the new generation of its 18A manufacturing process has entered risk production, as the chipmaker sees strong demand for its central processors. Intel CEO Lip-Bu Tan has started recognizing 18A as a potential offering for external clients, reversing his earlier view that the process would generate returns only through Intel's own products, finance chief David Zinsner said in March. Compared to 18A, 18A-P delivers 9% higher performance at the same power level — known as iso-power — or 18% lower power at the same processing speed, which is iso-performance, alongside improved thermals and design flexibility.
It could go both ways, actually.
Jerome Powell just issued a stark warning about the future of the Federal Reserve -- and the implications for your portfolio could be enormous.
The space flight competitor is falling while SpaceX is soaring.
Shares of Intel (NASDAQ:INTC) are down 7% at midday on Tuesday, while Advanced Micro Devices (NASDAQ:AMD) stock is sliding 6%. The pullback comes after a torrid multi-session rally in both names. Intel stock closed yesterday at $127.86, having climbed 18% over the past month. AMD stock ended Monday at $547.26, an all-time high. No fresh ... Intel Tumbles 7% Despite BoA Double Upgrade, AMD Slides 6% as AI Infrastructure Deal Can’t Stop Profit-Taking
The Fed's FOMC is meeting for the first time with a new leader presiding.
The market has spent years viewing SpaceX (NASDAQ:SPCX) primarily as a rocket company, but that narrative no longer fits. The company’s historic IPO, which raised $85.7 billion after underwriters exercised the so-called “greenshoe” overallotment — with the stock currently valued at more than $2.7 trillion — revealed a business pursuing ambitions that stretch far beyond ... SpaceX Launches Start of Acquisition Spree with Cursor After Historic IPO
Cornelis, an Intel spinout developing networking technology aimed at data centers, on Tuesday said that its chips are now being used by a U.S. supercomputer used for nuclear weapons work. Under the National Nuclear Security Administration, a trio of U.S. national labs works to develop and maintain the nation's nuclear weapons with extremely accurate computer simulations of nuclear reactions, one of the most demanding tasks in the entire computing industry. Lawrence Livermore National Laboratory said Tuesday that it has tapped Cornelis chips to connect 952 computers in its new "Lynx" system.
Several high-profile IPOs are boosting investment banking stocks.
Pricing discipline will matter more than policy growth.
(Bloomberg) -- The boom in artificial-intelligence stocks looks set to run further, according to a Bank of America Corp. survey, which found the majority of investors believe that the fear of missing out is continuing to drive the trade.Most Read from BloombergIran’s Deputy Foreign Minister Confirms Deal Reached With USStudios in Microsoft’s Xbox Division Brace for ClosuresNetanyahu Pays a Political Price for Trump’s Iran DealUS and Iran Agree to Halt War, Restart Middle East Oil ShipmentsUS at
SpaceX topped $2 trillion on its first trading day, but history says the stock will drop sharply in the next year.
For much of the artificial intelligence boom, investors have heard one simple story. Graphics processing units were at the center of it all. That thesis made Nvidia (NVDA) a must-have in the stock market. It also drove investors to Advanced Micro Devices (AMD), Broadcom (AVGO), Marvell Technology ...
Chowdhry's thesis rests on a simple but far-reaching claim: the AI boom that enriched Nvidia is giving way to a different era. "Ai Training is the Past - Ai Inference is the Present - Ai Applications is the Future, i.e., GPUs is the Past, CPUs is the Future," he wrote, framing 2026 and beyond as the era of Intel's 18A Xeon server chips and 18A Panther Lake laptop processors, in direct contrast to 2025 and prior being Nvidia's GPU moment.
It's simpler than you might think to build long-term wealth in the stock market.
CrowdStrike has delivered solid returns for shareholders over the past year.
The fintech stock is extremely cheap, but there are some reasons for it.
Austrian circuit board manufacturer AT&S has announced it is investing up to €2 billion ($2.3 billion) in Malaysia to capitalise on the AI boom, sending its shares soaring nearly 30%. "We will fully expand our site in Kulim," the company's CEO Michael Mertin told Reuters in an interview on Monday. The company announced on Saturday it would expand capacity in Kulim and raised its outlook for 2026/27, citing agreements with its customer AMD, the U.S. chipmaker, and another technology company on the back of strong demand for AI infrastructure.
Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week.
The stock market's expensive valuation is particularly concerning alongside the prospect of higher interest rates.
Investors may get the chance to invest in all three this year.
The recent surge in inflation has forced institutions and individuals to make some strategic, defensive hedging trades they wouldn't normally make.
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