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As HPE surges on Q2 earnings, are we seeing the start of AI mania?
Yahoo Finance Video68d agobullishVIDEO
As HPE surges on Q2 earnings, are we seeing the start of AI mania?

Hewlett Packard Enterprise (HPE) shares are surging by over 30% in Tuesday trading after roaring past fiscal second quarter estimates on adjusted earnings and revenue. HPE is finally being hailed as a competitive name in the AI infrastructure arena, alongside the likes of Dell Technologies (DELL). EMJ Capital founder and president Eric Jackson speaks with Yahoo Finance Executive Editor Brian Sozzi about whether he believes the AI trade is reaching a mania-level amid these euphoric stock moves.

Applied Materials: The AI Stock That Wins No Matter Which Chip Wins
Trefis68d agobullish
Applied Materials: The AI Stock That Wins No Matter Which Chip Wins

When investors think about AI winners, the usual names come to mind: Nvidia (NVDA), TSMC, or memory makers like Micron (MU). Semiconductor equipment giant Applied Materials (AMAT) rarely gets the same attention, despite supplying the tools needed to manufacture nearly every critical component of an AI chip.

Apple Loses Big Because Of Nvidia PC Chips
24/7 Wall St.68d agoneutral
Apple Loses Big Because Of Nvidia PC Chips

Nvidia (NASDAQ: NVDA) stunned the tech world when it launched its RTX Spark chip for PCs. The company called it “the most efficient PC chip ever built.” In its announcement, it said it has partnerships with PC companies Dell Technologies, Lenovo, Microsoft (NASDAQ: MSFT), HP, Asus, and MSI. Apple (NASDAQ: AAPL) was not on the ... Apple Loses Big Because Of Nvidia PC Chips

Intel’s $9 Billion Regret: The Business Sale Haunting It Today
24/7 Wall St.68d agoneutral
Intel’s $9 Billion Regret: The Business Sale Haunting It Today

The semiconductor industry has a funny way of changing the rules just when companies think they’ve figured them out. A few years ago, the hottest chip businesses were processors and foundries. Memory was viewed as a cyclical commodity business that could swing from shortages to gluts in a matter of quarters. Fast forward to 2026, ... Intel’s $9 Billion Regret: The Business Sale Haunting It Today

Why Intel Just Got the Endorsement of a Lifetime From Two Trillion-Dollar Companies
24/7 Wall St.68d agoneutral
Why Intel Just Got the Endorsement of a Lifetime From Two Trillion-Dollar Companies

For most of the last decade, Intel (NASDAQ:INTC) was the stock you didn’t want to own. NVIDIA crushed it on AI accelerators, TSMC ate its foundry lunch, and AMD chipped away at its server franchise. I’ve been tracking this turnaround story since CEO Lip-Bu Tan took the helm, and what I’m seeing now is a ... Why Intel Just Got the Endorsement of a Lifetime From Two Trillion-Dollar Companies

Move Over, ‘Intel Inside’
The Wall Street Journal68d agoneutral
Move Over, ‘Intel Inside’

The “Intel Inside” marketing campaign made Intel a household name and a ubiquitous personal-computer chip supplier in the 1990s. These days, “Nvidia Inside” has a lot more selling power. Intel shares fell yesterday after Nvidia unveiled a new line of PC chips, and are down a further 2% in premarket trading.

Intel Expands AI Portfolio with New Infrastructure Solutions and Xeon 6+ Launch at Computex (INTC)
InvestorsHub68d agoneutral
Intel Expands AI Portfolio with New Infrastructure Solutions and Xeon 6+ Launch at Computex (INTC)

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.

Intel CEO Says He Wants to Capitalize on Full AI Ecosystem
The Wall Street Journal68d agoneutral
Intel CEO Says He Wants to Capitalize on Full AI Ecosystem

Intel laid out a strategy to capitalize on the latest shifts in artificial intelligence on Tuesday, reiterating its focus on the full-stack ecosystem as it looks to pull off a pivot to AI. Emphasizing value over single chips, Intel CEO Lip-Bu Tan outlined four pillars to meet modern software and hardware demands: PCs, edge and agentic AI, foundational data centers, and intelligence centers.