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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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Intel (INTC) Lands Fortinet As First Named Cybersecurity Customer For Its Foundry
Simply Wall St.23d agoneutral
Intel (INTC) Lands Fortinet As First Named Cybersecurity Customer For Its Foundry

Intel (NasdaqGS:INTC) has partnered with Fortinet to manufacture the next-generation Security Processor 6. The chip will be produced using Intel’s advanced semiconductor process within its Intel Foundry business. Fortinet is the first publicly named cybersecurity chip customer for Intel Foundry. For investors tracking Intel, this agreement with Fortinet highlights how the company is using its manufacturing capacity to serve external customers through Intel Foundry. Fortinet brings deep...

AMD just landed its biggest AI deal yet
TheStreet23d agoneutral
AMD just landed its biggest AI deal yet

AMD has broken a chip monopoly before. In the 2000s, it took server market share away from Intel’s dominant x86 processors, forcing years of price and performance competition that reshaped enterprise computing. Two decades later, AMD is attempting a similar disruption, this time against Nvidia’s ...

MT Newswires23d agoneutral
Top Midday Gainers

Utz Brands (UTZ) shares surged 89% after Germany-based Intersnack said Tuesday it agreed to buy the

Alphabet and Intel could reset the AI trade
TheStreet23d agoneutral
Alphabet and Intel could reset the AI trade

Alphabet (GOOGL) and Intel (INTC) will approach second-quarter earnings from opposite sides of the artificial-intelligence boom. Alphabet is one of the biggest infrastructure buyers in the industry. Intel is trying to prove it can be a bigger supplier to that build-out. Their reports together could ...

Intel and Fortinet Expand Cybersecurity Collaboration to Develop Security Processor 6 (NASDAQ:INTC) (NASDAQ:FTNT)
InvestorsHub23d agoneutral
Intel and Fortinet Expand Cybersecurity Collaboration to Develop Security Processor 6 (NASDAQ:INTC) (NASDAQ:FTNT)

The partnership combines Intel’s semiconductor capabilities with Fortinet’s security processor expertise to accelerate next-generation cybersecurity hardware and diversify the supply chain. Key Investor TakeawaysIntel (NASDAQ:INTC) and Fortinet (NASDAQ:FTNT) announced a strategic collaboration to develop Fortinet’s next-generation Security Processor 6 (SP6).

This Is Why I Can’t Stop Buying AMD
24/7 Wall St.23d agobullish
This Is Why I Can’t Stop Buying AMD

AMD keeps landing on the buy list every quarter, and the reasons have less to do with hype than with a specific set of contracts, cash flow numbers, and a rack-scale bet that changes what kind of company AMD actually is.

Is Intel (INTC) Still Cheap Following AI Partnerships And Earnings Optimism?
Simply Wall St.23d agobullish
Is Intel (INTC) Still Cheap Following AI Partnerships And Earnings Optimism?

Intel (INTC) is back in focus after Ultralytics announced that its YOLO26 computer vision models are now optimized for Intel’s OpenVINO toolkit, targeting faster, lower latency AI inference on Intel hardware across edge use cases. See our latest analysis for Intel. Intel’s share price has been volatile recently, with a 1-day share price return of 2.13% and a 30-day share price return down 27.56%. However, the year-to-date share price return of 146.47% and 1-year total shareholder return above...