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25.02.26 - 19:42
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Intel Is Up 90% in 12 Months. Can It Actually Sustain This Comeback in 2026? (24/7 Wall St.)
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Intel (NASDAQ:INTC) has earned the right to be taken seriously again after a multi-year dry spell that caused the previous CEO to start “fasting and prayer sessions” for the company. Just about a year later, the company made remarkable gains, and INTC stock has rallied with the optimism. It's not all sunshine and rainbows, though. ... Intel Is Up 90% in 12 Months. Can It Actually Sustain This Comeback in 2026?
The post Intel Is Up 90% in 12 Months. Can It Actually Sustain This Comeback in 2026? appeared first on 24/7 Wall St.....
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24.02.26 - 21:00
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Why Intel Rallied Today (Fool)
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Competitor AMD inked a massive deal with Meta, but Intel also inked an interesting deal with AI start-up SambaNova...
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24.02.26 - 17:03
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Efinix Appoints Semiconductor Industry Veteran Ben Lee as Strategic Advisor (Business Wire)
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Former Altera CRO and Movella CEO to Advise During Critical Growth PhaseCUPERTINO, Calif.--(BUSINESS WIRE)--Efinix, Inc., the FPGA pioneer accelerating edge AI innovation, today announced that Ben Lee has joined the company as a strategic advisor. Lee brings over three decades of semiconductor industry leadership, including senior executive roles at Altera, Cypress Semiconductor, and as CEO of Movella.
"We're thrilled to welcome Ben to Efinix at this pivotal moment in our company's evolution," said Sammy Cheung, Efinix co-founder and CEO. "Ben is one of the most accomplished leaders in the FPGA and semiconductor industry. His expertise in leading global FPGA businesses, driving revenue growth, and scaling public companies will be invaluable as we enter our next phase of growth."
Most recently, Lee served as Chief Revenue Officer at Altera where he guided its successful separation from Intel and led the company's revenue growth strategy. During his tenure, he rebuilt the global sales...
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24.02.26 - 12:06
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SambaNova Unveils Fastest Chip for Agentic AI, Collaborates with Intel, and Raises $350M+ (Business Wire)
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New SN50 chip boasts a max speed of 5X faster than competitive chips [1]
Run agentic AI at a 3X lower cost than GPUs — slashing inference costs and maximizing margins [2]
SoftBank Corp. will be the first customer to deploy SN50 within its next‑generation AI data centers in Japan
SambaNova, Intel plan multi-year strategic collaboration to deliver cloud-scale AI inference to unlock multi-billion-dollar market opportunity
$350 million in strategic Series E financing to expand manufacturing and cloud capacity; new investors include Vista Equity Partners, Cambium Capital, Intel Capital, Battery Ventures, and accounts advised by T. Rowe Price Associates, Inc.
SAN JOSE, Calif.--(BUSINESS WIRE)--#AI--SambaNova today introduced their SN50 AI chip, which boasts a max speed that's 5X faster than competitive chips. The company also announced a planned collaboration with Intel to deliver high‑performance, cost‑efficient AI inference solutions, and more than $350M in investment from new and existing investors....
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24.02.26 - 05:06
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Intel on edge as Nvidia sells Grace CPU separately to Meta (Digitimes)
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Nvidia and Meta recently announced a multi-year strategic partnership under which Meta will procure and deploy millions of Nvidia chips. The deal covers not only the current Blackwell architecture and next-generation Rubin GPUs, but also marks the first time Meta will deploy Nvidia's Grace CPU and Vera CPU at large scale as standalone products. Nvidia has also now begun supplying CPUs independently, signaling that the shift toward Arm architecture in data centers is accelerating; bad news for Intel....
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23.02.26 - 19:03
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Ayar Labs Names Sankara Venkateswaran as Vice President of Engineering (Business Wire)
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Former Intel networking silicon leader joins to scale co-packaged optics for hyperscale AI infrastructureSAN JOSE, Calif.--(BUSINESS WIRE)--Ayar Labs, the leader in co-packaged optics (CPO) solutions for AI scale-up, announced the appointment of Sankara Venkateswaran as Vice President of Engineering. He joins at a pivotal stage as the company scales its solution for mass production to support hyperscale AI workloads.
“Sankara brings deep expertise in network acceleration silicon that perfectly complements our leadership in co-packaged optics,” said Mark Wade, CEO and co-founder of Ayar Labs. “His track record building world-class engineering teams makes him the ideal leader to help us advance CPO deployment and meet the massive scaling demands of AI infrastructure.”
Venkateswaran will lead Ayar Labs' engineering organization, developing the company's TeraPHY™ optical engines, overseeing architecture, design, and product execution. With experience delivering end-to-end silicon products for netw...
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23.02.26 - 16:09
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RAD Intel Launches RAD Amplify as Standalone Operating Company (Business Wire)
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Rick Song Appointed CEO, Emily Duban Named President as Enterprise Demand for Real-Time Creator and Media Intelligence AcceleratesLOS ANGELES--(BUSINESS WIRE)--RAD Intel today announced the launch of RAD Amplify as a standalone company, following several years of sustained growth serving Fortune 1000 brands and global agency networks. RAD Amplify will operate as a dedicated managed-services organization powered by RAD Intel's real-time intelligence platform, helping advertisers make faster, more informed marketing decisions with precise audience and creator matching, and measurable performance outcomes.
RAD Amplify unites elevated creator strategy, audience intelligence, and media performance under one enterprise team, powered by RAD Intel's real-time view into the online micro-communities shaping demand. The company helps advertisers make clearer decisions on messaging, creator partnerships, and content distribution—so budgets work harder and campaigns deliver measurable results. For senior marketing...
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23.02.26 - 15:30
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US Intel Aided Mexican Special Forces In "El Mencho" Kill As Spillover Risks Rise (ZeroHedge)
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US Intel Aided Mexican Special Forces In "El Mencho" Kill As Spillover Risks Rise
The Sunday killing of Nemesio "El Mencho" Oseguera Cervantes, the leader of Jalisco New Generation Cartel (CJNG), by Mexican security forces unleashed coordinated cartel retaliation attacks, driving rapid instability across Guadalajara (Jalisco's capital) and spilling into high-traffic resort areas, including Puerto Vallarta.
CNN reported that the US provided intelligence support to Mexican Army Special Forces, aided by aircraft and the National Guard's Immediate Reaction Force, during the operation to capture Oseguera. The operation, however, devolved into a fierce firefight with CJNG operatives and El Mencho that ultimately resulted in his death.
Almost immediately after El Mencho's death, Guadalajara, Mexico's third-largest city and the capital of Jalisco State, plunged into instant chaos as CJNG foot soldiers sparked narco-terrorism operations.
NEW:
?? Puerto Vallarta, is one of ...
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23.02.26 - 06:06
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Nvidia challenges Intel, AMD with AI laptop chips (Digitimes)
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Nvidia is returning to the consumer PC market with AI-focused laptop processors designed to power next-generation Windows systems. According to The Wall Street Journal, Nvidia's system-on-chip (SoC) processors are expected to debut this year in laptops from Dell and Lenovo. Analysts do not expect a near-term earnings impact, but the move secures Nvidia a role in the emerging AI PC upgrade cycle....
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20.02.26 - 14:36
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The XSD Semiconductor ETF Pops 12%, But Has an Intel Problem (24/7 Wall St.)
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SPDR S&P Semiconductor ETF (NYSEARCA:XSD) offers equal-weight exposure to the semiconductor sector, a structure that amplifies both opportunity and risk. The fund has gained 43.15% over the past year as AI infrastructure spending supercharged demand for chips across the supply chain. The equal-weight structure – which gives smaller names the same influence as giants – ... The XSD Semiconductor ETF Pops 12%, But Has an Intel Problem
The post The XSD Semiconductor ETF Pops 12%, But Has an Intel Problem appeared first on 24/7 Wall St.....
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