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04.05.26 - 05:06
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Commentary: Intel names TSMC as key partner; insider drives its comeback (Digitimes)
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One year into his tenure, Intel CEO Lip-Bu Tan struck a markedly different tone on the company's outlook. At the first-quarter 2026 earnings call, he said the debate a year ago centred on whether Intel could survive. Today, the focus has shifted to how quickly it can expand capacity and scale its supply chain to meet surging demand....
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02.05.26 - 16:31
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Is This a Stock Market Melt-Up? Here Are Ways to Tell (Bloomberg)
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The stock market is on a tear again, with high-flying technology stocks propelling the S&P 500 Index toward fresh records and luring swaths of momentum-chasing investors. Speculation that the worst of war in Iran is over has traders piling into artificial intelligence darlings such as Broadcom Inc. and Intel Inc. — and sent semiconductor stocks higher in 21 of the last 23 trading sessions....
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02.05.26 - 08:36
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Why Intel stock surged 125% in April (Fool)
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As AI shifts from training to inferencing, could the need for memory over speed make Intel the S&P 500 chip stock to buy at the start of May?
The post Why Intel stock surged 125% in April appeared first on The Motley Fool UK....
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