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21.07.26 - 05:06
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Pat Gelsinger: Intel missed GPU boom, warns Taiwan energy risk (Digitimes)
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Former Intel CEO Pat Gelsinger has criticized Intel's past strategy in a recent interview, revisiting the company's history with Nvidia and Apple while also weighing in on Taiwan Strait tensions and the outlook for quantum computing. Speaking at the RAISE Summit AI conference in Paris, he said Intel dismissed Nvidia GPUs at the height of its CPU dominance as nothing more than graphics tools for gamers....
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21.07.26 - 02:36
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Iranian Strikes On US Bases In Jordan Aided By ′Accurate Intel′ From Locals, IRGC Says (ZeroHedge)
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Iranian Strikes On US Bases In Jordan Aided By 'Accurate Intel' From Locals, IRGC Says
Via The Cradle
Iran's Islamic Revolutionary Guard Corps (IRGC) announced Monday that its most recent retaliatory operations against US military assets in Jordan were carried out with "cooperation and accurate information" provided by the Jordanian people.
"Honorable people and troops of Jordan, thank you for your sincere cooperation and accurate information that led to the precise targeting of US forces… and the destruction of 20 shelters where child-killing US forces were stationed in the Al-Azraq (Muwaffaq Salti) Base," it said. The IRGC added that those operations resulted in "the killing of dozens of US terrorist forces."
"With your help, the fighters of the IRGC Aerospace Force targeted large C17 transport planes and P8 command and control planes of the invading US army at Aqaba Airport with ballistic missiles and caused heavy damage to a number of them," ...
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20.07.26 - 19:00
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Börsenradio Schlussbericht Mo. 20.07.26: DAX stabil - Ölpreis schwankt - Siemens mit Milliardenauftrag (BRN)
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Der DAX startet ohne klare Richtung in die neue Börsenwoche. Vage Hoffnungen auf eine Waffenruhe im Nahen Osten stützen die Kurse. Gleichzeitig drohen die Huthi Saudi-Arabien mit Angriffen auf den Ölhandel. Der DAX schließt 0,1 % höher bei 24.847 Punkten. Der MDAX verliert 0,6 % auf 31.681 Punkte. Der EuroStoxx 50 beendet den Handel nahezu unverändert. An der Wall Street nutzen Anleger die Verluste vom Freitag zum Einstieg. Dow Jones, S&P 500 und Nasdaq legen im frühen Handel zu. Nun richtet sich der Blick auf die Quartalszahlen von Alphabet, Tesla, IBM, Intel und Texas Instruments. Der Brent-Ölpreis schwankt zwischen 86 und 91 Dollar. Siemens erhält aus Italien einen Auftrag über rund 3 Mrd. Euro. Daimler Truck bewirbt sich um mehr als 1.000 belgische Militärfahrzeuge. Zalando baut am Berliner Firmensitz offenbar weitere Stellen ab. Hörtipp: Der Directors Cut des Hörbuchs "Erfolgreich zeitlos investieren" von Heiko Thieme: https://amzn.to/3QcLpEG...
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20.07.26 - 17:36
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Why Intel Vs. Taiwan Semiconductor Isn’t a Real Competition Through The End of 2026 (24/7 Wall St.)
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Taiwan Semiconductor Manufacturing (NYSE:TSM) and Intel (NASDAQ:INTC) both posted earnings exposing the widest capability gap in modern chipmaking. TSMC printed a record $40.20 billion quarter with 67.7% gross margins. Intel delivered a real beat, yet its foundry ambitions still trail by roughly a full node generation. One Runs the Fabs. The Other Is Still Rebuilding ... Why Intel Vs. Taiwan Semiconductor Isn't a Real Competition Through The End of 2026...
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20.07.26 - 15:00
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SK Hynix Jumps 5%, AMD Rises 4% as Korea Becomes the New Catalyst for Global Chip Stocks (24/7 Wall St.)
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Shares of SK Hynix (NASDAQ:SKHY) are up 5% to $161.42 in Monday's early trading, leading a broad rebound across global chip stocks. Advanced Micro Devices (NASDAQ:AMD) stock is up 3% to $514, Intel (NASDAQ:INTC) stock 2% higher at $97.25, and NVIDIA (NASDAQ:NVDA) stock is up 2% to $206. The bounce follows a brutal stretch for ... SK Hynix Jumps 5%, AMD Rises 4% as Korea Becomes the New Catalyst for Global Chip Stocks...
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