|
|
|
|
|
|
|
19.02.26 - 16:06
|
Futures Slide As Iran War Risks Add To Growing AI Disruption Fears; Oil Surges (ZeroHedge)
|
|
|
Futures Slide As Iran War Risks Add To Growing AI Disruption Fears; Oil Surges
Equity futures and global markets are lower, ending a modest rebound in US stocks as concerns about a possible war with US and simmering angst over AI dent the fragile optimism seen on Wednesday. Oil extended its rally after its best day since 2021. Tech and small caps underperform which to JPMorgan's market intel desk "feels more like profit-taking and position squaring as US / Iran tensions spike with Trump saying a deal is preferred but that a strike may occur as soon as this weekend." As of 8:00am ET, S&P futures are down 0.2%, erasing an overnight gain, while Nasdaq futures drop 0.3%, with premarket weakness across all sectors ex-Energy and Aerospace/Def and tech came under renewed pressure; most Mag 7 members dropped in premarket trading. Futures dropped after the head of the UN nuclear watchdog warned that Iran's window for diplomacy is at risk of closing. As for AI, IG's chief market analy...
|
|
|
19.02.26 - 12:15
|
Zacks Investment Ideas feature highlights Nvidia, Taiwan, Bloom Energy, Alphabet, Microsoft, Amazon, Intel, Nebius and Micron (Zacks)
|
|
|
Nvidia, Taiwan, Bloom Energy, Alphabet, Microsoft, Amazon, Intel, Nebius and Micron have been highlighted in this Investment Ideas article....
|
|
|
|
|
18.02.26 - 20:24
|
Nvidia’s “Secret Portfolio” Shakeup: 2 AI Darlings Are Ditched to Bet on Intel (24/7 Wall St.)
|
|
|
Nvidia's (NASDAQ:NVDA) strategic investment portfolio has gained more attention amongst investors as it increasingly targets companies that enhance its AI ecosystem. While the “secret portfolio” has faced headwinds amid questions about AI's momentum, the spending going on to support it, and the potential for a meaningful return on investment, Nvidia revealed in its latest 13F ... Nvidia's “Secret Portfolio” Shakeup: 2 AI Darlings Are Ditched to Bet on Intel
The post Nvidia's “Secret Portfolio” Shakeup: 2 AI Darlings Are Ditched to Bet on Intel appeared first on 24/7 Wall St.....
|
|
|
|
|
18.02.26 - 16:42
|
Meta Will Deploy Millions of Nvidia Processors (Bloomberg)
|
|
|
Meta plans to deploy millions of Nvidia processors, marking a significant shift from the traditional use of x86 architecture and Intel CPUs. Bloomberg Intelligence 's Mandeep Singh explains that this move helps Meta secure supply amid rising demand and competition. He speaks on "Bloomberg Open Interest." (Source: Bloomberg)...
|
|
|
|
|
|
|
17.02.26 - 12:42
|
Intel Market-Perform (DPA-AFX)
|
|
|
NEW YORK (dpa-AFX Analyser) - Das US-Analysehaus Bernstein Research hat die Einstufung für Intel mit einem Kursziel von 36 US-Dollar auf "Market-Perform" belassen. Der PC-Markt sei im vierten Quartal gegenüber dem Vorquartal weitgehend unverändert geblieben, ......
|
|
|
|
|
|
|
16.02.26 - 20:12
|
Chip Stocks Split: AMAT and TSMC Gain While NVDA and Intel Retreat (24/7 Wall St.)
|
|
|
The semiconductor sector posted mixed results last week, with the VanEck Semiconductor ETF (SMH) gaining 1.5%. While equipment makers and foundries showed strength, chip designers faced headwinds as investors digested recent earnings and positioned ahead of key reports. Let's dive into the biggest storylines if you're a chip investor. Winners included Applied Materials (Nasdaq: AMAT) and Taiwan ... Chip Stocks Split: AMAT and TSMC Gain While NVDA and Intel Retreat
The post Chip Stocks Split: AMAT and TSMC Gain While NVDA and Intel Retreat appeared first on 24/7 Wall St.....
|
|
|
|
|
|
|
16.02.26 - 03:06
|
Weekly news roundup: Intel resets AI PC race, backs ZAM memory play, HBM3–HBM4 battle intensifies (Digitimes)
|
|
|
Below are the most-read DIGITIMES Asia stories in the week of February 9 to February 16, 2026. This week's coverage spans HBM3 and HBM4 capacity shifts, AI PC market share changes, alternative memory architecture development, foundry strategy resets, and executive leadership moves at TSMC. Together, these stories track how AI-driven demand is reshaping memory supply, chip architecture strategy, and global semiconductor expansion....
|
|
|
16.02.26 - 02:06
|
India fines Intel over discriminatory warranty policy (Digitimes)
|
|
|
On February 12, 2026, the Competition Commission of India (CCI) issued a formal order under Section 27 of the Competition Act, 2002, imposing a penalty of INR273.8 million (US$3.02 million) on Intel Corporation. The regulator found the technology giant in contravention of provisions of Section 4 of the Act, which pertains to the abuse of a dominant market position....
|
|
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
