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Tesla’s $2 Billion xAI Bet Just Got Folded Into SpaceX: The Hidden Story Behind the IPO
24/7 Wall St.90d agoneutral
Tesla’s $2 Billion xAI Bet Just Got Folded Into SpaceX: The Hidden Story Behind the IPO

Here is the part of the SpaceX IPO story most coverage glossed over: Tesla (NASDAQ:TSLA) wrote a $2 billion check to xAI in January 2026, and weeks later that check effectively cleared into SpaceX. The $2 billion that quietly changed addresses According to the SpaceX S-1, in January 2026, Tesla entered into an agreement with ... Tesla’s $2 Billion xAI Bet Just Got Folded Into SpaceX: The Hidden Story Behind the IPO

INTCTSLA
2028 will be a more important earnings year for Nvidia: Analyst
Yahoo Finance Video90d agoneutralVIDEO
2028 will be a more important earnings year for Nvidia: Analyst

Nvidia (NVDA) beat first quarter estimates on Wednesday after reporting earnings of $1.87 per share and record quarterly revenue of $81.62 billion. While also topping second quarter guidance forecasts and announcing an $80 billion share buyback program, the AI chip stock continues to dip in Thursday's session. New Street Research technology infrastructure analyst Antoine Chkaiban — alongside Mercato Partners CEO Joe Kaiser — explains how decisive 2028 could be for Nvidia while reacting to CFO Colette Kress's comments on CPU sales forecasts.

AMDINTCNVDA
Why Intel (INTC) Stock Is Trading Up Today
StockStory90d agoneutral
Why Intel (INTC) Stock Is Trading Up Today

Shares of computer processor maker Intel (NASDAQ:INTC) jumped 4% in the afternoon session after Melius Research analyst Benjamin Reitzes reiterated a buy rating and raised the price target to $150 from $100.

INTC
Jim Cramer on Intel: “One of the Greatest Turnarounds I’ve Ever Seen”
Insider Monkey90d agoneutral
Jim Cramer on Intel: “One of the Greatest Turnarounds I’ve Ever Seen”

Intel Corporation (NASDAQ:INTC) was among the stocks Jim Cramer discussed while explaining how investors can navigate the current market rotation. Cramer noted that the company “still can’t keep up with the demand,” as he stated: A little over a year ago, when Lip-Bu Tan was named CEO of Intel, the stock was sitting at around […]

INTC
Buy, Sell or Hold Intel At $110
24/7 Wall St.90d agoneutral
Buy, Sell or Hold Intel At $110

Our Intel (NASDAQ:INTC) call sits squarely against the recent rally. The 24/7 Wall St. price target for Intel is $101.40, modestly below where shares trade today. After a 399.4% one-year run, much of the rerating already appears priced in. Our proprietary model rates this a hold with high conviction. 24/7 Wall St. Price Target ... Buy, Sell or Hold Intel At $110

GOOGGOOGLINTC
Bloomberg90d agoneutral
Taiwan Seeks to Detain Three in Nvidia Smuggling Crackdown

(Bloomberg) -- Taiwanese officials are seeking to detain three individuals for forging documents in order to export Nvidia Corp. AI chips to China, the island democracy’s first such crackdown on semiconductor smuggling.Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockIran Threatens to Retaliate Beyond Middle East If US AttacksNvidia Tells Skeptical Investors AI Is Ready to Go MainstreamUS Treas

AMDDELLHPEINTCSMCI
US to award $2 billion to quantum computing firms and take equity stakes, WSJ reports
Reuters90d agoneutral
US to award $2 billion to quantum computing firms and take equity stakes, WSJ reports

The Trump administration is awarding $2 billion in grants to nine quantum-computing companies in deals ‌that include the U.S. government taking equity stakes, ‌the Wall Street Journal reported on Thursday, citing the Commerce Department. The ​department has agreed to give $1 billion of the package to IBM, while GlobalFoundries will receive $375 million, according to the report. The remaining firms, including D-Wave Quantum, Rigetti Computing and Infleqtion, ‌are expected to receive $100 ⁠million each, while startup Diraq may receive $38 million, according to the WSJ report.

IBMINTCMPQBTSRGTI
Nvidia bets on new data center chips as sales outlook tops estimates
Reuters Videos91d agobullishVIDEO
Nvidia bets on new data center chips as sales outlook tops estimates

<body><p>STORY: Nvidia on Wednesday forecast second-quarter revenue above Wall Street expectations, and assured investors that new customers would let it maintain blockbuster rates of growth.&nbsp;</p><p>The world's most valuable company expects sales of around $91 billion, compared with estimates of about $87 billion.</p><p>For the first quarter, Nvidia reported revenue of $81.6 billion, also beating forecasts.</p><p>However, its shares dropped over 1% in extended trading, in a sign that investors believe Nvidia will face tougher competition.</p><p>That could come from U.S. rivals Intel and AMD, which are finding new demand for their chips in AI applications.&nbsp;</p><p>Nvidia CEO Jensen Huang told analysts his firm would grow faster than so-called "hyperscale" customers like Alphabet and Amazon.</p><p>He pointed to a new segment of smaller customers in its data center business that includes AI-specific cloud firms.</p><p>He added that the company's new "Vera" central processors give it access to a $200 billion market.</p><p>Huang said Nvidia expects $20 billion in revenue from the new silicon by the end of this fiscal year, in addition to the $1 trillion for existing Blackwell and Rubin chips by 2027.</p></body>

AMDAMZNGOOGGOOGLINTCNVDA
Intel Trust Authority Deal Puts Attestation At Heart Of AI Workloads
Simply Wall St.91d agoneutral
Intel Trust Authority Deal Puts Attestation At Heart Of AI Workloads

SCRT Labs has integrated Intel Trust Authority into its SecretVM platform to provide independent, hardware-rooted attestation by default. The integration positions Intel (NasdaqGS:INTC) as an external appraiser of trust for confidential computing workloads across cloud environments. This development targets sensitive use cases such as AI inference, financial services, healthcare, and regulated compute workloads that require higher assurance levels. For Intel, confidential computing sits...

INTC
Nvidia May Become the Server CPU King
Barrons.com91d agoneutral
Nvidia May Become the Server CPU King

Nvidia is the largest GPU vendor in the world, and it is also the biggest seller of data-center networking chips. Nvidia seems poised to add another category to its list. During the first-quarter earnings call, CEO Jensen Huang said that the company's CPU chips would bring in $20 billion this year, possibly making it the biggest server CPU seller in the world.

INTC