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24,258 signal articles · 40 in last 24h · 115,255 total before filter · latest 2h ago
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Fortinet (FTNT) Heads Into Q2 Earnings As AI Security Optimism Meets A Pricey Valuation
Simply Wall St.21d agoneutral
Fortinet (FTNT) Heads Into Q2 Earnings As AI Security Optimism Meets A Pricey Valuation

Fortinet (FTNT) heads into its upcoming second quarter earnings report with attention on forecast growth in both services and products, along with recent FortiEndpoint AI features and a broader global distribution pact with TD SYNNEX. See our latest analysis for Fortinet. Fortinet’s share price momentum has been choppy in the very short term, with a 7 day share price return of 5.7% down, but the 90 day share price return of 80.7% and 3 year total shareholder return of 98.4% point to strong...

Intel CEO Lip-Bu Tan Eyes $100 Billion Custom AI Chip Market, Backs $20 Over Billion CapEx Push Amid 'Unprecedented Demand for Compute'
Benzinga22d agoneutral
Intel CEO Lip-Bu Tan Eyes $100 Billion Custom AI Chip Market, Backs $20 Over Billion CapEx Push Amid 'Unprecedented Demand for Compute'

Intel Corp. (NASDAQ:INTC) is targeting a staggering $100 billion market for custom artificial intelligence silicon, leveraging its robust x86 computing franchise and advanced manufacturing network as global AI demand skyrockets. The Custom Silicon Push During Intel’s second-quarter 2026 earnings call, CEO Lip-Bu Tan outlined the company’s strategic expansion into purpose-built chips. Recognizing the growing necessity for specialized AI architecture, Tan highlighted Intel’s unique position to dom

Fortinet heads into earnings with product growth in the spotlight
Proactive23d agoneutral
Fortinet heads into earnings with product growth in the spotlight

Fortinet Inc (NASDAQ:FTNT) is set to report its second quarter results on July 29, with Jefferies analysts highlighting that the company needs to show an acceleration in product revenue growth to support investor confidence in the durability of its recent performance. The firm expects solid...

Stocks Settle Lower as Crude Oil Prices Jump
Barchart24d agobullish
Stocks Settle Lower as Crude Oil Prices Jump

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -0.14%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.01%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.54%. September E-mini S&P futures (ESU26 ) fell -0.07%, and September E-mini Nasdaq futures...

What Cisco Stock Was Telling You About Its AI Orders
Trefis24d agoneutral
What Cisco Stock Was Telling You About Its AI Orders

You could be forgiven for glancing at Cisco (CSCO)’s financials in early 2025 and promptly falling asleep. As of its fiscal third-quarter report for FY 2025 (July fiscal ending), trailing-twelve-month revenue had grown 0.5%. It was a picture of a mature tech titan, not a rocket ship.

Intel (INTC) Lands Fortinet As First Named Cybersecurity Customer For Its Foundry
Simply Wall St.25d agoneutral
Intel (INTC) Lands Fortinet As First Named Cybersecurity Customer For Its Foundry

Intel (NasdaqGS:INTC) has partnered with Fortinet to manufacture the next-generation Security Processor 6. The chip will be produced using Intel’s advanced semiconductor process within its Intel Foundry business. Fortinet is the first publicly named cybersecurity chip customer for Intel Foundry. For investors tracking Intel, this agreement with Fortinet highlights how the company is using its manufacturing capacity to serve external customers through Intel Foundry. Fortinet brings deep...

Intel and Fortinet Expand Cybersecurity Collaboration to Develop Security Processor 6 (NASDAQ:INTC) (NASDAQ:FTNT)
InvestorsHub25d agoneutral
Intel and Fortinet Expand Cybersecurity Collaboration to Develop Security Processor 6 (NASDAQ:INTC) (NASDAQ:FTNT)

The partnership combines Intel’s semiconductor capabilities with Fortinet’s security processor expertise to accelerate next-generation cybersecurity hardware and diversify the supply chain. Key Investor TakeawaysIntel (NASDAQ:INTC) and Fortinet (NASDAQ:FTNT) announced a strategic collaboration to develop Fortinet’s next-generation Security Processor 6 (SP6).