MacroRegulationIsrael Redirects $280M Intel Subsidy to Military SpendingIsrael's government reallocated 1 billion shekels (approximately $280 million) originally earmarked for Intel's chip man...Aug 10, 2026, 01:02 AMIntelIsrael
AdoptionIntel Foundry Secures Fortinet as First Named Corporate ClientIntel Foundry has announced Fortinet as its first publicly named corporate client under new CEO Pat Gelsinger, marking a...Aug 9, 2026, 07:09 AMIntelIntel Foundry
MarketsMacroNvidia Maintains AI Chip Lead as AMD, Intel Stocks Rally on Valuation ShiftNvidia controlled 75-81% of AI accelerator revenue in the first half of 2026, cementing its market position. However, AM...Jul 26, 2026, 12:02 AMNvidiaAMD
MacroAMD, Arm, Intel vie for agentic AI chip dominance amid compute demand surgeAMD, Arm, and Intel are competing for leadership in agentic AI infrastructure as CPU demand accelerates. The outcome wil...Jul 18, 2026, 05:02 PMAMDArm
MacroSamsung Reports Record Chip Profits as AI Demand Reshapes Semiconductor SupplySamsung is preparing to release earnings details showing record semiconductor profits driven by accelerating AI chip dem...Jul 6, 2026, 05:07 AMSamsungTSMC
MacroIntel's AI Efficiency Push May Offset Slowing Chip DemandIntel is positioning its AI efficiency initiatives as a hedge against declining chip sales amid intensifying competition...Jul 4, 2026, 09:06 AMIntelNVIDIA
MacroCPUs Challenge Nvidia's AI Inference Dominance as Chipmakers CompeteCPU makers are gaining ground in AI inference workloads, traditionally dominated by Nvidia GPUs, as performance improvem...Jun 20, 2026, 05:01 AMNvidiaIntel
AdoptionMacroNvidia, Microsoft, and Arm Preview N1X Laptop Processors Before ComputexNvidia, Microsoft, and Arm have announced plans to showcase new N1X laptop processors ahead of Computex, marking Nvidia'...May 30, 2026, 01:01 AMNvidiaMicrosoft
MacroTSMC Price Hikes for Advanced Chips May Reshape AI Hardware EconomicsTaiwan Semiconductor Manufacturing Company plans to raise prices for advanced chip production starting 2026, a move that...May 27, 2026, 01:04 AMTSMCIntel
MacroTrump Says Intel Would Dominate Chip Market Under His PresidencyDonald Trump claimed Tuesday that US investment in Intel would reshape global chip dynamics and allow the company to dom...May 18, 2026, 12:01 PMTrumpIntel
AdoptionMacroQualcomm Signs Major Data Center Customer, Expands Beyond Mobile ChipsQualcomm has secured a major data center customer as it diversifies revenue beyond mobile processors. The expansion sign...May 17, 2026, 01:05 AMQualcommIntel
MarketsIntel Shares Surge 214%, Short Sellers Face $12B LossesIntel stock rose 214% over an unspecified period, triggering an estimated $12 billion in losses for short sellers holdin...May 14, 2026, 07:01 AMIntel