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THE TRUTH ABOUT: 2 - Caught on Camera

Intel Foundry comeback! Is a bigger Intel stock surge ahead? INTC shares surge 9.16% today as Google’s 3 million TPU order and Nvidia testing fuel Intel’s AI revival

Intel stock is back in focus. INTC shares surged 9.16% after reports that Google ordered more than 3 million TPU AI chips from Intel for 2028. Nvidia is also testing Intel’s advanced 18A process. As TSMC faces capacity pressure, Intel Foundry is emerging as a serious AI manufacturing contender.

The Economic Times

Palantir Partners with Google Cloud to Integrate Gemini AI Tools. Why the Deal Matters for PLTR Stock Investors.

Palantir teams with Google Cloud to plug Gemini and BigQuery into Foundry and AIP. Here's what the new enterprise AI partnership means for investors.

Barchart

From code-first to intent-first: Microsoft Build 2026 could be the end of programming as we know it

Build 2026 runs from June 2-3 in San Francisco. Here's what Microsoft is expected to announce for GitHub Copilot, Azure AI Foundry, and AI-native development.

TechRadar

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Microsoft’s own data suggests AI is more expensive than hiring humans, as a mystery firm burns USD 500 million on Claude in one month

Microsoft data shows AI costs surpass payroll, with a $500 million Claude fiasco proving how expensive automation can get.

Windows Central

Dear Intel Stock Fans, Mark Your Calendars for June 2

Analysts await what the chip major will reveal at the upcoming COMPUTEX 2026.

Barchart

Intel CEO Touts Balance Sheet Progress, Foundry Gains and AI CPU Demand

Intel (NASDAQ:INTC) Chief Executive Officer Lip-Bu Tan said the company has made progress on strengthening its balance sheet, improving execution and rebuilding customer trust, while acknowledging that its foundry ambitions remain a long-term effort. Speaking with J.P. Morgan semiconductor analyst

MarketBeat

Microsoft And Uber AI Bills Mount: Workers Urged To Stop Using Claude As Costs Bite

Tech companies like Microsoft and Uber are scaling back AI adoption due to high computing costs, despite initial enthusiasm for machine learning integration.

International Business Times UK

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1 Top Semiconductor Stock Nobody Is Talking About

Lam stock is up 52% YTD, beating Nvidia, Alphabet, and Apple. Yet, it isn’t making headlines.

Barchart

AI Agents Will Likely Clip Palantir’s Wings, Creating a Critical Test Ahead for PLTR Stock

As the AI market shifts from blind faith to strict numbers, Palantir faces a critical "time window" of leadership. Here's why autonomous AI agents from Microsoft and Google could soon clip the company's growth wings and force a massive valuation rethink.

Barchart

Rumours suggest Nvidia's next-next gen Fenyman AI GPUs will use Intel Foundry tech for some of the components

Green and blue, in harmony once more.

PC Gamer

Intel stock jumps 28%, setting a record, after it posts strong Q1 with rising forecasts — Intel says yields are improving faster than expected with new nodes

Demand for Intel's products exceed expectations and supply, but Intel is still bleeding money.

Tom’s Hardware

Intel Hit Its Highest Price in 25 Years. Here's Why It Will Make a New All-Time High

Intel’s year-to-date stock performance, alongside its strategic moves in data centers and foundry operations, sets up the chipmaker to make new all-time highs as it focuses on the ongoing AI boom.

Barchart

Intel hires tenured Samsung exec to lead Foundry Services — signals company focus on winning business from potential Foundry suitors

Intel lures Shawn 'Seung Hoon' Han from Samsung Foundry to land new customers and maintain customer relationships at Intel Foundry.

Tom’s Hardware

Bitcoin mining giant Foundry adds new pool for privacy-focused Zcash

The move reflects a bet that institutions will embrace Zcash, and as Foundry positions itself as a linchpin of U.S. crypto strategy.

Fortune

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MarketBeat

Intel's New Orbit: From Chip Lag to Leading Edge

Intel solidifies its foundry future by securing a landmark partnership with SpaceX and Tesla, positioning itself at the center of AI chip manufacturing.

Barchart

UBS Loves This ‘AI Moat’ at Palantir. Why Analysts Still Think You Should Buy PLTR Stock

PLTR stock probably will not outperform the market, at least until the company reports its Q1 results.

Tom’s Hardware

Global semiconductor foundry market hit a record $320 billion in 2025 as TSMC pulled further ahead

The global semiconductor foundry market generated a record $320 billion in revenue in 2025, growing 16% year-over-year, according to Counterpoint Research's Foundry Market Supply Tracker.

PC Gamer

Intel Foundry exec leaves to head up Qualcomm's semiconductor biz as Intel shake-up continues

Intel has lost a few key execs over the past 18 months.

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TechRadar

Palantir awarded $1 billion DHS contract for AI and data analytics rollout

DHS awarded Palantir a $1 billion five-year contract, expanding AI platforms to multiple agencies for operational and data integration purposes.

Barchart

Wall Street Is Cozying Up to Palantir Stock After Q4. Does That Make PLTR a Buy Here?

Wall Street is finally warming to Palantir after a blowout Q4 that delivered 70% revenue growth, 57% adjusted operating margins, and multiple analyst upgrades, but the stock still suffers from valuation concerns.

Tom’s Hardware

DLSS Ray Reconstruction might be living on borrowed time, DLSS 4.5 can reconstruct ray-traced reflections almost perfectly without any denoisers

Digital Foundry discovered that DLSS 4.5's upscaler alone can resolve noise generated by ray tracing effects without the help of in-game denoisers or DLSS Ray Reconstruction.

Barchart

Microsoft Just Showed Why It’s Still a Must-Own Stock

Microsoft remains a long-term compounder, and the recent dip in MSFT stock is an opportunity for investors.

Barchart

Following a $750 Million Deal with Perplexity, Is Microsoft Stock a Buy, Sell, or Hold?

Microsoft is a big tech giant that lost 10% in a single trading session last week. Can it regain momentum following a $750 million investment in Perplexity?

PC Gamer

Nvidia might be doing what was once unthinkable: asking Intel to make some of its future AI chips

Nvidia isn't going all-in on Intel, according to the report, but it's better than nothing for the struggling foundry.

PC Gamer

Panther Lake and 18A 'create a firm foundation on which to build the new Intel'

Will betting big on 18A pay off?

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