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REVEALED: 55 - The Real Truth

Intel CEO who won over Donald Trump and Elon Musk now needs a breakthrough

Intel CEO Lip-Bu Tan is entering his second year with renewed optimism, securing interest from tech giants like Apple and Tesla, and seeing his stock reach record highs. Despite past struggles in AI and manufacturing, Tan is focused on rebuilding internal leadership and leveraging his network to drive the company's…

The Economic Times

Apple, Intel have reached preliminary chip-making deal: Report

Intel has a preliminary deal with Apple to make chips for its devices. This is a big win for Intel's manufacturing. Apple could get more chip capacity. The US government played a role in talks. Intel stock rose on the news. Apple shares also saw gains. This deal diversifies Apple's…

The Economic Times

Replacing humans with AI is turning out to be costlier than expected, Uber, Nvidia execs say

Companies are finding AI automation costs, particularly token-based pricing, are exceeding employee salaries. Executives from Nvidia and Uber highlight these escalating expenses, with one team receiving a substantial bill from an AI provider. This trend sparks debate on AI's true cost-effectiveness compared to human labor, even as investment in automation…

The Economic Times

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Indosat CEO Vikram Sinha is building an AI for Indonesia's local languages. Can he make a business case for sovereignty?

Vikram Sinha wants Sahabat AI to be a platform for Indonesia's startups—even if he admits his team can't quite think of a "business case" right now.

Fortune

US stocks today: US market ends lower as semiconductor stocks reverse earlier gains

The S&P 500 closed lower as chip stocks like Intel and Arm Holdings retreated, while U.S.-Iran peace talk uncertainty impacted the broader market. Despite a strong quarter driven by AI and tech rallies, concerns over chip supply and geopolitical tensions tempered investor sentiment. Oil prices edged down, though Nvidia and…

The Economic Times

3 REITs to Watch as AI Data Center Spending Surpasses Office Construction

Data center construction hit a record $45 billion annual rate in December 2025, surpassing office building spending. Iron Mountain, Digital Realty, and Equinix offer income investors yield and AI exposure.

MarketBeat

Anthropic’s new SpaceX compute deal comes as anger—and conspiracy theories—spread around AI data centers

The scramble to build ever-larger AI campuses is fueling both legitimate community concerns and increasingly bizarre online fears

Fortune

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Corning Stock Is Surging on a Major Nvidia Deal: ‘AI Is Not Just a Technology Story, It Is a Manufacturing Story’

Shares of the glassmaking company were up a substantial 12% on the news.

Barchart

Motherboard sales 'collapse' by more than 25% as chipmakers strangle enthusiast PC market to build more AI chips — Asus projected to sell 5 million fewer boards in 2025, Gigabyte, MSI, and ASRock also expected to see reduced sales numbers

The combined sales of the four biggest motherboard manufacturers are expected to fall by at least 28% in 2026, with the entire industry selling 11.7 million less units due to increasing PC component costs.

Tom’s Hardware

Musk's SpaceX has rented out access to its supercomputer's 220,000 Nvidia GPUs and 300 megawatts of AI compute power to rival Anthropic — Musk says “No one set off my evil detector,” Antrhropic also interested in orbital data centers

Anthropic has signed a deal with SpaceX to access the latter's massive data center, which has over 220,000 Nvidia GPUs and 300 megawatts of computing power.

Tom’s Hardware

Report says motherboard manufacturers are in crisis as builders aren't building new rigs as much anymore

Can we put AI back in the box?

PC Gamer

Nvidia’s ISP piracy defense backfires as judge refuses to dismiss copyright lawsuit over more than 197,000 pirated books — scripts in NeMo Framework allegedly ‘have no other purpose’ than to speed up infringement

Nvidia said that its NeMo Megatron Framework has non-infringing uses and that it's not liable for any piracy that its users might do.

Tom’s Hardware

Light Speed Returns: Corning Cashes In on NVIDIA Growth

Corning secures massive capital from major tech leaders to radically scale domestic fiber optic manufacturing capacity for modern artificial intelligence.

MarketBeat

I just tested the Galaxy Book 6 Ultra — and this MacBook Pro rival got just the upgrades it needed to put Apple on notice

Samsung’s Galaxy Book 6 Ultra offers a massive leap in performance, coupled with numerous quality-of-life upgrades. It's a compelling choice for power users.

Tom’s Guide

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Fortune

Meet Mark Stevens: The billionaire VC, Nvidia board member, and Giving Pledge signer who just donated $200 million to USC to help with the AI race

Billionaire venture capitalist Mark Stevens, an early Nvidia backer at Sequoia Capital, just made one of the largest gifts in USC history to fuel the university's AI ambitions.

Barchart

The Biggest Catalyst for OKLO Stock May Not Be Earnings, But a Brewing Short Squeeze

OKLO stock carries the highest short interest in the utilities sector at 16.45%. A potential short squeeze, not earnings, could be the next big catalyst for investors.

Kiplinger

Nasdaq Jumps to New High on AMD Earnings: Stock Market Today

Advanced Micro Devices was the latest chip stock to hit a home run with earnings.

Barchart

After an Earnings Blowout, Morgan Stanley Just Raised This Chip Stock’s Target Price by $8

Navitas Semiconductor has a number of strong, positive, potential catalysts, but it's also facing tough competitive threats along with its high price tag.

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Barchart

Intel Stock Just Hit New Record Highs. This Time, Apple Gets All the Credit.

The iPhone maker is reportedly in talks with Intel to manufacture its processors.

Barchart

AMD’s AI Moment May Be Bigger Than Nvidia Investors Realize

AMD’s earnings beat highlighted a deeper shift inside AI infrastructure. The company’s growing role in inference computing may matter more than investors currently appreciate.

Fortune

'FOMO has proven a stronger incentive than poor stock performance': Goldman Sachs finds insecurity is a key part of the AI boom

Goldman Sachs looked at the giant data-center question from both sides of the equation — and shrugged.

Tom’s Hardware

Nvidia invests $300 million in Corning to build three new US-based optical fiber plants — AI infrastructure deal would boost fiber production capacity by over 50%

Nvidia invests $300 million in Corning to help partners that deploy its hardware in the U.S. to get enough of optical fiber, grant Nvidia control over a significant chunk of domestic fiber production.

MarketBeat

Years in the Making, AMD’s Upside Movement Has Just Begun

Advanced Micro Devices upside is yet to be seen as its CPU and GPU strengths have just been revealed; expect acceleration to continue.

International Business Times UK

Samsung Hits $1 Trillion Valuation — Stock Explodes As AI Chip Race Intensifies

Samsung Electronics became the second Asian firm after TSMC to reach a $1 trillion valuation as shares surged 15%, driven by record AI chip profits.

Barchart

What to Know as Alphabet Looks Poised to Overtake Nvidia as World's Biggest Company

Alphabet’s full-stack AI strategy is helping it close the market cap gap with Nvidia. JPMorgan sees significant further upside in GOOGL shares through the remainder of 2026.

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