Why the CPU is taking center stage
Nvidia showed CNBC its latest Vera CPU at its Santa Clara, California, headquarters on Feb. 13, 2026. Marc…
Oracle earnings will show whether its AI bet is starting to pay off
Oracle reports third-quarter earnings on Tuesday, and it will be an unofficial test for the artificial intelligence trade.…
SoftBank subsidiary to work with Intel on next-gen memory for AI
Saimemory, a subsidiary of multinational investment giant SoftBank, has signed a collaboration agreement with American chipmaker Intel Corp.…
Intel and AMD get upgrades at KeyBanc thanks to strong server demand for AI
KeyBanc upgraded Intel and Advanced Micro Devices to overweight, saying both chipmakers are benefiting from robust hyperscaler demand.…
Two Paths Into The $10 Trillion AI Era
CES 2026 put a spotlight on how fractured the AI opportunity really is. On the same stage, Intel…
Microsoft to invest $17.5 billion in India’s AI infra as Big Tech queues up
Microsoft CEO Satya Nadella appears at an event with tech CEOs and senior officials, including Indian Prime Minister…
The Warner Bros. Discovery deal — a cliffhanger in the making?
A view of the water tower at Paramount Studios on Oct. 30, 2025 in Los Angeles, California. Mario…
Splashy AI deals fail to boost tech stocks and market as they used to
The stock market’s weak response to the Anthropic deal on Tuesday could signal the start of something worse…
AMD Predicts Accelerating Sales Growth Driven by Data Centers
Advanced Micro Devices Inc., Nvidia Corp.’s nearest rival in AI chips, predicted accelerating sales growth over the next…
AMD’s Outlook Fails to Wow Investors After AI-Fueled Rally
Advanced Micro Devices Inc., the main contender to Nvidia Corp. in the artificial intelligence chip market, failed to…
Supermicro Smashes AI Trading Records With Intel And Micron — What’s Powering The Surge?
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Super…
Can Intel (INTC) Rebound on AI Catalysts, Government Stake? Analyst Comments
We recently published Top 10 Buzzing Stocks to Watch as Analysts Predict AI-Led Bull Market Will Continue. Intel…