Intel's stock extends gains amid AMD partnership speculation

Intel's shares continued to climb on Monday, fueled by investor optimism that rival chipmaker AMD might transition into a strategic partner. The potential collaboration could help Intel address its manufacturing challenges. This comes as both companies navigate a competitive semiconductor landscape.

Tech Giants Pivot Amid AI Demand and Geopolitics

17. syyskuuta 2025 Raportoinut AI

Major technology companies are forming new partnerships and adjusting strategies as surging demand for AI technologies intersects with geopolitical challenges. Recent developments highlight collaborations between firms like TSMC and Synopsys, alongside broader industry shifts in response to global tensions. These moves aim to secure supply chains and advance innovation in semiconductors and AI.

Nvidia stock split sparks criticism but may aid shares

02. lokakuuta 2025 Raportoinut AI

Nvidia announced a 10-for-1 stock split on May 22, 2024, prompting mixed reactions from investors and analysts. While some view the move as a way to distract from the company's high valuation, others believe it could broaden its investor base and support the stock price. The announcement came amid broader concerns about the risks facing high-flying tech stocks like Nvidia.

US pressures Taiwan on chip production relocation

30. syyskuuta 2025 Raportoinut AI

The United States is pressuring Taiwan to shift 50% of its semiconductor production to US soil or risk losing military protection. This demand accompanies proposals for tariffs to balance foreign chip reliance. The policies aim to bolster domestic manufacturing amid global tensions.

Intel leads chip stocks with strong year-to-date gains

Intel's stock has risen sharply this year, making it one of the top performers in the semiconductor sector. The company's shares are up significantly amid broader market trends in chips. Analysts highlight Intel's recovery and strategic moves as key drivers.

Nvidia CEO receives updates on rivals' AI chip efforts

Jensen Huang, CEO of Nvidia, holds such sway in the AI sector that competitors like Google and Amazon inform him about their in-house AI chip projects. This practice arises from Huang's preference to avoid surprises in the industry. The revelation underscores Nvidia's dominant position in AI hardware.