Intel board chair Frank Yeary to depart | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]An Intel logo and a computer motherboard appear in this illustration taken August 25, 2025. REUTERS/Dado Ruvic/Illustration [Purchase Licensing Rights, opens new tab]SAN FRANCISCO, March 3 (Reuters) - Intel [(INTC.O), opens new tab]said on Tuesday that board chair Frank Yeary plans to retire following the company's annual meeting in May and will ...

Key Takeaways Intel stock has jumped 100.6% in a year, beating the industry and S&P 500.Intel's data center revenues hit $4.7B, up 15% sequentially on Xeon CPU demand.Intel faces AI competition, geopolitical risks and falling 2025-2026 earnings estimates.Intel Corporation (INTC) has gained 100.6% over the past year compared with the industry’s growth of 51.6%. It has outperformed compared to the Zacks Computer & Technology sector and the S&P 500.Image Source: Zacks Investment ResearchThe company has outperf ...

Artificial intelligence and computing are all the rage in the stock market these days. With the rapid buildout of AI platforms, companies have been racing to develop new and improved software that leverages the emerging technology. And the best thing about many software stocks is that even though many are mature businesses with secure management and an established business model, the market sees incredible potential for future growth. Will AI create the world's first trillionaire? Our team just released ...

Core Insights - ASML is expanding its chipmaking equipment line to capture the growing AI chip market, moving beyond its EUV technology roots [1] - The company plans to develop advanced packaging tools for AI chips and enhance its existing products using AI [1] - ASML is exploring the potential to increase the maximum chip size it can print, which is currently limited to the size of a postage stamp [1] Company Developments - ASML has invested billions in developing EUV systems and is nearing production of a next-generation product while researching a third generation [1] - The company has reorganized its technology business to prioritize engineering roles, promoting Marco Pieters to CTO [1] - ASML's stock trades at approximately 40 times forward earnings, reflecting investor confidence in its EUV dominance and future growth potential [1] Industry Trends - The complexity of AI chips is increasing, with designs evolving from flat structures to multi-level configurations, akin to skyscrapers [1] - Advanced packaging is becoming a lucrative segment of manufacturing, as it allows for faster and more efficient chip performance [1] - ASML is developing new scanning tools, such as the XT:260, specifically for advanced memory chips used in AI applications [1]

Core Insights - Ericsson and Intel are collaborating to accelerate the transition to AI-native 6G, aiming to make the ecosystem more open, efficient, and cost-effective for operators and the broader industry [1] - The partnership will focus on mobile connectivity, cloud technologies, and compute capabilities, enhancing the deployment of cloud-native solutions [1] - The collaboration is expected to lead to high-performance, energy-efficient compute architectures that support both AI for networks and networks for AI [1] Group 1: Collaboration Details - The collaboration is an extension of a long-standing relationship between Ericsson and Intel, announced at Mobile World Congress Barcelona 2026 [1] - Börje Ekholm, President and CEO of Ericsson, emphasized that 6G will distribute AI across devices, the edge, and the cloud, moving from research to commercial reality [1] - Lip-Bu Tan, CEO of Intel, stated that the goal is to unify RAN, Core, and edge AI for a seamless transition to AI-native 6G environments [1] Group 2: Industry Impact - The industry requires a collaborative ecosystem aligned with global standards to turn innovation into deployable infrastructure as 6G transitions from research to commercial use [1] - AI-native 6G will integrate intelligent and programmable networks with advanced compute and real-time sensing, enhancing service responsiveness and efficiency [1] - Demonstrations of the collaboration's results are being showcased at MWC 2026, highlighting achievements in cloud RAN, 5G Core, and open network infrastructure [1]

Core Insights - International stocks are expected to outperform U.S. equities, with $104 billion in inflows to international developed market stock funds compared to $25 billion for U.S. stock funds in 2023 [1][2] - The trend is referred to as the "anything but dollar" trade, driven by a weaker U.S. dollar and a shift in investor focus towards international markets [2] - International markets are benefiting from increased demand for commodities and technologies related to the AI industry, influenced by changes in U.S. trade policy and tariff uncertainties [3] Investment Opportunities - The Vanguard Total International Stock ETF (NASDAQ: VXUS) is highlighted as a viable option for American investors to gain exposure to international stocks, encompassing 8,691 stocks from various countries [6][7] - The ETF's allocation includes 37.9% in European stocks, 26.4% in Pacific stocks, and 26.6% in Emerging Markets, with a low expense ratio of 0.05% [7] - As of 2026, the Vanguard Total International Stock ETF has risen nearly 12%, outperforming both the S&P 500 index and the Nasdaq-100 [8]

Group 1 - Concerns about the impact of artificial intelligence (AI) on individual stocks and sectors are increasing, exemplified by IBM's shares dropping 13% after Anthropic PBC announced its Claude Code tool [1] - The potential for AI to displace a significant number of white-collar workers raises fears of negative effects on the broader U.S. economy within a few years [2] - Citrini Research's report titled "The 2028 Global Intelligence Crisis" outlines a scenario where AI-induced job displacement could push the unemployment rate above 10% and lead to a decline in aggregate demand [3][4] Group 2 - The Citrini report suggests a "doom loop" for employment, where improved and cheaper AI leads to layoffs, reduced consumer spending, and further investment in AI by companies to maintain margins [5] - Between early 2026 and 2028, the scenario predicts a cycle of increasing AI capabilities, more white-collar layoffs, and a negative feedback loop with no natural brake [6]

Group 1 - Artificial intelligence (AI) is causing significant disruptions in the economy and stock market, leading to a major sell-off, particularly in tech stocks [1][2] - IBM's shares dropped 13% in a single day, marking its worst loss since 2000, due to concerns over AI's impact on its COBOL coding language [2] - The Citrini Research report suggested a potential scenario where AI could lead to a job displacement causing unemployment rates to exceed 10%, which contributed to market anxiety [2][3] Group 2 - Investors are increasingly looking for "HALO stocks," which are characterized as having heavy assets and low obsolescence, making them less vulnerable to AI disruption [6] - HALO stocks include companies that are difficult to replace or diminish by AI, with ExxonMobil cited as a prime example due to its significant heavy assets [7] - Other potential HALO stocks mentioned include McDonald's, FedEx, Coca-Cola, Caterpillar, and Deere, which have performed well in the S&P 500, contrasting with IBM's 20% decline year to date [8]

Shares of Advanced Micro Devices (NASDAQ: AMD) got a lift after the company agreed to a deal with social media giant Meta Platforms (NASDAQ: META). The stock is now about breakeven for 2026, while it's nearly doubled over the past year. Under the terms of the multi-year deal, Meta has committed to buying 6 gigawatts of AMD's graphics processing units (GPUs) across multiple generations of its chips. The two companies are also expanding their partnership for central processing units (CPUs), with Meta being ...

Over the past year, smart investors have identified a new pocket of the artificial intelligence (AI) realm that's poised for a breakout: memory and storage. On one side of the equation is Micron Technology (NASDAQ: MU), a specialist in dynamic random access memory (DRAM) and NAND solutions. On the other side is Sandisk (NASDAQ: SNDK), an expert in NAND flash storage. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Mo ...