CES 2026 put a spotlight on how fractured the AI opportunity really is. On the same stage, Intel Corp (NASDAQ:INTC) and NVIDIA Corp (NASDAQ:NVDA) pitched radically different visions of how they plan to tap what investors broadly frame as a $10 trillion AI era. Track NVDA stock here.One focused on fixing what it lost. The other focused on expanding what it already owns.Intel's Pitch: AI Starts On Your LaptopIntel's CES narrative was all about execution. Panther Lake, part of the Core Ultra Series 3 lineup, m ...

In our prepared remarks that our HBM for 2026 is sold out in terms of volume and our negotiations with customers have been completed for calendar year 2026 for volume as well as pricing.One concern that may weigh on investors' minds is whether Micron is able to live up to its lofty outlook. However, the company has sold out its available capacity of the high-bandwidth memory (HBM) chips that are used in AI data center chips. Responding to an analyst query on the December 2025 earnings call, Micron CEO Sanja ...

Oil Market - Brent crude increased by 2% to $61.16 per barrel, while West Texas Intermediate (WTI) rose by 1.8% to $57.01 per barrel, following a decline in US crude oil stockpiles by 3.8 million barrels to 419.1 million barrels, contrary to analysts' expectations of a rise [1][7]. Retail Sector - Tesco's shares fell by 6.5% despite achieving a 10-year high in market share in the UK, while Associated British Foods, owner of Primark, saw a 13% decline in shares due to weaker-than-expected sales [2][3]. Defence Sector - BAE Systems' shares surged by up to 7% after President Trump announced plans to increase the US defence budget from $1 trillion to $1.5 trillion, adding over £4 billion to its market value [6][40]. - UK defence stocks, including Babcock and Rolls Royce, saw significant gains, with nearly £7 billion invested in early trading following Trump's military spending pledge [53][41]. - European defence stocks also rose, with notable increases in companies like Rheinmetall and Airbus, reflecting investor confidence in increased government spending on defence [40][55]. Economic Indicators - A major credit rating agency predicts the US Federal Reserve will lower interest rates two more times this year due to a slowdown in the jobs market, with expectations of a decrease from the current range of 3.75% to 3% [19]. - The US trade deficit fell to its lowest level since 2009, dropping 39% to $29.4 billion in October, attributed to a $11 billion decrease in imports [24][25].

On the valuation side, Nvidia is extremely rich. NVDA trades at a trailing price-to-earnings (P/E) multiple of around 48 times and a price-to-cash flow multiple of 61 times. These multiples imply very high growth built in. In short, Nvidia's valuation is in “bubble” territory, reflecting sky-high expectations for its AI/data-center role.The most valuable company in the world with a market capitalization of around $4.6 trillion, NVDA stock rallied strongly in the last two years on the AI boom but has since r ...

Volkswagen plans a long-term supply deal with U.S. chip designer Qualcomm to deliver infotainment technology for the German carmaker's new software platform. ...

Key Points AMD stock is up over 60% in the past 12 months. Broadcom is a vital player in AI infrastructure. 10 stocks we like better than Advanced Micro Devices › It's going to be a knock-down, drag-out fight to capture segments of the growing hardware market in data centers, artificial intelligence (AI), and cloud computing. Two of the heavyweights competing for market share in the AI chip space are Broadcom (NASDAQ: AVGO) and Advanced Micro Devices (NASDAQ: AMD). But which one offers its sharehol ...

Key Takeaways MRVL acquired XConn to add PCIe 5/6 and CXL switching, strengthening its Ultra Accelerator Link strategy.Marvell Technology expects XConn to add 20 customers and about $100M revenues in fiscal 2028.MRVL says Celestial AI should contribute in 2H 2028 and reach $1B by Q4 of fiscal 2029.Marvell Technology (MRVL) is expanding its AI connectivity portfolio by launching new products and through acquisitions. Its recent decision to acquire XConn Technologies was made to expand its portfolio with the ...

The Tel Aviv Stock Exchange fell today. The Tel Aviv 35 Index fell 0.40% to 3,830.54 points, the Tel Aviv 125 Index fell 0.39% to 3,878.85 points; and the BlueTech Global Index fell 0.23% to 678.11 points. The All Bond corporate bond index fell 0.08% to 424.13 points. Turnover totalled NIS 4.93 billion in equities and NIS 4.62 billion in bonds. On the foreign exchange market, the representative shekel-dollar rate was set 0.031% lower from Tuesday, at NIS 3.174/$, and the representative shekel-euro rate wa ...

Of course, it's hard to regain momentum in the semiconductor scene after a devastating fumble. But with enough financial backing and a game plan that may finally be coming to fruition, it seems like there's no stopping Intel as its stock seeks to regain further ground in 2026. The Panther Lake chip is the first Intel offering to be built on the 18A process (1.8nm). It's in production, and ordering is poised to go online shortly. Could 2026 be the year when AI PCs really start to take off? It's definitely po ...

Classic Trump WhipsawPlease click here for an enlarged chart of defense company RTX Corp (NYSE:RTX) .Note the following:This article is about the big picture, not an individual stock.  The chart of RTX stock is being used to illustrate the point.The chart shows a big drop in RTX when President Trump said he would ban defense companies from buy backs and issuing dividends.  President Trump singled out RTX as a big offender.  Other defense stocks experienced a similar large drop.Only two hours later, the char ...