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The Latest Breaking News from Foundry

Palantir Has Broken Above Its 200-Day Moving Average. Here's Why the Momentum Looks Sustainable.

Palantir shares surged as much as 29% after reporting second-quarter revenue of $1.935 billion, with U.S. commercial revenue soaring 149%, pushing the stock cleanly above its 200-day moving average.

Intel vs. TSMC: Intel Is Winning an AI Battle Against TSMC That Few Investors Are Watching

Intel vs. TSMC: Intel Is Winning an AI Battle Against TSMC That Few Investors Are Watching

TSMC is reportedly developing an Intel-inspired packaging technology, suggesting AI chip packaging is becoming a key battleground, giving Intel a rare chance to narrow the gap.

'China Controls 99%': Jeff Bezos Backs $2.6bn AI Startup as Chipmakers Face Gallium Shortage

'China Controls 99%': Jeff Bezos Backs $2.6bn AI Startup as Chipmakers Face Gallium Shortage

Jeff Bezos has invested in Cambridge start-up CuspAI, a $2.6 billion AI firm working with Nvidia and Meta to tackle looming shortages of critical chip materials such as gallium.

International Business Times UK

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Intel’s Capex Plans Offer a Quiet Positive for the Foundry Business. The Real Test Is Still Execution.

Intel said 2026 capital expenditures will rise above $20 billion, with 2027 spending expected to be even higher, as the company invests to address tight capacity and AI-driven demand in its foundry business.

Intel Earnings Reveal Whether the Chip Selloff Created a Buy

Intel's Q2 2026 revenue and EPS beat estimates, with data center demand and margins improving, though Foundry's external revenue and tougher comps ahead warrant a cautious, hold-rather-than-chase stance.

Is Intel back? Company's latest earnings report remarkably different in tone to 12 months ago

"I'm confident that Intel is well positioned to help define the next era of computing," says CEO Tan.

Intel Earnings Prediction Market Preview: What Will Lip-Bu Tan Say?

Intel Corp. (NASDAQ:INTC) reports second-quarter earnings after the bell today, with the call at 5 p.m. ET.

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Analysts Are Turning Bullish on Intel Stock Ahead of Earnings. Here’s Why You Should Follow Their Lead.

Analysts Are Turning Bullish on Intel Stock Ahead of Earnings. Here’s Why You Should Follow Their Lead.

Server strength is likely to help the company report a strong quarter even though PC weakness continues to persist.

Palantir Wins Larger Contract With Major Mexican Insurer GNP Seguros. This Could Move the Needle for PLTR Stock.

Palantir Wins Larger Contract With Major Mexican Insurer GNP Seguros. This Could Move the Needle for PLTR Stock.

Palantir Technologies signed a multi-year, multimillion-dollar expansion deal with GNP Seguros, Mexico’s largest insurer, marking its first publicly announced commercial customer in Latin America and expanding use of its Foundry and AI platform across health, life, auto, and property insurance lines.

Why Is Palantir Stock Surging On Wednesday?

Why Is Palantir Stock Surging On Wednesday?

Palantir Technologies Inc. (NASDAQ:PLTR) stock is trading at slightly elevated levels on Wednesday.

Palantir’s Valuation Problem Just Met 2 New Growth Catalysts

Palantir’s Valuation Problem Just Met 2 New Growth Catalysts

Palantir’s partnerships with Zeta Global and the U.S. Army highlight growing commercial and government demand despite PLTR's sharp 2026 sell-off.

A Zeta Deal Just Unlocked a New Growth Channel for Palantir Stock

A Zeta Deal Just Unlocked a New Growth Channel for Palantir Stock

Zeta's Athena and Data Cloud will make use of Palantir's Foundry.

FAA is turning to AI to reduce the number of close calls between planes at the nation’s airports

FAA is turning to AI to reduce the number of close calls between planes at the nation’s airports

Federal Aviation Administration reportedly inks deal with Palantir to analyze incident data

The Independent UK

Somer-loving: the home of the coolest indie beauty brands

Somer-loving: the home of the coolest indie beauty brands

How this corner of the West Country became a hotspot for wellness pioneers

Evening Standard

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Intel Is Joining Hands With Hitachi to Bring Physical AI to Life. It Needs to Bring the INTC Stock Valuation Down, Too.

Intel and Hitachi are looking to leverage each other's expertise to serve the huge physical AI market.

Intel Shares Soar on Google Deal To Build TPUs. Here's What It Means for INTC Stock.

Intel reportedly has bagged a massive order to make Google's TPUs.

Google reportedly orders at least three million chips from Intel to arrive in 2028, as TSMC struggles to keep up with the AI boom

Could Intel's Foundry efforts be starting to pay off?

The Economic Times

Intel Foundry comeback! Is a bigger Intel stock surge ahead? INTC shares surge 9.16% today as Google’s 3 million TPU order and Nvidia testing fuel Intel’s AI revival

Intel stock is back in focus. INTC shares surged 9.16% after reports that Google ordered more than 3 million TPU AI chips from Intel for 2028. Nvidia is also testing Intel’s advanced 18A process. As TSMC faces capacity pressure, Intel Foundry is emerging as a serious AI manufacturing contender.

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Palantir Partners with Google Cloud to Integrate Gemini AI Tools. Why the Deal Matters for PLTR Stock Investors.

Palantir teams with Google Cloud to plug Gemini and BigQuery into Foundry and AIP. Here's what the new enterprise AI partnership means for investors.

From code-first to intent-first: Microsoft Build 2026 could be the end of programming as we know it

Build 2026 runs from June 2-3 in San Francisco. Here's what Microsoft is expected to announce for GitHub Copilot, Azure AI Foundry, and AI-native development.

Windows Central

Microsoft’s own data suggests AI is more expensive than hiring humans, as a mystery firm burns USD 500 million on Claude in one month

Microsoft data shows AI costs surpass payroll, with a $500 million Claude fiasco proving how expensive automation can get.

Dear Intel Stock Fans, Mark Your Calendars for June 2

Analysts await what the chip major will reveal at the upcoming COMPUTEX 2026.

Intel CEO Touts Balance Sheet Progress, Foundry Gains and AI CPU Demand

Intel (NASDAQ:INTC) Chief Executive Officer Lip-Bu Tan said the company has made progress on strengthening its balance sheet, improving execution and rebuilding customer trust, while acknowledging that its foundry ambitions remain a long-term effort. Speaking with J.P. Morgan semiconductor analyst

International Business Times UK

Microsoft And Uber AI Bills Mount: Workers Urged To Stop Using Claude As Costs Bite

Tech companies like Microsoft and Uber are scaling back AI adoption due to high computing costs, despite initial enthusiasm for machine learning integration.

1 Top Semiconductor Stock Nobody Is Talking About

Lam stock is up 52% YTD, beating Nvidia, Alphabet, and Apple. Yet, it isn’t making headlines.

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