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Intel Raises About $20 Billion in Upsized Stock Sale to Fund Foundry and AI Buildout

The sale boosts Intel’s cash for factory and packaging investment, raising shareholder dilution and execution pressure.

Microsoft Readies Maia 300 AI Chip as It Seeks TSMC Capacity

DRAM Shortage Forces Apple to Trim 2026 Shipments as $1 Billion Stranded‑Wafers Claim Is Disputed

Core Scientific Lands 530 MW AI Colocation Deal With AMD

Caterpillar Posts Record Quarter as Data‑Center Demand Swells Backlog

SK Hynix Board Approves $38 Billion Fab Spend as Micron Shares Tick Higher

AMD Posts Record Data‑Center Quarter, Investors Flag CapEx and Cash‑Flow Risks

Netlist and Samsung Forge Five‑Year Alliance to End Longrunning Patent Fight

Fundsmith Flagged H1 Weakness and Adds New Positions as It Shifts Tactics

TSMC Moves to Copy Intel’s EMIB as Packaging Bottleneck Chokes AI Chip Supply

Qualcomm Stock Slides After Guidance Miss

Silicon Motion Posts Q2 Beat, Projects $519M–$541M Revenue for September Quarter

Intel Plans to Ship Atom RTL to RosaicLabs Led by Amarjit Gill

Eliyan Raises $145 Million to Scale Electro‑Optical Chiplet Interconnects

Qualcomm Faces Earnings Test After 35% Slide Ahead of July 29 Report

AMD Secures 530 MW of Core Scientific AI Data Center Capacity

Hyperliquid SK Hynix Perpetual Plunges After Anomalous Seoul Pre‑Market Print

Broadcom Faces Investor Scrutiny as Markets Await Fiscal Q3 Results

Intel’s Strong Q2 Shows Revenue and Margin Recovery

Intel Beats Q2 Estimates as AI Demand Spurs Foundry Build-Out