Intel Corp (INTC)

Dell and Workday could eclipse Intel's fading market cap in the near future.

BofA Securities analyst Vivek Arya maintained a Buy rating on Nvidia Corp. (NASDAQ:NVDA) with a price forecast of $160 on Monday.

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Marvell Tech (MRVL) to collaborate with Nvidia (NVDA) on custom cloud platform silicon, offering NVLink Fusion technology for accelerated AI solutions.

Intel (INTC) showcases new lineup of GPUs and AI accelerators for professionals and developers at Computex 2025, coinciding with 40th anniversary in Taiwan.

Posts on X, formerly Twitter, show Google’s Discover feed appearing below the main search bar, offering users a stream of personalized content including news, sports, and weather updates.

The deal between AMD and Sanmina also includes a contingent payment of up to $450 million based on future performance.

Qualcomm’s new CPUs will use Nvidia technology to enable fast, seamless communication with Nvidia GPUs, which are dominant in AI workloads.

Qualcomm Inc. (NASDAQ: QCOM) revealed its intentions to manufacture custom data center CPUs, utilizing technology from Nvidia Corporation (NASDAQ: NVDA) for connection to Nvidia's AI chips.

Shares of semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) fell 6% in the afternoon session after the company reported disappointing first 2025 quarter results: its revenue was in line and its inventory levels slightly increased. On the other hand, Applied Materials beat analysts' EPS and adjusted operating income estimates this quarter. Zooming out, we think this was a mixed quarter. The market seemed to be hoping for more.

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The European Commission argued that the fine is “modest” and only amounts to 0.5% of Intel’s current revenue.

ServiceNow, AMD, and CrowdStrike are all attractive long-term growth plays.

Semiconductors are the core infrastructure powering the Information Age. Still, they’re subject to swings in the broader economy because customers often stockpile chips ahead of demand, and investors seem to believe that inventory levels are correcting - over the past six months, the industry has shed 2.8%. This performance was disappointing since the S&P 500 stood firm.

Intel's volume of processors for external customers using new technology is insignificant, CFO says. Stock down 31% in 12 months due to AI competition.

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Nvidia's market cap has soared to $3.3 trillion, 35 times more than Intel's, reflecting its transformation from graphics card producer to AI leader.

Intel partners with Shell on innovative data center cooling technology, highlighting a strategic focus on efficiency.

Computex 2025 will spotlight Nvidia CEO Jensen Huang as he returns to headline the first major Asian tech gathering since Trump's tariff threats, with expected announcements on new AI partnerships amid rising geopolitical and industry shifts.

Join us in exploring the top gainers and losers within the S&P500 index one hour before the close of the markets on Wednesday as we examine the latest happenings in today's session.