Key Points Intel's data center and AI revenue growth has accelerated from 8% a year ago to 22%. Management argues the rise of AI agents is pulling demand back toward the company's central processing units. After a more than 200% run this year, the stock is no longer the bargain it was. 10 stocks we like better than Intel › A year ago, Intel (NASDAQ: INTC) looked like a company investors had given ...
Key Points Intel's data center and AI revenue growth has accelerated from 8% a year ago to 22%. Management argues the rise of AI agents is pulling demand back toward the company's central processing units. After a more than 200% run this year, the stock is no longer the bargain it was. 10 stocks we like better than Intel › A year ago, Intel (NASDAQ: INTC) looked like a company investors had given up on. Its stock briefly traded below $18, its foundry business was bleeding cash, and rivals had lapped it in the race to power artificial intelligence (AI). So far in 2026, though, the chipmaker has staged one of the more improbable comebacks in big tech, with shares up about 225% as of this writing. Plenty of headlines have fueled the move. There's a reported preliminary agreement to make chips for Apple, a tie-up with Elon Musk's sprawling "Terafab" project, and a number of significant supply deals with cloud customers. But strip those away and one argument keeps surfacing as the reason the rally could have legs: a shift in where AI workloads run that may finally play to Intel's oldest strength. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » A turn investors didn't see coming For years, the chip conversation was about graphics processing units (GPUs) -- the accelerators from Nvidia and others that train large AI models. Intel, whose bread and butter is the central processing unit (CPU) that anchors servers and PCs, was largely left out of the story. But the CPU is suddenly becoming a key component in the AI era. When Intel reported its first-quarter results last month, the standout wasn't the headline revenue figure of $13.6 billion, up about 7% year over year. It was the data center and AI division. Revenue there climbed 22% year over year to $5.1 billion, and the segment's operating margin more tha...
Mamdani Turns To DOGE-Style Playbook After Tax-The-Rich Plan Stalls New York City Mayor Zohran Mamdani has stolen the government-efficiency playbook from Elon Musk and President Trump's DOGE, repackaging it as the " Commission on Government Efficiency ." This comes as the far-left mayor is grappling with a large budget deficit . Democrats and their far-left, billionaire-funded NGOs and activist gr...
Mamdani Turns To DOGE-Style Playbook After Tax-The-Rich Plan Stalls New York City Mayor Zohran Mamdani has stolen the government-efficiency playbook from Elon Musk and President Trump's DOGE, repackaging it as the " Commission on Government Efficiency ." This comes as the far-left mayor is grappling with a large budget deficit . Democrats and their far-left, billionaire-funded NGOs and activist groups spent the first half of 2025 demonizing Trump's DOGE, which aimed to trim the bloated federal government. Democrats: pic.twitter.com/qZnFjhWVEn — Anthony Galli (@AnthonyGalli) May 28, 2026 " This morning we are introducing COGE — the Commission on Government Efficiency ," the socialist mayor wrote on X on Thursday morning. He continued, " This Commission will find ways for our city to work smarter, faster, and more effectively for working people. New Yorkers deserve a city government as careful with their money as they are ." This morning we are introducing COGE — the Commission on Government Efficiency.⁰⁰This Commission will find ways for our city to work smarter, faster, and more effectively for working people. ⁰⁰New Yorkers deserve a city government as careful with their money as they are. — Mayor Zohran Kwame Mamdani (@NYCMayor) May 28, 2026 COGE will be led by former U.S. Ambassador to South Africa Patrick Gaspard, with Ann Cheng proposed as executive director. It plans to hold 10 public hearings across the metro area before presenting proposals to voters in November. COGE comes as the mayor faces a large budget hole while pursuing a progressive agenda that includes free buses, free childcare, and affordable housing. On Tuesday, he proposed a new housing plan that would pressure building owners, confiscate private property, and roll it into nonprofits. This, in itself, has sparked property-rights concerns . IT BEGINS… NYC Mayor Zohran Mamdani unveils plan to "transfer ownership" from landlords to "the community" pic.twitter.com/uybGFPk5eD — End Wokeness (@EndWoken...
Rigetti Computing (NASDAQ:RGTI), a developer of superconducting quantum computers and processors, closed Thursday at $27.03, up 9.79%. The stock extended its gains after last week’s news of U.S. government funding program for domestic quantum firms. Trading volume reached 85.2 million shares, coming in about 146% above its three-month average of 34.7 million shares. Rigetti Computing IPO'd in 2021...
Rigetti Computing (NASDAQ:RGTI), a developer of superconducting quantum computers and processors, closed Thursday at $27.03, up 9.79%. The stock extended its gains after last week’s news of U.S. government funding program for domestic quantum firms. Trading volume reached 85.2 million shares, coming in about 146% above its three-month average of 34.7 million shares. Rigetti Computing IPO'd in 2021 and has grown 173% since going public. How the markets moved today S&P 500 (SNPINDEX:^GSPC) added 0.58% on Thursday to finish at 7,564, while the Nasdaq Composite (NASDAQINDEX:^IXIC) rose 0.91% to close at 26,917. Among quantum computing industry peers, IonQ (NYSE:IONQ) closed up 7.25% at $70.14, and D-Wave Quantum (NYSE:QBTS) gained 7.31% to end at $29.49, reflecting broad sector strength. What this means for investors Quantum computing stocks are on a tear right now, with Rigetti Computing surging by more than 60% in the past week. Last week, the U.S. announced it would award more than $2 billion in grants to nine quantum firms, including Rigetti, to spur innovation in the sector. Investing in a new technology like quantum always involves some level of speculation because it is hard to know how the sector will evolve and which companies will come out on top. That said, there’s significant potential: Boston Consulting Group forecasts that the market could create $450 billion in economic value by 2040. It is hard to see how Rigetti’s recent eye-watering gains will be sustainable in the short-term as speculative investments are prone to dramatic price swings. However, the company is a leader in superconducting quantum processors, and as the industry grows, it could be well-positioned for long-term success. Should you buy stock in Rigetti Computing right now? Before you buy stock in Rigetti Computing, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Rigetti Computing wasn’t one of...
Taiwan Travelogue, a tale of forbidden love and Taiwanese food, has won the International Booker Prize. It's the first novel translated from Mandarin Chinese to win the prestigious award. BBC Chinese met with author Yang Shuang-zi for a food tour, and to learn more about her inspiration behind the book.
Taiwan Travelogue, a tale of forbidden love and Taiwanese food, has won the International Booker Prize. It's the first novel translated from Mandarin Chinese to win the prestigious award. BBC Chinese met with author Yang Shuang-zi for a food tour, and to learn more about her inspiration behind the book.
The visit to China by Pakistani Prime Minister Shehbaz Sharif this week came at a critical time as delicate negotiations intended to end the US-Iran war continue, almost two months into a fragile ceasefire. President Xi Jinping praised Pakistan’s proactive role as a mediator in the talks, while Sharif thanked China for supporting the push for peace in the Middle East. The four-day tour, which ende...
The visit to China by Pakistani Prime Minister Shehbaz Sharif this week came at a critical time as delicate negotiations intended to end the US-Iran war continue, almost two months into a fragile ceasefire. President Xi Jinping praised Pakistan’s proactive role as a mediator in the talks, while Sharif thanked China for supporting the push for peace in the Middle East. The four-day tour, which ended on Tuesday, strengthened the long-standing “ iron brother ” relationship between the two nations. It coincided with the 75th anniversary of diplomatic ties between them. Sharif’s trip followed visits to Beijing by US President Donald Trump and Russian President Vladimir Putin earlier in the month, allowing him to learn first-hand of the latest developments. Advertisement The visit reinforced the shared commitment of China and Pakistan to the peaceful resolution of disputes, respect for international law and support for a multipolar world. Xi also pledged to continue with major construction projects in Pakistan and to work with the country in areas such as industry, agriculture, the development of talent and artificial intelligence (AI). China will sustain its efforts to help Pakistan develop economically and improve the livelihoods of its people. Advertisement In keeping with the practice adopted by most visiting state leaders to China, the trip was not limited to talks in Beijing. It began with the prime minister arriving in Hangzhou in Zhejiang province, where he attended a business conference.
It isn't quite David defeating Goliath, but Anthropic just did something few would have thought possible a few years ago. The company is now the most valuable AI start-up in the world, surpassing OpenAI with its latest funding round. The owner of the Claude chatbot just closed its Series H round, valuing the company at $965 billion. Anthropic raised $65 billion from investors, including Samsung, M...
It isn't quite David defeating Goliath, but Anthropic just did something few would have thought possible a few years ago. The company is now the most valuable AI start-up in the world, surpassing OpenAI with its latest funding round. The owner of the Claude chatbot just closed its Series H round, valuing the company at $965 billion. Anthropic raised $65 billion from investors, including Samsung, Micron, and SK Hynix, the top memory chip companies, and venture capital firms like Altimeter Capital, Dragoneer, and Sequoia. The news marks the latest step in a blistering hot run for Anthropic, whose valuation has now more than doubled from the $380 billion it stood at in February. Anthropic has also upended the software sector as its new Claude products and plug-ins compete directly with existing enterprise software products, showing how AI disruption in software could quickly become a reality. Anthropic also unveiled its latest model in the funding announcement, Claude Opus 4.8, which outperforms all other publicly available AI platforms in a benchmark vibecoding test. Anthropic said its revenue reached a run rate of $47 billion this month, making its valuation based on a sales multiple seem reasonable compared to publicly traded software companies. Anthropic is still privately held, so it's not easy for individual investors to invest in the company, though there are some indirect ways to get exposure. However, the windfall from the funding round is great news for two of Anthropic's closest partners and biggest investors: Amazon (AMZN +0.83%) and Alphabet (GOOG +0.36%) (NASDAQ: GOOGL). The investor connection Amazon and Alphabet were both early to invest in Anthropic, recognizing the company's potential and seeking a counterweight to Microsoft's partnership with OpenAI. Amazon has invested $13 billion in Anthropic and has pledged to invest another $20 billion as Anthropic meets certain commercial milestones. Its stake before the latest funding round was valued at roughl...
TOKYO, May 28, 2026 (GLOBE NEWSWIRE) -- This report presents an overview of our business performance and key performance indicators (KPIs) for the first quarter of 2026 (January–March 2026). It also highlights trends over the past five quarters (2025Q1–2026Q1) to provide investors with a broader perspective. Data includes salons with comparable financial and customer metrics. 1. Salon Operation Bu...
TOKYO, May 28, 2026 (GLOBE NEWSWIRE) -- This report presents an overview of our business performance and key performance indicators (KPIs) for the first quarter of 2026 (January–March 2026). It also highlights trends over the past five quarters (2025Q1–2026Q1) to provide investors with a broader perspective. Data includes salons with comparable financial and customer metrics. 1. Salon Operation Business In 2026Q1, our salon business recorded an Average Revenue Per Customer of 7,822 JPY (+7.7% YoY), exceeding the Japanese industry average of 4,806 JPY by approximately 3,016 JPY.(*1) This performance reflects the strength of our service offering, supported by our training infrastructure and an educational curriculum refined over 25 years. Over 120 diverse training courses (Technical skills, Hospitality, Knowledge, Management) Continuous training system even after therapist debut Strategy Update: Hybrid Staffing Model In addition, to support sustainable growth in our store operations and further enhance service quality, we have been strategically upgrading the working styles of our store staff (therapists) since 2025. In addition to traditional employment models centered on hourly wages and fixed salaries, we have been promoting the adoption and expansion of a professional contractor (independent contractor) model. Key Performance Indicators (KPIs) Metric 2025Q1 2025Q2 2025Q3 2025Q4 2026Q1 YoY Change Number of Salons (*2) 308 304 299 292 287 -21 Salons Total Customers (*3) 223k 234k 232k 208k 192k -13.9% Revenue Per Customer (*4) 7,263 7,259 7,560 7,830 7,822 +7.7% Repeat Ratio (*5) 77.1% 77.1% 76.8% 78.3% 78.0% +0.9pt Operating Ratio (*6) 45.3% 45.9% 46.1% 43.8% 44.0% -1.3pt *(1) Industry Average: Weighted average calculated based on data published by Recruit Co., Ltd., Hot Pepper Beauty Academy, “Beauty Census 2024 First Half (Relaxation Salon Edition) Report.” *(2) Number of Salons: Total number of directly operated and franchise salons at the end of each quarter. *...
Image source: The Motley Fool. Thursday, May 28, 2026 at 5 p.m. ET CALL PARTICIPANTS President and Chief Executive Officer — Chirantan Jitendra Desai Chief Financial Officer — Michael J. Berry Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Total Revenue -- $688 million, representing 25% year-over-year growth, which accelerated from the 22% rate reported in the prior two...
Image source: The Motley Fool. Thursday, May 28, 2026 at 5 p.m. ET CALL PARTICIPANTS President and Chief Executive Officer — Chirantan Jitendra Desai Chief Financial Officer — Michael J. Berry Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Total Revenue -- $688 million, representing 25% year-over-year growth, which accelerated from the 22% rate reported in the prior two years' Q1 periods. -- $688 million, representing 25% year-over-year growth, which accelerated from the 22% rate reported in the prior two years' Q1 periods. Atlas Revenue -- Grew 29.4% year over year, adding a record $117 million in dollar growth and now comprises approximately 75% of total revenue, up from 72% in the prior year. -- Grew 29.4% year over year, adding a record $117 million in dollar growth and now comprises approximately 75% of total revenue, up from 72% in the prior year. Enterprise Advanced (EA) and Other Revenue -- Increased 13% year over year, with annual recurring revenue (ARR) in this segment up approximately 11%, driven primarily by existing customers in finance and technology verticals. -- Increased 13% year over year, with annual recurring revenue (ARR) in this segment up approximately 11%, driven primarily by existing customers in finance and technology verticals. Operating Margin (Non-GAAP) -- 18%, up from 16% in the prior year, exceeding guidance primarily due to Atlas revenue strength. -- 18%, up from 16% in the prior year, exceeding guidance primarily due to Atlas revenue strength. Non-GAAP Net Income -- $112 million or $1.32 per share based on 85.3 million diluted shares, compared to $86 million or $1.00 per share on 86.3 million shares in the prior year. -- $112 million or $1.32 per share based on 85.3 million diluted shares, compared to $86 million or $1.00 per share on 86.3 million shares in the prior year. Customer Base -- Over 67,700 customers at period end, reflecting net additions of 2,500 sequentially, with Atlas accounting for 66,400 ...