How much a stock's price changes over time is important for most investors, since price performance can both impact your investment portfolio and help you compare investment results across sectors and industries. Another thing that can drive investing is the fear of missing out, or FOMO. This particularly applies to tech giants and popular consumer-facing stocks. What if you'd invested in Intel (INTC) ten years ago? It may not have been easy to hold on to INTC for all that time, but if you did, how much would your investment be worth today? Intel's Business In-Depth With that in mind, let's take a look at Intel's main business drivers. Headquartered in Santa Clara, CA, Intel Corporation, the world’s largest semiconductor company and primary supplier of microprocessors and chipsets, is gradually reducing its dependence on the PC-centric business by moving into data-centric businesses — such as AI and autonomous driving. Effective first-quarter 2024, Intel implemented an internal foundry operating model, creating a foundry relationship between its products business (collectively CCG, DCAI, and NEX) and its foundry business (formerly IFS). While Intel Products (94.1% of first-quarter 2026 operating segment revenues) include the design and development of CPUs and related solutions for third-party customers, Intel Foundry comprises process engineering, manufacturing and foundry services groups that provide manufacturing, test and assembly services to Intel Products business and to third-party customers. The foundry operating model is a key component of the company's strategy and is designed to reshape operational dynamics and drive greater transparency, accountability and focus on costs and efficiency. Intel also reported Altera (which was previously included in the DCAI segment) as a standalone business beginning the first quarter of 2024. Altera is a part of All Other business along with Mobileye and Other business. Consequently, Intel modified its segment reporting to...

For most investors, how much a stock's price changes over time is important. This factor can impact your investment portfolio as well as help you compare investment results across sectors and industries. The fear of missing out, or FOMO, also plays a factor in investing, especially with particular tech giants, as well as popular consumer-facing stocks. What if you'd invested in Cisco Systems (CSCO) ten years ago? It may not have been easy to hold on to CSCO for all that time, but if you did, how much would your investment be worth today? Cisco Systems' Business In-Depth With that in mind, let's take a look at Cisco Systems' main business drivers. Cisco enables enterprises and service providers to deliver highly secure connectivity from workplaces to data centers worldwide. The company delivers a unified architecture with integrated, end-to-end solutions that help customers in simplifying complex challenges. CSCO is incorporating artificial intelligence (AI) into its product portfolios across Networking (68% of product revenues), Security (19.5%), Collaboration (10%) and Observability (2.5%). Headquartered in San Jose, CA, Cisco reported revenues of $56.65 billion in fiscal 2025. Product and Services segments contributed 73.4% and 26.6%, respectively, to revenues. Americas, EMEA and APJC generated 59.4%, 26.2% and 14.4% of total revenues in fiscal 2025, respectively. Networking category comprises core networking technologies of switching, routing, wireless, and servers. The switching portfolio encompasses campus switching as well as data center switching offerings. Campus switching offerings includes Catalyst 9000 family of switches, Meraki cloud-managed switches, as well as smart switches – Cisco 9350 and Cisco 9610 – built on Cisco Silicon One. Data center switching offerings include the Nexus 9000 series and the newly introduced Cisco N9300 series smart switches that embeds Cisco Hypershield, the company’s cloud native and AI-powered approach to highly distributed...

For most investors, how much a stock's price changes over time is important. This factor can impact your investment portfolio as well as help you compare investment results across sectors and industries. Another thing that can drive investing is the fear of missing out, or FOMO. This particularly applies to tech giants and popular consumer-facing stocks. What if you'd invested in Marathon Petroleum (MPC) ten years ago? It may not have been easy to hold on to MPC for all that time, but if you did, how much would your investment be worth today? Marathon Petroleum's Business In-Depth With that in mind, let's take a look at Marathon Petroleum's main business drivers. Findlay, OH-based Marathon Petroleum Corporation is a leading independent refiner, transporter and marketer of petroleum products. The company, in its current form, came into existence following the 2011 spin-off of Houston, TX-based Marathon Oil Corporation’s refining/sales business into a separate, independent and publicly-traded entity. In October 2018, Marathon Oil completed the acquisition of its rival Andeavor in a $23.3 billion deal, thereby becoming the nationwide largest refining company by market capitalization. The deal also made the company the largest U.S. refiner and the fifth largest in the world by capacity. Marathon Petroleum operates in three segments: Refining and Marketing, Midstream and Renewable Diesel. Refining and Marketing: The unit’s operations include 16 refineries, located in the West Coast, Gulf Coast and the Mid-Continent regions of the United States, having a combined crude processing capacity of about 3 million barrels per day. Additionally, Marathon Petroleum – through its marketing organization – sells transportation fuels, asphalt and specialty products throughout the country to support commercial, industrial and retail operations. In the fourth-quarter of 2025, the Refining & Marketing segment recorded adjusted EBITDA of $2 billion. Midstream: This unit mainly reflects Ma...

How much a stock's price changes over time is important for most investors, since price performance can both impact your investment portfolio and help you compare investment results across sectors and industries. Another thing that can drive investing is the fear of missing out, or FOMO. This particularly applies to tech giants and popular consumer-facing stocks. What if you'd invested in Intel (INTC) ten years ago? It may not have been easy to hold on to INTC for all that time, but if you did, how much would your investment be worth today? Intel's Business In-Depth With that in mind, let's take a look at Intel's main business drivers. Headquartered in Santa Clara, CA, Intel Corporation, the world’s largest semiconductor company and primary supplier of microprocessors and chipsets, is gradually reducing its dependence on the PC-centric business by moving into data-centric businesses — such as AI and autonomous driving. Effective first-quarter 2024, Intel implemented an internal foundry operating model, creating a foundry relationship between its products business (collectively CCG, DCAI, and NEX) and its foundry business (formerly IFS). While Intel Products (94.1% of first-quarter 2026 operating segment revenues) include the design and development of CPUs and related solutions for third-party customers, Intel Foundry comprises process engineering, manufacturing and foundry services groups that provide manufacturing, test and assembly services to Intel Products business and to third-party customers. The foundry operating model is a key component of the company's strategy and is designed to reshape operational dynamics and drive greater transparency, accountability and focus on costs and efficiency. Intel also reported Altera (which was previously included in the DCAI segment) as a standalone business beginning the first quarter of 2024. Altera is a part of All Other business along with Mobileye and Other business. Consequently, Intel modified its segment reporting to...

How much a stock's price changes over time is important for most investors, since price performance can both impact your investment portfolio and help you compare investment results across sectors and industries. Another thing that can drive investing is the fear of missing out, or FOMO. This particularly applies to tech giants and popular consumer-facing stocks. What if you'd invested in Intel (INTC) ten years ago? It may not have been easy to hold on to INTC for all that time, but if you did, how much would your investment be worth today? Intel's Business In-Depth With that in mind, let's take a look at Intel's main business drivers. Headquartered in Santa Clara, CA, Intel Corporation, the world’s largest semiconductor company and primary supplier of microprocessors and chipsets, is gradually reducing its dependence on the PC-centric business by moving into data-centric businesses — such as AI and autonomous driving. Effective first-quarter 2024, Intel implemented an internal foundry operating model, creating a foundry relationship between its products business (collectively CCG, DCAI, and NEX) and its foundry business (formerly IFS). While Intel Products (94.1% of first-quarter 2026 operating segment revenues) include the design and development of CPUs and related solutions for third-party customers, Intel Foundry comprises process engineering, manufacturing and foundry services groups that provide manufacturing, test and assembly services to Intel Products business and to third-party customers. The foundry operating model is a key component of the company's strategy and is designed to reshape operational dynamics and drive greater transparency, accountability and focus on costs and efficiency. Intel also reported Altera (which was previously included in the DCAI segment) as a standalone business beginning the first quarter of 2024. Altera is a part of All Other business along with Mobileye and Other business. Consequently, Intel modified its segment reporting to...

Here's How Much You'd Have If You Invested $1000 in Intel a Decade Ago Yahoo Finance Australia

For most investors, how much a stock's price changes over time is important. Not only can it impact your investment portfolio, but it can also help you compare investment results across sectors and industries. Another thing that can drive investing is the fear of missing out, or FOMO. This particularly applies to tech giants and popular consumer-facing stocks. What if you'd invested in Applied Materials (AMAT) ten years ago? It may not have been easy to hold on to AMAT for all that time, but if you did, how much would your investment be worth today? Applied Materials' Business In-Depth With that in mind, let's take a look at Applied Materials' main business drivers. Headquartered in Santa Clara, California, Applied Materials is a leading supplier of equipment used to manufacture semiconductor devices, flat panel displays and solar photovoltaic (PV) products. The company also provides deployment and support services for the tools it installs at customer fabs. Applied Materials currently reports results in three segments. Semiconductor Systems is the largest segment and includes equipment used in front-end semiconductor manufacturing, including the 200-millimeter equipment business, which was moved into Semiconductor Systems beginning in the first quarter of fiscal 2026. Applied Global Services provides spares, upgrades, service contracts and other productivity solutions that help customers improve uptime, output and yield across a large installed base. Other primarily includes the Display business and certain corporate activities. Applied Materials’ semiconductor equipment portfolio supports front-end operations in the chipmaking process. These steps involve the deposition or implantation of multiple thin layers of electronically conductive, semiconductive and insulating materials onto and within a silicon wafer, using photomasks (reticles) to create multiple copies of integrated circuit devices. With over 33,000 systems installed, Applied Global Services supports cu...

咨询与工程服务公司博思艾伦汉密尔顿控股于5月21日发布2026财年第四季度财报。数据显示，公司调整后每股收益为1.78美元，远超FactSet调查分析师预期的1.34美元，同时也高于市场普遍预期的1.35至1.41美元区间。 不过，季度营收为27.8亿美元，略低于预期的28.8亿美元，同比下降6.4%。尽管营收不及预期，但凭借成本控制和项目执行的改善，公司净利润同比增长6.2%至2.05亿美元，调整后EBITDA利润率从10.6%提升至50个基点，达到11.1%。 财报显示，公司第四季度总积压订单达创纪录的382亿美元，同比增长3.1%，过去十二个月订单出货比为1.1倍，为未来收入提供了较强支撑。全年自由现金流达9.51亿美元，同比增长4.4%，公司通过股息和回购向股东返还了约11亿美元资本。 从客户结构看，国防业务收入增至60.69亿美元，情报业务为19亿美元，而民用业务下滑至32.48亿美元，成为拖累营收的主要因素。截至季末，公司员工总数从一年前的35，800人降至约31，500人。 博思艾伦宣布派发每股0.59美元的季度股息，将于6月26日支付。公司重申全年每股收益指引为4.40至4.60美元。 责任编辑：张俊 SF065

EM&T now positioned as the only U.S.-listed company outside China with proven, commercial-scale production of rare earth permanent magnets, including high-performance grades, building on more than eighteen years of operating history Subsequent to quarter-end, secured binding purchase orders for thirteen ULVAC sintered rare earth magnet production machines, representing more than a full year of ULVAC’s planned global Western output, expected to scale annual rare earth magnet production capacity to approximately 10,000 metric tons by November 2026, ahead of the January 1, 2027 DFARS deadline restricting Chinese-origin rare earth magnets in U.S. defense systems Operating against a strongly aligned U.S. industrial policy backdrop, including the Trump administration’s January 2026 Section 232 Proclamation identifying rare earth permanent magnets as “vital to nearly all electronics and vehicles” and the February 2026 launch of the $12 billion Project Vault Strategic Critical Minerals Reserve MIAMI, FL, May 22, 2026 (GLOBE NEWSWIRE) -- Evolution Metals & Technologies Corp. (“EM&T” or the “Company”) (Nasdaq: EMAT), a U.S.-based critical materials and advanced manufacturing company focused on building a secure, vertically integrated supply chain for rare earth permanent magnets, battery materials, and related critical technologies, today reported financial results for the three months ended March 31, 2026 and provided a corporate update on recent operational progress and business developments. David Wilcox, Executive Chairman of EM&T, stated: “The first quarter of 2026 was a foundational transition for the Company. We successfully completed our transition to being a public company and began trading on Nasdaq, bringing into a single public-company platform more than eighteen years of commercial-scale rare earth permanent magnet production serving global OEM customers. Subsequent to quarter-end, we secured a significant capital injection and immediately executed binding purcha...

AMD has officially introduced its new Ryzen AI Max PRO 400 Series processors alongside the Ryzen AI Halo developer platform, signaling a major push toward running advanced AI workloads locally instead of relying entirely on cloud computing. The new Ryzen AI Max PRO 400 Series, codenamed “Gorgon Halo,” targets commercial AI PCs, compact desktop systems, and professional mobile workstations. AMD appears to be focusing heavily on AI acceleration and professional productivity rather than mainstream consumer gaming with this lineup. Three processor models are launching initially: the Ryzen AI Max+ PRO 495, Ryzen AI Max PRO 490, and Ryzen AI Max PRO 485. All three use AMD’s latest Zen 5 CPU architecture alongside RDNA 3.5 integrated graphics and XDNA 2 AI acceleration hardware. While the overall architecture remains similar to the earlier Ryzen AI 300 Series, AMD has significantly expanded memory capabilities for AI workloads. The flagship Ryzen AI Max+ PRO 495 receives the largest upgrade. It features 16 Zen 5 CPU cores with 32 threads, 80MB of combined cache, and Radeon 8065S integrated graphics containing 40 compute units clocked at 3.0GHz. The processor can also boost up to 5.2GHz, slightly higher than previous models. AMD claims the chip’s AI hardware can deliver up to 55 TOPS of NPU performance. The lower-end Ryzen AI Max PRO 490 and 485 retain the Radeon 8050S integrated GPU with 32 compute units and offer slightly lower AI acceleration capabilities compared to the flagship model. Alongside the processors, AMD also revealed the Ryzen AI Halo developer platform, a compact desktop system roughly comparable in size to Apple’s Mac mini. Designed primarily for AI developers, the system is powered by the Ryzen AI Max+ 395 processor and supports up to 128GB of unified memory. AMD says the developer platform is capable of running AI models with up to 200 billion parameters locally, reducing the need for cloud-based inference while keeping power consumption relatively low. ...

Nerthuz/iStock via Getty Images Co-authored with Hidden Opportunities If you walk into a home built in the 1970-1990 period that hasn’t been renovated extensively, there is a high chance you will find wall-to-wall carpeting. In that era, carpets were widely associated with comfort and a modern outlook. They were a premium choice for most home buyers. Fast forward to the 2020s, and preferences have flipped. Most homeowners rip out the carpets the moment they move in, replacing them with hardwood, vinyl, or tile. People tend to favor minimalist and open-concept designs, and began to realize that carpets create hassles, especially with pets and kids. One of the most desirable elements of a home has quietly become outdated. Many preferences have shifted considerably over time – some faster than others. The financial markets work much the same way. Trends evolve and preferences shift, causing entire industries to rise and fall as consumer behavior changes. Yet amid all this change, some things remain stubbornly durable. Restaurants, grocery stores, and providers of essential services still require physical, conveniently placed locations, and homes and industries require energy. At High Dividend Opportunities , we seek to collect consistent income from such inelastic businesses. Let’s dive into our top picks. Pick #1: KRP – Yield 10.8% Kimbell Royalty Partners LP ( KRP ) owns and acquires mineral and royalty interests in key energy-producing basins across the United States. KRP ended Q1 2026 with 133,000 gross wells across over 17 million gross acres with 85 active rigs drilling on its acreage, representing ~16% of the market share of U.S. land rig count. The company bears no drilling or operating costs and passively generates revenues through royalty payments, making it an incredibly high margin business. KRP reported its Q1 2026 earnings on May 7 , with run-rate average daily production for the quarter steady at 25,522 Boe/d. Source Investor Presentation KRP ended Q1 wi...

Douglas Rissing/iStock via Getty Images The interest rate curve has risen substantially in recent weeks amid a fresh wave of inflation fears and a shake-up in the Federal Reserve's leadership. The U.S. 10-year yield stood tall at 460 basis points, at the time of writing this article; a mammoth ~ 51 basis point increase, over the course of six months. With yields pent-up near their 2023 heights, I decided to revisit my stance on the iShares 7-10 Year Treasury Bond ETF (NASDAQ: IEF ) , a vehicle that I last covered in March , when I shared a hold rating. In March, I said that I anticipated renewed opportunities in IEF if the 10-year yield exceeded 430 (the 10-year yield was around the 410 area at the time). I delayed my revision when yields cleared the 430 basis point mark as I believed inflation transmission would lead to even higher yields. However, with the 10-year above 460, I've formally decided to add to my IEF position; here's why. A Reminder of IEF's Structure Instead of doing a full-on primer, I'd like to remind readers of a few salient aspects related to IEF. IEF provides exposure to Treasuries with maturities between 7-10 years. The fund provides targeted exposure, meaning its holdings never mature and its yield-to-maturity never truly materialises (returns can be lower or higher). IEF's effective duration of 6.88 conveys interest rate sensitivity. Crucially, readers should note that interest rate curves and fixed-rate treasury prices have an inverse relationship. IEF's price also adjusts sooner than its coupons otherwise would - coupons change when securities are rolled off/brought onto the balance sheet, whereas prices change when the yield curve shifts. It's worth noting that effective duration is a first-order effect and assumes a parallel change in the yield curve, whereas in reality, bond prices linearly and the yield curve almost never shifts linearly. Figure 1: IEF Headline Attributes (iShares) IEF is currently down by roughly 1.25% since the turn o...

Eoneren/iStock via Getty Images Markets have reached record highs. The S&P 500 Index ( SP500 ) has returned 4.7% year-to-date (as of April 27, 2026), supported by strong first-quarter earnings and significant investor interest in artificial intelligence. On the surface, it looks like a strong rally, but market appearances don't always tell the full story. Something else is happening underneath it. The Cboe Volatility Index ( VIX Index), the market's benchmark measure of expected volatility, ended the week of April 20 at 18.7, up 1.25 points. In a typical rally environment, you'd expect it to be falling. So why is it rising? What is the VIX Index doing? The VIX Index measures what the market expects to happen over the next 30 days - specifically, how much movement investors are pricing into the S&P 500. It's calculated based on a basket of S&P 500 Index options prices. Most of the time, the VIX Index and the S&P 500 move in opposite directions. Markets rally, the VIX Index falls. Markets sell off, the VIX Index spikes. That's the pattern investors are familiar with. But sometimes, both will move higher simultaneously. That combination has a name on trading desks: "Spot up, ‘VIX’ up." And it's worth understanding what it means. What "Spot up, ‘VIX’ up" actually means When equity prices and implied volatility rise at the same time, it’s usually a sign that investors aren't all on the same page. While some are buying into the rally, more are hedging - and not just by buying insurance on the downside. They're also giving up some of their upside to pay for it. That's what Cboe's Macro Volatility Digest (April 27, 2026) shows. Investors are selling upside call options to fund downside protection - essentially saying: I'll accept a ceiling on my gains if it means I have a floor under my losses. The clearest sign of this shift was in market skew, the difference in price between downside and upside options. In just a matter of days, skew jumped from near historic lows - sitti...

I’m Canadian. Our retirement system is built around the Canada Pension Plan, or CPP. Everyone contributes into it during their working years, employers also contribute a portion, and when you retire, you receive benefits based on your earnings history and the age at which you start claiming. You can take CPP earlier for smaller monthly ... Could a $300,000 Portfolio Cut a Bigger Monthly Check Than Social Security? Here’s What the Math Says for this Dividend ETF

Unlike general-purpose AI generation tools, professional film and digital content production often require controllable environments, reusable high-quality assets, workflow consistency, and compatibility with established production standards. Global Mofy believes the continued advancement of Gausspeed and its connection with the Company’s digital asset ecosystem represent an important step toward building industrial-grade AI production infrastructure for film, television, animation, gaming, advertising, XR, and related digital entertainment applications. Gausspeed was developed in conjunction with NVIDIA Omniverse-related workflows and is designed to support professional-grade digital content production by combining generative AI technologies, structured 3D digital assets, and collaborative production pipelines. Through its OpenUSD-based framework, the platform is intended to facilitate more efficient asset management, scene coordination, cross-tool collaboration, and scalable AI-assisted content generation workflows. Global Mofy’s digital asset library contains more than 150,000 high-precision 3D digital assets covering characters, objects, environments, scenes, and other virtual content resources. By further connecting Gausspeed with this digital asset infrastructure, the Company expects to improve asset interoperability, workflow collaboration, and production-oriented AI generation capabilities across a wider range of digital content scenarios. Building on the Company’s previously disclosed Gausspeed development initiatives, including its NVIDIA Omniverse Cloud API-related workflows, Global Mofy has connected Gausspeed with its proprietary 3D digital asset library to enable more structured access to, retrieval of, and utilization of the Company’s high-precision digital assets within AI-assisted production environments. Through this connection, production teams are expected to be able to identify and retrieve relevant 3D assets, organize assets by categories such ...

The Trade Desk (TTD +1.31%) was a market darling for much of its history, but since peaking in late 2024, the adtech stock has been an absolute disaster. The stock has crashed 84% since its top less than a year-and-a-half ago, as the company's competitive advantages in adtech seem to have significantly eroded. As you can see from the chart below, revenue growth has rapidly decelerated over the last four quarters after the company had reported at least 20% growth in every quarter except the one at the start of the pandemic. After a first-quarter report in which its revenue growth rate declined to 12%, the sell-off in the stock seems fair, and its prospects for a turnaround seem to be getting worse as well. Not only did revenue growth slow to just 12% in the quarter, but profits fell as well with adjusted earnings per share declining from $0.33 to $0.28, missing estimates at $0.32. The Trade Desk's guidance for the second quarter was much worse than expectations, calling for revenue growth of just 8% to $750 million, below the consensus at the time of $770 million. The company's evaporating growth rate is alarming, but there's something even more concerning, and it's why I'm considering selling my shares, despite the deep discount they're now trading at. Time to get real CEOs are natural salesmen and almost always strike an optimistic tone during quarterly reports. However, a stock crash of more than 80% and a decline in revenue growth of well over 20% to just 8% warrants a reckoning. Instead, The Trade Desk CEO Jeff Green seems unwilling or unable to do so, ignoring over a year's worth of disastrous results. When the stock crashed in February 2025, kicking off the recent slide, Green dismissed it as a one-off event, blaming it on unforced errors, rather than factors like competition, changing market dynamics, or new technology like AI. In the first-quarter earnings report, Green called the period "another strong quarter for The Trade Desk," though he acknowledged hea...

商业航天取得关键技术突破。记者获悉，近日，火圣宇航自主研制的“火圣一号”200吨级全流量分级燃烧循环液氧甲烷发动机顺利完成富氧预燃室缩比样机热试车。火圣宇航创始人葛明和介绍，计划2028年实现齐天二号火箭首飞，将发射成本降至1万元人民币/公斤，构建低成本、高可靠、批产化的商业航天运力体系。(蓝鲸新闻)

Cymbria ( CYB:CA ) ( CYMBF ) has received TSX approval to make a normal course issuer bid. This permits Cymbria to purchase for cancellation up to 1,556,427 non-voting, non-redeemable Class A shares, representing 10% of its public float of shares as of May 14, 2026. In accordance with TSX rules, Cymbria can purchase a maximum of 313,688 shares during a 30-day period, subject to certain exceptions. More on Cymbria Corporation

French ⁠President Emmanuel Macron said on ⁠Friday that the government will invest an additional €1 billion (US$1.16 billion) in its quantum strategy and €550 million to support the microelectronics sector, as global powers race to be first to leverage ‌emerging technology. “I’ll say it out loud. We have the means to be the winners of this race,” Macron said while announcing the funding. On Thursday, US President Donald Trump’s administration unveiled plans to take US$2 billion in equity stakes across nine quantum-computing companies to secure US leadership in the technology that is set to become the next ‌frontier after AI. Advertisement Technological breakthroughs have deepened investor interest in quantum computing’s potential to speed up tasks from drug ‌discovery to financial modelling and cryptography. France’s President Emmanuel Macron visits the European Forum on Computing Power, Quantum Sciences and Technologies, and Semiconductors held in the south of Paris on Friday. Photo: via Reuters A “massive” increase in investment ⁠has been ⁠driven by the realisation of the growing economic importance of computing infrastructure, Theau Peronnin, CEO ‌of Paris-headquartered quantum computing firm Alice & Bob, told Reuters.

Intel (INTC) stock has rallied 3x year-to-date on improving CPU demand and growing optimism around its foundry business. Investors increasingly see Intel Corporation as more than a cyclical PC company. The market is beginning to price in the possibility that Intel could emerge as a meaningful second source for advanced semiconductor manufacturing alongside Taiwan Semiconductor Manufacturing Company. Part of that optimism is geopolitical. Governments and hyperscalers want more advanced chip production located in the United States, particularly for AI infrastructure and defense-related computing. Intel’s manufacturing footprint places it directly in the middle of that shift. But being based in the U.S. can only do so much. The real test is whether Intel can compete on technology, yields, manufacturing scale, and production economics. More importantly, the question is whether Intel can become a foundry that major external customers can rely on consistently at leading-edge nodes. Intel Has Narrowed The Technology Gap Intel’s 18A process represents the company’s most important manufacturing improvement in years and is a major reason investors have become more constructive on the foundry business. For much of the past decade, Intel was viewed as structurally behind TSMC in advanced chip manufacturing. That gap has narrowed meaningfully. Intel’s latest manufacturing technology is designed to improve chip performance while lowering power consumption, two metrics that increasingly matter in AI infrastructure and advanced computing systems where electricity and cooling costs are becoming major constraints. TSMC still maintains an edge in manufacturing efficiency and transistor density, allowing customers to design smaller and more power-efficient chips. However, Intel’s planned 14A process is expected to adopt next-generation High-NA EUV lithography ahead of TSMC’s comparable future nodes. If executed successfully, that could give Intel a temporary technology advantage at the...

Photo by Andrey Matveev on Unsplash Intel (INTC) stock has rallied 3x year-to-date on improving CPU demand and growing optimism around its foundry business. Investors increasingly see Intel Corporation as more than a cyclical PC company. The market is beginning to price in the possibility that Intel could emerge as a meaningful second source for advanced semiconductor manufacturing alongside Taiwan Semiconductor Manufacturing Company. Part of that optimism is geopolitical. Governments and hyperscalers want more advanced chip production located in the United States, particularly for AI infrastructure and defense-related computing. Intel's manufacturing footprint places it directly in the middle of that shift. But being based in the U.S. can only do so much. The real test is whether Intel can compete on technology, yields, manufacturing scale, and production economics. More importantly, the question is whether Intel can become a foundry that major external customers can rely on consistently at leading-edge nodes. Intel Has Narrowed The Technology Gap Intel's 18A process represents the company's most important manufacturing improvement in years and is a major reason investors have become more constructive on the foundry business. For much of the past decade, Intel was viewed as structurally behind TSMC in advanced chip manufacturing. That gap has narrowed meaningfully. Intel's latest manufacturing technology is designed to improve chip performance while lowering power consumption, two metrics that increasingly matter in AI infrastructure and advanced computing systems where electricity and cooling costs are becoming major constraints. TSMC still maintains an edge in manufacturing efficiency and transistor density, allowing customers to design smaller and more power-efficient chips. However, Intel's planned 14A process is expected to adopt next-generation High-NA EUV lithography ahead of TSMC's comparable future nodes. If executed successfully, that could give Intel a t...

Wall Street is looking to round out the week on a high, after rallying Thursday, with the Dow Jones hitting a record above 50,000, while the S & P 500 is eyeing an eighth straight week of gains despite bond market volatility. Asian markets climbed, led by Japan's Nikkei , while major bourses in Europe are also set for a positive end to the trading week. Here are three investment strategies we heard in CNBC's Singapore and London studios on Friday to help navigate the noise. Undervalued Europe Michael Field, Chief Equity Strategist at Morningstar, currently sees an upside of around 5% within European stocks. He cites defense as an attractive sector, despite recent pressure, while sectors like consumer discretionary are "trading at maybe 20% to 25% discount to fair value estimate at the moment." "Healthcare is trading at quite a sizeable discount as well, and even some of the European tech names are actually relatively attractive now at the moment," he adds. Field also says recent dollar weakness "has inadvertently helped European companies", adding that for U.S. investors looking for a diversity angle, there are still "plenty of good opportunities still left in Europe." Trading the IPO summer David Stubbs, Chief Investment Strategist at AlphaCore Wealth Advisory, believes European defense spending is going "to be a mega trend over the next 10 to 15 years," as NATO leaders once again decry the lack of capacity in the industry. He believes this presents a buying opportunity "in the medium term." Stubbs outlined his strategy ahead of what is expected to be a major summer of IPO activity in the U.S., headlined by SpaceX, saying that "a lot of our liquid equity is passive." "We don't particularly want to play this game of trying to game who's going to be in the index, who's not. We want to capture the broad growth that comes from a passive allocation. We want to take active share risk and active management risk in private markets and alternatives at the core of our portfo...

Intel (INTC) stock has rallied 3x year-to-date on improving CPU demand and growing optimism around its foundry business. Investors increasingly see Intel Corporation as more than a cyclical PC company. The market is beginning to price in the possibility that Intel could emerge as a meaningful second source for advanced semiconductor manufacturing alongside Taiwan Semiconductor Manufacturing Company. Part of that optimism is geopolitical. Governments and hyperscalers want more advanced chip production located in the United States, particularly for AI infrastructure and defense-related computing. Intel’s manufacturing footprint places it directly in the middle of that shift. But being based in the U.S. can only do so much. The real test is whether Intel can compete on technology, yields, manufacturing scale, and production economics. More importantly, the question is whether Intel can become a foundry that major external customers can rely on consistently at leading-edge nodes. Intel Has Narrowed The Technology Gap Intel’s 18A process represents the company’s most important manufacturing improvement in years and is a major reason investors have become more constructive on the foundry business. For much of the past decade, Intel was viewed as structurally behind TSMC in advanced chip manufacturing. That gap has narrowed meaningfully. Intel’s latest manufacturing technology is designed to improve chip performance while lowering power consumption, two metrics that increasingly matter in AI infrastructure and advanced computing systems where electricity and cooling costs are becoming major constraints. TSMC still maintains an edge in manufacturing efficiency and transistor density, allowing customers to design smaller and more power-efficient chips. However, Intel’s planned 14A process is expected to adopt next-generation High-NA EUV lithography ahead of TSMC’s comparable future nodes. If executed successfully, that could give Intel a temporary technology advantage at the...

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SpaceX's planned IPO would more than triple the U.S. record. Here's how past mega-listings have performed.

honglouwawa/E+ via Getty Images The dollar’s ( DXY ) losses in the North American afternoon yesterday have been unwound as hopes that a framework for negotiations between the US and Iran have faded again. A drone strike on the UAE, ostensibly from Iranian proxies in Iraq, has helped lift oil prices and the greenback. Yet, stocks and bonds are higher. Still, ahead of the long holiday weekend in the US and UK, risk appetites may be limited, as the risk of US strike on Iran seems to have risen. In the US, Warsh will be sworn in as the next Fed Chair, and at 10:00 am ET, Governor Waller addresses the economic outlook. The final University of Michigan consumer confidence report typically does not elicit as much of a response as the initial reading. The US Treasury market closes early today, ahead of the holiday, and liquidity will fall off in the North American afternoon. The US dollar is consolidating in narrow ranges with a slightly firmer bias. Prices G10 • The euro was sold to a new marginal low since April 7 yesterday in what appeared to be a response to the stronger-than-expected US May PMI. It was the only one among the high-income countries that did not fall. The euro slipped through the $1.1580 support area by a few hundredths of a cent. It recovered to about $1.1630 on reports that suggested an agreement between the US and Iran has been struck (again). The euro settled above $1.1600. However, the hopes of an agreement have not been sustained, and the euro is trading with a heavier bias between about $1.1595 and $1.1620. • Since the BOJ’s intervention on April 30, the yen has strengthened in only three of the 15 sessions coming into today. The dollar rose to a new high for the month yesterday near JPY159.35. It has been capped at JPY159.15 today but has not traded below JPY158.90. We note that the US 10-year premium over Japan is hovering near four-year lows around 180 bp. It was around 290 bp at the end of May 2025. In the first 20 weeks of the year, Japanese i...

Koonsiri Boonnak/iStock via Getty Images The recent spike in fuel prices has left many families and individuals scrambling to budget for their necessities, including fuel. This financial pinch is most acutely felt by the lower-income brackets, but some pawn shop owners around the country are now reporting that even those in the middle-income bracket are also feeling some strain. Abigail Mielcarek, co-founder of Abby’s Pawn and Coin in Santa Rosa, California, spoke with The Financial Post and said the following: “Expensive watches are coming in a little bit more frequently,” She continued by saying: “Some of the people who have more money are also feeling what’s going on.” Now, some might be tempted to discount this as just one individual's personal perspective, but stories like this add up when one considers the level of growth in pawn loans that major players in the space, such as EZCORP ( EZPW ), have seen recently. EZCORP Sees Record-Breaking Levels of Pawn Loans Outstanding According to their Q2 2026 earnings report , EZCORP saw a 31% YoY increase in the volume of pawn loans outstanding, or PLO, for a total of $342.1 million worth of loans. To put this in context, EZCORP has seen its PLO figures grow each year over the last several years. However, the pace of growth remaining as high as it has off of such a large base of loans is eye-opening. Take a look at the volume of PLOs that EZCORP has held over the last several years: Year Volume of PLO 2020 ~$148M 2021 ~$176M 2022 ~$210M 2023 ~$245.8M 2024 ~$274.1M 2025 ~$307.5M 2026 (Through Q2) ~$342.1M Click to enlarge The figures have just continued to climb, and even the percentage growth remains staggeringly impressive off such a large base to begin with. Management has seen the trends and notes that the company benefits both from consumers seeking access to quick funds, as well as others looking for pre-owned items at a discount. During the earnings call , management said the following: For consumers who need imme...

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