Today: 23 May 2026
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NASDAQ:INTC 23 August 2025 - 18 September 2025

NVIDIA’s $4 Trillion AI Revolution: How the Chipmaker Overtook Apple and Microsoft

Nvidia’s $5 Billion Intel Bet Shakes Up the Chip Industry in Surprise Alliance

Nvidia will invest $5 billion in Intel, acquiring about 4% of the company at $23.28 per share. The two firms announced a partnership to co-develop chips for data centers and PCs, but Nvidia did not award Intel any GPU manufacturing contract. Intel shares jumped up to 18% on the news, while Nvidia rose 2%. The deal comes as the U.S. government takes a 10% stake in Intel to boost domestic chipmaking.
18 September 2025
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Intel Core Ultra 3 205 vs Core i3-14100 & Ryzen 5: Arrow Lake’s Budget Beast Redefines Entry-Level CPUs

Intel Core Ultra 3 205 vs Core i3-14100 & Ryzen 5: Arrow Lake’s Budget Beast Redefines Entry-Level CPUs

Intel’s Core Ultra 3 205, an 8-core Arrow Lake CPU, scored 1,983 single-core and 13,394 multi-core in Cinebench R23—up 16% and 48% over the i3-14100. It features a 13 TOPS NPU for AI, integrated Xe graphics with 75% better performance than the prior gen, and requires the new LGA1851 socket with DDR5 memory. Power draw peaks at 76W; early tests recommend an aftermarket cooler.
17 September 2025
Beyond AI: “Awe-Dropping” iPhone, EV Showdowns & Space Spectacles – Tech Highlights (Sept 11–12, 2025)

Beyond AI: “Awe-Dropping” iPhone, EV Showdowns & Space Spectacles – Tech Highlights (Sept 11–12, 2025)

Apple unveiled the ultra-thin iPhone Air at $999, debuting alongside the iPhone 17 lineup, Apple Watch Series 11, and AirPods Pro 3, featuring dual-lens video and live translation. At the IAA Munich auto show, BMW, Mercedes, and Volkswagen launched new EVs as Chinese rivals Leapmotor and Turkey’s Togg targeted Europe. The U.S. government will take a 10% stake in Intel, converting $10 billion in CHIPS Act grants into equity.
12 September 2025
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Tech Shockwaves: Apple’s “iPhone Air” Tease, SpaceX’s $17B Spectrum Deal & More (Sept 8–9, 2025)

Tech Shockwaves: Apple’s “iPhone Air” Tease, SpaceX’s $17B Spectrum Deal & More (Sept 8–9, 2025)

SpaceX will buy wireless spectrum licenses from EchoStar for $17 billion to expand its Starlink satellite-to-cell service. Intel announced a major executive shake-up as longtime products chief Michelle Johnston Holthaus exits. Discord and Google Meet suffered major outages on Sept. 8, with service restored the same day. Dell CFO Yvonne McGill resigned after nearly 30 years; Dell reaffirmed its forecasts.
9 September 2025
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AI Chip Boom, Google’s New Tricks, and Hollywood’s Robot Wars – Today’s AI News Roundup

AI Chip Arms Race: Nvidia’s Dominance, Broadcom’s Bold Move, and the Future of Silicon Supremacy

Nvidia controls 80–90% of the AI chip market, with its GPUs like the $40,000 H100 driving company value past $1 trillion in 2023. OpenAI is co-designing custom chips with Broadcom, placing a $10 billion order and aiming for 2026 production. Global data center AI chip spending soared from $17 billion in 2022 to $125 billion in 2024. The U.S. has tightened export controls on advanced AI chips to China, prompting domestic chip efforts.
5 September 2025
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MSI Claw A8: The $1,000 Handheld Gaming PC Shaking Up the Steam Deck Era

MSI Claw A8: The $1,000 Handheld Gaming PC Shaking Up the Steam Deck Era

MSI’s Claw A8 handheld gaming PC, powered by AMD’s new Ryzen Z2 Extreme chip, launched in China in July 2025 for ¥6,999 RMB ($970), with European pre-orders at €999 and a UK release expected in October. Early benchmarks show an 8% performance gain over its Intel-based predecessor at 17 W TDP. The device features an 8-inch 120 Hz touchscreen, Hall Effect sticks, and an 80 Wh battery for up to 4 hours of gaming. No U.S. release date confirmed.
4 September 2025
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Chips, Space & Cyber Scares: Inside August 28–29, 2025’s Biggest Tech Bombshells

Chips, Space & Cyber Scares: Inside August 28–29, 2025’s Biggest Tech Bombshells

Intel received $5.7 billion from the U.S. government for a 10% stake, aiming to keep its chip foundry business under American control. AT&T agreed to buy wireless spectrum from EchoStar for $23 billion. Samsung set a September 4 launch event for new Galaxy devices. South Korea fined SK Telecom $97 million after a cyberattack exposed data of 26.8 million users.
29 August 2025
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AI’s Two-Day Tech Storm: Global Breakthroughs, Big Bets & Bold Moves (Aug 28–29, 2025)

AI’s Two-Day Tech Storm: Global Breakthroughs, Big Bets & Bold Moves (Aug 28–29, 2025)

Nvidia CEO Jensen Huang projected a $3–4 trillion AI infrastructure market by 2030, dismissing fears of an AI “hype cycle.” The U.S. government took a 9.9% stake in Intel via an $11.1 billion Chips Act deal, drawing investor concern. Microsoft began public testing of its first in-house AI model, while OpenAI launched an advanced speech-to-speech AI and real-time voice agent API.
29 August 2025
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Chiplets & Advanced Packaging Market Report 2025: AI Demand Fuels 2.5D/3D Integration Boom

Chiplets & Advanced Packaging Market Report 2025: AI Demand Fuels 2.5D/3D Integration Boom

TSMC’s advanced CoWoS packaging is fully booked through 2025, despite doubling capacity yearly, as AI demand outpaces supply. Nvidia, AMD, Intel, Apple, and Amazon have adopted chiplet architectures, now generating over $40 billion in annual revenue. HBM chip lead times stretch up to a year, with prices up 20–30%. TSMC, Intel, ASE, and Amkor are racing to expand global advanced packaging capacity.
28 August 2025
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Global AI-PC Market Outlook 2025–2030: Rise of the NPU-Enabled Personal Computer

Global AI-PC Market Outlook 2025–2030: Rise of the NPU-Enabled Personal Computer

Global shipments of AI-enabled PCs are projected to double from 50 million in 2024 to over 100 million in 2025, with more than half of all PCs expected to include on-device AI by 2026. Major manufacturers, led by Lenovo and HP, are rolling out NPU-equipped models as enterprise demand accelerates. AI PC prices remain 5–15% higher than standard models but are falling as competition grows.
28 August 2025
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Photonic AI Accelerators vs. GPUs – The Battle for AI’s Future in Efficiency, Cost, and Scale

Photonic AI Accelerators vs. GPUs – The Battle for AI’s Future in Efficiency, Cost, and Scale

Photonic AI chips in research tests achieved 150–160 TOPS/W, far outpacing GPUs at 20–30 TOPS/W. Early photonic systems cut power use by up to 90% and delivered 8× speedups on LLM inference. Startups and major chipmakers launched first photonic AI boards and optical interconnect pilots in 2024–2025. Lightmatter’s Passage optical link and Q.ANT’s photonic server are set to debut in 2025.
28 August 2025
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Starship Soars, iPhone Air Hinted, $23B Spectrum Shock – Tech News Roundup (Aug 26–27, 2025)

Starship Soars, iPhone Air Hinted, $23B Spectrum Shock – Tech News Roundup (Aug 26–27, 2025)

Apple set a September 9 event to launch new iPhones, Apple Watches, iPad Pros, and a faster Vision Pro headset. SpaceX’s Starship completed its first successful test flight, deploying dummy satellites and surviving reentry. AT&T agreed to buy wireless spectrum from EchoStar for $23 billion, boosting its 5G capacity. Intel unveiled a 288-core Xeon chip, claiming it can replace about 1,400 older servers.
27 August 2025
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Tech Shockwaves: Gadget Surprises, Chip Gambles & Space Feats Rock the Globe (Aug 25–26, 2025)

Tech Shockwaves: Gadget Surprises, Chip Gambles & Space Feats Rock the Globe (Aug 25–26, 2025)

The U.S. government will take a 9.9% equity stake in Intel, valued at up to $10 billion, by converting CHIPS Act subsidies into stock. Google launched its Pixel 10 lineup in New York, with the base model at $799 and the Pixel 10 Pro at $1,799, adding a telephoto camera to the base version. SpaceX completed its 100th launch of 2025 with CRS-33, docking Dragon at the ISS on August 25.
26 August 2025
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AI Stock Whiplash: Nvidia’s $4 Trillion Test, Intel’s Shocking Deal & a Global Tech Rollercoaster

AI Stock Whiplash: Nvidia’s $4 Trillion Test, Intel’s Shocking Deal & a Global Tech Rollercoaster

Nasdaq Composite fell nearly 0.7% mid-week, with the S&P 500 tech sector down about 2.5% as investors rotated out of AI-driven stocks. Nvidia, now valued at $4 trillion, faces expectations of a 48% EPS jump on $45.9 billion revenue for fiscal Q2. Options markets anticipate a 6% post-earnings swing in Nvidia shares. The U.S. will buy a 9.9% Intel stake for $8.9 billion, funded by CHIPS Act grants.
25 August 2025
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Global Tech Tsunami: Gadget Surprises, Rocket Milestones & Chip Shake-Ups (Aug 24–25, 2025)

Global Tech Tsunami: Gadget Surprises, Rocket Milestones & Chip Shake-Ups (Aug 24–25, 2025)

Google launched the Pixel 10 series in New York, pricing the base model at $799 with a telephoto lens and the foldable Pixel 10 Pro at $1,799, holding prices steady despite tariff concerns. Spotify will raise Premium to €11.99 in many markets next month. The FTC warned Apple, Meta, and X that following European or UK digital laws could threaten U.S. data privacy or free speech. DaVita’s July ransomware attack exposed 2.7 million patients’ data.
25 August 2025
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AI Mega-Deals, Breakthroughs & Backlash – August 24–25, 2025 News Roundup

AI Mega-Deals, Breakthroughs & Backlash – August 24–25, 2025 News Roundup

Meta and Google signed a six-year cloud deal worth over $10 billion, making Google the backend for Meta’s AI projects. The White House committed $9 billion for a roughly 10% stake in Intel to boost U.S. AI chip production. Nvidia will launch a GeForce NOW upgrade with Blackwell GPUs in September, offering 5K at 120fps. OpenAI plans to open its first India office as ChatGPT usage surges there.
25 August 2025
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AI Stock Shake-Up: Tech Selloff, $10B Cloud Deal & Intel’s $9B Lifeline (Aug 23–24, 2025)

AI Stock Shake-Up: Tech Selloff, $10B Cloud Deal & Intel’s $9B Lifeline (Aug 23–24, 2025)

Nvidia became the first $4 trillion company last month after a 1,400% rally since late 2022, but shares fell over 3% this week as the Nasdaq slid more than 2%. Palantir dropped nearly 10% after recent gains, while Analog Devices rose 4% on strong AI-chip demand. Meta committed over $10 billion to Google Cloud for AI. The U.S. will invest $8.9 billion in Intel, taking a 9.9% stake at a discount.
24 August 2025
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Martian Habitats, Chip Shake-Ups, and Solar Speedsters: Tech Roundup (Aug 23–24, 2025)

Martian Habitats, Chip Shake-Ups, and Solar Speedsters: Tech Roundup (Aug 23–24, 2025)

The U.S. government will take a roughly 10% stake in Intel, converting $10 billion in CHIPS Act subsidies into shares, President Trump announced. NASA showed media its 3D-printed Mars simulation habitat in Houston ahead of a new year-long crew mission starting in October. Google unveiled its Pixel 10 phone lineup, with pre-orders open and retail launch set for August 28.
24 August 2025
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Global Tech Shake-Up: Space Force’s Secret Spaceplane, Telecom Megahack, and Chip Industry Bombshells (Aug 22–23, 2025)

Global Tech Shake-Up: Space Force’s Secret Spaceplane, Telecom Megahack, and Chip Industry Bombshells (Aug 22–23, 2025)

The U.S. government will take a 10% equity stake in Intel, converting chip subsidies into ownership, President Trump announced. Nvidia halted H20 chip production for China after Beijing raised security concerns, while Baidu’s Kunlunxin secured $139 million in AI chip orders from China Mobile. A ransomware attack on Orange exposed data of 850,000 customers. DaVita reported a breach affecting 2.7 million U.S. patients.
23 August 2025
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Stock Market Today

  • RBC Sees Limited 5%-10% Pullback Risk for S&P 500 Amid Positive 12-Month Outlook
    May 23, 2026, 11:56 AM EDT. RBC Capital Markets projects the S&P 500 could rise about 7.7% over the next 12 months, reaching a target of 7,900. However, the firm warns of possible short-term setbacks, expecting any pullback to be limited to 5%-10%. A more severe decline of 14%-20% would likely require renewed recession fears. RBC's forecast factors in strong growth in artificial intelligence sectors, geopolitical tensions especially in the Middle East, 3.3% consumer inflation, stable Federal Reserve rates, and a 4.5% yield on 10-year Treasuries. Risks include earnings revisions, semiconductor profit-taking, U.S. midterm election uncertainty, and rising interest rates that may pressure equity valuations. RBC favors Growth stocks over Value, with a preference for U.S. equities over international markets.

Latest articles

Synopsys Shares Up Ahead of Earnings; Wednesday in Focus for Next Direction

Synopsys Shares Up Ahead of Earnings; Wednesday in Focus for Next Direction

23 May 2026
Synopsys shares jumped 4.12% Friday to $524.74, capping a 4.4% weekly gain ahead of its May 27 earnings report and the Memorial Day market closure. The S&P 500 rose 0.4% Friday, while Cadence Design Systems gained 4.22%. Synopsys previously guided quarterly revenue of $2.225–$2.275 billion and adjusted earnings of $3.11–$3.17 per share. The company faces China export restrictions and pressure in its IP segment.
Tema’s NASA ETF Tops $1 Billion as SpaceX Buzz Grows Ahead of Holiday

Tema’s NASA ETF Tops $1 Billion as SpaceX Buzz Grows Ahead of Holiday

23 May 2026
Tema Space Innovators ETF closed Friday at $38.76, up 6.13%, after gaining 12.3% for the week. The fund reported $1.42 billion in assets and a 10.24% SpaceX SPV holding as of May 22. SpaceX’s IPO filing and a Starship test fueled trading ahead of the U.S. market’s Memorial Day closure. NASA ETF traded 10.74 million shares Friday, outpacing rival space funds.
BlackSky Hits Year High, Plans $250M Share Sale

BlackSky Hits Year High, Plans $250M Share Sale

23 May 2026
BlackSky Technology set up a $250 million at-the-market equity program after its shares surged 24% in a week, closing Friday at $47.87 near a 52-week high. The company’s market value stood at $1.78 billion, with after-hours trading sending shares down 2.9%. BlackSky recently raised its 2026 revenue outlook and reported new Gen-3 satellite operations. U.S. markets reopen Tuesday after Memorial Day.
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