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THE TRUTH ABOUT: Foundry - Caught on Camera

Palantir’s Valuation Problem Just Met 2 New Growth Catalysts

Palantir’s partnerships with Zeta Global and the U.S. Army highlight growing commercial and government demand despite PLTR's sharp 2026 sell-off.

MarketBeat

A Zeta Deal Just Unlocked a New Growth Channel for Palantir Stock

Zeta's Athena and Data Cloud will make use of Palantir's Foundry.

Barchart

FAA is turning to AI to reduce the number of close calls between planes at the nation’s airports

Federal Aviation Administration reportedly inks deal with Palantir to analyze incident data

The Independent UK

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Somer-loving: the home of the coolest indie beauty brands

How this corner of the West Country became a hotspot for wellness pioneers

Evening Standard

Intel Is Joining Hands With Hitachi to Bring Physical AI to Life. It Needs to Bring the INTC Stock Valuation Down, Too.

Intel and Hitachi are looking to leverage each other's expertise to serve the huge physical AI market.

Barchart

Intel Shares Soar on Google Deal To Build TPUs. Here's What It Means for INTC Stock.

Intel reportedly has bagged a massive order to make Google's TPUs.

Barchart

Google reportedly orders at least three million chips from Intel to arrive in 2028, as TSMC struggles to keep up with the AI boom

Could Intel's Foundry efforts be starting to pay off?

PC Gamer

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Intel Foundry comeback! Is a bigger Intel stock surge ahead? INTC shares surge 9.16% today as Google’s 3 million TPU order and Nvidia testing fuel Intel’s AI revival

Intel stock is back in focus. INTC shares surged 9.16% after reports that Google ordered more than 3 million TPU AI chips from Intel for 2028. Nvidia is also testing Intel’s advanced 18A process. As TSMC faces capacity pressure, Intel Foundry is emerging as a serious AI manufacturing contender.

The Economic Times

Palantir Partners with Google Cloud to Integrate Gemini AI Tools. Why the Deal Matters for PLTR Stock Investors.

Palantir teams with Google Cloud to plug Gemini and BigQuery into Foundry and AIP. Here's what the new enterprise AI partnership means for investors.

Barchart

From code-first to intent-first: Microsoft Build 2026 could be the end of programming as we know it

Build 2026 runs from June 2-3 in San Francisco. Here's what Microsoft is expected to announce for GitHub Copilot, Azure AI Foundry, and AI-native development.

TechRadar

Microsoft’s own data suggests AI is more expensive than hiring humans, as a mystery firm burns USD 500 million on Claude in one month

Microsoft data shows AI costs surpass payroll, with a $500 million Claude fiasco proving how expensive automation can get.

Windows Central

Dear Intel Stock Fans, Mark Your Calendars for June 2

Analysts await what the chip major will reveal at the upcoming COMPUTEX 2026.

Barchart

Intel CEO Touts Balance Sheet Progress, Foundry Gains and AI CPU Demand

Intel (NASDAQ:INTC) Chief Executive Officer Lip-Bu Tan said the company has made progress on strengthening its balance sheet, improving execution and rebuilding customer trust, while acknowledging that its foundry ambitions remain a long-term effort. Speaking with J.P. Morgan semiconductor analyst

MarketBeat

Microsoft And Uber AI Bills Mount: Workers Urged To Stop Using Claude As Costs Bite

Tech companies like Microsoft and Uber are scaling back AI adoption due to high computing costs, despite initial enthusiasm for machine learning integration.

International Business Times UK

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Barchart

1 Top Semiconductor Stock Nobody Is Talking About

Lam stock is up 52% YTD, beating Nvidia, Alphabet, and Apple. Yet, it isn’t making headlines.

Barchart

AI Agents Will Likely Clip Palantir’s Wings, Creating a Critical Test Ahead for PLTR Stock

As the AI market shifts from blind faith to strict numbers, Palantir faces a critical "time window" of leadership. Here's why autonomous AI agents from Microsoft and Google could soon clip the company's growth wings and force a massive valuation rethink.

PC Gamer

Rumours suggest Nvidia's next-next gen Fenyman AI GPUs will use Intel Foundry tech for some of the components

Green and blue, in harmony once more.

Tom’s Hardware

Intel stock jumps 28%, setting a record, after it posts strong Q1 with rising forecasts — Intel says yields are improving faster than expected with new nodes

Demand for Intel's products exceed expectations and supply, but Intel is still bleeding money.

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Barchart

Intel Hit Its Highest Price in 25 Years. Here's Why It Will Make a New All-Time High

Intel’s year-to-date stock performance, alongside its strategic moves in data centers and foundry operations, sets up the chipmaker to make new all-time highs as it focuses on the ongoing AI boom.

Tom’s Hardware

Intel hires tenured Samsung exec to lead Foundry Services — signals company focus on winning business from potential Foundry suitors

Intel lures Shawn 'Seung Hoon' Han from Samsung Foundry to land new customers and maintain customer relationships at Intel Foundry.

Fortune

Bitcoin mining giant Foundry adds new pool for privacy-focused Zcash

The move reflects a bet that institutions will embrace Zcash, and as Foundry positions itself as a linchpin of U.S. crypto strategy.

MarketBeat

Intel's New Orbit: From Chip Lag to Leading Edge

Intel solidifies its foundry future by securing a landmark partnership with SpaceX and Tesla, positioning itself at the center of AI chip manufacturing.

Barchart

UBS Loves This ‘AI Moat’ at Palantir. Why Analysts Still Think You Should Buy PLTR Stock

PLTR stock probably will not outperform the market, at least until the company reports its Q1 results.

Tom’s Hardware

Global semiconductor foundry market hit a record $320 billion in 2025 as TSMC pulled further ahead

The global semiconductor foundry market generated a record $320 billion in revenue in 2025, growing 16% year-over-year, according to Counterpoint Research's Foundry Market Supply Tracker.

PC Gamer

Intel Foundry exec leaves to head up Qualcomm's semiconductor biz as Intel shake-up continues

Intel has lost a few key execs over the past 18 months.

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