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The Latest Breaking News from Foundry

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.

Barchart

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.

PC Gamer

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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.

Tom’s Hardware

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.

Barchart

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.

Tom’s Hardware

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.

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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.

MarketBeat

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.

Barchart

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.

Tom’s Hardware

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.

PC Gamer

Palantir awarded $1 billion DHS contract for AI and data analytics rollout

DHS awarded Palantir a $1 billion five-year contract, expanding AI platforms to multiple agencies for operational and data integration purposes.

TechRadar

Wall Street Is Cozying Up to Palantir Stock After Q4. Does That Make PLTR a Buy Here?

Wall Street is finally warming to Palantir after a blowout Q4 that delivered 70% revenue growth, 57% adjusted operating margins, and multiple analyst upgrades, but the stock still suffers from valuation concerns.

Barchart

DLSS Ray Reconstruction might be living on borrowed time, DLSS 4.5 can reconstruct ray-traced reflections almost perfectly without any denoisers

Digital Foundry discovered that DLSS 4.5's upscaler alone can resolve noise generated by ray tracing effects without the help of in-game denoisers or DLSS Ray Reconstruction.

Tom’s Hardware

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Barchart

Microsoft Just Showed Why It’s Still a Must-Own Stock

Microsoft remains a long-term compounder, and the recent dip in MSFT stock is an opportunity for investors.

Barchart

Following a $750 Million Deal with Perplexity, Is Microsoft Stock a Buy, Sell, or Hold?

Microsoft is a big tech giant that lost 10% in a single trading session last week. Can it regain momentum following a $750 million investment in Perplexity?

PC Gamer

Nvidia might be doing what was once unthinkable: asking Intel to make some of its future AI chips

Nvidia isn't going all-in on Intel, according to the report, but it's better than nothing for the struggling foundry.

PC Gamer

Panther Lake and 18A 'create a firm foundation on which to build the new Intel'

Will betting big on 18A pay off?

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TechRadar

Think AI is just for deepfakes? Adobe reveals a new slate of pro filmmakers using Firefly Foundry to overhaul production workflows

Lights, camera, prompting with Adobe's new Firefly Foundry suite.

Barchart

Earnings Preview: What To Expect From Palantir’s Report

Palantir enters earnings with growth expectations priced in, while analysts stay measured amid strong execution trends and valuation concerns.

Barchart

As Democrats Sound the Alarm on Palantir, How Should You Play PLTR Stock?

Nine Democratic lawmakers have alleged that Palantir has “improper ties” to the Trump administration.

TechRadar

Microsoft denies reports of lower AI sales targets as customers resist new tools

Microsoft says it hasn’t lowered AI sales targets, and Azure revenue is up 40% year-over-year.

Barchart

As Palantir Gets 6M Shares of Surf Air Mobility Stock, Is PLTR or SRFM a Better Buy?

Surf Air is giving Palantir 6 million shares as prepayment. Which is a better company to invest in as the two work together?

Barchart

Why Is Everyone Watching Palantir Stock?

After two decades of quiet development, Palantir has found its moment.

Barchart

Palantir Just Got a New Street-High Price Target. Should You Buy PLTR Stock Here?

Palantir soared to a new record-high analyst price target of $230 after its Q3 report showed 63% revenue growth and blockbuster U.S. commercial sales, but the stock trades well above its consensus target and over 450x forward earnings, so expectations are sky-high and volatility is elevated.

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