The Edge
Intel gives first look at next-gen chips, says Arizona fab is fully operational
An Intel manufacturing technician holds an Intel Core Ultra series 3 processor (code-named Panther Lake) built on Intel 18A, inside Intel’s new Fab 52 in Chandler, Arizona, in September 2025. Courtesy: Intel Intel on Thursday announced its new PC chips slated to debut in laptops next year as the chipmaker battles to turn around its […]
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Quantum stocks Rigetti Computing and D-Wave surged double-digits this week. Here’s what’s driving the big move
Inside Google’s quantum computing lab in Santa Barbara, California. CNBC Quantum computing stocks are wrapping up a big week of double-digit gains. Shares of Rigetti Computing, D-Wave Quantum and Quantum Computing have surged more than 20%. Rigetti and D-Wave Quantum have more than doubled and tripled, respectively, since the start of the year. Arqit Quantum […]
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CoreWeave inks $6.5 billion deal with OpenAI
Michael Intrator, co-founder and chief executive officer of CoreWeave Inc., during an interview on the floor of the New York Stock Exchange (NYSE) in New York, US, on Monday, Sept. 22, 2025. Michael Nagle | Bloomberg | Getty Images CoreWeave on Thursday announced a $6.5 billion deal with OpenAI, expanding its current agreement with the […]
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Applied Materials sinks 13% on weak guidance due to China demand
Applied Materials shares plunged more than 13% after the semiconductor equipment maker issued weak guidance as it faces demand pressures in China. The company forecasted adjusted earnings of $2.11 per this quarter, falling short of the $2.39 per share expected by LSEG. The company projected $6.7 billion in revenue, versus the $7.34 billion estimate. During […]
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CoreWeave stock slumps 14% on wider-than-expected loss ahead of lockup expiration
CoreWeave‘s stock dropped 14% after the renter of artificial intelligence data centers reported a bigger-than-expected loss. In its second quarterly financial results as a public company, CoreWeave reported an adjusted loss of 27 cents per share, compared to a 21-cent loss per share expected by analysts polled by LSEG. CoreWeave’s results came as the lock-up […]
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China warns companies against using Nvidia and AMD chips, report says
Nvidia CEO Jensen Huang and U.S. Secretary of the Interior Doug Burgum attend the “Winning the AI Race” Summit in Washington D.C., U.S., July 23, 2025. Kent Nishimura | Reuters China has told companies to refrain from using Nvidia‘s H20 chips after the chipmaker recently received approval to resume shipping the less advanced artificial intelligence […]
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AMD stock slumps 7% on earnings miss, China AI chip concerns
Lisa Su, president and CEO of AMD, talks about the AMD EPYC processor during a keynote address at the 2019 CES in Las Vegas, Nevada, U.S., January 9, 2019. Steve Marcus | Reuters Shares of Advanced Micro Devices slumped more than 7% after the chipmaker’s earnings fell short of earnings expectations and raised concerns about […]
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Palo Alto CEO Nikesh Arora confronts Wall Street skeptics after company’s biggest bet yet
Nikesh Arora of the United States on the first hole during the third round of The Alfred Dunhill Links Championship at The Old Course on October 02, 2021 in St Andrews, Scotland. David Cannon | David Cannon Collection | Getty Images When Nikesh Arora was named CEO of Palo Alto Networks in June 2018, the […]
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Nvidia addresses AI chip smuggling, says bootleg data centers are a ‘losing proposition’
Nvidia said Thursday that data centers built with smuggled chips are a “losing proposition” and that it does not support unauthorized products. The statement came in response to a Financial Times report that at least $1 billion worth of its artificial intelligence chips illegally entered China. “Trying to cobble together datacenters from smuggled products is […]
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Wall Street is upbeat on tech megacaps, but big questions loom on AI spending, China, Trump tariffs
Mark Zuckerberg, CEO of Meta Platforms Inc.; from left, Lauren Sanchez; Jeff Bezos, founder of Amazon.com Inc.; Sundar Pichai, CEO of Alphabet Inc.; and Elon Musk, CEO of Tesla Inc., during the 60th presidential inauguration in the rotunda of the U.S. Capitol in Washington, D.C., on Jan. 20, 2025. Julia Demaree Nikhinson | Bloomberg | […]
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