Opinion: Look out, Super Micro: Dell is cementing itself as an AI play too

Opinion: Look out, Super Micro: Dell is cementing itself as an AI play too

Look out, Super Micro investors, as Dell is starting to cement itself as a major player in artificial intelligence in the computer-server and storage market. The company’s shares surged 19% in after-hours trading, as Chief Operating Officer Jeff Clarke and Chief Financial Officer Yvonne McGill spent much of their time on the earnings call answering …

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Opinion: OpenAI’s Sam Altman has plans for AI that could mean big money for Intel

Opinion: OpenAI’s Sam Altman has plans for AI that could mean big money for Intel

I’m bullish on Intel for three main reasons: the leadership of Chief Executive Pat Gelsinger, the company’s strong ecosystem and Intel’s INTC ambitious foundry business — which has perhaps found the perfect moment to become the most important driver of Intel’s future.  Open AI CEO Sam Altman drew widespread attention recently when he appealed for up …

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Opinion: Intel stock plunge shows Wall Street still hasn’t learned its lesson on AI hype

Opinion: Intel stock plunge shows Wall Street still hasn’t learned its lesson on AI hype

Intel Corp.’s disappointing forecast for the first quarter includes another anticipated double-digit decline in the company’s data-center business, as the chip maker has yet to capitalize on its AI opportunity. Since its third-quarter earnings, Intel’s stock INTC, +0.94% has surged about 50%, in part due to the potential of providing chips for artificial intelligence. One …

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Opinion: 10 predictions for stocks, crypto, AI, gold and bonds in 2024

Opinion: 10 predictions for stocks, crypto, AI, gold and bonds in 2024

Here are some markets, economy and stock predictions for 2024, including what would be a most unexpected outcome for the U.S. economy. First, a reminder: “The markets and the economy are not the same.” 1. AI continues to capture the world’s imagination: The biggest corporations start using artificial intelligence for real-world business purposes, including supply-chain management, distribution improvements …

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Opinion: China uses the internet to disrupt U.S. and Western politics. What to watch for.

Opinion: China uses the internet to disrupt U.S. and Western politics. What to watch for.

Disinformation is deliberately generated misleading content disseminated for selfish or malicious purposes. Unlike misinformation, which may be shared unwittingly or with good intentions, disinformation aims to foment distrust, destabilize institutions, discredit good intentions, defame opponents and delegitimize sources of knowledge such as science and journalism. Many governments engage in disinformation campaigns. For instance, the Russian government …

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