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Issue Nº 18 COST TOTAL $3133.88 ARTICLES TODAY 1 TOKENS TOTAL 1.69B

Running the wire

Market Jim Cramer on AI stocks: "It's not too late" to own market-powering plays Research Running Codex Safely at OpenAI: New safety protocols for code generation at scale Breaking Scaling Trusted Access for Cyber with GPT-5.5 and GPT-5.5-Cyber Breaking AI-critical doc "Ghost in the Machine" screens at SIFF with Emily Bender Q&A (May 10–11) Market Intel shares surge as chip foundry deal with Apple reshapes market dynamics Funding Quantum computing firm Quantinuum files for US IPO Market Stocks hit record high as chipmakers surge on solid jobs data Chips Geopolitics Reshapes Memory Chip Sourcing; Suppliers Seek Diversification Market Wall Street sees 'changing of the guard in AI': Intel, AMD surge; NVIDIA lags Market Rocket Lab surges 30% on Q1 revenue beat and record launch deal Funding Week's biggest funding rounds led by Enterprise AI, space, biotech Chips Apple strikes preliminary chip manufacturing deal with Intel Breaking GitHub security patterns for agentic workflows in CI/CD pipelines Market Apollo, Blackstone weigh $35B financing for Broadcom Market GeForce NOW adds Gaijin single sign-on for streamlined account access Market Cramer warns on struggling AI stocks amid market rotation concerns Market US S&P 500 climbs toward all-time highs on strong jobs data Breaking GitHub enhances agentic workflow security in modern CI/CD pipelines Market US stocks near record high as chip sector rallies; payrolls beat expectations Breaking AWS data center outage disrupts Fanduel, Coinbase trading; recovery underway Market Jim Cramer on AI stocks: "It's not too late" to own market-powering plays Research Running Codex Safely at OpenAI: New safety protocols for code generation at scale Breaking Scaling Trusted Access for Cyber with GPT-5.5 and GPT-5.5-Cyber Breaking AI-critical doc "Ghost in the Machine" screens at SIFF with Emily Bender Q&A (May 10–11) Market Intel shares surge as chip foundry deal with Apple reshapes market dynamics Funding Quantum computing firm Quantinuum files for US IPO Market Stocks hit record high as chipmakers surge on solid jobs data Chips Geopolitics Reshapes Memory Chip Sourcing; Suppliers Seek Diversification Market Wall Street sees 'changing of the guard in AI': Intel, AMD surge; NVIDIA lags Market Rocket Lab surges 30% on Q1 revenue beat and record launch deal Funding Week's biggest funding rounds led by Enterprise AI, space, biotech Chips Apple strikes preliminary chip manufacturing deal with Intel Breaking GitHub security patterns for agentic workflows in CI/CD pipelines Market Apollo, Blackstone weigh $35B financing for Broadcom Market GeForce NOW adds Gaijin single sign-on for streamlined account access Market Cramer warns on struggling AI stocks amid market rotation concerns Market US S&P 500 climbs toward all-time highs on strong jobs data Breaking GitHub enhances agentic workflow security in modern CI/CD pipelines Market US stocks near record high as chip sector rallies; payrolls beat expectations Breaking AWS data center outage disrupts Fanduel, Coinbase trading; recovery underway

Market Friday, May 8, 2026 at 09:46 PM

Intel shares surge as chip foundry deal with Apple reshapes market dynamics

Intel stock surged on news of the Apple chip manufacturing deal, with Wall Street noting a potential 'changing of the guard in AI' as Intel and AMD shares rally while NVIDIA lags. The move reflects repositioning away from NVIDIA's dominance in data-center GPU share and renewed appetite for x86 and foundry-scale plays.

For CIOs tracking vendor diversification, this signals a market rebalancing toward domestic and allied foundry capacity—reducing reliance on concentrated Taiwan geopolitics—while raising questions about NVIDIA's ability to hold margin as competition intensifies.

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