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Intel and Palantir show diverging AI growth paths. Palantir faces extreme valuation risks despite massive commercial software growth, while Intel leverages server CPU demand and a $5 billion equity s…
Analysts flag that S&P 500 earnings growth is inflated by unrealized investment gains ('other income') from stakes in SpaceX, Anthropic, and Intel held by Alphabet, Amazon, and Nvidia, masking weaker…
U.S. futures paused after record highs as Nvidia rose after announcing a $5 billion stake in Intel. Fed easing expectations and a FedEx earnings beat buoyed markets, while Lennar fell on weaker profi…