Tuttle files for Magnificent 10 ETF, adding AMD, Broadcom, and Palantir to the mix

Strengthened US-China tech ties could boost AMD's market presence, but geopolitical tensions and export controls pose ongoing challenges. The post China’s vice premier He Lifeng meets AMD CEO Lisa Su to discuss tech cooperation appeared first on Crypto Briefing.

The post Trump’s Portfolio Activity Raises Eyebrows: Massive Nvidia (NVDA) and Big Tech Trading Volume Stirs Controversy appeared on BitcoinEthereumNews.com. TLDR First quarter financial filings reveal President Trump’s accounts executed more than 3,700 transactions valued between $220M-$750M, including major positions in Nvidia, Palantir, Microsoft, Boeing, and Oracle Ethics watchdogs highlight potential timing issues, noting certain transactions occurred around the same time as relevant administrative decisions, including approvals for Nvidia chip exports to specific Chinese companies Representatives for Trump maintain all holdings are controlled by independent financial institutions using automated trading systems, without any Trump family involvement in decisions Financial industry experts characterized the transaction frequency—exceeding 40 trades daily—as extraordinary, with seasoned professionals expressing bewilderment Trump represents the first commander-in-chief whose stock a

The post Palantir CEO expects 100% growth in US operations appeared on BitcoinEthereumNews.com. Alex Karp has never been accused of underselling his company’s potential. The Palantir Technologies CEO is now projecting 100% growth in the company’s US operations, a target that sounds aggressive until you look at the numbers the company has already been posting. Palantir’s Q4 revenue climbed 70% year-on-year to $1.41 billion. US commercial revenue, the segment that has become Wall Street’s favorite metric for the company, surged 137% to $507 million. The lean machine strategy Here’s the thing about Palantir’s growth thesis: it’s not built on headcount expansion. Karp has been vocal about his vision of generating “10x revenue with 3,600 people.” In English: he wants to multiply the company’s top line by an order of magnitude without meaningfully growing the workforce. The strategy mirrors what high-efficiency SaaS companies like Mercor have pursued, where revenue per employee becomes the m

Palantir's projected growth highlights a shift towards scalable software solutions, emphasizing efficiency and potential market expansion. The post Palantir CEO expects 100% growth in US operations appeared first on Crypto Briefing.

The post Intel (INTC) Stock Plunges 6% Amid AI Chip Market Bubble Concerns appeared on BitcoinEthereumNews.com. Key Takeaways Intel shares declined more than 4% during Friday’s premarket session, joining AMD and Arm in a semiconductor sector selloff following an extended rally. UBS analysts cautioned that AI semiconductor stocks may be experiencing bubble conditions, characterizing recent gains as a statistical outlier. First quarter data revealed Intel’s server CPU market share dropped to 54.9%, representing a 370 basis point quarterly decline. On an annual basis, Intel surrendered 950 basis points of server market share while AMD and Arm made substantial gains. Despite headwinds, UBS identified potential upside for Intel through its forthcoming Coral Rapids processors and AI-driven PC demand. Shares of Intel tumbled over 4% during Friday’s premarket session, trading at $111.27, as semiconductor stocks faced widespread selling pressure after an extraordinary bull run. Intel Corporatio

The coalition's standardization efforts could accelerate AI infrastructure development, reduce costs, and prevent vendor lock-in, fostering innovation. The post 3M joins AMD, Meta, Oracle, Cisco, Arista to standardize expanded beam optical connectivity for AI data centers appeared first on Crypto Briefing.

In the technology world, we often talk about “inflection points” as if they are common occurrences. They aren’t. Most companies spend decades searching for one, only to miss the turn when it finally arrives. But today, AMD didn’t just meet […] The post The AMD Inflection and How Execution and AI Strategy Are Redefining the Semiconductor Hierarchy appeared first on TechSpective.

You could build an entire data center around a new GPU with elaborate scale-up networking, exotic chiplet architectures, and advance liquid cooling. Or if you’re AMD, you could release a […] The post AMD Unveils PCIe GPU Card for AI Inference appeared first on AIwire.