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23.09.25 - 18:39
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US Antimony Soars On Huge Pentagon Contract As Trump′s Industrial Economy Goes Into Overdrive (ZeroHedge)
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US Antimony Soars On Huge Pentagon Contract As Trump's Industrial Economy Goes Into Overdrive
After MP Materials, Intel and Centrus Energy, the latest domino in the US industrial economy game has just been revealed: this morning shares of US Antimony (UAMY) soared 20% after the company announced that it has secured a sole-source, five-year contract worth up to $245 million from the U.S. Defense Logistics Agency to supply antimony metal ingots for the national defense stockpile. With the company's entire market cap just over $800 million, one can see why this contract is a huge boost to the company's prospects... and stock price.
The stock is now up more than 40% over the last 5 days.
UAMY, which operates the only two antimony smelters in North America, said it is positioned to begin immediate deliveries from its domestic facilities, with the first order expected this week, according to Reuters.
“It's incredibly meaningful for all our employees to play such a strategic role in stren...
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23.09.25 - 16:42
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Tariffs on talent? Trumps′s visa fees threaten tech′s most prized employees (The Guardian)
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The president's deal on visas could upend Silicon Valley, and will a TikTok purchase finally go through?Hello, welcome to TechScape. I'm writing to you from a plane back to a United States in uproar. This week's tech news is all about Donald Trump's deals: with China, with the UK, and with the US tech industry, which is facing steep fines for its favorite visa.Documents offer rare insight on Ice's close relationship with PalantirNvidia to invest $100bn in OpenAI, bringing the two AI firms togetherIf Anyone Builds it, Everyone Dies review – how AI could kill us allGoogle DeepMind claims 'historic' AI breakthrough in problem solvingMeta announces first Ray-Ban smart glasses with in-built augmented reality displayItaly first in EU to pass comprehensive law regulating use of AIAI could never replace my authors. But, without regulation, it will ruin publishing as we know itNvidia to invest $5bn in Intel after Trump administration's 10% stakeHow will childhood be changed by AI toys? Continue reading......
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23.09.25 - 14:00
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After OpenAI Deal, Is Nvidia′s AI Empire Inviting a Regulatory Crackdown? (24/7 Wall St.)
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In a seismic move shaking up the tech world, Nvidia (NASDAQ:NVDA) has agreed to pour $100 billion into OpenAI, the artificial intelligence (AI) research powerhouse behind ChatGPT, signaling its ambition to dominate the AI ecosystem. This follows Nvidia's recent $5 billion stake in Intel (NASDAQ:INTC) — about 4% of the company — a strategic play to ... After OpenAI Deal, Is Nvidia's AI Empire Inviting a Regulatory Crackdown?
The post After OpenAI Deal, Is Nvidia's AI Empire Inviting a Regulatory Crackdown? appeared first on 24/7 Wall St.....
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23.09.25 - 06:06
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Commentary: How did Intel go from AMD ally to Nvidia partner? (Digitimes)
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On September 18, 2025, local time in the US, Intel announced a US$5 billion investment from Nvidia and the start of deep collaboration between the two companies. Shortly after, Intel CEO Lip-Bu Tan stated on social media that he would be joining Nvidia CEO Jensen Huang for a joint live broadcast to clarify details about their partnership....
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23.09.25 - 06:06
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Nvidia-Intel alliance to boost long-term demand for ABF substrates (Digitimes)
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Nvidia and Intel have announced a rare partnership to jointly develop next-generation AI data center and PC platform chips. Despite predominantly negative market interpretations, the industry remains optimistic that this "powerful collaboration" will promote closer integration of GPU and CPU designs, thereby driving increased demand for high-end ABF substrates. Leading suppliers closely working with both companies are expected to be the biggest beneficiaries....
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23.09.25 - 01:06
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Nvidia-Intel alliance deepens US-China tech divide (Digitimes)
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Nvidia said it will invest US$5 billion in Intel and broaden cooperation in semiconductor design and development. The deal does not include chip fabrication but is viewed as a key step that aligns with US President Donald Trump's drive to revive Intel. By adding Intel's CPUs to its lineup, Nvidia is aiming to expand its presence across computing markets....
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22.09.25 - 17:57
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Intel Aktienanalyse: Erste Group stuft hoch - Kurs bleibt unter Druck (Aktiencheck)
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Bad Marienberg (www.aktiencheck.de) - Intel-Aktienanalyse: Erste Group stuft Aktie auf Hold hoch ?
In einer aktuellen Intel-Aktienanalyse vom 22. September 2025 hat die Erste Group ihre Einstufung für die Aktie des US-Chipriesen angepasst. Analyst Hans Engel hob das Rating von "sell" auf "hold" an und signalisiert damit, dass der Abwärtsdruck zwar nachlässt, aber noch keine klaren Kaufsignale erkennbar sind. [mehr]...
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