Intel's Q1 Forecast Disappoints as Manufacturing Woes Limit Supply Growth
Intel (INTC) forecasts weak Q1 revenue of $11.7-12.7B due to manufacturing yield issues and supply shortages, missing analyst expectations despite strong customer demand.
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Elon Musk: Tesla Robotaxis Now Driving Without Humans
Tesla’s Robotaxis are running without safety drivers in Austin, boosting stock by 4% as Musk calls self-driving cars “essentially solved.”
Arista Networks Soars as Traders Buy Calls
Arista Networks jumps 8% on heavy call option buying, fueled by AI data center growth and bullish analyst outlooks.
Celestica Stock Drops After Report on Google TPU Servers
Celestica shares fell nearly 7% after a report said Google may shift TPU server assembly to other suppliers, including Taiwanese manufacturers.
Mobileye Stock Drops Despite Robotics Deal as 2026 Guidance Disappoints
Mobileye shares fall as 2026 revenue and profit guidance miss Wall Street expectations, despite $900M Mentee Robotics acquisition expanding into humanoid robots and Physical AI.
Alibaba Prepares to Spin Off Chipmaking Unit T-Head for IPO
Alibaba plans to restructure and list its chip unit T-Head as competition heats up in China's AI accelerator market against rivals like Nvidia.