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Intel CEO Lip-Bu Tan Eyes $100 Billion Custom AI Chip Market, Backs $20 Over Billion CapEx Push Amid 'Unprecedented Demand for Compute'
24.07.2026 08:10
Intel Corp. (NASDAQ:INTC) is targeting a staggering $100 billion market for custom artificial intelligence silicon, leveraging its robust x86 computing franchise and advanced manufacturing network as global AI demand skyrockets. The Custom Silicon Push During Intel’s second-quarter 2026 earnings call, CEO Lip-Bu Tan outlined the company’s strategic expansion into purpose-built chips. Recognizing the growing necessity for specialized AI architecture, Tan highlighted Intel’s unique position to dom
Intel Earnings Prediction Market Preview: What Will Lip-Bu Tan Say?
23.07.2026 11:55
Intel reports Q2 earnings today. Kalshi traders bet on which words Lip-Bu Tan says, from Foundry to Mobileye, and why Apple sits at just 22%.
Intel and Fortinet Expand Cybersecurity Collaboration to Develop Security Processor 6 (NASDAQ:INTC) (NASDAQ:FTNT)
21.07.2026 14:29
The partnership combines Intel’s semiconductor capabilities with Fortinet’s security processor expertise to accelerate next-generation cybersecurity hardware and diversify the supply chain. Key Investor TakeawaysIntel (NASDAQ:INTC) and Fortinet (NASDAQ:FTNT) announced a strategic collaboration to develop Fortinet’s next-generation Security Processor 6 (SP6).
Intel Foundry lands Fortinet as first cybersecurity chip customer
21.07.2026 13:37
Fortinet will use Intel's foundry to produce its next-generation SP6 security processor on the Intel 4 manufacturing process
Intel and Fortinet Collaborate to Advance Cybersecurity Innovation and Strengthen Global Supply Chain Resilience
21.07.2026 13:00
SANTA CLARA, Calif. & SUNNYVALE, Calif., July 21, 2026--Intel and Fortinet Collaborate to Advance Cybersecurity Innovation and Strengthen Global Supply Chain Resilience
This Fortinet Analyst Is No Longer Bearish; Here Are Top 4 Upgrades For Tuesday
21.07.2026 11:14
Wall Street analysts upgraded Fortinet, Goldman Sachs, Adaptive Biotechnologies, and Five Below, with positive outlooks and raised price targets.
Intel And Fortinet Announce Strategic Collaboration To Develop Fortinet Security Processor 6
21.07.2026 09:06
Intel Corporation (NASDAQ:INTC) and Fortinet (NASDAQ:FTNT), today announced a strategic collaboration to develop Fortinet Security Processor 6 (SP6). Expanding a long-standing relationship between the two companies,
Intel's foundry lands first named customer under CEO Lip-Bu Tan, as Fortinet signs on for security chips
21.07.2026 09:00
Fortinet is the first announced corporate customer for Intel's foundry under CEO Lip-Bu Tan, who took over the chipmaker in March 2025.
What You Actually Pay To Join The CSCO Run
18.07.2026 14:09
The networking giant is on a tear, powered by a genuine business surge, but for investors arriving now, the critical question is what the ticket costs.
Should Fortinet’s New TD SYNNEX Partnership and AI Endpoint Upgrades Require Action From Fortinet (FTNT) Investors?
18.07.2026 07:11
Earlier this week, TD SYNNEX announced it had been named one of Fortinet’s approved global distributors, while Fortinet also unveiled upcoming FortiEndpoint enhancements that add AI governance, native data loss prevention, and FortiAI-assisted operations, expected to be available in the third quarter of 2026. Together, the broadened TD SYNNEX channel role and AI-focused FortiEndpoint upgrades highlight how Fortinet is pairing distribution scale with richer AI security capabilities to support...
Cybersecurity Space is Buzzing on Recent Catalysts: 3 Top Picks
15.07.2026 13:03
FTNT, OKTA and S are benefiting from rising cybersecurity demand as AI infrastructure spending and global cyber threat concerns reshape enterprise priorities.
Fortinet's AI Surge Is Impressive. Is Microsoft Stock The Smarter Way In?
15.07.2026 12:30
Both companies are riding the AI infrastructure boom, but Microsoft offers that exposure with faster growth and a cheaper valuation, forcing a hard look at what Fortinet's premium price is buying you from here.
If You Invested $1000 in Fortinet a Decade Ago, This is How Much It'd Be Worth Now
15.07.2026 12:30
Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.
Fortinet (NASDAQ:FTNT) Shows Strong Growth and a Powerful Technical Breakout Setup
15.07.2026 12:00
Fortinet (FTNT) combines strong earnings and revenue growth with a bullish technical breakout setup, earning high scores in both fundamentals and chart patterns.
TD SYNNEX Selected as Global Distributor for Fortinet
15.07.2026 12:00
FREMONT, Calif., & CLEARWATER, Fla., July 15, 2026--TD SYNNEX (NYSE: SNX) has been named one of Fortinet’s approved global distributors.
Palo Alto Vs Fortinet: Enter AI Cybersecurity
15.07.2026 09:45
Discover why Fortinet may outperform Palo Alto in AI cybersecurity: cheaper P/S and P/E with similar growth, broader product suite, and upside...
Fortinet (FTNT) Expands FortiEndpoint To Tackle AI Security And Governance
15.07.2026 07:17
Fortinet (NasdaqGS:FTNT) has expanded its FortiEndpoint platform with new AI visibility, data protection, and AI-assisted operations features. The update introduces tools to monitor AI usage, apply governance policies, and protect data within AI interactions across enterprise endpoints. Fortinet is also adding natural language driven capabilities to support security operations teams in threat hunting and endpoint protection workflows. Fortinet is known for its broad cybersecurity portfolio,...
Fortinet (FTNT) Stock Could Be 39% Above Fair Value Despite AI Security Growth
15.07.2026 01:12
Fortinet stock has delivered a strong 216.2% return over the past 5 years, yet both its Discounted Cash Flow (DCF) intrinsic value estimate and market multiples currently point to the shares trading at a premium. With recent sector enthusiasm around AI-driven security and SASE on one side, and valuation concerns on the other, investors are weighing how much optimism is already in the price. A 216.2% gain over 5 years shows Fortinet has been a rewarding stock for long term holders, which can...
History Has An Opinion On This SNPS Price Level
15.07.2026 01:00
A critical piece of the AI supply chain has fallen back to a price floor it has defended nine times before, forcing investors to ask if the tenth test will be the one that breaks.
How Investors May Respond To Fortinet (FTNT) Losing Russell Defensive Status Amid AI Security Spotlight
03.07.2026 18:10
In late June, Fortinet, Inc. was removed from both the Russell 1000 Growth-Defensive Index and the Russell 1000 Defensive Index, even as it prepared to report second-quarter 2026 results on July 29. This index exclusion contrasts with growing investor attention around Fortinet’s role in AI-enabled cybersecurity and its expanding ecosystem of cloud marketplace and services partners. We’ll now examine how Fortinet’s index removal, against a backdrop of AI-focused enthusiasm, could influence...