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Intel Surges 70% in 2026 as Terafab Partnership and Google AI Deal Cement Semiconductor Comeback

Intel has emerged as one of the S&P 500's most dramatic turnaround stories in 2026, with its stock gaining approximately 70% year-to-date after confirming its role in Elon Musk's Terafab AI chip megafab initiative and deepening a strategic AI partnership with Google Cloud. Analysts have raised price targets as high as $92, though the stock currently trades at a stretched forward P/E of around 94 times, reflecting high expectations for future earnings growth.

Trump Threatens 50% Tariff on China Over Alleged Iran Arms Shipment, Escalating Trade and Geopolitical Tensions

President Trump on Sunday threatened to impose an immediate 50% tariff on Chinese goods if Beijing is proven to be supplying military weapons to Iran, following reports of a potential air defense system shipment. The warning compounds existing geopolitical stress and raises fresh concerns about U.S.-China trade relations ahead of a scheduled May summit, adding another layer of uncertainty to an already volatile global market environment.

Iran Ceasefire Hangs by a Thread as Vance Heads to Islamabad; Strait of Hormuz Remains Effectively Closed

Vice President JD Vance departed Friday for Islamabad to lead U.S. peace talks with Iran this weekend, even as the fragile two-week ceasefire announced Tuesday showed serious cracks — with the Strait of Hormuz still effectively closed, oil prices hovering near $98 per barrel, and both Iranian and Israeli leaders trading accusations of violations just days into the truce.

March CPI Surges to 3.3% Annual Rate as Iran War-Driven Energy Shock Accelerates Inflation

The Bureau of Labor Statistics reported Friday morning that the Consumer Price Index rose at a 3.3% annual rate in March 2026, the largest monthly gain since 2022, as the U.S.-Iran war sent gasoline prices soaring above $4 per gallon and sharply widened the gap between headline and core inflation, further complicating the Federal Reserve's rate path ahead of its May 1 policy decision.

TSMC Posts 35% Revenue Surge in Q1, Powered by Insatiable AI Chip Demand Despite Middle East Turmoil

Taiwan Semiconductor Manufacturing Company reported Friday that first-quarter 2026 revenue surged 35% year over year to $35.71 billion, beating analyst forecasts as relentless demand for AI chips from Nvidia and Apple proved resilient through the opening weeks of the U.S.-Iran conflict — with March revenue alone jumping 45% annually, signaling no letup in the AI infrastructure buildout cycle.

Meta Locks In $21 Billion CoreWeave AI Deal, Bringing Total Commitment to $35 Billion Through 2032

CoreWeave announced Thursday an expanded $21 billion long-term agreement to supply AI cloud computing capacity to Meta Platforms through December 2032, raising the two companies' combined deal value to $35 billion and including early commercial deployments of Nvidia's next-generation Vera Rubin GPU platform — cementing Meta's position as one of CoreWeave's largest customers and reinforcing the accelerating race for AI infrastructure.

Wall Street Braces for Most Consequential Earnings Week of 2026 as Big Banks and Goldman Report

Investors are heading into what analysts are calling the most pivotal earnings week of 2026, with Goldman Sachs reporting Monday, followed by JPMorgan Chase, Citigroup, Wells Fargo, BlackRock, Bank of America, and Morgan Stanley all releasing first-quarter results by Thursday — with markets looking for confirmation that the 'March Oil Shock' has not derailed the U.S. economic expansion and that the M&A and investment banking fee renaissance remains intact.

NIO Surges 7.91% After Announcing New Electric Vehicle Lineup

NIO's new electric vehicle lineup has sent shockwaves through the market, with the stock surging 7.91%. The company's innovative approach to sustainability has investors eager to see what's next.

RBI Holds Rates Amid Middle East Crisis, Indian ETFs in Spotlight

The Reserve Bank of India's decision to hold rates has put Indian ETFs in the spotlight. With the Middle East crisis ongoing, investors are looking for safe-haven assets.