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2/2/2026
Intel’s shares fell by 17% after the publication of results for the fourth quarter of 2025, after the company reported revenue of $13.7 billion, a year-on-year decline of 4%, and a weak outlook for the first quarter of 2026 in the range of $11.7 to $12.7 billion.* This drop is not just market nervousness, but a direct vote by investors on confidence in Intel’s ability to manage the ongoing manufacturing crisis, increase yields in new processes, and translate AI demand into real revenues and profits.[1]
19/1/2026
Apple at the beginning of the week confirmed a multi-year deal with Google, in which the Gemini models will become the foundation for the redesigned Siri planned for 2026 and for other Apple Intelligence features. The market sees this as an admission that Apple needs to quickly strengthen AI capabilities at the core of its products while maintaining an emphasis on privacy through on-device processing and private clouds. The announcement immediately affected the shares of Google’s parent company, Alphabet, which closed at a market value of $4 trillion.*.jpg)
5/1/2026
TikTok is entering a new chapter of its global story. Its parent company, ByteDance, has concluded an agreement to establish a joint venture for U.S. operations. At the same time, it plans to invest approximately $23 billion into artificial intelligence and infrastructure by the end of 2026. These steps may significantly affect the technology industry and the future of AI as such.Do you have any questions?
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