Boerse Stuttgart Digital Integrates Societe Generale-FORGE Euro Stablecoin
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news7/24news
Boerse Stuttgart Digital Integrates Societe Generale-FORGE Euro Stablecoin
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meme7/23meme
reply Foundry momentum is real, as 18A-P is entering risk production for customers. This is the critical inflection point to see if Intel's process is usable to the outside.
Interesting is that Intel is announcing a 5 billion euro addition to Intel Xeon 6 on Intel 3, despite ramping 18A-P! There is clearly a capacity shortage, and Intel is a swing producer. What's more is also the new Bowers campus addition for Intel Mask Operations. Our read is that is ramping mask production for external customers for the first time!
Zinser is signaling further increases. "we are meaningfully increasing our investments in equipment, clean room space, and substrates"
Last but not least: Intel now has additional LTAs secured, and given the press release it's implied that it could be Google cloud.
Great job Intel, but the journey isn't over yet. Foundry is at the edge of becoming the United State's first domestic process. (2/2)
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news7/23news
Morning all!
- The US and Iran exchanged strikes for the 12th consecutive night; US President Trump said Iran is getting hit so hard and that they want to make a deal.
- Yemeni Houthis targeted two Saudi oil tankers in the Red Sea, while reports noted that at least 9 ships have stopped passing through Bab al-Mandeb, following the blockade on Saudi ports by Houthis.
- Alphabet (GOOGL) shares fell -3.3%, Tesla (TSLA) slipped over 4%, and IBM (IBM) was modestly softer post-earnings.
- APAC stocks were predominantly in the green, DXY mildly softened, 10yr UST futures lingered near the prior day's trough, and crude futures extended gains.
- European equity futures indicate a slightly lower cash market open, with Euro Stoxx 50 futures down 0.3%.
- Looking ahead, highlights include Canadian Retail Sales (May), US Initial Jobless Claims (Jul/18), Chicago Fed National Activity Index (Jun), EU Consumer Confidence Flash (Jul). Policy Announcements from the ECB, CBRT, and SARB. Comments from ECB President Lagarde. Supply from the UK & the US. Earnings from Intel, Blackstone, Lockheed Martin, RTX, TotalEnergies, Thales, SAP & Repsol.
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news7/22news
Samsung in talks to invest in Mistral at 20 billion euro valuation, FT reports
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Twitter7/21news
We Have Euro Summer at Home.
Tomorrow. NYC.
RSVP below ↓ https://t.co/hmnwN2WwIi
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twitter7/21meme
We Have Euro Summer at Home.
Tomorrow. NYC.
RSVP below ↓