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INTC 資訊
INTC 事件
Meta Launches Muse Spark Open, First Desktop AI Model
Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily recap compiled by The Fly.MUSE SPARK OPEN:Meta Platformsannounced that Muse Spark Open is available today and brings leading agentic capabilities to users desktop for the first time on Apple M5 Ultra Mac Studios. The company is releasing the weights for Muse Spark Open, what Meta calls "the most capable US open-weight model to date." Muse Spark Open is a natively multimodal model with 816B total parameters and a 1M-token context window. Muse Spark Open is the first model in its class to run on your desktop using two Apple M5 Ultra Mac Studios with the latest MLX framework. Muse Spark Open is available today through API platforms at Baseten, Fireworks AI, Groq, Modal, Nebius, OpenRouter and Together AI. Model weights are available for download on Amazon SageMaker AI, Google Cloud Model Garden, Hugging Face, and Microsoft Foundry Models. It runs on leading inference engines like SGLang, vLLM, TensorRT-LLM, Hugging Face Transformers, Apple MLX, llama.cpp, and Unsloth with optimizations for AMD, Apple, Intel, and Nvidiasilicon. Developers can easily further customize the model using the PyTorch framework.SAFETY:NvidiaCEO Jensen Huang said the chipmaker "absolutely must" work with Chinese AI companies on monitoring risks, telling CNBC that AI is "potentially dangerous," and that he has ongoing "dialogues" with researchers in China, Kai Nicol-Schwarz. "We absolutely should work with each other so that we advance the technology safely," he told CNBC.BEE FRONTIER, ECLIPSE:Amazonis introducing two new AI products from Bee: Bee Frontier, the next generation of its AI wearable, and Bee Eclipse, an all-new design that attaches magnetically to your phone. Bee Frontier is personal AI users can wear on their wrist or clip on to clothes. Bee Eclipse is a new addition to the Bee lineup, giving customers more options beyond a wearable. It's a slim, lightweight device about the size of a credit card that attaches to the back of your phone magnetically. "Bee Eclipse works like Bee Frontier, helping you turn conversations into useful summaries, insights, and to-dos," the company explained. In addition to a new generation of hardware, Bee is introducing the ability to connect to Alexa+ and Amazon.com. By connecting Bee to Alexa+, users can get hands-free access to their summaries, insights, and to-dos, so instead of pulling out their phone, users ask Alexa for a meeting summary, check their to-dos, or pull up the name of the book their friend suggested. Bee Frontier is available now for $74.99 in Onyx, Lavender, and Sage at Amazon.com. Bee Eclipse will be available soon, starting at $99.99 in Silver, Midnight, Honey, and Blush.QUANTUM AI:Google Quantum AIsaid in a blog post that it has "demonstratively opened up a key bottleneck in quantum computing." The company explained, "We've shown that 'magic state cultivation' works in practice on our Willow processor, reducing errors about 40x compared to without it. This breakthrough, published today in Science, is a crucial step towards scaling up quantum computing to practical use." Stocks in the quantum computing space include IonQ, D-Wave Quantum, Rigetti Computing, Quantum Computingand Xanadu Quantum.SPACE AI SANDBOX:Perplexity has open-sourced its SPACE AI sandbox to contain rogue agents, securing distribution partnerships with CoreWeave, Akamai, and Crusoe as the industry increasingly emphasizes security guardrails alongside model alignment, Semafor's Reed Albergotti. "A lot of companies are thinking about how to build secure AI agents, and in many cases they hit a wall," said Zibi Braniecki, a member of the technical staff at Perplexity, in an interview with Semafor. "We have a solution." Publicly traded companies in the cybersecurity space include Check Point (CHKP), CrowdStrike, CyberArk, F5, Fortinet, Gen Digital, Okta, Palo Alto Networksand Qualys.
Trump Announces $21 Billion Investment for GlobalFoundries
President Donald Trump wrote on Truth Social: "ANOTHER MASSIVE 21 BILLION DOLLAR INVESTMENT FOR AMERICA! Today, under my leadership, GlobalFoundries and my Department of Commerce led by Secretary Howard Lutnick announced a MASSIVE 21 BILLION INVESTMENT to build 2 giant new Semiconductor Manufacturing Facilities in Malta, New York... Under my direction, JAPAN WILL PROVIDE THE CAPITAL for the 21 Billion Dollar Investment. This DEAL is a result of my HISTORIC TRADE DEALS to REVITALIZE the American Industrial Base, create HUNDREDS OF THOUSANDS OF GREAT AMERICAN JOBS, and strengthen our National and Economic Security. We are turning the Investment commitments from Japan, Korea and Taiwan into HUGE Construction Projects. These are TRANSFORMATIONAL AND GENERATIONAL DEALS FOR AMERICA - More Semiconductors, more Power, more Energy Security, and more Jobs for the U.S.A. As I showed with our massive WIN with INTEL, my Administration's Commerce Department is the first to ever earn money for America. I am announcing an additional agreement with GlobalFoundries where the U.S. Taxpayer will receive shares in GlobalFoundries. My Commerce Department will invest 955 Million Dollars in Silicon Photonics, Silicon Germanium, and Advanced Packaging. This brings our total Investments to 1.63 Billion Dollars, and now, the U.S. Government's stake is worth over 2 Billion Dollars. We are the first Administration ever to turn Grants into money for America. Your great Businessman President running the Greatest Economy in the World - AN ALL-AROUND HUGE WIN FOR AMERICA!"
Major U.S. Averages Decline as CPI Rises
The major averages were lower near noon, pressured by higher Treasury yields as well as the September CPI report, which came in hotter than expected. Headline CPI rose 0.6% month-over-month and 3.7% year-over-year, compared with expectations for 0.6% and 3.6%, respectively. Core CPI, which excludes food and energy, increased 0.3% monthly and 2.6% annually, topping forecasts of 0.2% and 2.5%.Meanwhile, oil prices are surging over 1% once again as attacks on vessels in the Strait of Hormuz heighten concerns about disruptions to global energy supplies.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Bank of Americareported lower-than-expected Q3 results a day after the Treasury Department fined the bank $1.2B over money laundering violationsMorgan Stanleyreported upbeat Q3 results, with the company saying banking pipelines "remain high"Netflixis laying off 6% of its staff, WSJ reportsBerkshire Hathawayis investing an additional $330M in Bending SpoonsASMLreported better-than-expected Q3 results and narrowed its FY26 revenue outlook2. WALL STREET CALLS:Brinkerupgraded to Buy at JefferiesJefferies also upgraded Texas Roadhouseto BuyLockheed Martinupgraded to Buy at Vertical Research following selloffAlbertsonsdowngraded to Underperform at BofABarclays downgraded HP Enterprise, Delland NetAppto Equal Weight3. AROUND THE WEB:Palantirand London Mayor Sadiq Khan's policing office have agreed to drop legal proceedings over a blocked GBP 50M Met Police AI and data analytics contract, Politico reportsThree people were seriously injured in an explosion at Intel'smanufacturing facility in Israel, Calcalist reportsThe FBI worked with CrowdStriketo dismantle more than 40 laptop farms and seize nearly 200 computer devices across Texas used to help North Koreans get remote U.S. tech jobs under stolen identities, NY Times saysGeneral Atlantic is planning to go public as early as spring 2027 and its IPO could be valued at up to $10B, FT reportsNvidia'scontrol of China's market for AI chips fell to 34% in 1H of 2026, mainly due to strict U.S. export controls and domestic rivals gaining ground, Reuters says4. MOVERS:Liquidiagains after announcing a global settlement agreement with United TherapeuticsVerastemincreases after appointing Michel Bailey as CEOGlobalFoundrieshigher after receiving up to $21B in funding for two new semiconductor manufacturing facilitiesStrivelower after announcing a 5M share offering of SATS preferred stockInniofalls in New York after Morgan Stanley lowered its price target on the stock to $405. EARNINGS/GUIDANCE:Camtekprovided guidance for Q3, Q4, and FY27MaxCytereported preliminary Q3 results and raised its outlook for FY26AZZreported Q2 results and increased its guidance for FY27Fastenalreported Q3 results, with EPS and revenue beating consensusSono-Tekreported Q2 results, with CEO Steve Harshbarger commenting FY27 is "progressing well"INDEXES:Near midday, the Dow was down 46.41, or 0.09%, to 51,623.69, the Nasdaq was down 369.46, or 1.36%, to 26,834.93, and the S&P 500 was down 71.44, or 0.92%, to 7,734.01.
Intel Shares Down $3 to $99.81, Options Activity Moderate
Moderately bullish activity in Intel (INTC), with shares down $3.00 near $99.81. Options volume roughly in line with average with 368k contracts traded and calls leading puts for a put/call ratio of 0.57, compared to a typical level near 0.56. Implied volatility (IV30) is higher by 0.2 points near 64.6,and below the 52wk median, suggesting an expected daily move of $4.06. Put-call skew flattened, suggesting a modestly bullish tone.Looking ahead: Intel (INTC) will report earnings after the close on None.Option markets are pricing in a 50% probability of a move greater than 0.0% or $0.00.
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