Intel

Intel agreed to acquire quantum software provider Classiq, combining its automated quantum algorithm synthesis with Intel's spin‑qubit technology and semiconductor capabilities to position itself as a full‑stack quantum solutions provider; reports suggest the deal is about $2.3 billion. The move lifted Intel shares about 3.5% as markets also focus on AI-related strength and upcoming hyperscaler earnings. Some analysts say they would prefer capital be directed to expanding Intel's 14A foundry capacity after its $20 billion stock offering, and Intel reports earnings Thursday evening. » Más en cnbc.com

Ahead of the US market open, the Nasdaq points to a recovery after recent heavy losses. Intel posted premarket gains of up to 4.2 percent, as did rivals AMD and Micron, as investors stepped back in after the sell-off. Analysts warn the recovery remains fragile, given doubts about whether large investments in AI infrastructure will deliver sufficient returns. In the coming days, quarterly results from major tech firms will be in focus and could further sway sentiment. » Más en deraktionaer.de

The U.S. Supreme Court heard Anderson v. Intel, a challenge to whether claims that a retirement plan underperformed by holding private funds require alleging a "meaningful benchmark." Several justices signaled skepticism about allowing underperformance claims based solely on imperfect comparisons, suggesting courts need an appropriate benchmark to assess fiduciary breaches. A ruling for Intel could reduce litigation risk and encourage more employers to include private investments in 401(k) menus, though large companies may still move cautiously amid ongoing Labor Department rulemaking. The case outcome will shape how plan sponsors evaluate and defend alternative investments in defined contribution plans. » Más en cnbc.com