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Air Products completes $1.81bn LNG business sale to Honeywell - gasworld somewhat bullish
APD HON
Summary: Air Products has completed the $1.81bn sale of its LNG business to Honeywell, allowing Honeywell to offer a full-service solution in the LNG industry.
Full articleAir Products completes $1.81B sale of LNG process tech to Honeywell - TipRanks.com neutral
APD HON
Summary: Air Products completed the sale of its LNG process technology and equipment business to Honeywell for $1.81 billion in cash, reflecting its focus on core industrial gases and clean hydrogen. The deal was first announced in July 2024.
Full articleGE Aerospace signs Apache offset agreement with Poland - APDR somewhat bullish
GE
Summary: GE Aerospace and the Polish Ministry of National Defense finalized an agreement for offset commitments supporting the acquisition of Boeing AH-64E Apache Guardian helicopters powered by T700 engines, involving Military Aviation Works in Dęblin and Military University of Technology in Warsaw. The agreement will sustain jobs in Poland, provide new areas of engine maintenance, repair, and overhaul technology, and ensure engine depot and training capabilities in-country.
Full articleIntel introduces Lunar Lake to battle Qualcomm Snapdragon X - The Shortcut somewhat bullish
INTC QCOM
Summary: Intel teases Lunar Lake processors that promise to outperform Qualcomm's Snapdragon X Elite and Plus chips with new features like Lion Cove performance cores and Skymont efficiency cores. Lunar Lake will also introduce a more powerful Xe2 GPU and compete with Qualcomm on AI processing power.
Full articleMove over Snapdragon — Intel Lunar Lake set to power over 80 new AI laptops this year neutral
INTC
Summary: Intel has announced its new Lunar Lake CPU range set to be released in the third quarter of this year, offering significant improvements in AI performance compared to previous chips. Lunar Lake chips are designed to power AI-focused laptops with features like Recall and Cocreator.
Full articleQualcomm Challenges Intel, Apple With Snapdragon X Chips For Copilot+ PCs - CRN very bullish
QCOM INTC AMD AAPL
Summary: Qualcomm launched its Arm-based Snapdragon X processors for Microsoft's new category of Copilot+ PCs, intensifying competition with Intel, AMD, and Apple in the PC market.
Full articleExcited about Snapdragon X Elite laptops? Forget them, says Intel, the true AI PC ... - TechRadar neutral
INTC
Summary: Intel is hyping up its upcoming Lunar Lake CPUs for laptops, which are designed to be power-efficient and deliver faster AI performance compared to Qualcomm's Snapdragon X Elite. Lunar Lake is expected to have a dedicated NPU hitting 45 TOPS for AI acceleration and is set to launch in Q3. Arrow Lake, a desktop and high-end laptop processor range, is set to debut in Q4 of 2024 as a rival to AMD's Ryzen 9000 processors.
Full articleIntel claps back at Qualcomm after Snapdragon X launch | PCWorld somewhat bearish
MSFT QCOM INTC
Summary: Microsoft and Qualcomm are competing with Intel in the market for Windows machines running on Arm-based Snapdragon chips. Intel is responding with the announcement of its new Lunar Lake series of chips to outperform Snapdragon X in various metrics.
Full articleMicrosoft announces new Surface lineup with Qualcomm Snapdragon X chips | TechRadar somewhat bullish
MSFT
Summary: Microsoft announced new Surface Laptop and Surface Pro devices with Qualcomm's new Snapdragon X chips, highlighting impressive features such as long battery life, improved performance, enhanced camera capabilities, and AI-powered tools.
Full articleIntel says 'Lunar Lake' will beat Qualcomm's Snapdragon X Elite - PC World somewhat bullish
INTC
Summary: Intel announces its next-gen Core Ultra mobile chips, Lunar Lake, set to ship in the third quarter of this year with upgraded performance cores and efficiency cores, along with enhancements in GPU and NPU capabilities. The company also emphasizes on power efficiency and battery life improvements. Intel executives are optimistic about the AI PC generation and Intel's efforts to capture the AI market through software development.
Full articleMicrosoft unveils world's first Copilot+ PC — The Surface Pro with OLED and Snapdragon X ... somewhat bullish
MSFT
Summary: Microsoft has unveiled a new Surface Pro, featuring next-generation AI capabilities like on-device live translations, enhanced Windows Studio Effects, and a new Recall feature. The device boasts Qualcomm's Snapdragon X Plus and X Elite chips, offering groundbreaking performance improvements, an OLED display, and true all-day battery life.
Full articleIntel throws a wrench of efficient x86 CPUs into Qualcomm's Snapdragon party neutral
INTC QCOM MSFT
Summary: Intel is unveiling details about their upcoming CPU architecture Lunar Lake, set to be released in Q3 2024, boasting a stronger Neural Processing Unit (NPU) with up to 45 TOPS, matching Qualcomm's Snapdragon X chips. Microsoft's AI focus is also shifting towards Qualcomm and Snapdragon X Elite and X Plus SoCs for faster AI tasks.
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