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GFS boosts its Physical AI push by adding ARC Processor IP, expanding RISC-V offerings, design tools and custom silicon capabilities.

Partnership paves the way to pair AI-enabled semiconductor design with GF's U.S. manufacturing platform to bridge the gap from research to prototype for next-generation computing initiatives Partnership paves the way to pair AI-enabled semiconductor design with GF's U.S. manufacturing platform to bridge the gap from research to prototype for next-generation computing initiatives

The Department of Commerce just took equity stakes in nine quantum computing companies.

Combines GF's Physical AI portfolio with MIPS' RISC-V and software-to-silicon expertise to accelerate custom, software-first products for automotive, industrial and agentic edge platforms Combines GF's Physical AI portfolio with MIPS' RISC-V and software-to-silicon expertise to accelerate custom, software-first products for automotive, industrial and agentic edge platforms

Northern Trust (Nasdaq: NTRS) today announced changes within its Asset Servicing business, effective 1 June 2026, aligning leadership across the business and p

Sivers and GlobalFoundries Advance AI Data Center Optical Solutions PR Newswire KISTA, Sweden, June 2, 2026

Sivers' laser arrays to support GlobalFoundries' silicon photonics platform and SCALE™ optical engine solutions targeting a $25B Pluggable Optics market by 2030 KISTA, Sweden, June 2, 2026 /PRNewswire/ -- Sivers Semiconductors AB (STO: SIVE), a global leader in photonics and wireless technologies, today announced a strategic collaboration with GlobalFoundries (NASDAQ: GFS) (GF), to develop advanced silicon photonics solutions for the high-growth AI infrastructure market. Sivers Semiconductors' laser arrays will be integrated into reference designs built on GF's silicon photonics platform.

GlobalFoundries is quietly building the optical backbone hyperscalers may desperately need next.

GlobalFoundries NASDAQ: GFS Chief Financial Officer Sam Franklin said the chipmaker sees a path to significantly higher profitability over the next several years, driven by a mix shift toward faster-growing end markets, technology services, manufacturing productivity and better utilization of its existing footprint.
Following President Donald Trump's recent announcement of $2.013 billion in federal incentives for quantum companies, Finbold has identified five stocks that stand to benefit the most as of May 29.

Everyone's chasing obvious AI semiconductor names. NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) sits at a $5.15 trillion market cap.
Source: TradePulse | May 27, 2026

GLOBALFOUNDRIES Inc. (GFS) Presents at TD Cowen's 54th Annual Technology, Media & Telecom Conference Transcript

While the U.S. government's recent $2 billion capital injection via the CHIPS and Science Act provides a significant operational runway, the more profound structural shift is happening at the commercial level. The industry has finally crossed the chasm from theoretical lab physics to utility-scale industrial infrastructure, driven by a rapid acceleration in enterprise bookings, the maturation of recurring cloud-based revenue models, and a structural pivot toward high-yield commercial wafer fabrication.

The Commerce Department signed letters of intent to provide about $2 billion in CHIPS Act funding to nine quantum companies, taking a minority equity stake in each. IBM is in line for the biggest share -- $1 billion toward a new U.S. quantum chip foundry -- and its stock jumped double digits.

May 2026 has been a rollercoaster month for companies in the quantum computing industry, as leaders like D-Wave Quantum Inc. NYSE: QBTS, IonQ Inc. NYSE: IONQ, and Rigetti Computing NASDAQ: RGTI fell for much of the month, despite some promising Q1 results, before surging sharply toward month-end.

The government plans to give incentives and make equity investments in nine quantum computing companies. However, it may have missed the best one in IonQ.

GlobalFoundries stock is getting a big boost from excitement surrounding quantum computing.

GlobalFoundries NASDAQ: GFS Chief Financial Officer Sam Franklin said the company is positioning itself around data center demand, physical AI, silicon photonics, supply-chain diversification and custom silicon as it looks to expand revenue and margins over the next several years.

The U.S. Department of Commerce award $2 billion in grants to quantum computing companies. It will award $0 of grants to Quantum Computing Inc.

Artificial intelligence (AI) might be the talk of the town these days, but quantum computing is the quiet thunder rumbling in the background. It just got much louder with the U.S. White House commiting to roll out a massive $2 billion funding package distributed across nine quantum computing companies.

Quantum computing stocks jumped on Wednesday after the Trump administration said it will invest $2 billion across nine companies to support the U.S. quantum sup

The federal government is moving to expand its investment portfolio with stakes in a number of quantum computing firms, sending their shares higher Thursday.

The Trump Administration plans to award $2 billion in grants and take equity stakes in nine quantum computing companies. Despite having the best name in the industry, Quantum Computing stock is not one of them.

The U.S. government just dissed IonQ by awarding grants to everyone else, who's anyone else, in quantum computing.

MALTA, N. Y. , May 21, 2026 (GLOBE NEWSWIRE) -- GlobalFoundries (Nasdaq: GFS) (GF) today launched Quantum Technology Solutions, a new quantum business to scale the manufacturing capabilities the quantum industry needs to achieve utility-scale quantum computing. The new business launches with customer engagements, and a pipeline of quantum innovators positioned to scale on its platform.

Built on years of cryogenic innovation and deep partnerships with the world's leading quantum innovators, anchored by industry demand Built on years of cryogenic innovation and deep partnerships with the world's leading quantum innovators, anchored by industry demand

GLOBALFOUNDRIES Inc. (GFS) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript

GF deepens its engagement with the startup ecosystem, partnering with experienced technology leaders to support next wave of AI data center and Physical AI technologies GF deepens its engagement with the startup ecosystem, partnering with experienced technology leaders to support next wave of AI data center and Physical AI technologies

ONON jumps after strong results, Microsoft and OpenAI agree revenue-sharing cap, and more

MALTA, N.Y., May 07, 2026 (GLOBE NEWSWIRE) -- Today at its 2026 Investor Day, GlobalFoundries (NASDAQ: GFS) highlighted clear opportunities for durable growth in AI-centric markets, expanding profitability and long-term value creation, underpinned by its broadening technology roadmap for the scaling of AI data centers and the proliferation of AI into the physical world, served from its unique, resilient global manufacturing footprint.

MALTA, N. Y. , May 07, 2026 (GLOBE NEWSWIRE) -- Today at its 2026 Investor Day, GlobalFoundries (NASDAQ: GFS) highlighted clear opportunities for durable growth in AI-centric markets, expanding profitability and long-term value creation, underpinned by its broadening technology roadmap for the scaling of AI data centers and the proliferation of AI into the physical world, served from its unique, resilient global manufacturing footprint.

Does GlobalFoundries Inc. (GFS) have what it takes to be a top stock pick for momentum investors? Let's find out.

Citrini Research gained attention for its dystopian blog about AI. Now, it's suggesting buying the laggards in the semiconductor industry.

Globalfoundries Inc (NASDAQ:GFS) reported upbeat fiscal first-quarter 2026 results on Tuesday.

Pre-Market Stock Futures: Futures are trading higher on Wednesday as news of an impending end to the Iran war is sending oil prices dramatically lower. This news comes after a bounce-back Tuesday that benefited from lower oil prices, some strong earnings, and solid buying from retail investors. At the same time, hedge funds continue to... Here Are Wednesday's Top Wall Street Analyst Research Calls: Advanced Micro Devices, American Eagle Outfitters, GlobalFoundries, IAC, Merck, Palantir Technologies, Reddit, and More

GLOBALFOUNDRIES Inc. (GFS) Q1 2026 Earnings Call Transcript

The headline numbers for GlobalFoundries (GFS) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

GlobalFoundries Inc. (GFS) came out with quarterly earnings of $0.4 per share, beating the Zacks Consensus Estimate of $0.35 per share. This compares to earnings of $0.34 per share a year ago.

Specialty chipmaker GlobalFoundries forecast second-quarter revenue above Wall Street expectations on Tuesday, driven by acceleration in data center deployments globally.

MALTA, N.Y., May 05, 2026 (GLOBE NEWSWIRE) -- GLOBALFOUNDRIES Inc. (GF) (Nasdaq: GFS) today announced preliminary financial results for the first quarter ended March 31, 2026.

GlobalFoundries shares are rising after Cantor Fitzgerald upgrades the chip stock ahead of two major company events taking place this week.

MALTA, N.Y., May 04, 2026 (GLOBE NEWSWIRE) -- GlobalFoundries (Nasdaq: GFS) (GF) today announced the introduction of its SCALE™ optical module solution for co-packaged optics (CPO).

Pre-Market Stock Futures: Futures are trading lower as we start off the new week, as oil surges higher amid reports that a U.S. warship was turned back in the Strait of Hormuz, but what a start we had to the new month on Friday. The Thursday close on April's last trading day marked the best... Here Are Monday's Top Wall Street Analyst Research Calls: Advanced Micro Devices, Airbnb, Alphabet, Check Point Software, GlobalFoundries, Internatioinal Paper, Trade Desk, and More

Get a deeper insight into the potential performance of GlobalFoundries (GFS) for the quarter ended March 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

The AI supercycle isn't breaking, and the real money is shifting to the companies powering a more expensive, geopolitically resilient supply chain.

Cwm LLC grew its holdings in GlobalFoundries Inc. (NASDAQ: GFS) by 30.0% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 66,238 shares of the company's stock after buying an additional 15,295 shares during the quarter. Cwm LLC's holdings in GlobalFoundries

AI infrastructure stocks are entering a new phase as semiconductor bottlenecks emerge. Mature node chips are what's driving the next wave.

GlobalFoundries Inc. (NASDAQ: GFS - Get Free Report) insider Samak Azar sold 500 shares of the stock in a transaction on Thursday, April 16th. The shares were sold at an average price of $48.71, for a total transaction of $24,355.00. Following the completion of the sale, the insider directly owned 17,494 shares in the company, valued

GlobalFoundries (GFS) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions could translate into further price increase in the near term.

Sumitomo Mitsui Trust Group Inc. cut its holdings in shares of GlobalFoundries Inc. (NASDAQ: GFS) by 63.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 45,603 shares of the company's stock after selling 79,873 shares during the quarter. Sumitomo Mitsui Trust Group

GlobalFoundries Inc. (NASDAQ: GFS - Get Free Report) insider Samak Azar sold 500 shares of the business's stock in a transaction on Thursday, April 9th. The stock was sold at an average price of $47.60, for a total value of $23,800.00. Following the completion of the sale, the insider directly owned 17,994 shares in the company,

Shares of GlobalFoundries Inc. (NASDAQ: GFS - Get Free Report) have earned a consensus rating of "Hold" from the twenty brokerages that are covering the firm, Marketbeat.com reports. One analyst has rated the stock with a sell recommendation, thirteen have assigned a hold recommendation and six have given a buy recommendation to the company. The average

GlobalFoundries Inc. (NASDAQ: GFS - Get Free Report) insider Samak Azar sold 500 shares of the firm's stock in a transaction dated Thursday, April 2nd. The stock was sold at an average price of $42.96, for a total transaction of $21,480.00. Following the completion of the sale, the insider directly owned 18,494 shares of the company's

GlobalFoundries Inc. (NASDAQ: GFS - Get Free Report) insider Michael James Hogan sold 1,800 shares of the stock in a transaction dated Wednesday, April 1st. The stock was sold at an average price of $45.04, for a total transaction of $81,072.00. Following the sale, the insider owned 20,945 shares of the company's stock, valued at approximately

The lawsuits allege that Tower infringed on 11 GlobalFoundries' patents in the U.S.
GlobalFoundries on Thursday said it has sued Israel-based rival Tower Semiconductor , alleging that Tower Semiconductor infringed on 11 GlobalFoundries patents that relate to manufacturing chips that go into smart phones and other electronic devices.
Multiple U.S. patent lawsuits filed to halt unlawful importation and sale of semiconductors infringing GF's patented technologies Multiple U.S. patent lawsuits filed to halt unlawful importation and sale of semiconductors infringing GF's patented technologies
Subscribers to Schaeffer's Weekend Trader options recommendation service received this GFS commentary on Sunday night, along with a detailed options trade recommendation -- including complete entry and exit parameters.

Globalfoundries Inc. remains rated Hold as current valuation already reflects improving profitability and AI-driven photonics exposure. GFS's capital allocation balances a secondary share offering with buybacks, while rising capex supports packaging expansion amid ongoing industry transitions. AI data center demand is driving optical networking growth, but GFS faces execution risks in advanced packaging and stiff competition in SiGe and power solutions.
