Intel has become the hottest stock in the S&P 500, surging 53% in nine sessions and adding $100 billion in market cap. Three deals lit the fuse: a role in Musk's Terafab semiconductor project, Alphabet committing to Intel Xeon processors in future data centers, and a $14.2 billion buyback of Apollo's stake in its Ireland fab. (Yahoo Finance)

Apple is testing four distinct AI glasses designs built from premium acetate, featuring a signature vertical oval camera system and no display. The glasses will handle photos, video, calls, music, and a rebuilt Siri, with a 2027 launch aimed squarely at Meta's Ray-Ban dominance. (TechCrunch)

The most hated sector of 2026 is showing signs of life. Goldman Sachs turned positive on software stocks Monday after a brutal 40% selloff, with Oracle surging 9% and Palantir gaining 3% as the sector helped push the S&P 500 to its highest close since before the Iran war. (TheStreet)

For the first time ever, half of employed Americans say they use AI at work, according to a new Gallup survey of 23,717 workers. Roughly 30% now use it daily or weekly, but 40% of non-adopters say they simply prefer doing things the old way. (Fast Company)

Twelve states introduced data center moratorium bills in 2026, citing concerns over power grid strain, water usage, and local disruption from the AI infrastructure boom. Eleven have stalled or died in committee so far, with Maine the lone exception heading into a final vote before April 15. For founders building on cloud infrastructure, the supply side stays open, but the local pushback isn't going away. (CNN)

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