Technology
Intel’s tick-tock isn’t coming back, and everything else I just learned
Today on the company’s Q3 2025 earnings call, where Intel saw its first profit in nearly two years due primarily to those lifelines, CEO Lip-Bu Tan and CFO David Zinsner explained how the company doesn’t yet have enough chips. It’s currently seeing shortages that it expects to peak in the first quarter of next year — in the meantime, leaders say they’re going to prioritize AI server chips over some consumer processors as it deals with supply and demand.
“We expect CCG [Intel’s consumer chips] to be down modestly and DCAI [Intel’s server chips] to be up strongly as we prioritize capacity for server shipments over entry level client parts,” Intel says. Tan revealed today that Intel will also release new AI GPUs each and every year, following Nvidia and AMD in shaking up their traditional cadence to address the huge demand for AI servers. It’s not clear what that might mean for those hoping for more Intel gaming GPUs.
While all eyes are on Intel’s hot new Panther Lake and its 18A process to show the world it can still make the most potent consumer PC chips and make them in-house, the company reiterated it’s only launching one SKU of Panther Lake this year and slowly rolling out others in 2026. Here’s another possible reason why: Zinsner hinted today that Panther Lake will be a “pretty expensive” product to start with, and Intel’s going to have to push its existing Lunar Lake chips instead “in at least the first half of the year.”
While Intel has repeatedly pushed back against the idea that its 18A process had poor yields, the company admitted to investors and analysts today that it’s not ready to be a huge financial success either: yields are “adequate to address the supply but not where we need them to be to drive the appropriate level of margins,” says Zinsner, suggesting that it might be 2026, or even 2027 for an “acceptable level of yields” in that regard.
For now, Intel will be “working closely with customers to maximize our available output, including adjusting pricing and mix, to shift demand towards products where we have supply and they have demand” — which sounds like playing with the prices it charges PC makers to stick Intel inside their computers and pointing them at Lunar Lake parts instead of hot new ones. Tan reiterated today that he’s not going to invest in more capacity unless there’s “committed external demand,” and Zinsner says investments in capacity next year won’t “significantly change expectations”.
Intel says that 18A will be a “long-lived node” that will power “at least the next three generations of client and server products.” If you were hoping for a return to the “tick-tock” days where Intel would alternate between shrinking its chips and releasing new architectures every generation, that’s not happening here.
But that doesn’t mean Intel will cancel its next node, Intel 14A, as it warned it might. Tan suggested today that customers have stepped in to save 14A, and Intel, that the company is “delighted and more confident” in it, and Zinsner says it’s not only “off to a good start,” but better than 18A was at this point “in terms of performance and yields.”
Technology
SpaceX cuts a deal to maybe buy Cursor for $60 billion
SpaceX and Cursor are now working closely together to create the world’s best coding and knowledge work AI.
The combination of Cursor’s leading product and distribution to expert software engineers with SpaceX’s million H100 equivalent Colossus training supercomputer will allow us to build the world’s most useful models.
Cursor has also given SpaceX the right to acquire Cursor later this year for $60 billion or pay $10 billion for our work together.
Technology
Fake Windows update installs hidden malware
NEWYou can now listen to Fox News articles!
If you’ve ever clicked “Check for updates” and trusted what you saw, you’re not alone. That’s exactly what this latest scam is counting on.
The page mimics official branding, includes a believable knowledge base number and presents a big blue download button that feels familiar.
The catch? The download installs malware designed to steal passwords, payment details and account access.
According to researchers at Malwarebytes Labs, a cybersecurity research and threat intelligence team inside Malwarebytes, the site uses a typosquatted domain that looks close enough to a real Microsoft URL to fool a quick glance. That small trick is often all it takes.
APPLE APP PASSWORD SCAM EMAIL WARNING
Cybersecurity researchers warn a fake Microsoft update site uses a look-alike URL and a familiar download button to deliver data-stealing malware. (Michael Nagle/Bloomberg via Getty Images)
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Why this fake Windows update malware slips past detection
At first glance, nothing seems off. The file looks like a standard Windows installer. It even lists “Microsoft” in its properties. That’s where this attack gets clever. Instead of using obvious malicious code, the attackers built the installer with legitimate tools and layered the attack in stages. Each piece looks harmless on its own.
Here’s what’s happening behind the scenes:
- The installer launches what appears to be a normal app
- That app quietly runs hidden scripts
- A disguised process loads a full Python environment
- Data theft tools activate in the background
Because each step looks routine, many security tools fail to flag it right away. Researchers also noted that antivirus engines initially showed zero detections for key parts of the attack. That does not mean the file is safe. It means the malicious behavior is well hidden.
What this fake Windows update malware is stealing
Once installed, the malware gets to work fast. It collects details about the infected device, including location and IP address. Then it reaches out to remote servers to receive instructions and upload stolen data.
The targets include:
- Saved browser passwords
- Login sessions and cookies
- Payment details
- Discord account tokens
It even tries to shut down other processes on your system to avoid interference while it works. In some cases, it modifies apps like Discord to intercept account activity in real time.
How the fake Windows update malware stays on your system
This malware is designed to stick around. It creates entries that look like normal system processes, so they blend in. One registry entry mimics Windows Security Health, which most users would ignore. It also drops a shortcut in your startup folder with a familiar name like Spotify. That makes it easy to overlook. Two different persistence tricks mean it can survive a reboot and keep running.
FAKE WINDOWS UPDATE PUSHES MALWARE IN NEW CLICKFIX ATTACK
A fake Windows update page is tricking users into downloading malware that steals passwords, payment details and account access. (Beata Zawrzel/NurPhoto)
Why this fake Windows update scam feels so real
There’s a bigger trend behind this. Researchers say campaigns like this often target regions where large data breaches have already exposed personal information. When attackers already know your name, provider or habits, they can build scams that feel tailored to you. That makes a fake Windows update page far more believable than a generic phishing email.
It also highlights something important. Today’s malware often hides inside legitimate tools and trusted frameworks. That makes it harder to detect and easier to trust. This campaign shows how far scammers have come. They are no longer relying on sloppy emails or obvious fake links. Instead, they are building layered attacks that look and behave like trusted software.
Even experienced users can get caught off guard when everything appears normal. The biggest takeaway is simple. A clean scan result or a familiar interface does not guarantee safety.
Microsoft says it’s aware of the threat
Microsoft confirmed it is tracking this type of activity and urges users to be cautious when downloading updates from unfamiliar sources.
“We are aware of reports of fraudulent websites impersonating Microsoft, and we actively work to detect and disrupt malicious activity across the internet,” A Microsoft spokesperson told CyberGuy. “We encourage customers to be cautious of unexpected prompts or downloads and to verify that they are interacting with legitimate Microsoft domains. As a best practice, we recommend users verify the legitimacy of a link by going directly to our website from your own saved favorite, from a web search, or by typing the domain name yourself.”
For more guidance on how to protect against online phishing scams, you can refer to Microsoft’s official support page at support.microsoft.com.
MICROSOFT CROSSES PRIVACY LINE FEW EXPECTED
A convincing Windows update scam is spreading malware that can grab saved passwords, cookies, payment data and Discord tokens. (Todor Tsvetkov/Getty Images)
Ways to stay safe from fake Windows update malware
You don’t need to be a security expert to avoid this. A few habits make a big difference.
1) Only update Windows from your settings
Go to Settings > Windows Update and check for updates there. Avoid downloading updates from websites.
2) Double-check the URL
Real Microsoft pages use microsoft.com. Anything else, even if it looks close, should raise a red flag.
3) Be cautious with urgent update prompts
If a site or message pressures you to install an update, stop and verify it manually.
4) Use strong antivirus software with behavior detection
Traditional antivirus software, which often comes built into your device or as basic security software, mainly looks for known threats using signature matching, which means it can miss new or well-hidden attacks like this one. Strong antivirus software uses behavior detection to monitor what programs are doing in real time, helping flag suspicious activity even if the malware hasn’t been seen before. Get my picks for the best 2026 antivirus protection winners for your Windows, Mac, Android & iOS devices at Cyberguy.com.
5) Use a data removal service to limit your exposure
If your personal information is already circulating online from past breaches, it can make scams like this more convincing. A data removal service helps reduce how much of your information is publicly available, making it harder for attackers to target you with tailored phishing attempts. Check out my top picks for data removal services and get a free scan to find out if your personal information is already out on the web by visiting Cyberguy.com
6) Turn on two-factor authentication
Two-factor authentication (2FA) adds a second layer of protection if your passwords are stolen.
7) Avoid downloading installer files from unknown sites
Legitimate updates rarely require manual downloads.
Kurt’s key takeaways
Fake updates are one of the most effective tricks because they tap into something we all trust. Keeping your system secure should not put you at risk, yet that’s exactly what attackers are exploiting here. The safest move is to slow down, verify where updates come from and stick to built-in tools whenever possible.
Are tech companies doing enough to keep fake updates from putting your data at risk? Let us know your thoughts in the comments below. Let us know by writing to us at Cyberguy.com.
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Technology
The Vergecast Vergecast, 2026 edition
We get a lot of questions about how The Verge works. And how The Vergecast works. And how we make money. And whether some of that money helps Nilay buy more jackets, several yachts, or something else entirely. So, every once in a while, we spend an episode of the podcast answering as many questions as we can.
On this episode of The Vergecast, Nilay and David are joined by The Verge’s publisher, Helen Havlak, to talk about ads, subscriptions, our website, our audience, and more. Then, Nilay and David answer some more questions about how we think about journalism, our relationship with Verge alumni, video podcasts, and (of course) Brendan Carr.
Thanks to everyone who sent us questions for this episode, and please keep them coming! You can always call the Vergecast Hotline (866-VERGE11) or send us an email (vergecast@theverge.com) with your questions, thoughts, feelings, and misgivings about everything we’re up to. We truly love hearing from you. And if you want to be part of everything we’re up to, and help make The Verge even bigger and better, the best thing you can do is subscribe! You even get all our podcasts ad-free.
Oh, and also, in case you missed it yesterday, be sure and check out our emergency pod on the news that Tim Cook is stepping down as Apple CEO. We’ll be talking more about the future of Apple on Friday’s show, too, so send questions if you have ’em!
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