Actualités

U.S. chipmaking giants Intel and Advanced Micro Devices are signing longer-term purchase commitments with Chinese server customers for data-centre processors as prices ‌surge, two people familiar with the talks said. The move highlights a broader consequence of the ‌AI boom: demand has spread beyond AI accelerators to memory, networking gear and server processors, giving suppliers greater leverage to seek long-term purchase ​deals. AI data centres require not only Nvidia-style graphics processors (GPUs) but also large numbers of central processing units (CPUs) to support servers, storage, networking and inference workloads.

The chipmaker finally put a name on its foundry momentum -- two days before the report that will test it.

Revenue growth is expected to accelerate.

A major revelation from foundry giant TSMC suggests Intel could deliver stronger-than-expected results and guidance.

Intel reported its Q2 earnings after the bell on Thursday.

Intel's results on Thursday will show whether the American chip icon has the numbers to back a Wall Street rally that has ‌sent its shares nearly three times higher this year, as its turnaround ‌push wins over investors and the AI buildout powers demand. Investors are also eager for details on potential new customers for its contract manufacturing business, which has shown growing traction with deals including a ‌Tesla tie-up. • Among the biggest ⁠questions for Intel is a potential deal to manufacture processors for Apple that U.S. President Donald Trump announced in April but neither ⁠company has confirmed.

SK Hynix’s U.S. shares dipped in the overnight session, following its denial.

U.S. futures declined amid rising oil prices as the conflict in the Middle East intensifies ahead of the peak earnings season.

S&P 500 futures rose 0.6% and Nasdaq 100 futures climbed 1.4% Tuesday as semiconductor stocks led a recovery and 87% of early S&P 500 reporters topped estimates

The rebound comes after weeks of intense selling, partly due to concerns that hyperscalers would continue investing the massive sums in AI development they had committed at the start of the year.

Semiconductor shares led markets higher as investors awaited results from more than 80 S&P 500 companies.

The parabolic AI trade has sent many chip stocks to the moon, as investors have bet that hyperscalers such as Google, Microsoft, Amazon, and Meta will continue to aggressively expand AI capital expenditures. However, the rally now faces significant headwinds, with valuation and revenue sustainability concerns resurfacing amid rising competition from cheaper Chinese models. The […]

Intel Stock Pops as Investors Bet on Earnings and Google AI Expansion

Wall Street is coming into a busy week of earnings with high expectations.

US stock futures pointed higher on Monday as attention turned to a bumper week of Big Tech earnings, even with the US-Iran conflict grinding into its tenth day. Dow futures edged up 0.2%, S&P 500 contracts added 0.3%, and the Nasdaq-100 popped 0.7%, a welcome bounce after a bruising week...

During an interview with CNBC, JPMorgan’s Global Market Strategist, Hugh Gimber, said the chip sector's next leg higher depends on continued Big Tech AI spending.

Chip stocks trimmed losses on Friday as investors bought the dip despite AI jitters.

Investing.com -- U.S. stock index futures were mixed on Thursday as investors weighed lingering Middle East tensions, and focused on corporate earnings and further signs that U.S. inflationary pressures are easing.

Intel reports earnings on July 23, and something unusual is happening ahead of that print: prediction markets, insider activity, and a major rival's capital are all pointing in the same direction at once.

(Updates with the stock move in the headline and first paragraph, and Intel collaboration in the las

The S&P 500 Index ($SPX ) (SPY ) today is up +0.30%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.60%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.97%. September E-mini S&P futures (ESU26 ) are up +0.28%, and September E-mini Nasdaq futures...

A cooler-than-expected inflation print sent chip stocks surging Tuesday, but AMD sitting at a 185x P/E after a 150% year-to-date run raises a sharp question: is this a breakout toward $600 or the setup for a painful unwind?

Intel will invest €5bn to expand semiconductor manufacturing in Ireland as the US chipmaker seeks to grow production of processors used in AI...

Nvidia stock and shares of other semiconductor companies wavered on Wednesday as the U.S.-Iran conflict dominated the headlines.

Chip stocks trimmed losses on Wednesday despite a decline in the overall market.

Broadcom (AVGO) will develop custom microchips for Apple's (AAPL) products under an expanded partner

Samsung Electronics earnings, SK Hynix’s U.S. listing and TSMC’s June sales will give investors fresh clues on demand for AI memory chips and the durability of this year’s semiconductor rally.

Investing.com -- Mizuho Securities Asia raised its forecast for TSMC's monthly CoWoS packaging capacity to 140,000 units by 2026 and 190,000–200,000 units by 2027, up from prior estimates of 120,000 and 170,000–180,000 respectively, as a sharply upgraded outlook for AI-driven server CPU demand forces a broad revision to the firm's semiconductor supply model.

Tech and industrial stocks led advances while gold slipped, and investors eyed a strong quarter close, today, June 30, 2026.

Investing.com -- Three major chipmakers gained about $2 trillion in combined market value during the second quarter as investors expanded their artificial intelligence holdings beyond Nvidia.