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The Japanese investment giant posted a $2.2 billion quarterly profit, with a 1.3 trillion yen gain on Intel stock doing most of the heavy lifting

Qualcomm (NASDAQ:QCOM) signed a long-term deal on July 29 to supply chips for BMW’s future digital cockpit and advanced driver-assistance systems through the next decade. The agreement builds on a partnership that already put the Snapdragon Ride Pilot system into BMW’s iX3, and it arrives while investors are still deciding whether Qualcomm’s push beyond smartphones […]

During an interview with CNBC, Frasse said that the current downturn and volatility in chip and memory stocks is just a reversion to the mean more than anything else.

The Japanese technology investment company has vowed to become a leading builder of AI data centers and a major investor in AI-powered robotics.

SoftBank shares fell 4.4% after Q1 profit beat estimates on a 1.33 trillion yen Intel gain, while OpenAI added nothing.

Aug 6 (Reuters) - S&P 500 and Dow futures were steady on Thursday after this week's record-breaking rally as investors awaited details on a Middle East peace deal, while Nasdaq futures slipped as

SoftBank’s net income fell 18 per cent in the first quarter but the rising valuations of its Intel and ByteDance stakes still helped Masayoshi...

Find insight on AMD, SpaceX, Disney and more in the latest Market Talks covering technology, media and telecom.

Get paid a significant income stream now, which you keep no matter what, for the chance to buy a semiconductor leader at a steep discount if it ever gets there.

Nvidia Stock Rises as SpaceX Picks It Over AMD for AI Infrastructure

Its five-year correlation to the index says overlap, and its past-year capture readings say that overlap arrives magnified in both directions.

AMD's data center sales exploded while the stock slipped, and retail investors are scratching their heads. Here is why the math behind the confusion points to a very specific price target.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.31%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.05%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.03%. September E-mini S&P futures (ESU26 ) are up +0.33%, and September E-mini Nasdaq futures...

In this segment of the AI Investor Podcast from 24/7 Wall St., co-hosts Eric Bleeker and Austin Smith work through Intel's quarter and the whipsaw price action around it. Bleeker opens with the trading pattern as a microcosm of the month: Intel rose 10% after hours on the report, then fell roughly 30% over the following days, leaving it down 34% on the month at the end of last week. Yet, zoomed out, the stock is up 134% year to date and still more than double its post-February level, while most momentum names have given back their post-February gains entirely. He reads that as evidence Intel remains a structural winner. Bleeker credits two calls made earlier. The first was the rise of CPUs, which he says is playing out more forcefully than expected, with Intel's CPU prices up 48%. The second, and the one that matters more long term, is the foundry business. Intel guided 14A to volume production in 2028, which Bleeker takes as on track. Wall Street's disappointment centered on Intel declining to name customers, but Bleeker argues that silence is rational: a company shifting volume away from Taiwan Semiconductor has no interest in publicizing it and risking its existing allocation. What Intel needs, he notes, is wafer customers rather than packaging work, and he sees potential majors like Google drifting toward it. Smith agrees the non-disclosure is sensible and adds that these are not phantom customers. He points to reporting on xAI and the widely covered Apple arrangement as reasonably well established, meaning Intel gains little by confirming them publicly.

AMD just posted a record quarter and the stock is tanking anyway, while NVIDIA is surging on a surprise deal that doubles as a direct shot at AMD's biggest ambitions.

Investors have plenty of reasons to be uncertain right now. But that has not wholly shaken companies' faith in their ability to deliver strong earnings growth this year.

JBL's 31.6% six-month surge, AI momentum, diversified operations and rising earnings estimates point to further stock appreciation.

Intel's moderate correlation to the market is partial independence, but the stock travels at more than three times the index's volatility.

Super Micro Computer (SMCI) is back in focus after rolling out new high-density AI data center racks and H15 servers, paired with management’s confident AI demand outlook and reinforced ties to Nvidia, AMD, and Intel. See our latest analysis for Super Micro Computer. Those new AI racks and H15 servers have arrived alongside a sharp short-term rebound in Super Micro Computer’s stock, with a 7 day share price return of 23.31% and a 30 day share price return of 16.55%. However, the 1 year total...

Palantir, Microsoft, and ServiceNow look like potential big AI SaaS winners.

Investors were once again trying to make sense of comments from Elon Musk on Wednesday, after the SpaceX CEO said his rocket and AI company would exclusively use Nvidia chips from now on. AMD was the S&P 500's worst performer ahead of the opening bell, slumping 8.7% as Musk's announcement overshadowed a second-quarter earnings beat. Nvidia's own shares climbed 2%.

FEATURE Stock futures were rising on Wednesday, putting both the and the on track to notch record highs. SpaceX slumped 11% in premarket trading after the rockets, telecom, and AI company beat analysts’ second-quarter earnings target but reported higher capital expenditure than Wall Street was expecting.

Advanced Micro Devices Inc. (NASDAQ:AMD) stock fell nearly 9% in premarket trading Wednesday as investors appeared to want a stronger forward outlook following the chipmaker’s second-quarter results. The sell-off came even after AMD reported second-quarter revenue of $11.54 billion, topping the Wall Street estimate of $11.28 billion. However, much of the market’s attention shifted to the company’s outlook, particularly expectations for Helios, its upcoming rack-scale AI platform. Futurum Group C

Advanced Micro Devices shares declined before the bell on Wednesday as the chipmaker's stronger-than-expected revenue forecast ‌fell short of lofty expectations and investors sought clearer ‌signs that a multibillion-dollar AI spending boom will translate into faster growth. The move underscores elevated expectations facing AMD as it aims to challenge Nvidia's dominance amid intensifying competition with Intel racing to ‌regain technology leadership after ⁠strong results. "We suspect expectations had moved higher following Intel's results a couple of weeks ago, and the ⁠buyside already has a fairly bullish outlook," said Stacy Rasgon, analyst at Bernstein.

Advanced Micro Devices shares declined before the bell on Wednesday as the chipmaker's stronger-than-expected revenue forecast ‌fell short of lofty expectations and investors sought clearer ‌signs that a multibillion-dollar AI spending boom will translate into faster growth. The move underscores elevated expectations facing AMD as it aims to challenge Nvidia's dominance amid intensifying competition with Intel racing to ‌regain technology leadership after ⁠strong results. "We suspect expectations had moved higher following Intel’s results a couple of weeks ago, and the ⁠buyside already has a fairly bullish outlook," said Stacy Rasgon, analyst at Bernstein.

Alphabet’s stock is down double digits after it reported negative free cash flow in the second quarter. What does that mean for big tech, neoclouds, and the entire supply chain?

Intel (INTC) heads into the Future of Memory and Storage 2026 conference in Santa Clara with investors weighing fresh Q2 results, updated revenue guidance, and new AI focused partnerships across PCs, packaging, and foundry services. See our latest analysis for Intel. Intel’s recent conference buzz, new AI PC and packaging collaborations, and stronger Q2 guidance sit against a mixed price pattern. The share price is up 10.92% over one day and 16.96% over seven days, yet down 16.13% over 30...

The chipmaker's growth story is accelerating, but history offers a serious note of caution for anyone thinking of buying this pullback.

Intel Stock Roars Back 10% as Investors Rush Into Chip Stocks

AMD is riding AI momentum with major partnerships and a 34% revenue surge, while Intel battles losses and restructuring.