Actualités
Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
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.
Improving EMIB yields may bring a long-rumored TPU partnership closer.
Chip stocks are surging across the board, but the biggest winner today may be the one that fell 24% last month and still has no trailing earnings to justify the bounce. Here is what is actually driving the move.
Investors are increasingly concerned that AI spending won't pay off.
TSMC is reportedly developing an Intel-inspired packaging technology, suggesting AI chip packaging is becoming a key battleground, giving Intel a rare chance to narrow the gap.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.73%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.03%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.00%. September E-mini S&P futures (ESU26 ) are up +0.72%, and September E-mini Nasdaq futures...
Nvidia stock has lagged behind the PHLX Semiconductor Index, which is up 61% this year so far through Monday’s close.
Wall Street futures were given a new boost ahead of another packed earnings session, helped by a renewed fall in oil prices as hopes of a deal with Iran resurfaced. Dow Jones futures were up 453 points, or 0.9%, while those for the Nasdaq gained 0.9%. S&P 500 futures were 0.2% higher,...
Computer processor maker Intel (NASDAQ:INTC) announced better-than-expected revenue in Q2 CY2026, with sales up 25.4% year on year to $16.13 billion. On top of that, next quarter’s revenue guidance ($16.3 billion at the midpoint) was surprisingly good and 7.8% above what analysts were expecting. Its non-GAAP profit of $0.42 per share was 93.1% above analysts’ consensus estimates.
Chinese tech groups are accelerating work on open-weight AI models, with Alibaba releasing a powerful new system that could increase competition with Intel in AI infrastructure. TSMC is reportedly developing advanced chip packaging technology that resembles Intel's EMIB approach, which could narrow Intel's edge in high performance chip designs. These developments add fresh competitive risks for Intel's AI and packaging plans that have not been the focus of recent coverage. Intel, trading on...
In late July 2026, mimik Technology announced a collaboration with Intel to optimize its mimOE Agentix Operating Engine for Intel-powered AI PCs, while Lens Technology signed a non-binding memorandum of understanding with Intel to explore glass-based TGV advanced packaging and other AI hardware opportunities. Together with fresh earnings showing higher sales but a larger net loss of US$11.03 billion, these moves highlight Intel’s push to link AI PCs, advanced packaging and foundry execution...
TSMC dominates on every traditional metric, yet one overlooked structural factor is quietly making its scrappier rival a more compelling bet for the next 24 months.
Every time AMD drops, the market hands out a discount on what may be the most strategically vital company in the AI infrastructure race, and three specific forces keep pulling this investor back to the buy button without hesitation.
AMD's Q2 topline may get a lift from surging Data Center demand as EPYC CPUs, Instinct GPUs and cloud expansion drive expected growth.
The U.S. government has owned stakes in private companies before — but only during times of emergency.
AMD's Helios rackscale AI platform marks the company's greatest challenge yet to Nvidia's dominance in integrated AI infrastructure.
