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Nvidia's Strong AI Demand Sends Intel, AMD and Broadcom Stocks Higher

The S&P 500 Index ($SPX ) (SPY ) is up by +0.39% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.08%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.84%. E-mini S&P futures (ESU26 ) are up +0.30%, and September E-mini...

Nasdaq 100 and S&P 500 futures jumped Thursday as AI-tied shares surged following a blowout earnings report from chipmaking giant Nvidia.

A blowout earnings report from deep inside the AI server supply chain sent shockwaves through the chip sector Wednesday, lifting three of the biggest names in logic silicon and raising the stakes for what could be an even bigger catalyst on the horizon.
The Japanese investment giant posted a $2.2 billion quarterly profit, with a 1.3 trillion yen gain on Intel stock doing most of the heavy lifting
SoftBank shares fell 4.4% after Q1 profit beat estimates on a 1.33 trillion yen Intel gain, while OpenAI added nothing.
The S&P 500 Index ($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...
Intel reported blowout numbers in the second quarter of 2026.
Intel beat forecasts by $1.7B and still lost 11%. Oil, rates, and chip selling explain it better. What has Jim Cramer got to do with it?

Intel stock (INTC), which initially surged following its second quarter earnings yesterday, is trying to hold onto some of its gains Friday morning. Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Business Reporter Ines Ferré and Interactive Brokers chief strategist Steve Sosnick to discuss Intel's earnings release, outlook, and performance of its various business segments.
Intel's stock is surging while the rest of the chip sector sits flat, and the reasons behind that split tell a much bigger story about where the semiconductor race is actually headed.
Intel (NASDAQ:INTC) shares climbed more than 4% in premarket trading on Friday after the semiconductor company posted its fastest quarterly revenue growth in over 15 years and issued stronger guidance for the current quarter, highlighting continued momentum from artificial intelligence investment. The latest results exceeded Wall Street forecasts and reinforced investor confidence that Intel’s turnaround strategy is gaining traction under Chief Executive Lip-Bu Tan.
Chipmaker Reports Strongest Revenue Growth in More Than 15 Years
Intel smashed Wall Street's targets for the second quarter and with its guidance for the third quarter. Intel stock jumped on the news.

Intel (INTC) reported impressive second quarter results on Thursday after the closing bell. Earnings per share (EPS) came in at $0.42 (compared to analyst estimates of $0.21), and revenue came in at $16.1 billion (compared to analyst estimates of $14.43 billion). Yahoo Finance's Josh Lipton takes a closer look at the breaking numbers.
QCOM is set to report Q3 results with new Snapdragon launches boosting AI, PCs and smartphones, but competition and Android demand remain key challenges.
(Bloomberg) -- Intel Corp. is expected to report strong second-quarter earnings after the market close Thursday, but even blowout results likely won’t be enough to reverse the stock’s July slide. Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyApple to Launch ‘Upgrade’ Device Le
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.
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.
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.
