High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
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...
The chipmaker looks dear on profits and slightly cheap on cash, and what sits under that gap is a business that turns far more of each sales dollar into cash than into profit while it swaps a shrinking handset exposure for faster end markets in data centers and automotive.
AMD will report its Q2 earnings Tuesday.
Rivian just posted its cleanest quarterly beat in months and lifted full-year guidance, so why are shareholders waking up to an 8% drop while Lucid bleeds in sympathy and Tesla quietly holds its ground?
Moby summary of Brookfield Infrastructure Partners L.P.'s Q2 2026 earnings call
United Microelectronics (NYSE:UMC) reported higher second-quarter revenue, wafer shipments and utilization as demand strengthened in communications and consumer applications, while the company raised its 2026 capital-expenditure budget to support silicon photonics and advanced-packaging growth initi
Qualcomm Earnings Loom as Wall Street Braces for AI Reality Check
July 28 (Reuters) - Nasdaq futures fell on Tuesday, mirroring a cautious mood across global markets toward AI chip stocks on concerns about hefty corporate spending and rising Chinese competition,
Cadence Design Systems (NASDAQ:CDNS) reported second-quarter 2026 results that exceeded its guidance, supported by demand for AI-driven design tools and broad-based growth across its businesses. The company raised its full-year outlook, citing accelerating design activity, record backlog and continu
Wall Street has spent years wondering when Intel would turn the corner. For a long stretch, patience wore thin. Now one of the most closely watched chip analysts on Wall Street is sending a clear signal that the turnaround story has legs. His latest note landed just days after Intel (INTC) posted ...
Intel reported blowout numbers in the second quarter of 2026.
It’s peak earnings season, and investors could be forgiven for wanting an escape hatch. Corporate America is delivering solid results, but it’s not helping stocks. Last night, chip maker Intel’s quarterly results blew past Wall Street estimates.
<body><p>STORY: U.S. stocks ended mixed on Friday, with the Dow gaining just under half a percent, the S&P 500 virtually flat and the tech-heavy Nasdaq sliding nearly two-thirds of a percent.</p><p>The S&P 500 technology index underperformed the broader market as chip stocks fell, with Intel dropping nearly 8% despite forecasting quarterly profit and revenue above Wall Street estimates.</p><p>Enthusiasm for the AI trade weakened after Alphabet's announcement earlier this week of a plan to hike capital spending even as it burns cash.</p><p>Richard Reyle, chief investment officer at Questar Capital Partners, said that as a result investors are rotating into what he called "safer parts of the market."</p><p>"Pharmaceuticals have been flying, and that's been, I think, where we see the rotation of the market right now. [FLASH] You look at the iShares, pharmaceutical fund, it's big components that are J&J and Eli Lilly, they're at all-time highs. And they're still relatively not super expensive stocks. So I think that's a place that can be bought and held. And of course, energy. Exxon's going to announce earnings next week. I bet they're going to be a blockbuster and they're going to continue to be because they make money at $60 a barrel. At $100 a barrel, forget about it. They do very well."</p><p>The S&P 500 real estate sector also outperformed during the session. Its leading gainer was Digital Realty Trust, which rallied 11% after it raised its full-year forecast for funds from operations.</p><p>Among other gainers, shares of SLB climbed 11% after the oilfield services firm beat expectations for second-quarter profit.</p><p>Investors now turn their attention to quarterly results next week from Magnificent 7 megacaps Microsoft, Amazon, Meta and Apple.</p></body>
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 strong earnings weren’t enough to keep the stock’s gains going on Friday. Late Thursday, Intel reported per-share earnings that were almost double what analysts had forecast for the second quarter, while revenue jumped ahead of estimates. Intel management said on Thursday’s earnings call that they were raising their 2026 capital expenditure estimates to more than $20 billion, up from around $18 billion, as the company works to meet the rising demand of its products.
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 highlights surging AI infrastructure demand, foundry progress and higher 2026 investment as it works to expand capacity and meet customer needs.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
