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INTC's Q2 earnings may get support from stronger data center and AI revenues as Xeon demand, AI infrastructure and hyperscaler deals fuel growth.

AMD keeps landing on the buy list every quarter, and the reasons have less to do with hype than with a specific set of contracts, cash flow numbers, and a rack-scale bet that changes what kind of company AMD actually is.

Intel (INTC) is back in focus after Ultralytics announced that its YOLO26 computer vision models are now optimized for Intel’s OpenVINO toolkit, targeting faster, lower latency AI inference on Intel hardware across edge use cases. See our latest analysis for Intel. Intel’s share price has been volatile recently, with a 1-day share price return of 2.13% and a 30-day share price return down 27.56%. However, the year-to-date share price return of 146.47% and 1-year total shareholder return above...

Five-year GPU infrastructure contract expands AI platform strategyKIDZ AI Inc. (NASDAQ:KIDZW) has signed a definitive 60-month enterprise AI compute services agreement with Canopy Wave, Inc.

Fortinet will use Intel's foundry to produce its next-generation SP6 security processor on the Intel 4 manufacturing process

A single analyst preview note sent Intel surging and pulled the entire chip sector with it, but the same firm kept a price target well below where the stock trades today. Here is what the rally is actually pricing in ahead of Thursday's earnings.

AMD's revenue has nearly doubled in two years while Intel's has stalled, narrowing a gap that once seemed insurmountable.

RBC expects Intel to post roughly a 5% revenue beat, raise guidance, and deliver stronger gross margins in Thursday’s earnings report.

The AI trade is mounting a comeback as investors shrug off fears about a slew of cheap Chinese large-language models.

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

Marvell, Micron, Intel, and other chip stocks rally as investors breathe some life back into the AI trade.

Technology stocks were surging early Tuesday but the beaten-down software sector was only enduring more pain as the artificial-intelligence trade sparked back into life. Chip stocks, including Intel, Micron and Marvell were among the biggest risers ahead of the open, along with memory storage names Sandisk and Western Digital.

↗️ Novartis (CH:NOVN): Shares in the Swiss pharmaceutical company climbed after it returned to sales growth in the second quarter, driven by some of its top-selling drugs. ↘️ Swatch (CH:UHR): The watchmaker’s shares fell despite better first-half sales, as profit dropped compared to the same period last year.

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.

Stocktwits data showed retail sentiment was split: ‘bearish’ on SPY but ‘bullish’ on QQQ.

Intel confirmed that it is “aligning” its Data Center Group for “long-term success,” according to reports.

Today Earnings (a.m.): General Motors, Charles Schwab, Danaher, 3M, Equifax, Hasbro, Northrop Grumman, Halliburton Earnings (p.m.): Chubb, Capital One, Interactive Brokers Economic data: ADP weekly ...

Alphabet headlines a pivotal earnings week as investors watch AI spending plans, while central bank decisions and global events shape market sentiment.

Jim Cramer dumped tech stocks ahead of Intel, Tesla, and Alphabet earnings, reviving bets on the Inverse-Cramer Effect.

REVIEW PREVIEW NEWSLETTER Losing Streak. Markets started off the week on slippery footing as fighting over the weekend between the U.S. and Iran pushed oil prices higher. The S&P 500 ended the day down 0.

The chipmaker is forecasting rapid growth from its data center business, but owning a piece of that future comes at a steep price and with significant execution risk.

Today, July 20, 2026, semiconductor and AI infrastructure shares pared early gains as U.S.-Iran tensions and crude oil gains pressured markets.

Intel heads into its second quarter earnings report on July 23 carrying an unusual problem. Wedbush Securities expects the numbers to look strong. The firm is far less certain that strong will be enough to move the stock. In a note to clients, Wedbush analyst Matt Bryson said revenue and margins ...

In July 2026, Ultralytics announced that its YOLO26 computer vision models are now optimized for Intel’s OpenVINO toolkit, enabling up to 10x faster inference and sub-5 millisecond latency across Intel CPUs, GPUs, and NPUs already deployed in factories, stores, and cities. This collaboration strengthens Intel’s position at the center of real-time edge AI workloads, potentially deepening its role in industrial, retail, logistics, and smart-city deployments where computer vision is becoming...

<body><p>STORY: Citing Alphabet's Google and Elon Musk's Tesla as examples, Brown said that "to justify the high valuations that we see in a lot of those names, we would need to see good earnings growth, not just kind of your run-of-the-mill 10%, but you'd want to see higher earnings growth on top of good margins as well."</p><p>The second-quarter earnings season will pick up the pace this week, with results due from big names like Alphabet, Tesla, and Intel, broadening out the picture they provide of the health of corporate America.</p></body>

(Updates with market moves at the end of the day.) Stocks on Wall Street ended Monday's choppy tr

Intel is set to report earnings Thursday afternoon, with traders anticipating a sizable move from the chipmaker’s stock following the results.

Data center demand may deliver better earnings results

In recent years, ASML Holding N.V. (NASDAQ:ASML), the exclusive supplier of commercial extreme ultraviolet (EUV) and High-NA lithography machines, has found itself at the center of geopolitical, technological, and financial pressures swirling around the world. The Netherlands-based corporation enjoys a monopoly on the systems required to build fast processors. This unique position, coupled with the […]

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