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Intel Leads Rebound Among Chip Stocks—Heard on the Street Recap
The Wall Street Journal14d agoneutral
Intel Leads Rebound Among Chip Stocks—Heard on the Street Recap

The PHLX Semiconductor Sector Index regained some of its recent losses, climbing more than 5%. Intel stood out, adding 8.6% ahead of the chip maker's earnings report on Thursday. Chip stocks are still down roughly 3% over the past five trading days.

Chip Stocks Shrug Off Chinese AI Worries
The Wall Street Journal14d agoneutral
Chip Stocks Shrug Off Chinese AI Worries

Chip stocks rose. Chip maker Intel was a standout, rising 8.6% ahead of its earnings report Thursday. Chip stocks have been under pressure lately as investors fret about low-cost Chinese AI models that look like strong performers.

AMD just landed its biggest AI deal yet
TheStreet14d agoneutral
AMD just landed its biggest AI deal yet

AMD has broken a chip monopoly before. In the 2000s, it took server market share away from Intel’s dominant x86 processors, forcing years of price and performance competition that reshaped enterprise computing. Two decades later, AMD is attempting a similar disruption, this time against Nvidia’s ...

Alphabet and Intel could reset the AI trade
TheStreet15d agoneutral
Alphabet and Intel could reset the AI trade

Alphabet (GOOGL) and Intel (INTC) will approach second-quarter earnings from opposite sides of the artificial-intelligence boom. Alphabet is one of the biggest infrastructure buyers in the industry. Intel is trying to prove it can be a bigger supplier to that build-out. Their reports together could ...

Wedbush's Intel call has catch buried in fine print
TheStreet15d agoneutral
Wedbush's Intel call has catch buried in fine print

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 ...

Strong earnings growth needed to justify tech valuations, says expert
Reuters Videos15d agoneutralVIDEO
Strong earnings growth needed to justify tech valuations, says expert

<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>

Chip Stocks Regain Ground, Powering Nasdaq
The Wall Street Journal16d agoneutral
Chip Stocks Regain Ground, Powering Nasdaq

STOCKS Investors are kicking off the trading week with AI bubble anxieties seemingly in the rearview mirror, pushing chip stocks higher and powering a nearly 1% advance in the Nasdaq composite. The gains come despite Alibaba previewing its new artificial-intelligence model-the second time in a week that China has flexed its advances in AI.

What it will take for Big Tech to wow investors this earnings season
Yahoo Finance Video16d agoneutralVIDEO
What it will take for Big Tech to wow investors this earnings season

US stock futures (ES=F, NQ=F, YM=F) got a lift in Monday's pre-market trading, coming off of last week's chip sell-off as investors await to hear earnings results from Alphabet (GOOG, GOOGL), Tesla (TSLA), Intel (INTC), and IBM (IBM) this week. Morning Brief Host Julie Hyman is joined by Yahoo Finance Breaking News Reporter Jake Conley and Bullseye American Ingenuity Fund portfolio manager Adam Johnson to discuss what investors will be paying close attention to when it comes to Big Tech's investments and returns on AI.

Why the Next Two Weeks Will Make or Break the Stock Market
Barrons.com16d agoneutral
Why the Next Two Weeks Will Make or Break the Stock Market

U.S. stocks started off a key week of trading with a Monday morning rise. Treasury yields are holding steady, oil prices are climbing but not spiraling out of control, and tech stocks are looking to stanch a notable week of declines ahead of a crucial set of earnings. The heaviest slate of second-quarter earnings and big tech updates are on tap, as well as a Federal Reserve policy meeting, and continued attacks between the U.S. and Iran are putting the focus back on energy markets. Tech stocks, meanwhile, are in retreat, with the trading in bear market territory and the now more than halfway toward correction after making an all-time high on June 2.