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In this segment of the AI Investor Podcast from 24/7 Wall St., co-hosts Eric Bleeker and Austin Smith work through Intel's quarter and the whipsaw price action around it. Bleeker opens with the trading pattern as a microcosm of the month: Intel rose 10% after hours on the report, then fell roughly 30% over the following days, leaving it down 34% on the month at the end of last week. Yet, zoomed out, the stock is up 134% year to date and still more than double its post-February level, while most momentum names have given back their post-February gains entirely. He reads that as evidence Intel remains a structural winner. Bleeker credits two calls made earlier. The first was the rise of CPUs, which he says is playing out more forcefully than expected, with Intel's CPU prices up 48%. The second, and the one that matters more long term, is the foundry business. Intel guided 14A to volume production in 2028, which Bleeker takes as on track. Wall Street's disappointment centered on Intel declining to name customers, but Bleeker argues that silence is rational: a company shifting volume away from Taiwan Semiconductor has no interest in publicizing it and risking its existing allocation. What Intel needs, he notes, is wafer customers rather than packaging work, and he sees potential majors like Google drifting toward it. Smith agrees the non-disclosure is sensible and adds that these are not phantom customers. He points to reporting on xAI and the widely covered Apple arrangement as reasonably well established, meaning Intel gains little by confirming them publicly.
SEDG returns to adjusted operating profitability as stronger European demand, higher battery sales and expanding margins drive a second-quarter earnings beat.
The new order extends production already underway for deliveries scheduled in the third quarter of 2026.
Lockheed Martin climbs 15.5% in three months as a record backlog, major missile defense contracts and expanding production reinforce its long-term growth outlook.
The smart energy technology company delivered its strongest profitability improvement in several quarters, driven by higher revenue, expanding margins, and continued progress in its turnaround strategy. Key Investor TakeawaysSolarEdge Technologies (NASDAQ:SEDG) increased second-quarter revenue 20% year over year to $346.
LSCC posts record Q2 revenues and beats earnings estimates as AI data center demand and industrial recovery fuel growth, with upbeat Q3 guidance.
Dear Coherent stock fans, circle August 12. The photonics equipment maker is gearing up for its Q4 earnings report, and analysts are bullish.
Stocks with low P/S ratios, solid fundamentals and revenue potential offer opportunities amid improving business momentum. M, PEB, BCC, APLE and PBF are attractively valued.
The later market arrival of the midsize model and deliberate dialing-back of production of other models are part of an “operational reset” as Lucid looks to improve its customer experience.
AllianceBernstein global head of ETF strategy and partnerships, Julie Gunts, sits down with Yahoo Finance's Julie Hyman to discuss the dynamic between the tech sector, earnings, and ETF flows.
PINS beats Q2 earnings estimates as AI-powered ads, stronger monetization and record user growth drive revenue higher and support a stronger outlook.
(Bloomberg) -- A key Senate committee on Wednesday advanced a package of bills aimed at improving children’s safety online, teeing up a showdown with the House over whether to hold Meta Platforms Inc. and Alphabet Inc.’s Google liable for harms done to minors on their social media platforms. Most Read from BloombergSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model Mak
During an interview with CNBC, Su said AMD's data center business is on track to grow well over 100% by 2027 as hyperscale and enterprise customers plan AI infrastructure investments further in advance.
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Mid Cap Strategy”. A copy of the Q2 2026 investor letter can be downloaded here. In the quarter, equity markets posted strong returns as resilient economic growth and robust corporate earnings supported investor sentiment, although AI-related companies continued to dominate market […]
Wells Fargo and The Bank of New York Mellon advance blockchain-based payment and staking solutions. Will these strategic moves drive growth?
CMI's Q2 revenues beat estimates. The company raises its 2026 outlook, but higher compensation, R&D, freight and coverage costs weigh on earnings and margins.
Red Cat heads into the Q2 earnings release with revenues seen soaring 592.7% y/y due to defense spending and a $700M Black Widow pipeline, even as losses widen.
Asian equities traded in the US as American depositary receipts were tracking higher Wednesday morni
The GARP strategy helps investors gain exposure to stocks that have solid prospects and are trading at a discount. LRCX, CAKE, VRT& FTNT are some such stocks.
Enterprise Products posts record Q2 volumes and earnings as export demand boosts results, while normalized differentials temper the outlook.
The BeInCrypto Stage returns to Rio Innovation Week for a fourth year, with panels on tokenised equities, prediction markets and crypto voter.
SNAL is betting on three AAA games to diversify beyond ARK, expand its player base and build long-term growth through multiple gaming franchises.
Palantir stock has struggled for months, but the company may have just given investors some hope again. Shares of Palantir surged 29.45% on Aug. 4, the trading day after Palantir reported second-quarter results that topped Wall Street's expectations. The company posted adjusted earnings of 41 cents ...
Circle (CRCL) co-founder & CEO Jeremy Allaire joins Opening Bid to discuss the company's mixed quarterly results and the current state of the stablecoin market, including the key trends shaping the industry's next phase of growth.
C posts its best quarterly revenues in a decade in Q2 as broad-based business growth, stronger NII and efficiency gains power a sharp rise in profitability.
Indices – and the funds that track them – are typically constructed in one of two ways. What difference does it make which one you choose?
CNBC’s Jim Cramer said Monday that Amazon.Com Inc CEO Andy Jassy’s explanation of the company’s artificial intelligence (AI) spending during its latest earnings call changed how Wall Street views Big Tech’s multibillion-dollar AI investments. AI Spending Strategy Cramer said investors...
FLEX's Cloud and Power Infrastructure growth is fueling a stronger FY27 outlook as AI-driven demand boosts revenue, margins and expansion plans.
Tesla just posted record deliveries while its operating income collapsed and free cash flow went negative, yet BYD keeps selling more electrified vehicles than any company on earth. Which bet actually wins the next twelve months depends on one question neither company can fully answer yet.