News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
A 25% growth rate from a company that was barely growing a year ago. Investors took notice after hours. But then they changed their minds.
Intel's AI infrastructure push, Dell's AI server boom and Progressive's premium growth highlight the latest top research reports and key opportunities.
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 Corporation and Lens Technology have entered a strategic partnership to develop glass substrate-based semiconductor packaging.
Strong earnings revive optimism without ending long-term concerns
Intel had a terrific Q2. Why aren't investors happier about it?
Micron stock falls sharply as ByteDance, Tencent deals fuel China fears
Intel Corp. (NASDAQ:INTC) delivered another painful reminder, after Tesla Inc.’s (NASDAQ:TSLA) rout, of the risks of leveraged single-stock ETFs. A dramatic post-earnings reversal erased nearly $90 billion in market value in less than 24 hours. The reversal comes amid elevated volatility across semiconductor stocks, with investors reassessing AI-related valuations and earnings expectations. For ETF investors, Intel’s swift boom-to-bust move underscores the trade-off between the return potential
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.
AMD has already had one of the best years of any stock in the market. Up more than 170% year-to-date. A market cap pushing toward $1 trillion. A server CPU business that's been quietly taking share from Intel while the GPU story was getting all the headlines. Wells Fargo analyst Aaron Rakers raised ...
Intel Corp (NASDAQ:INTC, XETRA:INL) shares reversed sharply on Friday, falling more than 4% after an initial surge after Thursday’s bell as investors weighed a mixed picture from Wall Street analysts following the chipmaker's second-quarter results. Intel beat expectations with $0.42 in...
All three major US stock indexes were up in late-morning trading Friday as the US imposed a new set
Intel just posted the kind of quarter that rewrites a narrative, but the stock has already pulled back sharply from its recent peak, leaving investors to decide whether this is a second chance or a warning sign.
A Korea-led overnight selloff is dragging the entire U.S. memory sector down hard on Friday, and even a glowing Elon Musk endorsement could not stop Micron from joining the retreat. Here is what is driving the group lower and what traders are watching into the close.
Intel's (INTC) second-quarter revenue and earnings beat, along with above-consensus third-quarter gu

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.
U. S. stock futures pointed to a firmer open on Friday as investors looked to recover from the previous session’s broad sell-off, with stronger-than-expected results from Intel and a sharp decline in oil prices helping improve market sentiment.
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.
In recent days, Arm Holdings has seen its processor architecture surpass x86 systems as the leading platform for rack-scale AI GPU servers, while sector sentiment improved after Intel reported its strongest revenue growth in nearly 15 years. This combination of architectural gains in accelerated computing and a healthier backdrop for semiconductors has sharpened investor focus on Arm’s role in powering energy-efficient AI infrastructure. Now we’ll consider how Arm’s rising share in...