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Intel's $90 Billion Wipeout Sparks 20% Crash In These ETFs
Benzinga12d agobearish
Intel's $90 Billion Wipeout Sparks 20% Crash In These ETFs

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’s Strong Earnings Couldn’t Save the Stock From an AI Spending Panic
Barrons.com12d agoneutral
Intel’s Strong Earnings Couldn’t Save the Stock From an AI Spending Panic

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.

Wells Fargo doubles down on AMD stock after Anthropic deal
TheStreet12d agoneutral
Wells Fargo doubles down on AMD stock after Anthropic deal

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 beats and raises, but Wall Street isn't buying the rally
Proactive12d agobullish
Intel beats and raises, but Wall Street isn't buying the rally

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...

Is Wall Street buying Intel's comeback story after blowout Q2 earnings?
Yahoo Finance Video12d agobullishVIDEO
Is Wall Street buying Intel's comeback story after blowout Q2 earnings?

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.

Arm Holdings (ARM) Is Up 5.9% After Overtaking x86 In AI GPU Servers - What's Changed
Simply Wall St.12d agoneutral
Arm Holdings (ARM) Is Up 5.9% After Overtaking x86 In AI GPU Servers - What's Changed

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...