Motley Fool11d agoneutral
Intel vs. IonQ: Comparing Revenue Trends Between Artificial Intelligence and Quantum Computing ChipmakersIntel's revenue remains roughly flat over eight quarters, while IonQ's has grown more than fivefold since mid-2024.
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Simply Wall St.11d agoneutral
Can ASML Holding (NasdaqGS:ASML) Stay Reasonably Priced After Its 150% Run?ASML Holding’s share price has surged over the past few years and now sits in a zone where recent valuation checks suggest the stock no longer looks like a clear bargain, even as strong industry demand and high profile customer wins keep expectations elevated. ASML Holding has returned about 150% over the past 3 years, which puts extra focus on whether current buyers are paying a full price for that success. Progress in High NA EUV adoption at customers like Intel can support high...
Barrons.com11d agoneutral
Review & Preview: An Earnings Week to ForgetIt’s peak earnings season, and investors could be forgiven for wanting an escape hatch. Corporate America is delivering solid results, but it’s not helping stocks. Last night, chip maker Intel’s quarterly results blew past Wall Street estimates.
Reuters Videos12d agoneutralVIDEO
Nasdaq lags on angst over AI spending ahead of earnings reports<body><p>STORY: U.S. stocks ended mixed on Friday, with the Dow gaining just under half a percent, the S&P 500 virtually flat and the tech-heavy Nasdaq sliding nearly two-thirds of a percent.</p><p>The S&P 500 technology index underperformed the broader market as chip stocks fell, with Intel dropping nearly 8% despite forecasting quarterly profit and revenue above Wall Street estimates.</p><p>Enthusiasm for the AI trade weakened after Alphabet's announcement earlier this week of a plan to hike capital spending even as it burns cash.</p><p>Richard Reyle, chief investment officer at Questar Capital Partners, said that as a result investors are rotating into what he called "safer parts of the market."</p><p>"Pharmaceuticals have been flying, and that's been, I think, where we see the rotation of the market right now. [FLASH] You look at the iShares, pharmaceutical fund, it's big components that are J&J and Eli Lilly, they're at all-time highs. And they're still relatively not super expensive stocks. So I think that's a place that can be bought and held. And of course, energy. Exxon's going to announce earnings next week. I bet they're going to be a blockbuster and they're going to continue to be because they make money at $60 a barrel. At $100 a barrel, forget about it. They do very well."</p><p>The S&P 500 real estate sector also outperformed during the session. Its leading gainer was Digital Realty Trust, which rallied 11% after it raised its full-year forecast for funds from operations.</p><p>Among other gainers, shares of SLB climbed 11% after the oilfield services firm beat expectations for second-quarter profit.</p><p>Investors now turn their attention to quarterly results next week from Magnificent 7 megacaps Microsoft, Amazon, Meta and Apple.</p></body>
Motley Fool12d agoneutral
Stock Market Today, July 24: Intel Reverses Gains on Foundry and AI Spending ConcernsToday, July 24, 2026, shares fell almost 8% as strong premarket momentum evaporated as investors refocused on increasing capex plans.
Motley Fool12d agobearish
Intel Just Posted Its Fastest Revenue Growth in More Than 15 Years, but the Stock Is Falling. Here's What's Going On.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.
Zacks12d agoneutral
Top Research Reports for Intel, Dell & ProgressiveIntel's AI infrastructure push, Dell's AI server boom and Progressive's premium growth highlight the latest top research reports and key opportunities.
BeInCrypto12d agobullish
Intel Beat Earnings by $1.7 Billion and Fell 11% as Cramer Turned BullishIntel 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?
Stocktwits12d agoneutral
INTC Stock Set To End Fifth Week Lower — Intel And Lens Technology Partner To Advance Semiconductor PackagingIntel Corporation and Lens Technology have entered a strategic partnership to develop glass substrate-based semiconductor packaging.
GuruFocus.com12d agobullish
Intel Wins Over Analysts, But Not Everyone Is BuyingStrong earnings revive optimism without ending long-term concerns
Motley Fool12d agobearish
Why Did Intel Stock Drop Friday?Intel had a terrific Q2. Why aren't investors happier about it?
GuruFocus.com12d agoneutral
Why Micron Stock Is Tumbling FridayMicron stock falls sharply as ByteDance, Tencent deals fuel China fears
Benzinga12d agobearish
Intel's $90 Billion Wipeout Sparks 20% Crash In These ETFsIntel 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
Barrons.com12d agoneutral
Intel’s Strong Earnings Couldn’t Save the Stock From an AI Spending PanicIntel 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.
TheStreet12d agoneutral
Wells Fargo doubles down on AMD stock after Anthropic dealAMD 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 ...
Proactive12d agobullish
Intel beats and raises, but Wall Street isn't buying the rallyIntel 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...
MT Newswires12d agoneutral
Top Midday Stories: US Imposes New Set of Tariffs on 60 Countries; Intel Posts Strongest Revenue Growth in 15 YearsAll three major US stock indexes were up in late-morning trading Friday as the US imposed a new set
24/7 Wall St.12d agoneutral
Intel’s Strongest Revenue Growth in 15 Years Points to 30% UpsideIntel 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.
24/7 Wall St.12d agobearish
SK Hynix and Micron Sink 6%, SanDisk Drops 9% as Korea Chip Selloff Hits U.S. Memory StocksA 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.
MT Newswires12d agobullish
Intel Q2 Beat Supports Buy Thesis on Foundry, Server Growth, BofA SaysIntel's (INTC) second-quarter revenue and earnings beat, along with above-consensus third-quarter gu