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Intel options volume hit nearly 3 times its monthly average Thursday as tech stocks rebounded from the Fed's first rate increase since 2023

Major stock-market indexes rallied, reversing the declines that followed the Federal Reserve’s interest-rate hike Wednesday. Chip stocks rallied. The PHLX Semiconductor Index rose 3.1% after comments from Intel Chief Executive Lip-Bu Tan about soaring memory prices.

Japanese stocks were higher in early trade after a fall in crude oil prices amid eased fears about Middle Eastern supplies.

Major stock-market indexes rallied, reversing the declines that followed the Federal Reserve’s interest-rate hike Wednesday. The PHLX Semiconductor Index rose 3.1% after comments from Intel Chief Executive Lip-Bu Tan about soaring memory prices. The Securities and Exchange Commission cleared a path for trading venues to offer tokenized stocks in the U.S., a landmark decision that may overhaul traditional equity markets.

Intel and SK Hynix held exploratory talks for US chip manufacturing. The market doesn’t care that the talks were exploratory, clearly.

The reported talks come as Intel seeks more outside demand for its costly U.S. manufacturing network.

A public listing could reveal the value of Intel's retained FPGA interest without repairing its own losses.

Equity markets reacted with concern to a weekend essay by Anthropic’s CEO which warned against a race to the bottom in the development of new AI models.

The S&P 500 Index ($SPX ) (SPY ) is up +0.87%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.97%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.77%. E-mini S&P futures (ESU26 ) are up +1.01%, and September E-mini Nasdaq futures (NQU26 )...

Stock Market Today: The Dow Jones index rises Friday ahead of imminent CPI inflation report. Oracle stock jumps on earnings.

Intel just proved its comeback may be more real than investors thought

Wall Street returns from summer vacation to a market suddenly bracing for a rate hike, with fresh analyst calls on Intel, Lockheed Martin, Amgen, and SpaceX adding more pressure points to an already tense week.

ASML Holding NV has won commitments from top chipmakers to use its latest semiconductor production gear, while embarking on a broader agreement to meet surging demand for more powerful artificial intelligence technology.

A blowout jobs report pushed September rate hike odds past 60%, which should have hammered high-multiple chip stocks. Instead, the semiconductor complex ran straight into the headwind and left the rest of tech behind.

Broadcom is scheduled to report results for its fiscal third quarter after-market hours on Wednesday, September 2, with Wall Street looking for another quarter of exceptional growth.

Nvidia's Strong AI Demand Sends Intel, AMD and Broadcom Stocks Higher

The S&P 500 Index ($SPX ) (SPY ) is up by +0.39% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.08%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.84%. E-mini S&P futures (ESU26 ) are up +0.30%, and September E-mini...

Software stocks gained after Salesforce CEO Marc Benioff said the SaaSpocalypse was over.

Nasdaq 100 and S&P 500 futures jumped Thursday as AI-tied shares surged following a blowout earnings report from chipmaking giant Nvidia.

Wedbush sees another sign of memory inflation.

Intel once was the biggest chipmaker in the world. During the 1990s through the mid-2010s, Intel’s semiconductor powered most of the personal computers in businesses and homes worldwide. Nowadays, the company is playing catch-up, competing with other powerful players in the semiconductor industry — ...

A blowout earnings report from deep inside the AI server supply chain sent shockwaves through the chip sector Wednesday, lifting three of the biggest names in logic silicon and raising the stakes for what could be an even bigger catalyst on the horizon.

The retail investor tide may be turning on SpaceX after 59 days in the public markets.

Intel is planning to raise $15 billion through a share ‌sale, the U.S. chipmaker said ‌on Monday as it looks to fund the ​costly build-out of its chip contract manufacturing business by cashing in on a stock surge fueled by its turnaround efforts. Once ‌the dominant ⁠force in the global chip industry, Intel is investing heavily in ⁠new facilities and advanced packaging capabilities as it seeks to challenge industry ​leader such ​as TSMC in ​contract chip manufacturing. Its ‌shares fell more than 3% in premarket trading, likely on concerns about shareholder dilution from the stock sale.

Keep an eye on Intel here.

The Japanese investment giant posted a $2.2 billion quarterly profit, with a 1.3 trillion yen gain on Intel stock doing most of the heavy lifting

SoftBank shares fell 4.4% after Q1 profit beat estimates on a 1.33 trillion yen Intel gain, while OpenAI added nothing.

SoftBank’s net income fell 18 per cent in the first quarter but the rising valuations of its Intel and ByteDance stakes still helped Masayoshi...

The S&P 500 Index ($SPX ) (SPY ) today is up +0.73%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.03%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.00%. September E-mini S&P futures (ESU26 ) are up +0.72%, and September E-mini Nasdaq futures...

Tech stocks coverage for the week of Aug. 3.