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Alphabet and Intel could reset the AI trade
TheStreet29d agoneutral
Alphabet and Intel could reset the AI trade

Alphabet (GOOGL) and Intel (INTC) will approach second-quarter earnings from opposite sides of the artificial-intelligence boom. Alphabet is one of the biggest infrastructure buyers in the industry. Intel is trying to prove it can be a bigger supplier to that build-out. Their reports together could ...

Wedbush's Intel call has catch buried in fine print
TheStreet30d agoneutral
Wedbush's Intel call has catch buried in fine print

Intel heads into its second quarter earnings report on July 23 carrying an unusual problem. Wedbush Securities expects the numbers to look strong. The firm is far less certain that strong will be enough to move the stock. In a note to clients, Wedbush analyst Matt Bryson said revenue and margins ...

Strong earnings growth needed to justify tech valuations, says expert
Reuters Videos30d agoneutralVIDEO
Strong earnings growth needed to justify tech valuations, says expert

<body><p>STORY: Citing Alphabet's Google and Elon Musk's Tesla as examples, Brown said that "to justify the high valuations that we see in a lot of those names, we would need to see good earnings growth, not just kind of your run-of-the-mill 10%, but you'd want to see higher earnings growth on top of good margins as well."</p><p>The second-quarter earnings season will pick up the pace this week, with results due from big names like Alphabet, Tesla, and Intel, broadening out the picture they provide of the health of corporate America.</p></body>

Is Intel (INTC) Stock a Buy Before Q2 Earnings?
Insider Monkey30d agobullish
Is Intel (INTC) Stock a Buy Before Q2 Earnings?

The parabolic AI trade has sent many chip stocks to the moon, as investors have bet that hyperscalers such as Google, Microsoft, Amazon, and Meta will continue to aggressively expand AI capital expenditures. However, the rally now faces significant headwinds, with valuation and revenue sustainability concerns resurfacing amid rising competition from cheaper Chinese models. The […]

Chip Stocks Regain Ground, Powering Nasdaq
The Wall Street Journal30d agoneutral
Chip Stocks Regain Ground, Powering Nasdaq

STOCKS Investors are kicking off the trading week with AI bubble anxieties seemingly in the rearview mirror, pushing chip stocks higher and powering a nearly 1% advance in the Nasdaq composite. The gains come despite Alibaba previewing its new artificial-intelligence model-the second time in a week that China has flexed its advances in AI.

What it will take for Big Tech to wow investors this earnings season
Yahoo Finance Video30d agoneutralVIDEO
What it will take for Big Tech to wow investors this earnings season

US stock futures (ES=F, NQ=F, YM=F) got a lift in Monday's pre-market trading, coming off of last week's chip sell-off as investors await to hear earnings results from Alphabet (GOOG, GOOGL), Tesla (TSLA), Intel (INTC), and IBM (IBM) this week. Morning Brief Host Julie Hyman is joined by Yahoo Finance Breaking News Reporter Jake Conley and Bullseye American Ingenuity Fund portfolio manager Adam Johnson to discuss what investors will be paying close attention to when it comes to Big Tech's investments and returns on AI.

Why the Next Two Weeks Will Make or Break the Stock Market
Barrons.com30d agoneutral
Why the Next Two Weeks Will Make or Break the Stock Market

U.S. stocks started off a key week of trading with a Monday morning rise. Treasury yields are holding steady, oil prices are climbing but not spiraling out of control, and tech stocks are looking to stanch a notable week of declines ahead of a crucial set of earnings. The heaviest slate of second-quarter earnings and big tech updates are on tap, as well as a Federal Reserve policy meeting, and continued attacks between the U.S. and Iran are putting the focus back on energy markets. Tech stocks, meanwhile, are in retreat, with the trading in bear market territory and the now more than halfway toward correction after making an all-time high on June 2.