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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.
INTC's stronger 2026 growth outlook, AI PC momentum and price gains outweigh its premium valuation, making it the better chip pick than QCOM.
In today's Chart of the Day, Yahoo Finance Markets & Data Editor Jared Blikre dives into Intel's (INTC) rally and how the chipmaker’s surging stock price saved the company millions as it prepares to issue $20 billion in new common stock.
Intel said Monday it plans to raise $15 billion by selling new shares to investors, giving it fresh cash for factories, equipment, day-to-day operations, and other needs. That comes with a cost for existing shareholders — one that its recent stock rally has dramatically reduced.
A Chinese company is reportedly manufacturing its own DUV systems.
TSMC said its sales in July rose nearly 6% from June and 45% year over year thanks to strong demand for AI chips.
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.
NVIDIA's 11% monthly gain is backed by surging AI demand, strong cash flow and a forward P/E below the tech sector average.
AMD posted record Q2 results, but high expectations overshadowed one of the strongest quarters in its history.
TSMC and Intel both reported blowout quarters riding the same AI wave, yet one walks away with a 67% gross margin while the other bleeds billions from its foundry. Whether Intel can close that gap in the next year comes down to a single unresolved bet.
Keep an eye on Intel here.
The Japanese investment giant posted a $2.2 billion quarterly profit, with a 1.3 trillion yen gain on Intel stock doing most of the heavy lifting
SoftBank shares fell 4.4% after Q1 profit beat estimates on a 1.33 trillion yen Intel gain, while OpenAI added nothing.
SoftBank’s net income fell 18 per cent in the first quarter but the rising valuations of its Intel and ByteDance stakes still helped Masayoshi...
JBL's 31.6% six-month surge, AI momentum, diversified operations and rising earnings estimates point to further stock appreciation.
Intel (INTC) heads into the Future of Memory and Storage 2026 conference in Santa Clara with investors weighing fresh Q2 results, updated revenue guidance, and new AI focused partnerships across PCs, packaging, and foundry services. See our latest analysis for Intel. Intel’s recent conference buzz, new AI PC and packaging collaborations, and stronger Q2 guidance sit against a mixed price pattern. The share price is up 10.92% over one day and 16.96% over seven days, yet down 16.13% over 30...
Intel Stock Roars Back 10% as Investors Rush Into Chip Stocks
AMD is riding AI momentum with major partnerships and a 34% revenue surge, while Intel battles losses and restructuring.
Chip stocks are surging across the board, but the biggest winner today may be the one that fell 24% last month and still has no trailing earnings to justify the bounce. Here is what is actually driving the move.
The S&P 500 Index ($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...
Wall Street futures were given a new boost ahead of another packed earnings session, helped by a renewed fall in oil prices as hopes of a deal with Iran resurfaced. Dow Jones futures were up 453 points, or 0.9%, while those for the Nasdaq gained 0.9%. S&P 500 futures were 0.2% higher,...
TSMC dominates on every traditional metric, yet one overlooked structural factor is quietly making its scrappier rival a more compelling bet for the next 24 months.
Every time AMD drops, the market hands out a discount on what may be the most strategically vital company in the AI infrastructure race, and three specific forces keep pulling this investor back to the buy button without hesitation.
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