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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.
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...
Situational Awareness, an AI-focused hedge fund run by former OpenAI researcher Leopold Aschenbrenner, sold the bulk of its stock portfolio to Ken Griffin’s Citadel after being battered by heavy losses in its tech holdings, two sources familiar with the matter told Reuters on Thursday. Situational was forced to unwind most of its public equities portfolio, which included sizable holdings in several prominent AI names that have been rocked by the recent market selloff, the sources said, requesting anonymity as the discussions are confidential. The fund was under pressure to either raise fresh capital from investors or offload its entire book, and eventually chose the latter option, the sources added.
Intel reported blowout numbers in the second quarter of 2026.
Intel has joined the AI infrastructure party, but that doesn't make its stock a buy.
Intel 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?
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.
Intel's stock is surging while the rest of the chip sector sits flat, and the reasons behind that split tell a much bigger story about where the semiconductor race is actually headed.
Strong demand prompts higher spending despite ongoing supply constraints
Investing.com -- The recent pullback in semiconductor stocks, driven by surging oil prices, rising bond yields and concerns over AI spending, represents a buying opportunity for the sector, Citi analysts say.
Intel (NASDAQ:INTC) shares climbed more than 4% in premarket trading on Friday after the semiconductor company posted its fastest quarterly revenue growth in over 15 years and issued stronger guidance for the current quarter, highlighting continued momentum from artificial intelligence investment. The latest results exceeded Wall Street forecasts and reinforced investor confidence that Intel’s turnaround strategy is gaining traction under Chief Executive Lip-Bu Tan.
Now an AI player, the chip maker is riding strong demand from data centers and hasn’t felt the worst of the memory-chip squeeze.
Chipmaker Reports Strongest Revenue Growth in More Than 15 Years
Intel smashed Wall Street's targets for the second quarter and with its guidance for the third quarter. Intel stock jumped on the news.
Intel (INTC) reported impressive second quarter results on Thursday after the closing bell. Earnings per share (EPS) came in at $0.42 (compared to analyst estimates of $0.21), and revenue came in at $16.1 billion (compared to analyst estimates of $14.43 billion). Yahoo Finance's Josh Lipton takes a closer look at the breaking numbers.
Intel forecast quarterly profit and revenue above estimates on Thursday, boosting its spending plans over the next two years as an AI data center buildout increases demand for its central processing units (CPUs). Shares of Intel, which closed down 2.3% on Thursday, rose 5% in after-hours trading. Adjusted profit is expected to be 38 cents per share, compared with analyst estimates of 27 cents.
QCOM is set to report Q3 results with new Snapdragon launches boosting AI, PCs and smartphones, but competition and Android demand remain key challenges.
(Bloomberg) -- Intel Corp. is expected to report strong second-quarter earnings after the market close Thursday, but even blowout results likely won’t be enough to reverse the stock’s July slide. Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyApple to Launch ‘Upgrade’ Device Le
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