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Intel Climbs 15% on Apple Chip Deal as Trader Warns on Upcoming Cisco Earnings
24/7 Wall St.138d agobullish
Intel Climbs 15% on Apple Chip Deal as Trader Warns on Upcoming Cisco Earnings

Friday’s CNBC Halftime Report on May 8 featured two very different AI market stories unfolding at the same time. One centered on growing optimism around Cisco Systems (NASDAQ:CSCO) ahead of earnings, while the other exploded mid-segment as Intel (NASDAQ:INTC) jumped double digits on reports of a preliminary chip manufacturing agreement with Apple (NASDAQ:AAPL). The Cisco ... Intel Climbs 15% on Apple Chip Deal as Trader Warns on Upcoming Cisco Earnings

The AI Chip Rally Is Masking a Dangerous Truth. Half the S&P 500 Is Being Left Behind
24/7 Wall St.138d agobullish
The AI Chip Rally Is Masking a Dangerous Truth. Half the S&P 500 Is Being Left Behind

The Philadelphia Semiconductor Index has climbed roughly 64% since late March. Nathan Peterson, Director of Derivatives Research and Strategy at Schwab, framed last week’s action around a single dominant theme on the firm’s Market Update podcast: “The driving engine behind last week’s push higher in stocks continued to be the AI infrastructure plays, especially in ... The AI Chip Rally Is Masking a Dangerous Truth. Half the S&P 500 Is Being Left Behind

President Trump’s Stock Broker Was the Busiest Person in America in Q1
24/7 Wall St.138d agoneutral
President Trump’s Stock Broker Was the Busiest Person in America in Q1

Markets don’t move in a straight line — and neither do the people running the country. Q1 2026 was a quarter defined by tariff headlines, rate uncertainty, and a broad S&P 500 pullback that rattled retail and institutional investors alike. Most people were paralyzed. Some panicked. And at least one person — or rather, one ... President Trump’s Stock Broker Was the Busiest Person in America in Q1

CDL Delivers Capital Gains Alongside Income as Rates Hover Near 4.4%
24/7 Wall St.138d agoneutral
CDL Delivers Capital Gains Alongside Income as Rates Hover Near 4.4%

The VictoryShares US Large Cap High Div Volatility Wtd ETF (NASDAQ:CDL) pulls its distribution from dividends paid by large U.S. companies that have screened in for both yield and lower realized volatility. CDL is volatility weighted rather than market-cap weighted (the index methodology pushes back against market-cap concentration risk), which means a handful of regulated ... CDL Delivers Capital Gains Alongside Income as Rates Hover Near 4.4%

Intel Slumps 7%, AMD and NVIDIA Slide 4% in Chipmaker Selloff
24/7 Wall St.138d agobearish
Intel Slumps 7%, AMD and NVIDIA Slide 4% in Chipmaker Selloff

The semiconductor sector is selling off at the open on Friday, with all three major U.S.-listed chipmakers giving back a slice of their parabolic spring rallies. Intel (NASDAQ:INTC) shares are leading the move lower, sliding 8% in early trading to $108 from Thursday’s close of $115.93. Advanced Micro Devices (NASDAQ:AMD) stock is down 4% to ... Intel Slumps 7%, AMD and NVIDIA Slide 4% in Chipmaker Selloff

Apple iPhone Sales Appear Unstoppable
24/7 Wall St.138d agoneutral
Apple iPhone Sales Appear Unstoppable

CounterPoint, the well-regarded electronics research firm, shows that, study after study, in China, the US, and globally, sales of the iPhone continue to outpace those of all competitors. The most recent data comes from a survey of smartphone buyers from the major wireless carriers. The carriers include Verizon (NYSE: VZ), AT&T (NYSE: T), and T-Mobile. ... Apple iPhone Sales Appear Unstoppable

Anthropic Valuation Is Key For Alphabet
24/7 Wall St.138d agoneutral
Anthropic Valuation Is Key For Alphabet

Anthropic’s valuation is nearing $1 trillion, an astonishing figure for a private company. The FT reports that it will raise $30 billion at a valuation of $900 billion. Less than a year ago, it raised $30 billion on a valuation of $380 billion. The numbers cannot help but drive the value of public companies that ... Anthropic Valuation Is Key For Alphabet

Forget Intel. Its Own Executives Are Cashing Out and This Is the Chip Stock You Should Own Instead
24/7 Wall St.138d agoneutral
Forget Intel. Its Own Executives Are Cashing Out and This Is the Chip Stock You Should Own Instead

Intel (NASDAQ:INTC) has roughly tripled this year on a turnaround narrative wrapped around AI inference workloads, a fresh Google partnership, and selection as the host CPU for NVIDIA‘s (NASDAQ:NVDA) DGX Rubin systems. But here’s what you should actually be watching. The Intel Rally Is a Crowded Trade Dressed Up as a Comeback Intel is up ... Forget Intel. Its Own Executives Are Cashing Out and This Is the Chip Stock You Should Own Instead

Latest News In Cloud AI - AI Investment Surge Highlights Growth and Challenges
Simply Wall St.138d agobullish
Latest News In Cloud AI - AI Investment Surge Highlights Growth and Challenges

Global investment in artificial intelligence (AI) technology surged to $297 billion in 2024 as enterprise adoption accelerates beyond pilot programs, according to BCC Research's recent report. The significant increase in venture funding, primarily directed towards AI-focused companies, underscores a shift in the industry towards production-scale deployment. U.S. companies dominate private AI investments, highlighting a clear technological leadership, while corporate giants such as Google,...

Trump Bought the Software Stock Slump—and More Revelations From His Trades
Barrons.com138d agobearish
Trump Bought the Software Stock Slump—and More Revelations From His Trades

President Donald Trump has been busy in the stock market. Trump disclosed purchases and sales of hundreds of millions of dollars worth of U.S. stocks in the first quarter, according to a disclosure released by the U.S. Office of Government Ethics. Trump purchased between $1 million and $5 million worth of ServiceNow Adobe Workday on Feb. 10, the disclosure revealed.

Is Apple (AAPL) One of the Best US Stocks to Invest in According to Billionaires?
Insider Monkey138d agoneutral
Is Apple (AAPL) One of the Best US Stocks to Invest in According to Billionaires?

Apple Inc. (NASDAQ:AAPL) is included among the 10 Best US Stocks to Invest in According to Billionaires. Apple Inc. (NASDAQ:AAPL) designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide. Apple Inc. (NASDAQ:AAPL) made headlines on May 8 when a Wall Street Journal report revealed that the tech giant has reached a preliminary […]

Apple And OpenAI Rift Puts AI Partnerships And Investor Focus In Spotlight
Simply Wall St.138d agobullish
Apple And OpenAI Rift Puts AI Partnerships And Investor Focus In Spotlight

Apple’s partnership with OpenAI has reportedly become strained, with OpenAI preparing potential legal action. The dispute centers on alleged shortfalls in Apple’s delivery of commercial and integration commitments under a multi year agreement. The tension is emerging as Apple expands its AI offerings and opens its ecosystem to additional third party AI providers. For investors following Apple, NasdaqGS:AAPL, the dispute lands at a time when the stock is trading around $298.21 and has...

Bloomberg138d agoneutral
OpenAI May Raise More Money as Compute Crunch Deepens, CFO Says

(Bloomberg) -- OpenAI Chief Financial Officer Sarah Friar said the ChatGPT maker may raise more capital even after completing what she described as the largest private fundraising round ever, as the company races to secure computing power to meet surging AI demand.Most Read from BloombergHormuz Oil Flows Creep Higher as More Supertankers ExitIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsWhat Is The Thucydides Trap and Why Did Xi Raise It With Trump?Xi Tells US CEOs on Tru

Wall Street Hearts AI, as Blockbuster IPO Shows
The Wall Street Journal138d agoneutral
Wall Street Hearts AI, as Blockbuster IPO Shows

The strong reception comes after enthusiasm for AI companies and chip hardware helped the S&P 500 and the tech-laden Nasdaq composite rebound quickly from Iran war concerns and soar to new records. At the other end of the spectrum, Honda reported its first annual loss as a listed company—equivalent to $2.7 billion. 2. Security researchers say they have discovered a new way of circumventing Apple’s state-of-the-art security technology.