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Nasdaq 100 and S&P 500 futures jumped Thursday as AI-tied shares surged following a blowout earnings report from chipmaking giant Nvidia.
CFO Colette Kress has a different view than critics who accuse the chip giant of ‘circular financing,’ per her comments on the earnings call.
Intel stock has surged over the past year, yet valuation checks send a mixed signal, with a fairly valued intrinsic estimate and a low overall value score sitting alongside a market-multiple read that points to upside. After such a sharp move, the question for investors is whether Intel still offers enough value support at current levels. Intel has returned 255.1% over the past year, which puts extra focus on whether today’s price already embeds much of the recent optimism. New AI processors...
On August 17, The Financial Times reported that AI video startup Higgsfield raised $400 million at a $5.4 billion valuation from investors. It includes The Goldman Sachs Group, Inc. (NYSE:GS) and Intel Corporation (NASDAQ:INTC), as the two-year-old company pushes deeper into corporate marketing subscriptions. Why This Matters A Wall Street bank and a chipmaker in […]
During the August 24 Mad Money episode, a caller noted that they bought Intel Corporation (NASDAQ:INTC) at a cost basis of $93 per share and asked whether to pyramid down into the position now that the stock has dropped. Jim Cramer responded: Okay, I’ve been wrong on the price of Intel when I started to […]
Intel (NASDAQ:INTC) Chief Financial Officer David Zinsner said the company’s recent capital raise was intended to support higher capital expenditures, substrate investments and capacity commitments as it seeks to address demand for data-center CPUs, advanced packaging and future process technologies
Nvidia—looking to beat analysts' already high expectations for the 15th quarter in a row—may be in league of its own in tech. But Wall Street sure isn't acting like it. The forward price to earnings ratio for shares of the world's most valuable company is dragging behind chip-makers and other large tech players, perhaps because of concerns about financing risks, long-term revenue generation, or expectations that are just too high.
AMD has surged nearly 200% in a year, and the Helios GPU ramp is just getting started, but a stretched valuation and export policy risks mean the next move could break either way in a hurry.
INTC's cash flow surges in the first half of 2026, but heavy investment keeps free cash flow under pressure. Can the trend persist?
On August 13, 2026, Advanced Micro Devices, Inc. (NASDAQ:AMD) launched a four-part bond offering that could raise between $4 billion and $5 billion. The firm joined a broader wave of tech-sector fundraising for AI investment just days after rival Intel Corporation (NASDAQ:INTC) raised $20 billion in an upsized stock offering. Why This Matters Both chip […]
These two chipmakers have had very different 2026s.
New processors and TSMC packaging issues could reshape the opportunity.
A single wire report about a government cash account nobody was watching sent AMD, Marvell, and Micron surging overnight, and the reason explains exactly why the same trade can unwind just as fast.
NVDA awaits earnings near its 50-day EMA as Intel tests key technical support and SMCI remains range-bound between $35 and $40 resistance.
Intel Corp stock climbed nearly 4% in Tuesday premarket trading as improving risk sentiment lifted semiconductor stocks. Nasdaq futures rose 1.01%, while S&P 500 futures gained 0.50%.The chipmaker announced on Monday that it is expanding its AI lineup with new...
A six-fold spread inside a single year. How much of the price is the business, and how much is the promise?
Pelosi reported new positions as demand for AI infrastructure drives a growing need for power.
The high-profile purchase grabbed attention, but Intel's operating turnaround remains the real valuation test.
A second AI growth engine could reshape AMD's earnings outlook
Raymond James argues that agentic AI will make CPUs more valuable--not obsolete--inside enormous accelerator clusters.
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