
Intel just proved its comeback may be more real than investors thought
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

Intel just proved its comeback may be more real than investors thought

Samsung, TSMC and Intel rarely move in lockstep. This time, all three are betting on the same piece of equipment.

The federal government invest $100 million into the company.

On this episode of Stock Movers: - Novartis (NOVN) shares are lower as it suffered its third clinical-trial setback in a week after a treatment for a rare muscle-wasting disease failed a late-stage study. - Boston Scientific (BSX) shares are moving on news it said that fallout from a cybersecurity incident has impacted its ability to ship its products to customers and will cause the medical devices company to miss its sales growth and earnings estimates for the year. - Intel (INTC) is rising on a report that the company could raise computer chip prices next month.

Wall Street returns from summer vacation to a market suddenly bracing for a rate hike, with fresh analyst calls on Intel, Lockheed Martin, Amgen, and SpaceX adding more pressure points to an already tense week.

ASML Holding NV has won commitments from top chipmakers to use its latest semiconductor production gear, while embarking on a broader agreement to meet surging demand for more powerful artificial intelligence technology.

Here’s what could happen to INTC shares next

Nvidia’s earnings report had a number buried inside that AMD and Intel investors needed to see.

A blowout jobs report pushed September rate hike odds past 60%, which should have hammered high-multiple chip stocks. Instead, the semiconductor complex ran straight into the headwind and left the rest of tech behind.

At Uber and elsewhere, managers with small fiefdoms have become an especially vulnerable target in the push to purge management ranks.

↘️ PG&E (PCG): Shares of the California utility sank 8% premarket after lawmakers over the weekend introduced wildfire legislation that left out Gov. Gavin Newsom’s proposal to block insurance companies from suing utilities for wildfire-related claims.
Kevin Warsh didn't directly address eye-popping government debt figures in a speech in Jackson Hole, just days after the gross national debt and bond market jitters spooked investors.

A day after rallying on the back of strong results from Nvidia, the AI trade is stumbling to close out the week.
Tim Cook is stepping down as Apple's CEO. He's had a number of major hits, and some misses.
Nvidia's Strong AI Demand Sends Intel, AMD and Broadcom Stocks Higher

The S&P 500 Index ($SPX ) (SPY ) is up by +0.59% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.33%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +1.03%. E-mini S&P futures (ESU26 ) are up +0.55%, and September E-mini...

The Trump administration is weighing options for a new round of tariffs on semiconductors, according to POLITICO reporting. Morning Brief Host Jake Conley is joined by Yahoo Finance Senior Reporter Pras Subramanian and AInvest managing editor Adam Shapiro to discuss how the US may be holding itself back in the AI race with these trade policies.

The S&P 500 Index ($SPX ) (SPY ) is up by +0.39% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.08%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.84%. E-mini S&P futures (ESU26 ) are up +0.30%, and September E-mini...

Nasdaq 100 and S&P 500 futures jumped Thursday as AI-tied shares surged following a blowout earnings report from chipmaking giant Nvidia.

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.

NVDA awaits earnings near its 50-day EMA as Intel tests key technical support and SMCI remains range-bound between $35 and $40 resistance.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.