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Wall Street Sold Off Intel After Its Earnings. But the Company Is Setting Up a Monster 2027.
24/7 Wall St.14d agoneutralVIDEO
Wall Street Sold Off Intel After Its Earnings. But the Company Is Setting Up a Monster 2027.

In this segment of the AI Investor Podcast from 24/7 Wall St., co-hosts Eric Bleeker and Austin Smith work through Intel's quarter and the whipsaw price action around it. Bleeker opens with the trading pattern as a microcosm of the month: Intel rose 10% after hours on the report, then fell roughly 30% over the following days, leaving it down 34% on the month at the end of last week. Yet, zoomed out, the stock is up 134% year to date and still more than double its post-February level, while most momentum names have given back their post-February gains entirely. He reads that as evidence Intel remains a structural winner. Bleeker credits two calls made earlier. The first was the rise of CPUs, which he says is playing out more forcefully than expected, with Intel's CPU prices up 48%. The second, and the one that matters more long term, is the foundry business. Intel guided 14A to volume production in 2028, which Bleeker takes as on track. Wall Street's disappointment centered on Intel declining to name customers, but Bleeker argues that silence is rational: a company shifting volume away from Taiwan Semiconductor has no interest in publicizing it and risking its existing allocation. What Intel needs, he notes, is wafer customers rather than packaging work, and he sees potential majors like Google drifting toward it. Smith agrees the non-disclosure is sensible and adds that these are not phantom customers. He points to reporting on xAI and the widely covered Apple arrangement as reasonably well established, meaning Intel gains little by confirming them publicly.

How Big Tech earnings are testing ETF market inflows
Yahoo Finance Video14d agoneutralVIDEO
How Big Tech earnings are testing ETF market inflows

AllianceBernstein global head of ETF strategy and partnerships, Julie Gunts, sits down with Yahoo Finance's Julie Hyman to discuss the dynamic between the tech sector, earnings, and ETF flows.

Bloomberg14d agoneutral
Meta, Google Online Child Safety Rules Advance in US Senate

(Bloomberg) -- A key Senate committee on Wednesday advanced a package of bills aimed at improving children’s safety online, teeing up a showdown with the House over whether to hold Meta Platforms Inc. and Alphabet Inc.’s Google liable for harms done to minors on their social media platforms. Most Read from BloombergSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model Mak

Veteran analyst rethinks Palantir stock after earnings
TheStreet14d agoneutral
Veteran analyst rethinks Palantir stock after earnings

Palantir stock has struggled for months, but the company may have just given investors some hope again. Shares of Palantir surged 29.45% on Aug. 4, the trading day after Palantir reported second-quarter results that topped Wall Street's expectations. The company posted adjusted earnings of 41 cents ...

Bank of America doubles down on Micron stock price for 2026
TheStreet14d agoneutral
Bank of America doubles down on Micron stock price for 2026

Memory stocks have always been among the most volatile in the semiconductor sector. They run hard when the cycle is right, then give back a lot of it when investors start pricing in the next downturn. Micron has been through that cycle more times than most companies, and investors who have watched ...

Strong Earnings Push the S&P 500 to New Record High
Barchart14d agobullish
Strong Earnings Push the S&P 500 to New Record High

The S&P 500 Index ($SPX ) (SPY ) today is up +0.46%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.74%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.51%. September E-mini S&P futures (ESU26 ) are up +0.50%, and September E-mini Nasdaq futures...

Get on line because Disney parks drove Q3 growth, earnings lift stock
Yahoo Finance Video14d agoneutralVIDEO
Get on line because Disney parks drove Q3 growth, earnings lift stock

Disney (DIS) shares are getting some gains Wednesday morning after the House of Mouse reported streaming and its theme parks to be the main growth drivers in its fiscal third quarter. Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Reporter Pras Subramanian and Breaking News Reporter Jake Conley to examine the experiences demand at Disney parks and the companies performance under its latest CEO Josh D'Amaro.

Get on line because Disney parks drove Q3 growth, earnings lift stock
Yahoo Finance Video14d agoneutralVIDEO
Get on line because Disney parks drove Q3 growth, earnings lift stock

Disney (DIS) shares are getting some gains Wednesday morning after the House of Mouse reported streaming and its theme parks to be the main growth drivers in its fiscal third quarter, Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Reporter Pras Subramanian and Breaking News Reporter Jake Conley to examine the experiences demand at Disney parks and the companies performance under its latest CEO Josh D'Amaro.

CDW Q2 Earnings Call Highlights
MarketBeat14d agoneutral
CDW Q2 Earnings Call Highlights

CDW (NASDAQ:CDW) reported record second-quarter results for 2026, as demand for infrastructure modernization, artificial intelligence readiness and security helped lift net sales 10% to $6.6 billion. The technology solutions provider said gross profit increased 6% to $1.3 billion, while non-GAAP op

AZN rebounds after report dismisses AstraZeneca-Bristol Myers merger speculation
InvestorsHub14d agobearish
AZN rebounds after report dismisses AstraZeneca-Bristol Myers merger speculation

AstraZeneca (NASDAQ:AZN) shares climbed around 6% on Wednesday after Reuters reported that there are “no discussions” between the company and Bristol Myers Squibb (NYSE:BMY) regarding a potential merger, contradicting recent speculation that had unsettled investors. The report eased concerns surrounding a deal that, if completed, would have created a pharmaceutical group valued at close to $400 billion.