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SpaceX's gravitational pull is undeniable. That's why it's unsurprising that a few offhand remarks in SpaceX's earnings call on Tuesday still managed to jolt stocks in the further reaches of the company's orbit.
Twenty years ago, Advanced Micro Devices Inc. (AMD) spent the better part of a decade selling processors into a market Intel dominated, waiting for the moment Intel could not keep pace with demand on its own. That moment eventually arrived, and AMD converted patience into real share of the server ...
Keep an eye on Intel here.
The Japanese investment giant posted a $2.2 billion quarterly profit, with a 1.3 trillion yen gain on Intel stock doing most of the heavy lifting
The Japanese technology investment company has vowed to become a leading builder of AI data centers and a major investor in AI-powered robotics.
SoftBank shares fell 4.4% after Q1 profit beat estimates on a 1.33 trillion yen Intel gain, while OpenAI added nothing.
Aug 6 (Reuters) - S&P 500 and Dow futures were steady on Thursday after this week's record-breaking rally as investors awaited details on a Middle East peace deal, while Nasdaq futures slipped as
SoftBank’s net income fell 18 per cent in the first quarter but the rising valuations of its Intel and ByteDance stakes still helped Masayoshi...
Find insight on AMD, SpaceX, Disney and more in the latest Market Talks covering technology, media and telecom.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.31%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.05%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.03%. September E-mini S&P futures (ESU26 ) are up +0.33%, and September E-mini Nasdaq futures...
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.
Advanced Micro Devices Inc. (NASDAQ:AMD) stock fell nearly 9% in premarket trading Wednesday as investors appeared to want a stronger forward outlook following the chipmaker’s second-quarter results. The sell-off came even after AMD reported second-quarter revenue of $11.54 billion, topping the Wall Street estimate of $11.28 billion. However, much of the market’s attention shifted to the company’s outlook, particularly expectations for Helios, its upcoming rack-scale AI platform. Futurum Group C
Advanced Micro Devices shares declined before the bell on Wednesday as the chipmaker's stronger-than-expected revenue forecast fell short of lofty expectations and investors sought clearer signs that a multibillion-dollar AI spending boom will translate into faster growth. The move underscores elevated expectations facing AMD as it aims to challenge Nvidia's dominance amid intensifying competition with Intel racing to regain technology leadership after strong results. "We suspect expectations had moved higher following Intel's results a couple of weeks ago, and the buyside already has a fairly bullish outlook," said Stacy Rasgon, analyst at Bernstein.
Advanced Micro Devices shares declined before the bell on Wednesday as the chipmaker's stronger-than-expected revenue forecast fell short of lofty expectations and investors sought clearer signs that a multibillion-dollar AI spending boom will translate into faster growth. The move underscores elevated expectations facing AMD as it aims to challenge Nvidia's dominance amid intensifying competition with Intel racing to regain technology leadership after strong results. "We suspect expectations had moved higher following Intel’s results a couple of weeks ago, and the buyside already has a fairly bullish outlook," said Stacy Rasgon, analyst at Bernstein.
The S&P 500 Index ($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...
Investors are kicking off a new trading month on an upbeat note. But that hasn’t stopped one of July’s most painful trends from carrying into August. Chip stocks and other companies tied to the AI trade are some of the biggest decliners today, with Micron Technology, Sandisk, Intel and Western Digital all down about 3% or more.
The chipmaker looks dear on profits and slightly cheap on cash, and what sits under that gap is a business that turns far more of each sales dollar into cash than into profit while it swaps a shrinking handset exposure for faster end markets in data centers and automotive.
AMD will report its Q2 earnings Tuesday.
Companies rarely name a secret internal project after a rival’s product. Doing so hands over the story before it even becomes public: that the smaller competitor built something worth copying. That is essentially what just happened inside Taiwan Semiconductor Manufacturing. TSMC engineers are ...
Rivian just posted its cleanest quarterly beat in months and lifted full-year guidance, so why are shareholders waking up to an 8% drop while Lucid bleeds in sympathy and Tesla quietly holds its ground?
(Bloomberg) -- Aggressive AI spending plans by Amazon.com Inc., Microsoft Corp. and Alphabet Inc. provided fresh evidence that demand for chips and related equipment will remain strong, offering relief to a sector that’s been battered in recent days. Most Read from BloombergChip Stocks Post Biggest Advance Since April 2025: Markets WrapUS Strikes Iran Again as Conflict Spreads Across Middle EastBond Yields at 19-Year High Send Warsh Credibility WarningWarner Bros. Deal Collapse Would Cost the El
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.
Moby summary of Brookfield Infrastructure Partners L.P.'s Q2 2026 earnings call
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