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Intel has joined the AI infrastructure party, but that doesn't make its stock a buy.

(Bloomberg) -- Moonshot AI is poised to make its Kimi K3 model available for public download, expanding its reach and influence in the global open software community at a time of growing US concern about Chinese encroachment into the top echelons of AI development.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksTrump Seethes as Iran War Spirals A

The telecom already has a plan for every dollar of its massive free cash flow stream -- and investors should love it.

Cincinnati Financial has an impressive dividend history, but there's more to consider before you buy this insurance stock.

The next key catalyst for this cannabis stock lies in the hands of a U.S. Federal Government agency.

Enphase Energy has shed half its value from its 52-week high, insiders have been buying shares at prices well above today's quote, and a catalyst covering 30 million customer accounts is still in its early stages. Here is what to watch before Q2 earnings land on July 28.

SEOUL, July 25 (Reuters) - South Korea's Samsung Electronics and SK Hynix will pursue memory chip supply partnership with U.S. big tech companies including Nvidia worth $950 billion overall, South

After years of decline, the stock rallied by almost 50% in the first half of 2026.

Federal AI contracts are pouring into enterprise software order books, and two of the sector's most beaten-down stocks are suddenly surging. Whether today's rally marks a genuine turning point or a fleeting squeeze depends on details buried inside fresh earnings reports and a blockbuster government deal.

NextEra Energy reported another strong quarter.

Intel stock (INTC), which initially surged following its second quarter earnings yesterday, is trying to hold onto some of its gains Friday morning. Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Business Reporter Ines Ferré and Interactive Brokers chief strategist Steve Sosnick to discuss Intel's earnings release, outlook, and performance of its various business segments.

American Express (NYSE:AXP) stock is sliding Friday morning, trading at $320.55 and down 6% after the card issuer reported a Q2 2026 beat that traders opted to fade. The reaction hit within an hour of the 8:30 a.m. ET 8-K Form, pulling American Express stock down from a prior close of $340.84. The drop extends ... American Express Sinks 6% After Q2 Earnings Beat as Visa, Mastercard Hold Steady

Intel's stock is surging while the rest of the chip sector sits flat, and the reasons behind that split tell a much bigger story about where the semiconductor race is actually headed.

Investing.com -- The recent pullback in semiconductor stocks, driven by surging oil prices, rising bond yields and concerns over AI spending, represents a buying opportunity for the sector, Citi analysts say.

Investing.com -- Amkor Technology Inc (NASDAQ:AMKR) shares jumped 16.6% in after-hours trading Thursday following the announcement of a multi-year strategic partnership with NVIDIA Corporation (NASDAQ:NVDA) valued at $1.5 billion to develop advanced semiconductor packaging and test technologies for AI and accelerated computing platforms.

Nvidia stock slides below an early entry at 213.99 on Thursday. The move comes after Alphabet's earnings report late Wednesday.

Celestica is reporting Q2 earnings on July 27, and the setup heading into that print raises a question most investors have not asked yet: what happens when a pick-and-shovel AI play trades at a discount to its own growth rate with 20 of 21 analysts already bullish?

Blackstone reported strong second-quarter results.

The Google parent’s results have provided fuel for a rally in chip stocks, but Nvidia has been left behind.

U.S. chipmaking giants Intel and Advanced Micro Devices are signing longer-term purchase commitments with Chinese server customers for data-centre processors as prices ‌surge, two people familiar with the talks said. The move highlights a broader consequence of the ‌AI boom: demand has spread beyond AI accelerators to memory, networking gear and server processors, giving suppliers greater leverage to seek long-term purchase ​deals. AI data centres require not only Nvidia-style graphics processors (GPUs) but also large numbers of central processing units (CPUs) to support servers, storage, networking and inference workloads.

The chipmaker finally put a name on its foundry momentum -- two days before the report that will test it.

SpaceX must bridge the gap between its visionary long-term plans and the reality of its current operations.

Nvidia is trailing the Nasdaq-100 this year, but that may not last.

Netflix just posted a beat on earnings and its biggest buyback quarter ever, yet the stock cratered anyway. Jim Cramer thinks that disconnect has created a rare opening, but his buy strategy comes with a pointed warning about what comes next.

Jim Cramer is steering investors away from NASDAQ and toward industrial blue chips, but one of his top picks fell nearly eight dollars even after landing what he called a ridiculous, record-breaking order. Here is why he still thinks the setup is worth it.

ASML's results make it clear that the company is benefiting big time from the heavy investments in AI infrastructure.

Investors are worried about Oracle's debt, but the company's long-term prospects could outweigh the near-term risks.

The deal gives Microsoft more computing capacity in Europe and brings Mistral's AI models into Microsoft Foundry and Copilot Studio

Texas Instruments and ServiceNow both report earnings on the same day after weeks of steep selloffs, and Wall Street is quietly stacking its chips heavily toward one of them while the other faces a very different kind of pressure.

Some contract announcements move stocks. And then there are the ones that reframe an entire investment thesis. We saw the latter on a Monday, July 20. IREN Limited (IREN) was trading up more than 21% to $40.57 as of July 20 midday, according to Yahoo Finance. That’s after the Australia-based ...