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Intel's stock has already tripled, so why did the company's own CEO just write a $10 million personal check to buy even more shares at full market price alongside ordinary investors?
Nvidia owns 122.8 million SpaceX shares, giving it a major stake in Musk’s space and AI empire as the two companies deepen their data-center partnership.
<body><p>VIDEO SHOWS: n/a</p><p>STORY: U.S. stocks ended lower on Friday, with the Dow, S&P 500 and Nasdaq each down less than three-tenths of a percent. The S&P 500 dropped marginally a day after its record high close.</p><p>Shares of chipmakers dropped, with investors nervous about high valuations of AI-related stocks. Broadcom shed about 6%, while shares of Intel lost 2%.</p><p>The declines come despite a sharp August rebound for semiconductors. But Brad Conger, chief investment officer at Hirtle & Co., remains cautious on the sector.</p><p>"On the semiconductors, what we're seeing is a very supply constrained market where gross margins are now in the mid-80s, which is extraordinary. It's something we've never seen before for these companies. And it really just shows you how severe the supply shortages are in that market. The market seems to be very comfortable that supply shortage is going to persist and that those margins are going to maintain. I think, again, that's </p><p>a very fragile equilibrium that, in other words, one announcement about a CapEx plan or a new entrant to the market like we saw with this Chinese chip maker called CXMT can really throw the narrative to the other side."</p><p>Among other AI-related stocks, Applied Materials shed about 5% after the company's upbeat quarterly forecast failed to impress investors. The chip equipment maker's shares have doubled in 2026 due to strong demand related to the buildout of AI data centers.</p><p>Elsewhere in the market, shares of Reddit surged almost 13% after the social media company was named a new addition to the S&P 500 index, effective August 18.</p><p>And shares of Workday dipped nearly 4%. This comes a day after they soared 18% as Reuters reported that private equity firm Silver Lake was in talks to acquire the software firm.</p><p>:: Archive</p><p>Meanwhile, transit through the Strait of Hormuz appeared at a near standstill after two more ships were attacked, adding to pessimism about a peace deal with Iran. Oil prices rose more than one dollar a barrel.</p><p>And economic data on Friday showed retail sales in July fell for the first time in nine months, and consumer sentiment slumped in early August amid worries about the rising cost of living.</p></body>
Investing.com -- Stanley Druckenmiller's Duquesne Family Office executed a dramatic reshuffling of its portfolio during the latest quarter, highlighted by a massive rotation back into mega-cap technology and a decisive exit from several legacy semiconductor names. Most notably, the firm increased its core equity position in Amazon.com Inc (NASDAQ:AMZN) by more than 1,000% to 541,600 shares, while simultaneously more than doubling its call options on the e-commerce giant. Against that backdrop, D
Intel's $23 Billion Capital Raise Could Be a Game Changer for Its Foundry Business
President Donald Trump‘s willingness to intervene in private markets has reached a point where he could be described as “the most powerful socialist in the country today,” a former economic adviser to President Barack Obama says. Robert Wolf made the...
The disclosure carries weight given Intel's simultaneous moves: a $20 billion common stock offering completed August 10 and the June 18 appointment of Seok-Hee Lee, former CEO of SK Hynix, as executive vice president of Intel Foundry.
AMD just posted blowout earnings and still cratered 9% after hours, but one Wall Street analyst sees that selloff as the setup for a gain most investors would dismiss as fantasy.
Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% […]
Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% […]
Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% […]
Aug 14 (Reuters) - U.S. stock index futures were subdued on Friday, a day after the S&P 500 closed at a record high, as rising crude prices after the latest developments in the Middle East kept
Intel's free cash flow has turned positive for the first time in four years, and its own capital plans decide whether it stays there.
A move that hurts shareholders in the short term could actually benefit investors in the end.
Cerebras is getting crushed after earnings while nearly every other AI chip and infrastructure name surges to fresh highs. What one company's bad day reveals about where this trade is actually headed matters more than the headline loss.
AI used to mean GPUs. Today, it means CPUs as well.
Nvidia and Intel are trying to solve two very different problems, though both are tied to the AI data-center boom.
Intel (INTC) priced a $20 billion stock offering this week, one of the largest equity raises in the history of the chip industry. Shares fell nearly 4% when the deal was first announced, the kind of sell-off dilution almost always produces, according to CNBC. But at Bank of America, longtime ...
Intel’s CEO said this week that the chip maker may return to the memory market, potentially making it a challenger to Micron and SK Hynix.
Intel has staged one of the most dramatic stock revivals in recent memory, but two unresolved catalysts will either confirm the turnaround as real or expose this year's triple-digit rally as a trade that ran far ahead of the fundamentals.
Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% […]
Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% […]
Intel stock rebounds after dilution fears. BofA sees foundry upside
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