Intel posted its strongest revenue growth in 15 years at 25.42%, driven by Data Center and AI segments, but shares fell 11% after a large net loss tied to CHIPS Act charges and equity dilution. Supermicro grew revenue 93.16% with margin expansion and a record backlog but missed revenue targets and had negative operating cash flow. Intel raised capital through common equity, diluting shareholders, while Supermicro relied on debt. Both companies face risks: Intel's foundry losses and export controls for Supermicro. Investors are advised to wait for clearer margin proof and resolution of export reviews before committing.
AMD reported strong Q2 2026 results with revenue up 50% to $11.54 billion and data center revenue doubling, yet shares fell due to flat gross margin guidance of 56% for Q3. Despite the pullback, Baird raised its price target to $1,250, citing AMD's g...
Intel reported a 25.42% year-over-year revenue increase in Q2 2026, its best in over 15 years, fueled by a 59% rise in Data Center and AI revenue. Despite a recent share price pullback to $97.71, the outlook remains positive with a 24/7 Wall St. pric...
Intel's stock, currently at $100.95, is rated as a Hold due to uncertain catalysts that will confirm or challenge its recent strong rally. The company has seen a remarkable 362.86% gain over the past year, driven by AI demand, strategic investments, ...
Nebius stock fell 4.06% to $248.68 after a sharp 34.14% gain fueled by its impressive Q2 earnings report. The company reported a 454% revenue increase to $582 million, beating forecasts, and narrowed its loss per share by 68%. Despite strong growth a...
Wall Street analysts are increasingly bullish on ASML Holding, raising price targets to over $2,800 as AI fuels growth in advanced semiconductor manufacturing. Bank of America and Bernstein both maintained 'Buy' ratings, citing ASML's strong competit...
