Intel reported its strongest revenue growth in over 15 years, fueled by rising AI demand, better manufacturing yields, and improved pricing. The company raised capital expenditure plans due to long-term customer commitments, signaling demand-driven capacity expansion. Data Center revenue jumped 59%, and losses in Intel Foundry narrowed significantly. These factors, along with higher gross margins and better factory utilization, suggest Intel's earnings growth is increasingly driven by operating leverage rather than cost cuts.
Shares of Arm, Intel, and AMD surged significantly after Meta Platforms' new Muse AI agent sparked renewed optimism about rising CPU demand. Arm's stock jumped 13%, Intel climbed 12%, and AMD rose 9%, as investors anticipate increased inference workl...
AMD shares surged to a new all-time high of $609.71, marking a 172.84% gain year-to-date in 2026. This rally was driven by a report that AMD is raising chip prices by 10%, alongside strong demand from the AI boom benefiting semiconductor firms. Intel...
Intel reported a strong Q2 with $16.1 billion revenue, up 25% year-over-year, driven by a 59% rise in Data Center and AI segments and a 31% increase in Foundry business. Talks with SK hynix for a potential partnership could increase external demand f...
Intel's CEO warns that memory prices have increased 5 to 7 times, now making up about 75% of costs in some budget phones and laptops. This severe shortage is expected to worsen in 2027, impacting everything from smartphones to AI servers. Major compa...
Options traders are heavily buying calls in tech stocks like Intel, AMD, Crowdstrike, and SpaceX amid a Nasdaq rally and Federal Reserve interest rate hike. Intel saw nearly triple its average options volume, driven by bullish bets on its chip produc...
