Intel reported strong Q1 FY2026 earnings with a 7.2% revenue increase driven by AI and foundry growth, investing heavily in manufacturing capacity. Qualcomm posted a mixed quarter with a 3.46% revenue decline due to handset weakness but saw record automotive revenue and continued buybacks. Intel focuses on expanding wafer production and AI chips, while Qualcomm emphasizes automotive growth and returning cash to shareholders. Upcoming Intel guidance and Qualcomm's Investor Day will be key to watch for future growth signals.
A panel on TWiT discussed the risks AI companies face by focusing on share buybacks instead of investing in innovation, drawing parallels to Intel's past missteps. With Anthropic nearing a $1 trillion valuation and OpenAI valued at over $850 billion,...
The Nuveen Nasdaq 100 Dynamic Overwrite Fund (QQQX) has earned a Buy rating due to its tax-efficient, growth-focused strategy that combines equity exposure to the Nasdaq-100 Index with income generation through call option sales. Benefiting from AI-d...
Mizuho Securities raised Intel's price target from $128 to $135, citing advanced packaging technologies and a new partnership with Apple to design chips in the U.S. This reflects a modest upside from the current price. Meanwhile, Bernstein set a bear...
Intel's stock has risen sharply, gaining over 263% this year, driven by reports that Apple might become a foundry customer. This has boosted hopes for Intel's revival in U.S. semiconductor manufacturing. However, some analysts warn the rally may be e...
As Big Tech stocks show signs of fatigue, Wall Street technician Katie Stockton highlights financials, industrials, and biotech sectors as potential new leaders based on technical breakouts. She recommends ETFs XLF (financials), XLI (industrials), an...
