The tone for the AI main theme is set tonight! Google and Tesla earnings reports appear together, with Intel closing out on Thursday.2 days ago, 04:57 AM
AI costs are soaring: Meta raises another $12 billion, with borrowing costs rising significantly.CoinLive·5 hours agoMETA-3.36%FBL-6.72%
Big Tech Post-Market Slide: Tesla Plunges Over 14%, Google Drops Nearly 7%Movers Alert·22 minutes agoMETA-3.36%TSL-18.55%
Magnificent 7 Payout Ratio Drops to 37%: Fidelity's Jurrien Timmer Asks if it's 'The End of an Era?' as MAGS ETF Falls the Most in 15 Monthsbenzinga_article·39 minutes agoMETA-3.36%MAGS-4.63%
US stocks face tests from Fed decision, tech-led earnings delugeCNA·52 minutes agoMETA-3.36%METW-4.08%
True North Advisors LLC Trims Stock Holdings in Meta Platforms, Inc. $METAMarket Beat·2 hours agoMETA-3.36%METW-4.08%
Big Tech Stocks Fall in Overnight Session, Tesla Plunges Over 14%, Google Drops Nearly 7%Movers Alert·3 hours agoAAPL-1.30%AMZN-4.57%
Big Tech Stocks Fall in Overnight Session, Tesla Drops Over 14%, Google Down Nearly 7%Movers Alert·6 hours agoAAPL-1.30%AMZN-4.57%
Trending | META Decreases 3% on Thursday, Some Put options Soar 600%Options Flow·6 hours agoMETA-3.36%
Bond Investors Seek Above-7% Yield In $12 Billion Meta-Backed Data Center DealCoinLive·7 hours agoMETA-3.36%IDGT-0.99%
Nasdaq, S&P 500, Dow futures shake off Iran jitters as investors turn to AI hyperscaler earnings: INTC, TSLA, TTD, HIMS in focusMSN·8 hours agoHIMS+3.35%META-3.36%
Big Tech Stocks Fall in Overnight Session, Tesla Drops Over 14%, Google Near 7%Movers Alert·9 hours agoAAPL-1.30%AMZN-4.57%
Investors zero in on runaway tech spending, putting dent in AI tradeMSN·9 hours agoGOOGL-7.13%TSLA-14.52%
INTC 2Q26 First Take: another beat this quarter.Revenue growth accelerated, driven by Client Computing and Data Center & AI, with CPU price increases the biggest swing factor.GPM continued to expand as pricing tailwinds offset dilution from the 18A ramp.Intel’s wafer capacity still primarily serves its own products.External foundry revenue was approx. $300mn this quarter, about 2% of the company’s overall Foundry Mfg. Dept. revenue.Guidance for next quarter is solid.The company expects revenue of $15.8–16.8bn (+15% to +23% YoY), ahead of the Street at $15.5bn.Strength is led by demand for server CPUs.GPM (GAAP) is guided to approx. 41% next quarter, up QoQ and above the Street at 39.3%.Management reaffirmed that keeping GPM sustainably above 40% remains the top priority.The recent pullback in the stock reflects headlines around Meta’s compute leasing and the K3 model, which stoked concerns about the durability of big tech Capex.That pressured the broader sector, especially the price-hike beneficiaries.This print underscores resilient CPU momentum, with the upside again largely price-driven.Compared with other semi names, INTC still trades at a premium, which also embeds expectations for the foundry business.The current CPU price-hike cycle is a transitory tailwind, helping stabilize confidence in a fragile market.A meaningful external foundry order/revenue contribution is needed to unlock greater upside, and that is what investors most want to see.For more, follow Dolphin Research. $Intel(INTC.US)11 hours agoINTC-2.33%TECH-1.00%
Big Tech Stocks Fall in Overnight Session, Tesla Down Over 14%, Google Near 7%Movers Alert·12 hours agoMETA-3.36%TESL-13.82%
