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07:00Today2 Stories
The Zacks Analyst Blog Highlights Intel, Novartis AG, Itau Unibanco and AMREP
Intel, Novartis, Itau Unibanco and AMREP face distinct growth opportunities and risks, from AI expansion and drug sales to banking growth and real estate development.
Did The Market Read Intel Right?
For questions about this article or underlying research, email help@trefis.com.
05:00-07:00Today2 Stories
Oracle, IBM and Intel Have Opted Out of OKX-ICE Stock Tokens, Venue’s Own Notice Shows
The venue’s Oct. 26 notice also restates its risk warnings: its access-token contract had no external audit, upgrades skip a timelock and SIPC coverage for self-custodied tokens is uncertain.
Wedbush Reiterates Neutral on Intel, Maintains $98 Price Target
Wedbush analyst Matt Bryson reiterates Intel (NASDAQ:INTC) with a Neutral and maintains $98 price target.
20:00-23:00Yesterday2 Stories
Semtech, NXP Semiconductors, Intel, Seagate, and Western Digital shares skyrocket, what you need to know
A number of stocks jumped in the afternoon session after Bank of America projected that memory chip supplies would remain tight through 2028 due to expanding artificial intelligence demand.
Why Intel Stock Popped Today
Agentic AI could be a boon for the chipmaker.
19:00Yesterday2 Stories
Intel Deepens Quantum Ambitions With Acquisition of Software Startup Classiq
Intel has agreed to purchase Israeli quantum software firm Classiq Technologies Ltd. to scale its hardware ecosystem.
Q2 earnings recap: Intel (NASDAQ:INTC) tops processors and graphics chips stocks
The end of the earnings season is always a good time to take a step back and see who shined (and who didn’t). Let’s take a look at how processors and graphics chips stocks fared in Q2, starting with Intel (NASDAQ:INTC).
16:00Yesterday3 Stories
TCW Concentrated Large Cap Growth Fund Q3 2026 Winners, Laggards, Buys & Sells
The TCW Concentrated Large Cap Growth Fund Q3 2026 Commentary details tech sector performance and strategic stock holdings. Read the full analysis for more details.
Intel to Acquire Classiq to Create a Full-stack Quantum Computing Platform
SANTA CLARA, Calif. & TEL AVIV, Israel, October 26, 2026--Intel to Acquire Classiq to Create a Full-stack Quantum Computing Platform
Earnings live updates: Whirlpool stock drops on softer quarter as inflation weighs on sales
Third quarter earnings season is in full swing this week. Follow along for live updates.
13:00-16:00Yesterday3 Stories
Top Analyst Reports for Intel, Novartis & Itau Unibanco
Intel's manufacturing recovery and AI expansion, Novartis' growth drugs and Itau Unibanco's strategic moves headline today's top analyst reports.
Intel Rises 5% as New Street Upgrade Cites Server CPU Shortage; AMD and NVIDIA Gain 3%
A Wall Street analyst just slapped a Buy rating on Intel days before its earnings report, citing a server CPU shortage that could last for years. Whether the chip giant can actually deliver enough silicon to prove that thesis right is the question hanging over the whole trade.
12:00Yesterday2 Stories
IBM Fixed Its Plumbing; Intel Became Big Tech’s Real Structural Trap
Two legacy tech giants are both rebuilding from the inside out, but one is quietly compounding cash while the other bets billions on factories without a single named customer to show for it.
Intel Gains 4% on New Street Upgrade as Server CPU Crunch Is Set to “Persist for Years”
Key TakeawaysIntel shares rose 4% today after New Street Research upgraded the stock to Buy from Neutral with a $125 price target. New Street argues that AI agents will keep server CPUs in short supply for years, and Intel’s own data center results back up that demand.
11:00Yesterday4 Stories
Chip Stocks Find Support Before Key Reports From Intel, Sandisk
Chip stocks with third-quarter earnings reports due this week include Intel and Sandisk.
STM to Report Q3 Earnings: Can Healthy Revenues Drive Growth?
STMicroelectronics is set to report Q3 2026 results, with AI and data-center demand supporting growth as pricing pressures and weaker production pose challenges.
Can Healthy Top-Line Growth Benefit Monolithic Power's Q3 Earnings?
MPWR is set to report Q3 2026 results, with strong AI data center demand, rising revenue expectations and growth across key business segments.
10:00Yesterday6 Stories
New Street bullish on Intel to Buy as CPU scarcity strengthens turnaround
Investing.com -- New Street Research upgraded Intel to Buy with a $125 price target in a note Monday, telling investors that tight server CPU supply is strengthening the chipmaker’s turnaround.
Intelligent Platform Management Interface (IPMI) - Global Strategic Business Report: Capitalize on a $9.9B Market by 2032 as Cisco, Dell, HPE, Intel and Microsoft Accelerate Data Center Automation
Capitalize on cloud, edge computing and IT automation with secure, AI-enabled IPMI to reduce downtime, optimize energy use and enable predictive maintenance.Dublin, Oct. 26, 2026 (GLOBE NEWSWIRE) -- "Intelligent Platform Management Interface (IPMI) - Global Strategic Business Report" has been added to ResearchAndMarkets.com's offering. Global Intelligent Platform Management Interface (IPMI) Market to Reach US$9.9 Billion by 2032 The global Intelligent Platform Management Interface (IPMI) market
01:00Yesterday2 Stories
13:00-00:00Oct 252 Stories
Big Tech Earnings Are a No-Win Test as Investors Punish Both Capex Cuts and Hikes
Investors punish Big Tech for raising and cutting AI capex. See what MetLife's Matus says to expect from earnings.
Intel vs. SK Hynix: Revenue Trends to Help Investors Weigh Which Artificial Intelligence Stock to Buy
SK Hynix's revenue has surged to over $52 billion in the latest quarter, while Intel has remained relatively flat.
11:00Oct 252 Stories
Intel’s Make-or-Break Margin Test Is Arriving on Oct. 29
Intel (NASDAQ:INTC) reports third-quarter results on Oct. 29, and margins will shape how the market responds. Shares have slipped 13.24% since the July report. This quarter needs to show that record demand is turning into lasting profit. Record Growth Gave Way to a Sharp Pullback Last quarter was Intel’s best in years. Revenue hit $16.1 […]
What To Expect In Markets This Week: GOOGL, MSFT, AMZN, INTC, HOOD, LLY Earnings, Fed Meeting And More
The spotlight will be particularly intense as several of the biggest names in technology report quarterly results, while the Federal Reserve prepares to make its latest policy decision.
04:00-11:00Oct 252 Stories
Is Intel Stock a Buy Right Now?
Intel's margins are rising, which could drive significant earnings growth.
Earnings Volatility Watch: SanDisk and 11 Other Stocks Are Priced for at Least 10% Swings This Week
Monolithic Power, Intel and SanDisk lead 12 stocks above $50 billion priced for outsized earnings swings as the AI trade faces Big Tech results.
14:00Oct 241 Story
15:00-18:00Oct 232 Stories
Investors Figuring Out Agentic AI: Robinhood's Guild
Stephanie Guild, CIO of Robinhood, joins Scarlet Fu and Tom Keene on "Bloomberg Money." They discuss how she is seeing consumers take advantage of the pullback in AI, having cash on the side to invest, and how Robinhood users can now use agentic AI agents to invest on their behalf.
Intel Stock Has Moved an Average of 16% the Day After Its Last 3 Reports. Should You Buy Before the Next One?
The chipmaker beat its own forecast all three times. Why did the stock fall twice?
14:00Oct 232 Stories
AUSA: V2X President and CEO Jeremy Wensinger
V2X President and CEO Jeremy Wensinger joins J.D. Durkin at AUSA 2026.
Most Active US Stocks: Oct. 23, 2026 Volume Leaders
GPUS, XXII, SHFS, LUCD and RIME led US share turnover on Oct. 23, 2026, with volume spikes and price moves ranging from sharp gains to steep declines.
12:00-14:00Oct 233 Stories
Stock Market Today: Dow Slumps 500 Points On Rising Oil Prices; 3 Oil Stocks To Watch (Live Coverage)
The Dow Jones index drops 500 points Friday as oil prices rally. Bloom, MaxLinear and WDC are big earnings movers.
Taiwan Semiconductor Will Transition Into an Indispensible Utility of Global Computing Within 5 Years
Every AI chip, every smartphone processor, and every data center upgrade has to pass through the same tollbooth. Here is why one investor keeps buying that tollbooth without apology, and why the geopolitical risk around it changes the math less than you might expect.
As the U.S. Pulls Chip Making Back Home, the Toolmakers Win First
As new U.S. chip fabs get funded, the toolmakers and the chipmakers won't be paid at the same time. Here's where six chip stocks sit in that line.
10:00-12:00Oct 234 Stories
Hyperscalers Microsoft, Amazon Line Up With Earnings, Along With ServiceNow, Intel
Microsoft stock is an anomaly in the beaten-up AI sector as the large-cap hyperscaler holds near highs ahead of its fiscal Q4 report.
Not Intel. Not CoreWeave. This Underappreciated Nvidia-Backed Company Is Growing Artificial Intelligence (AI) Revenue by 123%. Here's Why It's a Buy Today for $8.
Nvidia has invested in a number of artificial intelligence (AI) companies over the last few years.
09:00Oct 232 Stories
Can Healthy Revenue Growth Boost T-Mobile's Q3 Earnings?
TMUS Q3 2026 results are expected to reflect subscriber gains, device promotions and broadband growth, but rising costs and fierce competition may pressure profitability.
SK Hynix calls off Solidigm US IPO — and investors may like it
South Korean semiconductor manufacturer SK Hynix (SKHY) has scrapped plans for a US IPO of its Solidigm business. The 8:30 Hosts Jake Conley, Julie Hyman, and Pras Subramanian examine how SK Hynix shares are actually moving higher in Friday's pre-market trading on this news.
08:00Oct 233 Stories
Will AI Data Center Demand Boost ASE Technology's Long-Term Growth?
ASX's AI-driven packaging demand fuels record revenues and LEAP expansion plans, while capacity constraints and $10.5 billion in CapEx shape its growth outlook.
SK Hynix Just Sent Another Warning Signal to the AI Trade
The memory-chip giant sent out another warning signal for the AI trade overnight.
What's Going on With Intel Stock on Friday?
Intel (INTC) stock gains on Friday amid pre-earnings optimism and an FCC regulatory waiver following sector-wide losses earlier in the week.
07:00Oct 232 Stories
The Foundry Disconnect: Intel Nails the Transistor, But TSMC Holds the Keys to Yield and Scale.
Intel can now build a transistor that rivals anyone in the world, yet its foundry business is bleeding billions while TSMC signs hundreds of outside customers. The two latest earnings reports expose a gap that transistor specs alone cannot close.
AMD Has a High Floor, High Volatility Trajectory Through the End of 2026
AMD has booked gigawatts of AI accelerator commitments and posted a 50% revenue jump, yet the stock shed nearly 19% in a single month. Whether the next earnings report confirms a historic ramp or exposes a valuation built on promises will decide everything.
05:00-07:00Oct 232 Stories
02:00-04:00Oct 232 Stories
Nvidia’s China Market Has Effectively Vanished: ‘Every Restriction Also Gives Chinese Suppliers a Larger Captive Market,’ Says Shay Boloor
U.S. chip curbs are hurting China’s AI industry but could accelerate its push to replace American technology.
Stocktwits AI Roundup: Meta’s Capex, Lam’s Supply Warning Hit Tech Stocks As Netflix Disappoints
Investors will now turn their attention to next week’s reports from Microsoft, Alphabet, Amazon and Intel for fresh clues.
15:00-17:00Oct 222 Stories
Intel vs. Qualcomm: A Widening Gap in Revenue
Intel's latest quarter hit $16.1 billion while Qualcomm fell to $9.9 billion—the largest gap in the eight-quarter comparison.
Meta stock falls despite Wall Street analysts raising price targets
Meta beat third-quarter revenue estimates, but its aggressive AI spending plans raised concerns.
