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24.10.25 - 05:36
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Intel beats 3rd-quarter profit estimates as cost cuts, investments pay off (SCMP)
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Intel beat expectations for September-quarter profit as CEO Lip-Bu Tan's drastic cost-cutting measures helped the chipmaker shore up its finances amid a slew of high-profile investments in the company.
Shares were up 7 per cent in after-hours trading. This marks the Santa Clara, California-based company's first earnings announcement after multibillion-dollar investments from Nvidia and Japan's SoftBank as well as an unprecedented US government stake, with investors anticipating a major cash......
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21.10.25 - 16:00
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Betting Big on Intel: Is INTC Stock a Buy Before Oct. 23 Earnings? (24/7 Wall St.)
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Intel (NASDAQ:INTC) has emerged as a magnet for high-profile partnerships and investments in 2025, signaling a potential revival for the previously beleaguered chipmaker. Key deals include a $5 billion investment from Nvidia (NASDAQ:NVDA), paired with a strategic alliance to co-develop chips for PCs and data centers, promising up to $50 billion in annual revenue long-term ... Betting Big on Intel: Is INTC Stock a Buy Before Oct. 23 Earnings?
The post Betting Big on Intel: Is INTC Stock a Buy Before Oct. 23 Earnings? appeared first on 24/7 Wall St.....
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15.10.25 - 20:18
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Solid Bank Earnings Overshadow Trade Fears | Open Interest 10/15/2025 (Bloomberg)
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Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." More bank earnings roll in with Bank of America and Morgan Stanley posting beats on 3Q trading revenue. A parade of data centers deals continues as the energy industry rushes to keep up with AI demand. HSBC's Frank Lee shares his bullish outlook on Nvidia, raising the price target on the stock to a Street-high of $320. Plus, Blue Owl Chief Marc Lipschultz pushes back on JPMorgan CEO Jamie Dimon's "cockroach" warning, in a fierce defense of private credit. (Source: Bloomberg)...
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13.10.25 - 16:36
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Is Some of Nvidia’s Revenue Fake? (24/7 Wall St.)
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Nvidia's $100 billion investment in OpenAI is raising questions. Will the chipmaker have to defend itself?
The post Is Some of Nvidia's Revenue Fake? appeared first on 24/7 Wall St.....
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10.10.25 - 18:18
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Nvidia’s “Hidden Portfolio” Pick Crushes Earnings: Buy Now or Wait? (24/7 Wall St.)
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Applied Digital (NASDAQ:APLD) just beat the pants off of Wall Street. The high-performance computing and artificial intelligence (AI) data center operator released its fiscal first-quarter 2026 earnings after markets closed yesterday, and reported revenue of $64.2 million, up 84% year-over-year, handily beating analyst estimates of around $50 million. Adjusted net losses of $7.6 million, or ... Nvidia's “Hidden Portfolio” Pick Crushes Earnings: Buy Now or Wait?
The post Nvidia's “Hidden Portfolio” Pick Crushes Earnings: Buy Now or Wait? appeared first on 24/7 Wall St.....
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09.10.25 - 07:24
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US Approves Some Nvidia Chip Sales to UAE (Bloomberg)
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The US has approved several billion dollars worth of Nvidia Corp. chip exports to the United Arab Emirates. The Commerce Department's Bureau of Industry and Security recently issued the Nvidia export licenses under the terms of a bilateral AI agreement hashed out in May, according to people familiar with the matter. Bloomberg's Paul Wallace reports....
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