#INTC
27 articles with this tag
AI Stock Picks Today: MSFT, NVDA, INTC Trade Ideas - August 25, 2026
8 short-term AI stock trade ideas for August 25 2026, with MSFT long (conviction 8/10), INTC short on dilution overhang, NVDA pre-earnings calls, AMD short on Jefferies downgrade, and AMZN, CRM, PLTR, GOOGL setups. Entry zones, stops, targets, and risk scores for each.
AI Stock Picks for August 20, 2026: NVDA, CRM, NOW and AVGO Trade Ideas
Eight AI stock and options trade ideas for August 20, 2026: NVDA pre-earnings long (conviction 9/10), CRM JPMorgan breakout, NOW Wells Fargo upgrade, AVGO short on BofA debt warning, and more.
AI Stock Picks Today: MU, AMD, CRWV Trade Ideas for August 17, 2026
Eight short-term AI stock trade ideas for August 17, 2026: MU LONG on a New Street $1,250 analyst upgrade, AMD breakout on MI450 catalyst, CRWV AI cloud bull post-earnings, plus options plays and two shorts. Each idea includes entry, stop, target, conviction and risk scores.
Palantir soars 29%, ARM jumps 17% on earnings beats as AI stocks sweep to record highs
Palantir Technologies surged 29.45% on a blowout Q2 earnings beat and Arm Holdings jumped 17.36% on guidance upgrades, lifting SOXX 6.8% and pushing the S&P 500 to a record close. AI chip stocks had their broadest rally session of 2026.
AI Stock Picks Today: ServiceNow, Datadog, ARM Trade Ideas - July 30, 2026
ServiceNow leads today's AI stock picks with Conviction 8/10 post-earnings breakout. ARM is the top short after its July 29 earnings breakdown. Eight trade ideas with entries, stops, and probability scores for active traders.
ServiceNow jumps 7% on Q2 beat as ARM and Intel tumble; chip equipment selloff sends SOXX down 4.4%
ServiceNow surged 7.4% on a strong Q2 earnings beat while Intel fell 8% despite record revenue, as capex expansion plans rattled investors. ARM slid 8% ahead of its July 29 report and chip equipment stocks extended a month-long rout, sending SOXX down 4.4%.
Intel Surges on Strong Earnings Beat, AI Demand Fuels Growth
Intel reported a strong earnings beat and raised its outlook, driven by surging demand in its data center segment, largely fueled by AI growth.
Intel and AMD surge ahead of earnings as semiconductor equipment rally lifts SOXX 5.5%
Intel surged 8.64% and AMD jumped 8.11% on pre-earnings momentum ahead of Intel's Q2 report on July 23 and AMD's Advancing AI 2026 event, driving the iShares PHLX Semiconductor ETF to its best session in weeks. SOXX closed +5.45%, the Nasdaq gained 1.29%, and the S&P 500 added 0.89%.
Applied Materials leads chip equipment rout as Moonshot AI renews AI capex fears; Oracle and Cloudflare hold, SOXX -1.6pct
Applied Materials fell 5.6 pct on Friday after Chinese AI startup Moonshot published a foundation model rivaling US systems, reigniting fears about AI infrastructure spending. Cloudflare and Oracle were among five advancers in the 25-stock universe while SOXX dropped 1.6 pct and the Nasdaq slid 1.4 pct.
CrowdStrike and Meta lead AI software surge as Bank of America's bubble call hammers semiconductor stocks, SOXX -6.4%
CrowdStrike surged 10.2% on a Wells Fargo upgrade and stock split confirmation while Meta jumped 8.8% on cloud monetization plans; Bank of America's bubble risk warning sent chip equipment stocks down as much as 10%, with SOXX losing 6.4% on the first trading day of the second half of 2026.
AMD and Intel power AI chip rally as Wall Street upgrades accelerate CPU-for-inference trade, SOXX +4.3%
Advanced Micro Devices surged 7.7% and Intel gained 6% on Tuesday as a wave of Wall Street analyst upgrades drove the broadest semiconductor rally in weeks. The VanEck Semiconductor ETF closed up 4.3%, capping what is set to be the best quarter for AI chip stocks in six years.
Intel and Super Micro surge on Trump-Apple chip deal as semiconductors stage post-Fed rebound, SOXX +6.6%
Intel Corp. surged 10.6% and Super Micro Computer rose 10.4% on Thursday as President Trump announced Apple would partner with Intel on U.S. chip manufacturing, sparking the sector's sharpest single-day rally in weeks. SOXX gained 6.6% and the Nasdaq climbed 1.9% as Taiwan Semiconductor, ARM Holdings, and AMD all added more than 4%.
Intel and AMD lead semiconductor rout on FOMC day uncertainty, SOXX -5.92%
Intel Corp. and Advanced Micro Devices retreated 8.4% and 7.3% respectively on Monday as the FOMC began its two-day policy meeting, triggering profit-taking across a semiconductor sector that had surged more than 9% over the prior five sessions. SOXX fell 5.9% to $591.
ARM and AMD lead AI chip rally on Wall Street agentic CPU upgrades, SOXX +1.6%
ARM Holdings surged 11.3% Friday as Wells Fargo and Mizuho stacked agentic AI CPU upgrades; Intel gained 6.5% on the BofA double-upgrade momentum and AMD added 4.7%. Super Micro fell 4.7% as the $7 billion dilution overhang persisted.
Lam Research and Intel surge on BofA upgrades as chip equipment recovery accelerates, SOXX +8.4%
Lam Research jumped 12.7% and Intel gained 9.3% as Bank of America upgrades and improving wafer-fab spending forecasts drove the SOXX semiconductor ETF up 8.4%, its best single-session gain in weeks. Oracle fell 8.5% despite a Q4 earnings beat as investors fixated on mounting capital expenditure commitments.
Intel jumps 11% as Google names it AI chip manufacturer; ASML surges on Musk Terafab catalyst, SOXX +5.9%
Intel Corp. surged 11% after Google committed to contracting it for 3 million AI chips, while ASML Holding jumped 6.5% ahead of Elon Musk's appearance at its Terafab conference. The SOXX semiconductor ETF gained 5.9% as chip stocks staged their sharpest single-day rebound of June.
ARM and Intel lead AI chip rout as Broadcom guidance miss and jobs beat deepen two-day selloff, SOXX -10.4%
The SOXX semiconductor ETF fell 10.4% on Friday as Arm Holdings tumbled 12.8%, Intel fell 11.3%, and AMD shed 10.9%. Broadcom's AI guidance miss and a stronger-than-expected May jobs report wiped roughly $1 trillion from AI-related equities, with the Nasdaq posting its worst session since April 2025.
Intel and AMD lead chip rally on Computex AI push as cloud software sells off, SOXX +1.76%
AI cloud software names shed 6-8% on rotational selling Wednesday while Intel and AMD each gained more than 4% on a Computex AI showcase. Broadcom reported record second-quarter revenue of $22.2 billion after the close.
AMD and Lam Research power chip equipment surge on AI demand cycle, SOXX +6.1%
Advanced Micro Devices surged 7.8% and the SOXX semiconductor ETF jumped 6.1% to an all-time high on May 26, as chip equipment names Lam Research and Applied Materials added 5.7% and 5.3% on AI infrastructure demand. MongoDB fell 5.8% as traders lightened positions ahead of the company's first-quarter fiscal 2027 earnings, due Thursday after the closing bell.
Arm Holdings surges 15% on AGI CPU upgrade; Intel and AMD lead chip sector recovery ahead of Nvidia earnings, SOXX +4.7%
Arm Holdings surged 15.1% after TD Cowen named its AGI CPU road map a secular demand inflection; AMD gained 8.1% and Intel jumped 7.4% as the semiconductors ETF SOXX posted a 4.7% session, its best in weeks, while markets awaited Nvidia's first-quarter results after the close.
ARM Holdings and AMD tumble as Samsung strike fears and oil surge rattle chip sector, SOXX -4.1%
ARM Holdings slid 8.5% Friday as Samsung strike fears, surging oil prices, and the Trump-Xi summit disappointment hit the chip sector hard. ServiceNow gained 5% as software diverged from hardware in a broad selloff that sent SOXX down 4.1%.
Intel tumbles 6.8% as hot CPI cools chip rally, MongoDB +4.8%, SOXX -3.15%
Intel led a broad chip-sector pullback on May 12 as a hotter-than-expected April CPI print sent the iShares Semiconductor ETF down 3.15%. MongoDB jumped 4.78% on its new AI agent platform launch and a fresh Citi upgrade to $450.
Intel and Dell power AI chip rally on Apple chip talks and record server orders, SOXX +5.7%
Intel surged 14% on Apple chip manufacturing talks while Dell jumped 13% on a record $43 billion AI server backlog. Cloudflare tumbled 24% despite an earnings beat as the company cut 20% of its workforce due to AI. SOXX gained 5.67%.
Intel surges 13% on Apple chip talks as AMD and Cloudflare rally on earnings beats, SOXX +4.5%
Intel surged 13% to an all-time high on Bloomberg reports of Apple chip-manufacturing talks; AMD beat Q1 estimates with data center revenue up 57%; Cloudflare jumped 9% ahead of earnings while Palantir fell 7% on a valuation reset despite its own beat. SOXX closed up 4.5%.
AMD falls 5% ahead of Tuesday earnings as Oracle surges on $553B AI cloud backlog, S&P -0.41%
Advanced Micro Devices fell 5.3% ahead of its Tuesday Q1 earnings report as HSBC warned the stock would give up gains, while Oracle surged 4.9% after Wedbush initiated coverage with an Outperform rating backed by a $553 billion AI cloud contract backlog.
Oracle climbs 6% and Intel breaks $99 as Nasdaq closes at record, SOXX +0.9%
Oracle (NYSE: ORCL) gained 6.47% on a Wedbush bull note while Intel (NASDAQ: INTC) extended its YTD rally to 153% on the Tesla 14A foundry deal. Datadog and Cloudflare both up over 6% into next Thursday's earnings. Nasdaq Composite closed at a fresh all-time high; SOXX +0.93%.
Intel and AMD power AI chip rally on Q1 blow-out, SOXX +2.6%
$INTC ripped +12.1% on a Q1 2026 blow-out (EPS $0.29 vs $0.01 expected, revenue $13.58B vs $12.42B). $AMD +4.3% on DA Davidson upgrade. $NVDA -1.8% into May 20 print. SOXX +2.6% as semis decouple from flat S&P.
