• AMD
• INTC
• NVDA

AMD lost some market share in Server Instances while Intel gained- report

AMD's market share in server instances dipped slightly in July, while Intel gained significantly, driven by its Sapphire Rapids processors, according to a Jefferies report.

• ADI
• AMD
• INTC
• TXN

Senate panel to question US semiconductor firms on Russian weapons

The U.S. Senate will hold a hearing on semiconductor companies regarding technology use in Russian weapons amid compliance concerns over export controls during the Ukraine conflict.

• INTC

Citi sees big boost for Intel's margins and profits if exiting foundry

Citi analysts suggest Intel could enhance profitability by exiting the foundry business, projecting substantial earnings improvements while maintaining CPU manufacturing operations.

• DELL
• INTC
• TSM
• WDC

Intel should exit the foundry business, Citi says

Intel updates on cost-saving, manufacturing strategy, and foundry revenue expectations. Analysts maintain a Neutral rating amid sluggish PC market and challenges in foundry business.

• ASML
• INTC

ASML shares down as Morgan Stanley removes from Top Pick list

ASML shares dropped after Morgan Stanley removed it from their "Top Pick" list, lowering the price target to €925 due to concerns about sales slowdown and market challenges.

• BA
• CL
• CNC
• CVX
• DJI
• DLTR
• DX
• EUR/USD
• GC
• IBM
• INTC
• IXIC
• LCO
• MDLZ
• MOH
• STX
• TRV
• TSLA
• US500
• USD/JPY
• VIX
• VZ

U.S. stocks mixed at close of trade; Dow Jones Industrial Average up 0.09%

• INTC

Intel manufacturing business will see 'meaningful' revenue in 2027, CFO says

Intel plans to start generating significant revenue from contract chip manufacturing by 2027, focusing on advanced processes while undergoing restructuring and staff cuts.

• AAPL
• AVGO
• INTC
• NVDA
• TSM

Intel manufacturing business hits a roadblock as Broadcom tests fail - report

• AVGO
• INTC

Exclusive-Intel manufacturing business suffers setback as Broadcom tests disappoint, sources say

• INTC

Why Northland remains optimistic on Intel stock despite 'a strategic error'

Northland Capital Markets critiques Intel’s outdated designs but remains optimistic about its future, highlighting geopolitical factors and potential leadership changes as supporting its long-term value.