Intel plunges up to 26% on weak Q4 guidance as PC slump deepens, worst day since 1974
Intel beat on Q3 earnings but guided well below expectations, blaming a PC market slowdown that arrived sooner and deeper than expected, and the stock wiped out
Yahoo Finance · +15 outlets
Nasdaq futures dive 2% as Amazon and Intel earnings amplify AI spending worries
Investors sold tech broadly after Amazon, Intel and Alphabet results revived doubts about the payoff from record AI capital spending.
Reuters · +15 outlets
Nvidia CEO Jensen Huang defends ties to executive under suspected China spying probe
Reports alleged that Alice Huang, a senior executive at an Nvidia cloud partner, was identified as a Chinese intelligence asset passing information to Beijing,
Tom's Hardware · +14 outlets
AMD shares slide as Intel's weak PC outlook drags chip stocks lower
AMD fell as much as 10% as Intel's weak PC market forecast raised semiconductor demand concerns across the sector.
Benzinga · +13 outlets
Dell and HP shares plunge after Intel flags prolonged PC market weakness
PC makers fell sharply as Intel's guidance pointed to a deeper and longer than expected slump in computer demand.
Yahoo Finance · +3 outlets
Intel Fab 28 explosion in Israel shuts plant for two weeks, disrupting server chip output
The blast at Intel's Israeli fab is expected to cost $600 million and disrupt 10nm Xeon server CPU shipments for two quarters.
Tom's Hardware · +6 outlets
US Justice Department reportedly probes Nvidia over $13 billion Hugging Face acquisition
Regulators are examining whether the deal would harm competition in AI and put pressure on Nvidia's customers.
Tom's Hardware · +10 outlets
BofA downgrades Intel on foundry and PC concerns; analysts cut forecasts
Bank of America downgraded Intel shares while Needham maintained a Hold and Evercore ISI reiterated its rating ahead of results, with other analysts slashing pr
Investing.com · +5 outlets
Intel confirms Nova Lake CPUs will use advanced 18A-P node, taps Panther Lake capacity for Granite Rapids
CEO Lip-Bu Tan said Nova Lake will be the first client product on Intel's enhanced 18A-P process, with details coming at CES, while capacity shifts toward data
Tom's Hardware · +2 outlets
Samsung posts $80B quarterly operating profit on AI memory demand, mobile unit swings to loss
Memory demand drove record profitability while rising component prices pushed the mobile business into an operating loss.
Eetimes · +8 outlets
AI demand triggers PCB shortage for PC makers, order books full until 2030
Lead times stretched to 30 months and material costs surged as AI gobbled up manufacturing capacity, pushing PC brands to shift production back to China.
Tom's Hardware · +4 outlets
SK Hynix reports record Q3 results on AI memory surge
Long-term customer contracts and rising chip prices are reshaping how memory makers plan multi-year capacity and capex.
Eetimes · +13 outlets
Nvidia says Megaspeed chip checks were thorough amid export control scrutiny
Nvidia defended its compliance screening of cloud partner Megaspeed as reports described US intelligence monitoring and slowed export control actions.
Finimize · +10 outlets
Anthropic IPO filing shows most compute goes to R&D and $800B in TPU and GPU contracts
The S-1 disclosed that less than a third of Anthropic's compute served Claude customers, and flagged China AI rivalry, model distillation and export controls as
Tom's Hardware · +2 outlets
Broadcom's $63B Anthropic deal seen as potential catalyst; Cramer bullish
Coverage framed Broadcom's large Anthropic contract as a way to accelerate its AI business, with Jim Cramer praising the stock.
24/7 Wall St. · +1 outlets
South Korea October export growth fastest in more than 50 years on AI chip demand
Chip demand powered a record export surge, though the Bank of Korea flagged won volatility despite the boom.
BusinessToday Malaysia
Japan's chip exports jump 41% on AI boom and soaring memory prices
Rising memory prices and AI demand lifted Japanese semiconductor export values sharply.
Nikkei Asia
Nvidia backs data center loan for its own customer as analyst downplays Intel fallout
The financing arrangement drew attention as NVDA shares slipped, with one analyst seeing little impact from Intel's weak report on Nvidia.
Stocktwits · +1 outlets