Why This Is Important The AI rally has been the driving force behind the stock market for more than three years. But the AI trade has repeatedly shape-shifted, with investors bidding up certain sub-sectors and industries as new bottlenecks in the AI infrastructure buildout emerge. Then there's Intel (INTC), one of the best-performing stocks in the S&P 500 this year. Wall Street is betting that investments by the federal government and AI king-maker Nvidia (NVDA) will help the storied chipmaker turn things a ...

Core Insights - Intel's stock fell over 16% after the company provided a weaker-than-expected outlook, primarily due to supply shortages and rising prices in the memory market [2][8] - The memory supply crunch has led to increased prices, benefiting memory makers like Micron Technology, which has seen significant stock gains [3][8] Group 1: Intel's Performance - Intel's executives indicated that the company is facing supply shortages and higher prices that may negatively impact results in the coming months [2] - The rising component pricing is a concern for Intel, particularly in relation to the client market, which could limit revenue opportunities this year [3] Group 2: Memory Market Dynamics - The demand for memory components has surged due to the rapid expansion of AI infrastructure, putting pressure on supply [3] - Micron's stock has increased nearly 40% since the beginning of the year, following a strong performance last year, while other data storage companies like Western Digital and Seagate have also seen significant gains [5][8] - Analysts predict that memory supply could tighten further this year, allowing memory makers to raise prices more than previously expected, with potential price surges of 40% to 50% this quarter [6][7]

Key Takeaways The conflict over Greenland has eased. Investors are still clinging to haven assets. Spot gold prices are inching toward $5,000 even as U.S. stocks shrugged off escalating international tensions from earlier in the week. Other precious metals are also extending recent rallies: Silver topped $100 for the first time on Friday, while platinum prices rose above $2,700. Investors appear to be hedging against the risk that some unexpected event could make U.S. assets less attractive—even without a c ...

Key Takeaways TikTok said Thursday it has finalized a deal bringing its U.S. operations under a joint venture majority owned by American investors.The deal ends a yearslong push by the U.S. government for American control of the formerly Chinese-owned platform on national security grounds. TikTok has finally ironed out a deal giving American investors a majority stake in its U.S. business. One of them is a big name in tech. The social media platform on Thursday said it has finished the details of an ag ...

Key Takeaways In the survey, 54% said nepotism had a negative impact on the workplace, affecting productivity, morale, and diversity. Related Education 9 Effective Strategies to Secure Your Next Job Discover the 10 College Majors with the Best Salary Potential After Graduation Nepotism doesn't just happen in Hollywood or other high-profile industries. Many people are noticing it in their own workplaces, and say they've been affected personally. In a survey of 1,000 people by Resume.io—an online platform tha ...

The 43-day government shutdown may feel like ancient history, but it's still fouling up key economic data. The government's official reports on inflation have been both delayed and distorted by the shutdown that spanned October and part of November. That's complicating the job of Federal Reserve officials who meet next week to set the nation's monetary policy. Thursday's report on Personal Consumption Expenditures inflation, which normally covers December, instead covered only October and November, as the B ...

Key Takeaways "While we regret President Trump has sued us, we believe the suit has no merit,†said JPMorgan Chase in a statement on Thursday. "We have been asking both this Administration and prior administrations to change the rules and regulations that put us in this position, and we support this Administration's efforts to prevent the weaponization of the banking sector,†the company added. President Donald Trump on Thursday sued JPMorgan Chase (JPM) and its CEO Jamie Dimon, alleging the bank illegally cl ...

Intel wants to sell more products. Can it keep up? Shares of the chipmaker slid late Thursday after Intel's (INTC) outlook missed analysts' projections. Executives in a statement warned that supplies could hit a low in the current quarter. "We expect our available supply to be at its lowest level in Q1 before improving in Q2 and beyond," CFO David Zinsner said in an evening statement, as the company contends with industry-wide supply shortages. Key Takeaways For the fourth quarter, Intel reported adjusted e ...

Key Takeaways It's Taco Thursday on Wall Street. U.S. stocks, which rallied yesterday, were extending their gains Thursday after President Donald Trump said he would not use force to take over Greenland nor impose new tariffs on a group of European nations after the U.S. and NATO reached a "framework of a future deal†on Greenland's sovereignty. The détente revived talk on Wall Street of the TACO, or "Trump Always Chickens Out,†concept, which broadly refers to the president's habit of threatening steep tarif ...

Key Takeaways Corporate ticket sales are looking strong so far in 2026, which is part of why United Airlines is bullish about the year ahead.Airlines have been relying on international and premium ticket sales as less-affluent consumers pull back, putting pressure on main cabin sales. Business travel is taking off, providing major airlines with a much-needed lift. The year is off to a "very strong start, but in particular, business volumes have gotten off, and are just really compelling," United Airli ...