Intel's Performance and Challenges - Initial stock pop was surprising, but the market is correcting as deeper analysis reveals underlying issues [1] - Supply constraints are due to higher demand for older generation 10nm and 7nm parts, not newer ones [2][3] - Yields on the new 18A process are adequate for the ramp but not yet at the desired level, with improvements expected by the end of next year [4] - Strong demand is likely temporary, driven by Windows end-of-life cycle [5][9] - Client Computing Group revenue increased by 5%, while Data Center revenue fell by 1% and foundry revenue was down 2% year-over-year [7] Market Opportunities and Concerns - PC market is currently strong, with in-market shipments up almost 10% sequentially, but concerns exist about sustainability due to the end-of-life cycle [8][9] - Server market could offer growth, but Intel is losing market share to competitors [11] - Intel lacks a clear roadmap for AI accelerators to compete with Nvidia and others [12] Financial Position and Investments - Recent investments, including those from Nvidia and SoftBank, provide Intel with financial breathing room, potentially totaling close to $20 billion [16][18] - The funds are crucial for building out 18A and 14A processes and expanding the foundry business [17] - Intel needs to prove its capabilities and secure customer commitments before deploying new capacity [19][20] AMD's Position - AMD is benefiting from Intel's supply constraints, capturing demand that Intel cannot meet [22] - AMD's AI prospects are promising, with the potential to capture a significant share of the large AI market [23][24] - Near-term AI numbers for AMD have been lackluster, but the focus is on the long-term potential of the open AI deal [26][27]

September's inflation report came in cooler than expected, but the details show a mixed picture. Let's break it down. Gas prices were a big story again, up just over 4% last month, but on a year-over-year basis, prices actually came down.So, that suggests we may see some more easing. Food prices did keep climbing, but they've also started to moderate from earlier this year. Another good sign.And housing inflation cooled with owner's equivalent rent, which is basically the hypothetical rent a homeowner would ...

Analyst Ratings & Price Target Changes - Intel saw multiple firms raise price targets after Q3 earnings beat, with Benchmark setting a high target of $50 per share [2] - Deckers Outdoor experienced price target cuts from Raymond James and Telsey Advisory Group due to weak 2026 sales forecast [3] - Citizens upgraded eBay to outperform, citing improved consumer experience in key categories [4] - Steeple raised eBay's price target to $89, just below the average 12-month target of roughly $92 [5] - Bank of America upgraded Zion's Bank Corp to neutral, raising its price target to $62 per share, seeing room for a rebound [8][9] - UBS cut Madna's price target to $40 from $70 after a failed vaccine trial, but maintains a buy rating [9] - Wedbush trimmed Netflix's price target to $1400 from $1500, but maintained outperform rating, implying roughly 13% upside [12] - Morgan Stanley upgraded 3M to equal weight, raising its price target to $160 from $130 [13][14] - Wedbush raised Snowflake's price target to $270 from $250, anticipating growth from AI use cases [21] - Goldman Sachs upgraded Darden Restaurants to buy, citing improved value proposition and less exposure to lower-income consumers [22] Company Specific Insights - Morgan Stanley maintains outperform rating on Tesla with a $410 price target, highlighting robo taxi potential and calling Tesla a "forgotten AI stock" [7] - Bank of America expects Meta's Q3 sales of $50 billion and earnings of $730% a share, driven by AI-powered ad engine [16] - UBS is staying neutral on Starbucks, trimming its price target to $94 a share, expecting flat US theme store sales and operating margins around 10% [17][18] - City added Reddit to its positive 90-day catalyst watch, raising its price target to $250 from $220, expecting third quarter earnings to come in significantly above expectations [19] - BNB Paraba upgraded Lululemon to neutral, noting the stock is down more than 50% year to date and negative catalysts are less clear [20]

Labor Market Challenges - Ford currently has 6,000 open positions for auto mechanics, indicating a shortage of skilled labor in the automotive industry [1] - The US faces a challenge in filling critical jobs, potentially impacting various sectors [1][2] - Many jobs in the US remain unfilled, posing a significant problem for service industries, farming, and factories in the future [2] Immigration and Economic Growth - The US historically relied on immigrant populations to fuel jobs and drive prosperity [2] - The country's future economic success depends on attracting immigrants to fill jobs that Americans may not want [2]

It's a surprise upgrade cycle. I mean, that's the reality, right. No one expected it was going to be this strong.So, that that's going to be clear, you know, good in terms of obviously going to holiday season in terms of guidance. China now actually goes to a tail end for Apple from a headwind. Now, you set up for what I believe is going to be the Apple Gemini partnership on AI. That's how you're going to get to what I think in a year from now is, you know, 325, $350. ...

The "Magnificent Seven,' stocks are set to kick off earnings next week. We speak to market insiders about whether these stocks live up to their valuations and the expectations for their earnings reports. #youtube #Meta #Amazon #Microsoft #Google #Alphabet #Apple About Yahoo Finance: Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life. - Get the latest news and da ...

Opening Bid Unfiltered is available on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. They were private companies before the hot 2025 class of IPOs like CoreWeave (CRWV) and Gemini (GEMI) came to market. These companies had leaders who had to raise capital to fuel their growth ambitions on what they believed to be bold industry opportunities. Much of that capital that flows into private companies comes from the coffers of venture capitalists who aren’t afraid of making big bets on upst ...

Market Domination anchor Josh Lipton breaks down the latest market news for October 24, 2025. The S&P 500, Dow Industrial Average, and Nasdaq all soared to new highs following the release of the September Consumer Price Index inflation data. Markets and data reporter Jared Blikre breaks down the day's trading action. A number of Big Tech companies are scheduled to release earnings next week. Josh speaks with D.A. Davidson Gil Lauria about key themes for investors to watch when Microsoft, Alphabet, Meta, App ...

This is the most absurd pay package that has ever been created in the history of business. Not to mention the different tanches and what the vesting is is so arbitrary and broad. And I don't even think the pay package is legal because I don't think there was any actual negotiation over the pay package, which was the same reason that it was ruled illegal by Delaware last time.I think this is just going to add more lawsuits anyways. And I just don't understand why anybody thinks that this is a good idea in th ...

You see, at first when someone says, "Let's impose tariffs on foreign imports," it looks like they're doing the patriotic thing by protecting American products and jobs. High tariffs inevitably lead to retaliation by foreign countries and the triggering of fierce trade wars. The result is more and more tariffs, higher and higher trade barriers, and less and less competition.So soon, because of the prices made artificially high by tariffs that subsidize inefficiency and poor management, people stop buying. T ...