>> LIVE FROM SYDNEY, I'M PAUL ALLEN. THIS IS INSERT WHERE WE DIVE DEEPER INTO THE STORIES THAT MATTER WITH CRUCIAL CONTEXT AND SHARP ANALYSIS. IN JUST ONE HOUR, SWEEPING NEW U.S. TARIFFS WILL KICK IN ON 60 TREATING PARTNERS.CLEAR READ, A FORMER ASSISTANT U.S. TRADE REPRESENTATIVE IS JOINING US AHEAD TO DISCUSS THE POSSIBLE LEGAL CHALLENGES TO TRUMP'S LATEST ATTEMPT TO REBUILD THE TARIFF AGENDA. ASIAN STOCKS AND BONDS UNDER PRESSURE AS SURGING OIL PRICES DEEP IN THE TECH LEAD SELLOFF. INVESTORS ARE INCREASIN ...

🗓️ Intel earnings snapshot💰 Revenue $16.1B — beat📈 EPS $0.42 — beat📉 Stock after hours +10% — spiked then quickly gave it back🧐 Wall Street's take?✅ Per TipRanks (as of 07/23), analyst consensus is Hold🌐 No US brokerage account needed — hold it on-chain; Trade 24/7, no market-hours limits📝 New here? Sign up: https://t.co/zjiOjPcOPa📊 Trade INTCON now on BitMart: https://t.co/oQa9mJX32yDISCLAIMER: The information provided is for informational purposes only and should not be considered a recommendation to buy, ...

Geopolitical & Macroeconomic Risks - Brent crude oil topped 100 US dollars per barrel following intensified U.S. strikes on Iran and Houthi militant attacks in the Red Sea [1][10][11] - Oil prices surged by 39% or 38% within a single month, driving global inflation fears and bond market selloffs [4][27][95] - The U.S. imposed comprehensive Section 301 tariffs across approximately 60 economies targeting forced labor, impacting Southeast Asian trading partners [40][105][106][112] - China took control measures against Philippine ships near Scarborough Shoal amid escalating territorial tensions in the South China Sea [19][96][99] Industry & Corporate Performance - Intel shares jumped in late trade as quarterly revenue forecasts shattered Wall Street estimates, driven by a 59% growth in data center spending and capital expenditures expected to exceed 20 billion US dollars this year [22][23] - Chipmaker CXMT prepared for its massive trading debut as early as Monday, with the IPO valued at close to 10 billion US dollars and pricing at a 50% to 80% valuation discount compared to global DRAM peers [2][50][52] - CATL awaited its earnings report with valuations trading at one standard deviation below, while China's retail passenger vehicle sales fell nearly 17% year-over-year [39][46][115] - HSBC announced the sale of its life and health businesses, and Allianz acquired Singapore life for 2.1 billion US dollars [36][168] Energy Transition & Regional Trade - Cambodia maintained energy stability with 63% of its electricity coming from cleaner sources, while targeting at least 70% renewable energy by 2030 and planning a 900-megawatt LNG power capacity addition by next year [63][66][67] - Cambodian public-private financing for energy systems attracted over 33 billion US dollars from international institutions including the World Bank and Asian Development Bank [74]

Macroeconomics & Geopolitics - Brent crude oil surged above $100 per barrel, reaching $100 after rising 7%, driven by Middle East conflicts and U.S. strikes on Iran[1][30][35] - U.S. Treasury yields hit yearly highs, with the 2-year yield climbing to 4.37% due to rising inflation and rate hike expectations[1][66][106] - The U.S. implemented new 10.1% tariffs covering nearly 90% of exports across 60 economies under Section 301 targeting forced labor[45][46][143] - Japan's June core CPI accelerated to 1.6% year-on-year growth, while the yen hovered near the 163-164 level against the U.S. dollar, driving expectations for Bank of Japan rate hikes[4][53][55] Technology & Semiconductors - Intel doubled its second-quarter profit estimates and reported a 59% growth in data center revenue, while capital expenditures are projected to exceed 20 billion dollars next year[2][5][124][125] - SpaceX halted commercial Falcon rocket reservations beyond 2028 to focus on the Starship program and its integration with Starlink and space-based AI data centers[41][43] - Technology and semiconductor sectors across Asia experienced downward pressure, with South Korea's Kospi losing over 1.5% and SK Hynix dropping more than 2%[96][103] Corporate & Financial Services - HSBC agreed to sell its life and health insurance business in Singapore to Allianz for 2.1 billion dollars, generating an expected pretax gain of 1.8 billion dollars[28] - Global financial markets experienced increased volatility, impacting equity indexes such as Japan's Nikkei 225 falling over 1% and the S&P 500 seeing its biggest drop in a month[52][122]

Intel delivered a surprisingly strong revenue forecast for the current period, indicating that a surge in data center spending is helping fuel the chipmaker’s turnaround https://t.co/cZKES4UH2D ...

industry is facing one of the most severe supply constraints in its history. These shortages will persist for the foreseeable future. Intel is well positioned to benefit from this strong substantain demand with three strategically important assets.our x86 CPU franchise, our advanced packaging technology, and our vast wafer foundry network. ...

We're raising our outlook for 2026 and now expect our capex to be more than $20 billion, which is up significantly versus our expectations entering the year. As a result, we're forecasting 2027 capital expenditures to be significantly above the 2026 levels with the vast majority spent across our US network. In fact, as we look back from 2021 through 2026, our total capital spending in tools and space in the US is approaching hundred billion.significantly higher than any other semiconductor company over that ...

Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are Janus Henderson Investors Head of Multi-Asset Macro Investing Mike Contopoulos, Moody’s Chief Credit Officer Atsi Sheth, Mizuho Securities Senior Equity Research Analyst Lloyd Walmsley, PGIM Head of Middle Market Direct Lending Matt Harvey, AllianceBernstein Head of Equities Nelson Yu, Seaport Research Partners Senior Analyst Semiconduc ...

Market Today: Intel Surges, Google Fined, Tesla Misses, and More ...

Financial Performance & Outlook - Intel reported revenue of 16.1 billion dollars, surpassing expectations of 14.4 billion dollars [1] - Adjusted earnings reached 42 cents per share, doubling street estimates [1] - Gross margins came in just shy of 42%, with all major business segments beating expectations [1] - Intel projected current quarter revenue between 15.8 billion and 16.8 billion dollars, exceeding the 15.1 billion dollar expectation [1] - Earnings per share for the current quarter are forecasted at 38 cents, higher than estimates [1] - Intel shares rose by 7.5% following the positive financial news [4] Market Dynamics & Operations - Intel experienced one of the strongest sequential quarters of growth in over 15 years, driven by robust demand [2] - Supply constraints caused Intel to under-ship data center customers, a trend expected to persist through the end of the year [2] - Intel secured over 10 customers on long-term agreements [2] - Capital expenditures (Capex) are heading higher, with Intel signaling a meaningful increase for the upcoming year [3] - The 14A advanced manufacturing process is running ahead of the 18A stage and is scheduled for high-volume production in 2028 [3] - Intel assumes client PC business will be generally flat in the third quarter, with growth driven by edge computing [3] - Intel is building backlogs in advanced packaging within the foundry business, targeting billions of dollars in future business [4]