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5 Things To Know: October 24, 2025
CNBC Television· 2025-10-24 12:13
Five things to know ahead of the opening bell. An update on the government shutdown now on day 24. Today, many federal employees are expected to miss their first full paycheck since the shutdown began.We're going to be speaking to House Minority Leader Hakee Jeff at 8:40 a. m. Eastern time.Shares of Intel are rising. The company returning to profitability in its most recent quarter. Revenue of 13.6% 6 billion, beating estimates of 13.1% billion.Fourth quarter guidance was roughly in line with expectations. ...
5 Things To Know: October 24, 2025
Youtube· 2025-10-24 12:13
Five things to know ahead of the opening bell. An update on the government shutdown now on day 24. Today, many federal employees are expected to miss their first full paycheck since the shutdown began.We're going to be speaking to House Minority Leader Hakee Jeff at 8:40 a. m. Eastern time.Shares of Intel are rising. The company returning to profitability in its most recent quarter. Revenue of 13.6% 6 billion, beating estimates of 13.1% billion.Fourth quarter guidance was roughly in line with expectations. ...
Dow Jones Futures: Intel, AI Play Jump After Bullish Tesla Move; Trade Talks, CPI In Focus
Investors· 2025-10-24 12:12
Group 1 - The stock market is experiencing highs, with Dow Jones, S&P 500, and Nasdaq futures showing modest increases [1] - Intel and Comfort Systems reported significant earnings, contributing to the positive market sentiment [1] - CPI inflation data and upcoming trade talks with China are key events to watch [1] Group 2 - Comfort Systems is highlighted as a leading stock, showing strong performance and surpassing earnings expectations [4] - The stock market is hitting record highs, driven by favorable CPI inflation data, which may allow the Federal Reserve to consider further cuts [4] - Tesla and Netflix are among the stocks in focus as the market continues to rise [4]
Market Digests Mixed Earnings, Geopolitical Diplomacy, and Inflation Outlook
Stock Market News· 2025-10-24 12:08
Corporate Earnings - Intel (INTC) shares surged 7.5% in pre-market trading after reporting stronger-than-expected earnings per share and revenue, along with solid forward guidance, boosting tech sentiment [2][3][8] - Deckers Brands (DECK) plummeted 12.5% in pre-market trading due to a light full-year revenue outlook and signs of waning demand in its core U.S. market, disappointing investors [3][8] - Ford Motor Company (F) saw its shares rise 4.5% after exceeding both EPS and revenue estimates, although it lowered its full-year adjusted EBIT and free cash flow outlook due to a recent supplier fire [3][8] Analyst Sentiment - Investment firm Stifel raised its target price for Uber Technologies (UBER) from $116 to $124, indicating growing analyst confidence in the company's future performance and growth trajectory [4][8] Geopolitical Developments - Dmitri Dmitriev, a special envoy for Russian President Putin, visited the U.S. for official talks shortly after new sanctions were imposed by the Trump administration, highlighting ongoing diplomatic engagement amidst geopolitical tensions [5][8] Economic Outlook - Upcoming U.S. Consumer Price Index (CPI) data is expected to show a hotter headline inflation rate, driven by a larger passthrough of tariffs and rising import costs, despite potential easing from slower inflation in shelter and travel categories [6][8] Domestic Policy - Discussions are reportedly underway for a potential yearlong extension of Affordable Care Act (ACA) credits, with Republican Representative Jeff Van Drew having spoken with President Trump about the matter [9][8]
Intel shares soar on surprise profit, but analysts say ‘fight far from over'
Invezz· 2025-10-24 12:07
Intel shares jumped nearly 10% in Frankfurt and were up more than 8% in US pre-market trading on Friday after the chipmaker reported better-than-expected third-quarter results, marking its first profi... ...
芯片巨头英特尔今年第三季度扭亏为盈 盘后股价涨近8%
Sou Hu Cai Jing· 2025-10-24 11:57
(央视财经《天下财经》)当地时间23日,美国芯片巨头英特尔发布的今年第三季度财报显示:公司净 利润扭亏为盈,结束了连续六个季度的亏损期,美股盘后英特尔股价飙升。有专家指出,英特尔的业绩 回暖或与整体市场环境改善有关。而专家也提醒,近期财报季,美股个股、波动明显加大。 芝加哥期权交易所全球市场公司衍生品市场情报主管 曼迪·许:财报往往是推动个股波动的主要因素, 但这一次差距扩大的幅度尤其显著,这反映出针对一些过热的AI概念股以及科技股,市场对他们的业 绩与估值存在明显的焦虑情绪。 有专家从宏观角度分析认为,此次英特尔财报表现亮眼不是因为自身的竞争力变强了,而是得益于人工 智能热潮的大环境。尽管英特尔的CPU芯片,也就是中央处理器,并非AI训练的核心,但AI热潮带动 了数据中心的整体扩容。图形处理器,也就是GPU的算力集群仍然需要CPU服务器协调与支撑,因此带 动了传统服务器需求同步上升。 美国韦德布什证券公司股票研究分析师 马特·布赖森:人工智能热潮正在拉动对传统服务器的需求,这 也带动了对英特尔至强服务器的需求增长,所以英特尔这次财报所反映的并不一定是公司自身实力变强 了,而是整个市场环境变好了。 此外,还有 ...
We're starting to see some hope that Intel can pull it off, says Constellation's Ray Wang
CNBC Television· 2025-10-24 11:53
Intel shares uh trading higher. We're rich taxpayers. I mean uh the company reporting stronger than expected revenue signaling demand for its Core x86 processor for P uh PCs has returned.This is Intel's first quarterly release since the government took a stake in that chipmaker. And joining us now, Ray Wong, Constellation Research Chairman and AI for Forum co-founder. All right, Intel's back.Are they. >> Is it. Well, we're one quarter in and I think the real question is are people going to buy the new chips ...
We're starting to see some hope that Intel can pull it off, says Constellation's Ray Wang
Youtube· 2025-10-24 11:53
Core Insights - Intel's recent quarterly report indicates stronger than expected revenue, suggesting a resurgence in demand for its Core x86 processors for PCs [1] - The company's stock has reacted positively, with a noted 81% increase over three months, reflecting market optimism about domestic chip production [3] Financial Performance - Intel has successfully reduced costs by 20% and achieved improved margins, which is a positive sign for its financial health [5] - The company is transitioning to producing 1.8 nanometer chips from the current 3 nanometer technology, which is expected to enhance performance and reduce power consumption [6] Market Dynamics - The involvement of the government in Intel's operations, particularly in the context of national security and domestic production, is seen as a significant factor influencing the company's prospects [4][13] - There are concerns about Intel's ability to secure orders for its new chips, which will be critical for its turnaround [7][9] Competitive Landscape - The potential for competition from other chip manufacturers, such as Nvidia and Apple, is highlighted, particularly as the industry evolves with new technologies [6] - The risk remains that if Intel fails to deliver on its new chip production or if the market becomes oversaturated, it could struggle to maintain its position [8][9]
美国政府和英伟达入股后 英特尔第三季度同比扭亏
Zheng Quan Shi Bao Wang· 2025-10-24 11:36
10月24日,英特尔发布2025年第三季度财报。公司第三季度营收137亿美元,同比增长3%,高于此前指 引的126亿至136亿美元;净利润41亿美元,去年同期亏损166亿美元;第三季度每股收益(EPS)为0.90美 元;非通用会计准则(Non-GAAP)每股收益为0.23美元。在此之前,英特尔已经连续六个季度亏损。 受该财报提振,英特尔周五盘前股价上涨近8%。 同时,英特尔预计2025年第四季度营收为128亿至138亿美元;非通用会计准则每股收益预计为0.08美 元。英特尔的前瞻性预测已不包括Altera,因对其多数股权的出售已于2025年第三季度完成。 英特尔首席执行官陈立武表示:"第三季度的业绩表现,体现了公司执行力的提升以及在战略重点上的 稳步推进。人工智能正在加速计算需求,并在我们的产品组合中创造极具吸引力的机会,包括我们的核 心x86平台、专用ASIC和加速器方面的新业务,以及晶圆代工服务。英特尔先进的CPU与生态,加之以 我们的尖端逻辑制造和研发能力,使我们能够很好地把握这些趋势带来的长期机遇。" 9月18日,英特尔和NVIDIA(英伟达)宣布达成合作,共同开发面向超大规模计算、企业级和消费级市场 ...
Ozkardeskaya: The real potential lies in AI, not just improving their CPU business
CNBC Television· 2025-10-24 11:14
All right, stocks up after earnings. It's up over 70% since the government announced it took a 10% stake in the chip maker after earnings. How do you feel about not only Intel, but the fact that it has some backing from the government.Do you see a positive uptrend beyond this report. >> Well, the the report came as a relief and maybe a confirmation to investors that the companies and the US government's efforts to turn their fortunes around have paid off in the latest quarter. This being said, as you said, ...