Yeah, moving quite [music] dramatically cuz first quarter results came in well ahead of expectations just across the board. Adjusted EPS earnings per share came in at 29 cents. That's against a street estimate of just a penny. That's the highest estimate on the street was actually 7 cents.So, this just blew past even the most optimistic calls. Uh revenue, and that's why the stock is surging 12%. I'll get to the guidance second, but revenue 13 and 1/2 billion dollars.That's 9% above consensus. The biggest re ...

The Intel story is a CPU story. So in the world of AI, when we move from a place where a lot of the activity is focused on training, very CPU centric to inference running the AI models, Intel is feeling that benefit and frankly they are struggling to keep up with the CPU demand. The little Boutin effect coming in as CEO is kind of to been to reorganize the company around that effort to take supply where they have it and get it to meet a match demand.But the reality is that customer demand for CPU is outpaci ...

In South Korea’s booming chip sector, bonuses that bullish forecasts suggest could soon approach $900,000 are deepening concerns over widening inequality https://t.co/CeM5jmwPPA ...

Those earnings out by Intel. Big beats on the top and bottom line for the most recent quarter and revenue guidance of 13.8% to $14.8% billion for the current quarter that were in well above analysts estimates. But of course, the Street really looking for that long term vision here and its long term plans.Under Lip Boutin, Bloomberg Tech co-host Ed Ludlow had a chance to actually catch up with the CEO of Intel. He joins us here in Studio two. What did he tell you.Yeah, basically that CPU is everything, you k ...

And right now we are 2 minutes away from the end of the trading day. Romaine Bostick alongside Katie Greifeld, taking you through to that closing bell with a global simulcast. Carol Massar and tim stanwick join us now.Welcome to our audiences across all of our bloomberg platforms, television, radio, our partnership with YouTube. Stocks on the back foot. Well, unless you're a chip stock, the Philadelphia Semiconductor Index Carol Massar headed towards a record high.Pretty much everything. And that index has ...

Intel gave a strong sales forecast for the current period, signaling that the struggling chipmaker is finally beginning to benefit from the giant build-out of AI infrastructure https://t.co/RXYCkbmt1L ...

MATT: FUTURES SELLING OFF A BIT. DANI: I AM DANI BURGER. "BLOOMBERG OPEN INTEREST” STARTS RIGHT NOW CONTINUES RIGHT NOW. JOHN GRAY REMAINS BULLISH PREDICTING BLACKSTONE'S BEST DEAL EVER FOR IPO. MATT: AND BEYOND BLACKSTONE WE ARE DIGGING THROUGH A WAVE OF EARNINGS WITH TESLA'S AI PUSH WITH AMERICANS RISING FUEL COSTS.JONATHAN: THAT IS ALL THAT MATTERED -- DANI: THAT IS ALL THAT MATTERS, NOT THAT OIL IS AGAIN ABOVE $100 A BARREL. MATT: THAT IS WHAT IS DRIVING THE MARKET TO NEW HIGHS. DANI: NOT ALL EARNINGS A ...

A Korean court sentenced a former Samsung engineer to more than six years in prison for leaking sensitive technology to a leading Chinese chipmaker https://t.co/A7hnfK49xF ...

A complex, long-overlooked part of the semiconductor world is now available to retail investors https://t.co/xhqkzIrpLR ...

PAUL: THIS IS "THE ASIA TRADE." HAIDI: U.S. STOCKS CLIMBING TO ALL-TIME HIGHS AS THE IRAN CEASE FIRE EXTENSION AND POSITIVE EARNINGS REVIVE APPETITE. PAUL: SK HYNIX REPORTING A FIVEFOLD JUMP IN PROFIT AS IT BENEFITS FROM HIGHER AI-DRIVEN DEMAND AND PRICES FOR ITS CHIPS. HAIDI: TESLA INCREASES SEE APX SPENDING -- INCREASES CAPEX SPENDING THIS YEAR.IT'S A STRONG LEAD WE SEE COMING FROM THE U.S. SESSION. THIS IS HOW WE MASHED UP. THE S&P 500 UP BY 1%.WE ARE STILL SEEING THAT RESILIENCE, THE SWING BACK INTO AI- ...