Intel Corporation designs, develops, manufactures, markets, and sells computing and related products and services worldwide. It operates through Client Computing Group, Data Center and AI, Network and Edge, Mobileye, and Intel Foundry Services segments. The company's products portfolio comprises central processing units and chipsets, system-on-chips (SoCs), and multichip packages; mobile and desktop processors; hardware products comprising graphics processing units (GPUs), domain-specific accelerators, and field programmable gate arrays (FPGAs); and memory and storage, connectivity and networking, and other semiconductor products. It also offers silicon devices and software products; and optimization solutions for workloads, such as AI, cryptography, security, storage, networking, and leverages various features supporting diverse compute environments. In addition, the company develops and deploys advanced driver assistance systems (ADAS), and autonomous driving technologies and solutions; and provides advanced process technologies backed by an ecosystem of IP, EDA, and design services, as well as systems of chips, including advanced packaging technologies, software and accelerate bring-up, and integration of chips and driving standards. Further, it delivers and deploys intelligent edge platforms that allow developers to achieve agility and drive automation using AI for efficient operations with data integrity, as well as provides hardware and software platforms, tools, and ecosystem partnerships for digital transformation from the cloud to edge. The company serves original equipment manufacturers, original design manufacturers, cloud service providers, and other manufacturers and service providers. It has a strategic agreement with Synopsys, Inc. to develop EDA and IP solutions; and ARM that enables chip designers to build optimized compute SoCs on the Intel 18A process. Intel Corporation was incorporated in 1968 and is headquartered in Santa Clara, California.

У Intel заметно улучшилась ликвидность и баланс, но качество прибыли и оценка по рынку пока не выглядят убедительно. Денежные средства выросли до 37.4 млрд, current ratio поднялся до 2.31, quick ratio — до 1.85, что снижает краткосрочные финансовые риски. Долговая нагрузка умеренная: debt/equity 0.35 ниже критических уровней, а долг за год не растёт, что поддерживает устойчивость. При этом рыночные мультипликаторы выглядят напряжённо: P/S 8.56 и P/B 3.94 выше отраслевых медиан, то есть инвесторы уже платят премию за восстановление. P/E и P/FCF не дают полезного сигнала из-за нулевых значений, что обычно указывает на нестабильность базы прибыли и денежного потока. Рентабельность остаётся слабым местом: ROE, ROA, ROI и operating margin в TTM фактически на нуле, а net profit margin также не подтверждает устойчивую нормализацию. Gross margin на уровне 35.43% выглядит лучше, чем в начале года, но всё ещё ниже медианы отрасли, поэтому операционное плечо пока ограничено. Выручка держится в районе 13.6 млрд и выглядит стабильной, однако рост не ускоряется, а это сдерживает потенциал переоценки. Чистая прибыль и operating income восстановились после прошлогодних убытков, но динамика остаётся неровной и не выглядит как устойчивый цикл роста. Собственный капитал и активы увеличиваются, что позитивно для баланса, однако это пока не трансформируется в сопоставимый рост эффективности капитала. Дивидендная доходность 0.66% слишком мала, чтобы существенно поддерживать инвестиционный кейс. В сумме фундаментал скорее подтверждает восстановление, чем сильный рост, поэтому целесообразна умеренная консервативная корректировка вниз.

Intel Corporation

Сильный индекс, незначительно упал. Быки в растерянности.

Strong index, slightly down. The bulls are confused.

Сильный индекс, значительно упал. Оптимистичный взгляд на свои позиции резко сменился на неуверенность.

Strong index, significantly down. An optimistic view of his position suddenly changed to uncertainty.

Сильный индекс, без изменений. Рынок на стороне быков.

Strong index, flat. The market is on the bulls' side.

Сильный индекс, без изменений. Рынок не поддерживает медведей.

Strong index, flat. The market does not support the bears.

Слабый индекс, незначительно упал

Слабый индекс, незначительно вырос

Ликвидность и баланс у Intel улучшились, но высокая оценка, слабая рентабельность и неровное восстановление прибыли ограничивают потенциал переоценки.

Key Points
Most S&P 500 index funds are market-cap weighted.
An alternative approach is an equal-weighted fund.
Both can serve you well, and one looks less risky.
What's the investment I've recommended most often for most people? A low-fee exchange-traded fund (ETF) that tracks the S&P 500 index, such as the Vanguard S&P 500 ETF (NYSEMKT: VOO) or the SPDR S&P 500 ETF (NYSEMKT: SPY). I suspect many of my colleagues would say the same. Even Warren Buffett has recommended it. In his 2016 letter to shareholders, he noted, "Over the years, I've often been asked for investment advice... My regular recommendation has been a low-cost S&P 500 index fund."
So I'm sorry to point out that it's not a perfect kind of investment. It has some issues.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
What's wrong with the S&P 500?
Here's a big one: It's way more concentrated than most people realize. For example, check out its recent top 10 components:
Company
Weight in S&P 500
Nvidia
7.43%
Alphabet (A and C share classes)
6.59%
Apple
6.48%
Microsoft
4.35%
Amazon.com
3.92%
Broadcom
2.74%
Tesla
2.26%
Meta Platforms
2.17%
Micron Technology
1.65%
Berkshire Hathaway
1.56%
Those weightings may not seem huge until you remember that there are about 490 other companies. These 10 above represent about 2% of the index's holdings but 39% of its total value. So if you invest in the S&P 500 because it's a great way to be quickly and easily invested in 500 of America's biggest companies, you are invested in those companies, but more than a third of your investment is in these 10 companies alone.
Here are the weightings of some other companies:
Company
Rank in S&P 500
Weight in S&P 500
McDonald's
54
0.30%
PepsiCo
59
0.29%
Pfizer
80
0.22%
Kroger
261
0.06%
Clorox
468
0.02%
As you can see, you won't have much invested in the vast majority of the companies.
That can be OK, though. Maybe you like those tech heavyweights in the top 10 -- which include all of the "Magnificent Seven" stocks (Apple, Amazon, Alphabet, Meta Platforms, Microsoft, Nvidia, and Tesla). Maybe you want to invest in the 500 companies, with most of your money going to the biggest. After all, most of them have grown very rapidly over the past few years.
Keep in mind, though, that when there's a stock market crash or correction, as there invariably is now and then, those high-flying growth stocks are often the ones that fall harder. That, too, can be OK as long as you have a very long-term investing period. But it's not ideal.
Is there a better alternative to the S&P 500?
There is an alternative to standard S&P 500 index funds that's worth considering: An equal-weighted one. Standard ones are weighted by market cap, meaning the larger a company's market cap, the greater its weighting. The Invesco S&P 500 Equal Weight ETF (NYSEMKT: RSP), in contrast, is equal-weighted. The 500 components are rebalanced quarterly, so between rebalancings you'll see fluctuations in the weightings as various stocks gain or lose value from day to day and year to year. Check out its recent top 10 holdings:
Company
Weighting
Dell Technologies
0.48%
SanDisk
0.48%
Intel
0.42%
Advanced Micro Devices
0.42%
Humana
0.40%
Micron Technology
0.40%
Hewlett Packard Enterprise
0.40%
Seagate Technology
0.40%
ON Semiconductor
0.35%
Western Digital
0.35%
Note that Micron Technology appears in both top 10 lists, but in the earlier one, it has a 1.67% weighting, while in the fund above, it has a much lower weighting of 0.35%. This kind of index fund has you much more invested in the other 490 stocks beyond the top 10 -- though, of course, each stock has a relatively minor weighting. But every promising stock will have an equal chance of outperforming for you.
An equal-weighted S&P 500 ETF may not grow as fast as a market-cap-weighted one, but during a market downturn, it may hold its value a bit more. Over the past 15 years, this ETF has averaged annual gains of about 12%, while the Vanguard S&P 500 ETF has averaged 14.4%. There's a trade-off, but it's not enormous. Give equal-weighted S&P 500 index funds some consideration.
Should you buy stock in Vanguard S&P 500 ETF right now?
Before you buy stock in Vanguard S&P 500 ETF, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Vanguard S&P 500 ETF wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $433,268!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,259,391!*
Now, it’s worth noting Stock Advisor’s total average return is 935% — a market-crushing outperformance compared to 206% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
Selena Maranjian has positions in Advanced Micro Devices, Alphabet, Amazon, Apple, Berkshire Hathaway, Broadcom, Meta Platforms, Micron Technology, Microsoft, Nvidia, and Pfizer. The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, Amazon, Apple, Berkshire Hathaway, Broadcom, Hewlett Packard Enterprise, Intel, Meta Platforms, Micron Technology, Microsoft, Nvidia, Pfizer, Tesla, Vanguard S&P 500 ETF, and Western Digital. The Motley Fool recommends Kroger and ON Semiconductor and recommends the following options: long January 2028 $320 calls on McDonald's and short January 2028 $340 calls on McDonald's. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Have S&P 500 Index Funds, Often Touted as the Best Stock Investments, Become Dangerous? There's a Worrisome Development -- and a Possibly Better Alternative.

Key Points
Bank of America moved Intel straight from its most bearish rating to its most bullish, skipping the middle.
The thesis centers on AI shifting more spending toward central processors and chip manufacturing.
After more than tripling in 2026, the stock already reflects a lot of optimism.
Most analyst rating changes move a single notch. So when one of the more closely followed semiconductor analysts skips the middle rating and jumps two rungs at once, it's worth a closer look -- not necessarily as a reason to buy, but as a window into how the thinking around artificial intelligence (AI) spending may be changing.
That's what happened on June 11, when Bank of America's Vivek Arya double-upgraded Intel (NASDAQ: INTC) to buy from underperform, lifting his price target to $135 from $96. Banks tend to reserve a move like that for moments when the thesis they had been betting against breaks. And it came after Intel had already more than tripled in 2026 -- less a call on a forgotten stock than a bet that the turnaround has further to run.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Intel shares rose about 6% in the following session, closing near $125 as of this writing.
The more useful question isn't whether the target is right. It's what the upgrade says about the next phase of the AI trade.
The case for the CPU
For most of the AI boom, the story has been about graphics processing units (GPUs) -- the chips that train large models. Central processors, Intel's historical stronghold, were an afterthought. The upgrade rests on the idea that this is starting to change.
The argument goes like this: as companies build "agentic" systems in which software agents carry out tasks independently, incremental work shifts to the central processors to coordinate those agents.
If that shift plays out, the market for server processors will get much bigger. Indeed, Bank of America now pegs the market at more than $170 billion by 2030, up from a prior estimate of around $125 billion, and sees Intel capturing roughly a quarter of it.
Intel's own recent numbers lend the idea some support.
In the first quarter of 2026 (the period ended March 28, 2026), the company's data center and AI revenue rose 22% year over year to about $5.1 billion -- easily the fastest-growing of its three main segments, well ahead of the 1% growth in its client computing group, which sells PC chips.
And management is describing the central processor in much the same terms.
"In recent months, we have seen clear signs that the CPU is reasserting itself as the indispensable foundation of the AI era," said Intel CEO Lip-Bu Tan in the company's first-quarterearnings call
A risky foundry business
The second part of the upgrade is about manufacturing.
Intel is trying to become a more formidable contract chipmaker, producing chips for others the way Taiwan Semiconductor does -- a business it calls its foundry. This, however, is the higher-risk, higher-reward part of the story. Bank of America pointed to a pipeline of potential outside customers, including reported work on Apple's chips and MediaTek's processors. If even a few of those deals scale, the foundry could grow from a rounding error into a real second engine.
But Intel isn't there yet. Intel's external foundry revenue -- the part that comes from outside customers rather than its own products -- was just $174 million in the first quarter. And the foundry segment as a whole is still losing billions of dollars a year as Intel spends heavily to build out advanced manufacturing. And closing the gap with Taiwan Semiconductor is something Intel has tried and stumbled at before.
Then there's the price. Intel trades at well over 100 times its expected earnings for the next year. A valuation like this leaves little room for error, assuming both the agentic-processor shift and the foundry turnaround unfold with very few blips along the way.
So, what do I make of all this?
The rotation Bank of America is describing looks real and underappreciated -- the idea that AI's next phase pulls spending back toward the processors and manufacturing capacity Intel is built around. But a compelling thesis and an attractive entry price are different things. After more than tripling this year, the stock has arguably already priced in much of that optimism, and the bar it now has to clear is far higher than it was a few months ago. I'd want to see Intel's foundry business make more meaningful progress on its pipeline before treating the stock as a buy here. Sure, the shift may be coming. But the stock apparently isn't waiting around for proof.
Should you buy stock in Intel right now?
Before you buy stock in Intel, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Intel wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $433,268!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,259,391!*
Now, it’s worth noting Stock Advisor’s total average return is 935% — a market-crushing outperformance compared to 206% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of June 13, 2026.
Bank of America is an advertising partner of Motley Fool Money. Daniel Sparks and his clients have positions in Apple. The Motley Fool has positions in and recommends Apple, Intel, and Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Intel Just Got a Rare Double Upgrade From Bank of America. Here's the AI Shift Behind the Call.

Key Points
SpaceX just raised $75 billion in new capital in the largest IPO ever.
Nvidia and Alphabet could be big winners of the public debut.
There are several other suppliers and partners that could benefit as well.
SpaceX (NASDAQ: SPCX) just went public in the largest IPO of all time, raising $75 billion at a valuation of nearly $1.8 trillion. Many investors are excited to finally own a piece of the Starlink satellite internet business, SpaceX's dominant rocket launch business, and the high-potential xAI artificial intelligence business.
However, the story here goes beyond how SpaceX stock will perform as a publicly traded company. It's important for investors to keep in mind that SpaceX just raised $75 billion in fresh capital, and with big growth ambitions, the company will deploy it into AI computing hardware, rocket and satellite parts, and more. And there are some publicly traded companies that could be big winners now that such a big customer has much deeper pockets.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
With that in mind, here are five companies in particular that could be big beneficiaries of SpaceX's IPO windfall for years to come.
5 Companies that could make billions now that SpaceX is public
To be clear, there are more than just five. SpaceX buys components from dozens of companies, and many others are likely to get secondary tailwinds from the IPO. But here are five in particular that investors might want to take a closer look at.
1. Alphabet
Alphabet (NASDAQ: GOOG)(NASDAQ: GOOGL) could be a big winner from the SpaceX IPO, but not because SpaceX is a major customer. Alphabet made a $900 million investment in SpaceX in 2015, when SpaceX had a $12 billion valuation. At the IPO valuation, Alphabet's stake is worth about $150 billion. That's already an incredible return, but if SpaceX's stock were to rise post-IPO, it could become a serious needle-mover for the Google parent company.
2. Nvidia
You've probably heard about SpaceX's deals to provide compute infrastructure to Anthropic and Google, which will require SpaceX to continue purchasing hundreds of thousands of GPUs and other AI computing components. And I wouldn't be surprised to see further compute deals announced, creating an excellent recurring revenue stream for SpaceX. Nvidia (NASDAQ: NVDA) is likely the most direct beneficiary of SpaceX's deeper pockets post-IPO.
3. Moog
Now we're starting to dig a little deeper. Moog (NYSE: MOGA) is the leader in precision motion control systems for the aviation, space, and defense industries. The company provides essential components for many satellites, and once Starship improves SpaceX's launch economics, the volume of new satellite deployments could increase rapidly.
4. Kratos Defense & Security
Kratos Defense & Security (NASDAQ: KTOS) is best known for its unmanned aerial vehicles (drones), but it also offers the only commercially available satellite ground system, OpenSpace. Even if Kratos doesn't get a direct SpaceX contract, it is a clear beneficiary as the commercial satellite economy accelerates.
5. Intel
To say that Intel (NASDAQ: INTC) has been a big winner recently would be an understatement. The company has benefited from an investment from the U.S. government and partnerships with Nvidia, Apple (NASDAQ: AAPL), and other tech giants. Investors have been handsomely rewarded, with the stock up about 500% over the past year alone. However, it's also worth noting that Intel has a close relationship with both SpaceX and Tesla (NASDAQ: TSLA) as a key Terafab partner. Specifically, Terafab will use Intel's next-generation fabrication technology, and the capital SpaceX raised in its IPO could be a major source of funding to get the Terafab project going.
The bottom line
As mentioned, there could be plenty of winners from the SpaceX IPO. But these are five companies that should be major beneficiaries of SpaceX's massive infusion of capital for years to come, and they could be worth a look for patient investors.
Should you buy stock in Alphabet right now?
Before you buy stock in Alphabet, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Alphabet wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $438,283!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,257,427!*
Now, it’s worth noting Stock Advisor’s total average return is 938% — a market-crushing outperformance compared to 206% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of June 13, 2026.
Matt Frankel, CFP® has positions in Kratos Defense & Security Solutions. The Motley Fool has positions in and recommends Alphabet, Apple, Intel, Kratos Defense & Security Solutions, Moog, Nvidia, and Tesla. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

SpaceX Just Went Public. These 5 Other Publicly Traded Companies Could Be the Biggest Winners.

Key Points
Nvidia has dominated the AI growth story since the early days of the AI boom.
The company recently reported an 85% increase in quarterly revenue.
Nvidia (NASDAQ: NVDA) has been one of the biggest artificial intelligence (AI) success stories so far. The company provides a crucial tool -- and one of the highest quality -- used in the development of this technology. This is the graphics processing unit (GPU), a chip that powers important tasks such as the training of models.
The company's GPU strengths and its portfolio of related products and services have helped it to report record levels of earnings quarter after quarter. And this has lifted the stock too, with gains of more than 400% over three years.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Some investors have worried that, after such a performance, Nvidia may lose momentum. It's true that there are plenty of rivals in the AI chip space, from chip designers like Advanced Micro Devices to some of Nvidia's customers, like Amazon, that have created their own chips.
But my prediction is Nvidia will stay ahead of the crowd -- and the second half of this year actually will represent a game-changing moment for the AI giant. Let's take a closer look.
Nvidia's GPUs over time
So, first, a bit of background on this market leader and where it stands in today's AI environment. Nvidia's GPUs have been around for decades, and in their early days, they mainly served the gaming market. The company has since expanded their use, and this was made possible by Nvidia's creation of CUDA, a parallel computing platform.
And about a decade ago, recognizing the AI opportunity, Nvidia tailored its GPUs for this industry. This, along with the creation of other products to support the GPU in its AI tasks, helped Nvidia build an AI empire. In the latest quarter, the company reported an 85% increase in revenue to more than $81 billion. And gross margin has remained pretty consistently above 70%, showing high profitability on sales.
As mentioned, Nvidia isn't alone in the space. Rivals sell GPUs or other similar AI chips, and they, too, have delivered significant growth. Yet Nvidia has maintained its lead, due to its brand strength and the quality of its products, as well as its focus on innovation.
But some investors have wondered how long this will last, particularly as rivals too have been supercharging their innovation engines -- and Nvidia's GPUs carry the highest price tag. Meanwhile, the needs of AI are changing. For example, the early stage of the AI story was all about training models, and for this, the GPU was critical.
The era of AI agents
Today, we're moving into the era of AI agents, involving the actual application of AI to problems. In agentic AI, the AI agent acts as a human would -- considering a problem and taking steps, in many cases multiple steps, to solve it. And to power this process, another type of chip is most needed: the central processing unit (CPU). These are the general chips found in all computers.
Nvidia hasn't been a big player in the CPU market. Intel and AMD have been longtime leaders in this market, but if Nvidia meets its goals, this might change.
And this leads me to my prediction. The second half of the year could be a key moment for Nvidia because it plans to take two game-changing steps: It aims to release its Vera Rubin platform for data centers, and this includes the company's first-ever stand-alone CPU. And, for the PC market, it aims to release a new superchip, the Nvidia RTX Spark. This chip, including an Nvidia GPU and an Nvidia CPU, will launch in Windows laptops this fall from Microsoft, Dell, and others.
So, as of the second half, Nvidia will advance in the CPU market in a big way -- aiming for share in data center CPUs and in the PC market. Nvidia says the stand-alone CPU market is worth about $200 billion, and the company says it's on track for leadership.
The big news here is that Nvidia is maintaining its GPU dominance and eventually may hold a similar position in the broader CPU market. This could greatly increase the company's revenue growth potential over time -- and that's why I predict that the launches of these two CPU products will represent a game-changing moment in the Nvidia story.
Should you buy stock in Nvidia right now?
Before you buy stock in Nvidia, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Nvidia wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $438,283!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,257,427!*
Now, it’s worth noting Stock Advisor’s total average return is 938% — a market-crushing outperformance compared to 206% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of June 13, 2026.
Adria Cimino has positions in Amazon. The Motley Fool has positions in and recommends Advanced Micro Devices, Amazon, Intel, Microsoft, and Nvidia. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Prediction: The Second Half of 2026 Will Be a Game-Changing Moment for Nvidia

Key Points
Data center CPUs will be the next AI market to boom.
Chip stock investors have multiple ways to win.
Semiconductor stocks jumped on Friday, as more Wall Street analysts highlighted the staggering growth potential of the AI infrastructure industry.
Here's how some of the top chip stocks performed:
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
The agentic AI era approaches
Analysts at Bank of America expect the global server central processing unit (CPU) market to grow almost fivefold to over $170 billion by 2030, driven by a forthcoming boom in agentic AI applications.
While AI model training largely relies on graphics processing units (GPUs) designed by the likes of Nvidia, CPUs perform well during certain segments of AI agent workflows, such as control logic, plan execution, coordination, and scheduling.
Intel and AMD dominate the server CPU market, making them well-positioned to profit from this global megatrend. Yet Arm also stands to benefit. The chip architecture developer recently unveiled its new AGI CPU, which is specifically designed to power next-gen AI infrastructure.
More ways for investors to profit
Bank of America's analysts are also optimistic about Intel's foundry business. In addition to designing and building its own chips, Intel has opened its chip manufacturing services to other tech giants. Intel is reportedly in discussions with Apple to potentially make some of the chips in its popular devices.
Meanwhile, analysts at Citigroup believe AMD could wrestle away some market share from Nvidia in the GPU arena, driven in part by its chip supply deals with social media and AI powerhouse Meta Platforms.
Should you buy stock in Advanced Micro Devices right now?
Before you buy stock in Advanced Micro Devices, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Advanced Micro Devices wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $438,283!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,257,427!*
Now, it’s worth noting Stock Advisor’s total average return is 938% — a market-crushing outperformance compared to 206% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of June 12, 2026.
Bank of America is an advertising partner of Motley Fool Money. Citigroup is an advertising partner of Motley Fool Money. Joe Tenebruso has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices, Apple, Intel, Meta Platforms, and Nvidia. The Motley Fool recommends Arm Holdings. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Why Intel, AMD, Arm, and Other Artificial Intelligence (AI) Stocks Popped Today

The S&P 500 Index ($SPX) (SPY) on Friday rose +0.50%, the Dow Jones Industrial Average ($DOWI) (DIA) rose +0.70%, and the Nasdaq 100 Index ($IUXX) (QQQ) rose +0.64%. June E-mini S&P futures (ESM26) rose +0.65%, and June E-mini Nasdaq futures (NQM26) rose +0.87%.
Stocks on Friday extended Thursday’s rally on hopes that the US and Iran will sign an interim peace agreement within the next several days, ending the military hostilities, reopening the Strait of Hormuz, and ending the US blockade on Iran and its oil exports. Negotiations would then begin on the more intractable issues, such as sanctions against Iran, the release of $24 billion of frozen Iranian assets, and the resolution of Iranian nuclear issues. However, Iran said its leaders still need to make a final decision on the proposed interim peace deal.
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Stocks started to rally on Thursday after President Trump canceled planned military strikes against Iran, citing "discussions" with the Iranian leadership. He added that the “time and place of the signing" of a negotiated end to the war would "be announced shortly."
WTI crude oil prices (CLN26) fell -3.23% on Friday on the hopes for a near-term US-Iran agreement and a reopening of the Strait of Hormuz.
In positive news for stocks, the University of Michigan’s June US Consumer Sentiment Index rose +4.1 to 48.9, which was stronger than expectations for a rise to 46.0. Also, the University of Michigan’s June 1-year inflation expectations rate eased to +4.6% from +4.8% in May, and was weaker than expectations of +4.9%. The June 5-10 year inflation expectations rate eased to +3.4% from +3.9% in May, weaker than expectations of +3.8%.
The markets are discounting a 4% chance of a +25 bp rate hike at the next FOMC meeting on June 16-17.
Overseas stock markets closed higher. The Euro Stoxx 50 rose +2.16%. China's Shanghai Composite closed up +1.12%. Japan’s Nikkei-225 Stock Average closed up +2.81%.
Interest Rates
September 10-year T-notes (ZNU6) fell -5 ticks, and the 10-year T-note yield rose +2.2 bp to 4.483%. T-notes saw weakness as the 10-year inflation expectations rate rose +1.8 bp to 2.323%, despite the drop in oil prices. The T-note market remains worried about inflation pressures, which are likely to remain sticky even after the Strait of Hormuz reopens. The T-note market had some carry-over weakness from Thursday, when demand was lackluster for the Treasury’s 30-year bond auction.
European government bond yields traded lower. The 10-year German bund yield fell -3.6 bp to 2.995%. The 10-year UK gilt yield fell -6.9 bp to 4.836%.
On Thursday, the ECB, as expected, raised the deposit facility rate by +25 bp to 2.25% from 2.00% and said, "The outlook remains uncertain, with upside risks for inflation and downside risks for economic growth." Swaps are discounting a 37% chance of a +25 bp ECB rate hike at its next policy meeting on July 23.
US Stock Movers
Space Exploration Technologies Corp (SPCX), doing business as SpaceX, started trading Friday morning and closed the day at $161 per share, up +19% from Thursday’s IPO of $135. The IPO was more than four times oversubscribed, indicating strong demand for the stock. SpaceX's favorable showing on Friday was positive for investor sentiment and could help the upcoming IPOs of AI companies Anthropic and OpenAI.
Space-linked stocks traded lower despite the favorable SpaceX debut, with EchoStar (SATS) and Rocket Lab (RKLB) both closing down about -10%.
Chip stocks recovered from early losses and closed mostly higher. The iShares Semiconductor ETF (SOXX) rose +1.59% on Friday, adding to Thursday’s sharp rally of +8.39%. The chip rally was sparked by signs that AI spending is continuing after Oracle on Thursday reported quarterly capital expenditures that were higher than expected, driven by increased data center spending. Chip leaders on Friday included a rally of +6.51% in Intel (INTC) and +5.55% in KLA-Tencor Corp (KLAC). AMD (AMD)and Qualcomm (QCOM) both closed up more than +4%.
Adobe (ADBE) fell more than -6% after CFO Dan Durn said he would leave the company on June 15, following news earlier this year that Adobe’s CEO would resign. The Adobe news put continued downward pressure on software stocks, which were undercut on Thursday by negative earnings news from Oracle (ORCL). Autodesk (ADSK) fell more than -3%, and Palantir Technologies (PLTR) fell more than -2%.
Airline stocks saw continued support after oil prices on Friday extended Thursday’s losses. Southwest Airlines (LUV), United Airlines (UAL), and American Airlines (AAL) all rallied by more than +2%.
Astera Labs (ALAB), CoreWeave (CRWV), Nebius Group (NBIS), Rocket Lab (RKLB), and Teradyn (TER) saw support on Friday after Nasdaq announced on Thursday that those stocks will join the Nasdaq 100 Index, effective at the market open on June 22. Stocks leaving the Nasdaq 100 include Charter Communications (CHTR), Cognizant Technology Solutions (CTSH), Insmed (INSM), Verisk Analytics (VRSK), and Zscaler (ZS).
Travelers (TRV) rose +0.18% despite news that Barclays cut its rating on the stock to underweight from equal-weight, citing a downbeat outlook for profits in the property and casualty sector.
Earnings Reports(6/15/2026)
None.
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
More news from Barchart
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Stocks Rally on Hopes for a Near-term US-Iran Interim Peace Agreement

The S&P 500 Index ($SPX) (SPY) is up +0.58%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.91%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.64%. June E-mini S&P futures (ESM26) are up +0.70%, and June E-mini Nasdaq futures (NQM26) are up +0.79%.
Stocks are seeing support again today as reports circulate that an interim US-Iran peace agreement could be signed as early as this weekend, ending the military hostilities, reopening the Strait of Hormuz, and ending the US blockade on Iran and its oil exports. Negotiations would then begin on the more intractable issues, such as sanctions against Iran, the release of $24 billion of frozen Iranian assets, and the resolution of Iranian nuclear issues. However, Iran said its leaders still need to make a final decision on the proposed interim peace deal.
Join 200K+ Subscribers: Find out why the midday Barchart Brief newsletter is a must-read for thousands daily.
Stocks surged on Thursday after President Trump said he canceled planned military strikes against Iran, citing "discussions" with Iranian leadership. He added that a "time and place of the signing" of a negotiated end to the war would "be announced shortly," and the US naval blockade of the Strait of Hormuz "will remain in full force and effect until this transaction is finalized."
WTI crude oil prices (CLN26) are down more than -3% today on hopes for a near-term US-Iran agreement and a reopening of the Strait of Hormuz.
In positive news for stocks, the University of Michigan’s June US Consumer Sentiment Index rose +4.1 to 48.9, which was stronger than expectations for a rise to 46.0. Also, the University of Michigan’s June 1-year inflation expectations rate eased to +4.6% from +4.8% in May, and was weaker than expectations of +4.9%. The June 5-10 year inflation expectations rate eased to +3.4% from +3.9% in May, weaker than expectations of +3.8%.
The markets are discounting a zero percent chance of a +25 bp rate hike at the next FOMC meeting on June 16-17.
Overseas stock markets are higher today. The Euro Stoxx 50 is up +1.9%. China's Shanghai Composite closed up +1.12%. Japan’s Nikkei-225 Stock Average closed up +2.81%.
Interest Rates
September 10-year T-notes (ZNU6) today are down -3 ticks, and the 10-year T-note yield is up +1.6 bp at 4.477%. T-notes are seeing weakness today as the 10-year inflation expectations rate is up +0.1 bp at 2.306%, despite today’s drop in oil prices. The T-note market remains worried about inflation pressures, which are likely to remain sticky even after the Strait of Hormuz reopens. The T-note market has some carry-over weakness from Thursday, when demand was lackluster for the Treasury’s 30-year bond auction.
European government bond yields are trading lower. The 10-year German bund yield is down -3.3 bp at 2.999%. The 10-year UK gilt yield is down -6.6 bp at 4.839%.
On Thursday, the ECB, as expected, raised the deposit facility rate by +25 bp to 2.25% from 2.00% and said, "The outlook remains uncertain, with upside risks for inflation and downside risks for economic growth." Swaps are discounting a 37% chance of a +25 bp ECB rate hike at its next policy meeting on July 23.
US Stock Movers
Space Exploration Technologies Corp (SPCX), doing business as SpaceX, started trading today near $160 per share, up nearly +20% from Thursday’s IPO of $135. The IPO was more than four times oversubscribed, indicating strong demand for the stock. A strong showing by SpaceX today would be positive for investor sentiment and could help the upcoming IPOs for AI companies Anthropic and OpenAI.
Space-linked stocks are trading lower despite the favorable SpaceX debut, with EchoStar (SATS) down more than -9%, and Rocket Lab (RKLB) down more than -7%.
Chip stocks recovered from early losses and are trading mostly higher. The iShares Semiconductor ETF (SOXX) is up +2.25% today, adding to Thursday’s sharp rally of +8.39%. Thursday’s rally was sparked by signs that AI spending is continuing after Oracle reported quarterly capital expenditures that were higher than expected, driven by increased data center spending. Chip leaders today include Arm Holdings (ARM)with a gain of more than +10%, and gains of more than +5% in Qualcomm (QCOM), AMD (AMD), and Intel (INTC).
Adobe (ADBE) is down more than -7% after CFO Dan Durn said he would leave the company on June 15, following news earlier this year that Adobe’s CEO would resign. The Adobe news put continued downward pressure on software stocks, which were undercut on Thursday by negative earnings news from Oracle (ORCL). Autodesk (ADSK) is down more than -3% and Intuit (INTU) is down by more than -2%.
Airline stocks are seeing continued support after oil prices today moved lower, adding to Thursday’s decline. United Airlines (UAL), American Airlines (AAL), and Southwest Airlines (LUV) are all up more than +3%.
Energy stocks and service providers are trading higher with today’s continued sell-off in crude oil prices. Occidental Petroleum (OXY), Valero (VLO), and Marathon Petroleum (MPC) are all up more than +2%.
Astera Labs (ALAB), CoreWeave (CRWV), Nebius Group (NBIS), Rocket Lab (RKLB), and Teradyn (TER) are seeing support today after Nasdaq announced on Thursday that those stocks will join the Nasdaq 100 Index, effective at the market open on June 22. Stocks leaving the Nasdaq 100 include Charter Communications (CHTR), Cognizant Technology Solutions (CTSH), Insmed (INSM), Verisk Analytics (VRSK), and Zscaler (ZS).
Travelers (TRV) is seeing downward pressure after Barclays cut its rating on the stock to underweight from equal-weight due to a downbeat outlook for profits in the property and casualty sector.
Earnings Reports(6/12/2026)
America's Car-Mart Inc/TX (CRMT), Atlantic International Corp (ATLN), Friedman Industries Inc (FRD), Liberty Live Holdings Inc (LLYVA), Pioneer Bancorp Inc/NY (PBFS), Richtech Robotics Inc (RR), Seneca Foods Corp (SENEB), Whitestone REIT (WSR).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Stocks See Support from Hopes for a Near-term US-Iran Peace Agreement

The S&P 500 Index ($SPX) (SPY) is up +0.29%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.37%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.41%. June E-mini S&P futures (ESM26) are up +0.28%, and June E-mini Nasdaq futures (NQM26) are up +0.39%.
Stocks are seeing support again today as reports circulate that a preliminary US-Iran peace agreement could be signed as early as this weekend, ending the military hostilities, reopening the Strait of Hormuz, and ending the US blockade on Iran and its oil exports. Negotiations would then begin on the more intractable issues, such as sanctions against Iran, the release of $24 billion of frozen Iranian assets, and the resolution of Iranian nuclear issues. Iran claimed it would continue to exert control over the Strait of Hormuz even after a new ceasefire agreement.
Join 200K+ Subscribers: Find out why the midday Barchart Brief newsletter is a must-read for thousands daily.
Stocks surged on Thursday after President Trump said he canceled planned military strikes against Iran, citing "discussions" with Iranian leadership. He added that a "time and place of the signing" of a negotiated end to the war would "be announced shortly," and the US naval blockade of the Strait of Hormuz "will remain in full force and effect until this transaction is finalized."
WTI crude oil prices (CLN26) are down more than -1% today on hopes for a near-term US-Iran agreement and a reopening of the Strait of Hormuz.
Tech stocks are being undercut today by weakness in chip and software stocks.
In some positive news for stocks, the University of Michigan’s US Consumer Sentiment index rose +4.1 to 48.9, which was stronger than expectations for a rise to 46.0.
The markets are waiting to see how SpaceX will open for trading today after its IPO on Thursday. Nasdaq says the shares will be released for quotation at 9:50 AM ET today, but it may take some time for regular trading to begin.
The markets are discounting a 4% chance of a +25 bp rate hike at the next FOMC meeting on June 16-17.
Overseas stock markets are higher today. The Euro Stoxx 50 is up +1.4%. China's Shanghai Composite closed up +1.12%. Japan’s Nikkei-225 Stock Average closed up +2.81%.
Interest Rates
September 10-year T-notes (ZNU6) today are down -8 ticks, and the 10-year T-note yield is up +3.2 bp at 4.493%. T-notes are seeing weakness today as the 10-year inflation expectations rate is up +0.7 bp at 2.313%, despite today’s drop in oil prices. The T-note market remains worried about inflation pressures, which are likely to remain sticky even after the Strait of Hormuz reopens. The T-note market has some carry-over weakness from Thursday, when demand was lackluster for the Treasury’s 30-year bond auction.
European government bond yields are trading lower. The 10-year German Bund yield is down -1.6 bp at 3.015%. The 10-year UK gilt yield is down -4.2 bp at 4.863%.
On Thursday, the ECB, as expected, raised the deposit facility rate by +25 bp to 2.25% from 2.00% and said, "The outlook remains uncertain, with upside risks for inflation and downside risks for economic growth." Swaps are discounting a 37% chance of a +25 bp ECB rate hike at its next policy meeting on July 23.
US Stock Movers
Space Exploration Technologies Corp (SPCX), doing business as SpaceX, is expected to begin trading this morning after raising a record $75 billion in its IPO on Thursday. The stock is expected to open substantially above its IPO price of $135. The IPO was more than four times oversubscribed, indicating strong demand for the stock. A strong showing by SpaceX today would be positive for investor sentiment and could help the upcoming IPOs for AI companies Anthropic and OpenAI.
Space-linked stocks are trading lower despite the SpaceX debut, with EchoStar (SATS) down more than -6%, and Rocket Lab (RKLB) down more than -5%.
Chip stocks are trading mostly lower today after Thursday’s sharp rally, with the iShares Semiconductor ETF (SOXX) trading slightly lower after Thursday’s rally of +8.39%. Thursday’s rally was sparked by signs that AI spending is continuing after Oracle reported quarterly capital expenditures that were higher than expected, driven by increased data center spending. Chip leaders today include AMD (AMD) and Intel (INTC), with gains of more than +3%.
Adobe (ADBE) is down more than -8% after CFO Dan Durn said he would leave the company on June 15, following news earlier this year that Adobe’s CEO would resign. The Adobe news put continued downward pressure on software stocks, which were undercut on Thursday by negative earnings news from Oracle (ORCL). ServiceNow (NOW), Atlassian (TEAM), and Workday (WDAY) are all trading down by more than -3%.
Airline stocks are seeing continued support after oil prices today moved lower, adding to Thursday’s decline. United Airlines (UAL) and Southwest Airlines (LUV) are trading up more than +0.5%.
Energy stocks and service providers are mixed despite today’s continued slump in oil prices. Baker Hughes is down more than -1%, but Occidental Petroleum (OXY) and Marathon Petroleum (MPC) are up more than +1%.
Astera Labs (ALAB), CoreWeave (CRWV), Nebius Group (NBIS), Rocket Lab (RKLB), and Teradyn (TER) are seeing support today after Nasdaq announced on Thursday that those stocks will join the Nasdaq 100 Index, effective at the market open on June 22. Stocks leaving the Nasdaq 100 include Charter Communications (CHTR), Cognizant Technology Solutions (CTSH), Insmed (INSM), Verisk Analytics (VRSK), and Zscaler (ZS).
Travelers (TRV) is down more than -1% after Barclays cut its rating on the stock to underweight from equal-weight due to a downbeat outlook for profits in the property and casualty sector.
Earnings Reports(6/12/2026)
America's Car-Mart Inc/TX (CRMT), Atlantic International Corp (ATLN), Friedman Industries Inc (FRD), Liberty Live Holdings Inc (LLYVA), Pioneer Bancorp Inc/NY (PBFS), Richtech Robotics Inc (RR), Seneca Foods Corp (SENEB), Whitestone REIT (WSR).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
More news from Barchart
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Stocks See Support from Hopes for a Near-term US-Iran Agreement

The S&P 500 Index ($SPX) (SPY) is down -0.31%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.09%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.53%. June E-mini S&P futures (ESM26) are down -0.15%, and June E-mini Nasdaq futures (NQM26) are down -0.37%.
Stocks are trading lower but are seeing support again today as reports circulate that a preliminary US-Iran peace agreement could be signed as early as this weekend, ending the military hostilities, reopening the Strait of Hormuz, and ending the US blockade on Iran and its oil exports. Negotiations would then begin on the more intractable issues, such as sanctions against Iran, the release of $24 billion of frozen Iranian assets, and the resolution of Iranian nuclear issues. However, Iran claimed it would continue to exert control over the Strait of Hormuz even after a new ceasefire agreement.
Join 200K+ Subscribers: Find out why the midday Barchart Brief newsletter is a must-read for thousands daily.
Stocks surged on Thursday after President Trump said he canceled planned military strikes against Iran, citing "discussions" with Iranian leadership. He added that a "time and place of the signing" of a negotiated end to the war would "be announced shortly," and the US naval blockade of the Strait of Hormuz "will remain in full force and effect until this transaction is finalized."
WTI crude oil prices (CLN26) are down more than -1% today on hopes for a near-term US-Iran agreement and a reopening of the Strait of Hormuz.
Tech stocks are being undercut today by weakness in chip and software stocks.
In some positive news for stocks, the University of Michigan’s US Consumer Sentiment index rose +4.1 to 48.9, which was stronger than expectations for a rise to 46.0.
The markets are waiting to see how SpaceX will open for trading today after its IPO on Thursday. Nasdaq says the shares will be released for quotation at 9:50 AM ET today, but it may take some time for regular trading to begin.
The markets are discounting a 4% chance of a +25 bp rate hike at the next FOMC meeting on June 16-17.
Overseas stock markets are higher today. The Euro Stoxx 50 is up +1.4%. China's Shanghai Composite closed up +1.12%. Japan’s Nikkei-225 Stock Average closed up +2.81%.
Interest Rates
September 10-year T-notes (ZNU6) today are down -8 ticks, and the 10-year T-note yield is up +3.2 bp at 4.493%. T-notes are seeing weakness today as the 10-year inflation expectations rate is up +0.7 bp at 2.313%, despite today’s drop in oil prices. The T-note market remains worried about inflation pressures, which are likely to remain sticky even after the Strait of Hormuz reopens. The T-note market has some carry-over weakness from Thursday, when demand was lackluster for the Treasury’s 30-year bond auction.
European government bond yields are trading lower. The 10-year German Bund yield is down -1.6 bp at 3.015%. The 10-year UK gilt yield is down -4.2 bp at 4.863%.
On Thursday, the ECB, as expected, raised the deposit facility rate by +25 bp to 2.25% from 2.00% and said, "The outlook remains uncertain, with upside risks for inflation and downside risks for economic growth." Swaps are discounting a 37% chance of a +25 bp ECB rate hike at its next policy meeting on July 23.
US Stock Movers
Space Exploration Technologies Corp (SPCX), doing business as SpaceX, is expected to begin trading this morning after raising a record $75 billion in its IPO on Thursday. The stock is expected to open substantially above its IPO price of $135. The IPO was more than four times oversubscribed, indicating strong demand for the stock. A strong showing by SpaceX today would be positive for investor sentiment and could help the upcoming IPOs for AI companies Anthropic and OpenAI.
Space-linked stocks are trading lower despite the SpaceX debut, with EchoStar (SATS) down more than -6%, and Rocket Lab (RKLB) down more than -5%.
Chip stocks are trading mostly lower today after Thursday’s sharp rally, with the iShares Semiconductor ETF (SOXX) trading slightly lower after Thursday’s rally of +8.39%. Thursday’s rally was sparked by signs that AI spending is continuing after Oracle reported quarterly capital expenditures that were higher than expected, driven by increased data center spending. Chip leaders today include AMD (AMD) and Intel (INTC), with gains of more than +3%.
Adobe (ADBE) is down more than -8% after CFO Dan Durn said he would leave the company on June 15, following news earlier this year that Adobe’s CEO would resign. The Adobe news put continued downward pressure on software stocks, which were undercut on Thursday by negative earnings news from Oracle (ORCL). ServiceNow (NOW), Atlassian (TEAM), and Workday (WDAY) are all trading down by more than -3%.
Airline stocks are seeing continued support after oil prices today moved lower, adding to Thursday’s decline. United Airlines (UAL) and Southwest Airlines (LUV) are trading up more than +0.5%.
Energy stocks and service providers are mixed despite today’s continued slump in oil prices. Baker Hughes is down more than -1%, but Occidental Petroleum (OXY) and Marathon Petroleum (MPC) are up more than +1%.
Astera Labs (ALAB), CoreWeave (CRWV), Nebius Group (NBIS), Rocket Lab (RKLB), and Teradyn (TER) are seeing support today after Nasdaq announced on Thursday that those stocks will join the Nasdaq 100 Index, effective at the market open on June 22. Stocks leaving the Nasdaq 100 include Charter Communications (CHTR), Cognizant Technology Solutions (CTSH), Insmed (INSM), Verisk Analytics (VRSK), and Zscaler (ZS).
Travelers (TRV) is down more than -1% after Barclays cut its rating on the stock to underweight from equal-weight due to a downbeat outlook for profits in the property and casualty sector.
Earnings Reports(6/12/2026)
America's Car-Mart Inc/TX (CRMT), Atlantic International Corp (ATLN), Friedman Industries Inc (FRD), Liberty Live Holdings Inc (LLYVA), Pioneer Bancorp Inc/NY (PBFS), Richtech Robotics Inc (RR), Seneca Foods Corp (SENEB), Whitestone REIT (WSR).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
More news from Barchart
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Stocks See Downward Pressure Despite Hopes for a Near-term US-Iran Agreement

Advanced Micro Devices AMD is witnessing mixed conditions in its gaming business. In the first quarter of 2026, gaming revenues grew 11% year over year to $720 million. The increase was mainly driven by strong sales of the company's new Radeon 9000 series graphics cards, which helped offset weaker performance in other gaming-related areas.
However, revenues dropped 15% sequentially, reflecting the expected softness in the market.
AMD’s semi-custom business, which makes chips for gaming consoles, saw revenues decline from the year-ago period, as expected, given the late stage of the current console cycle. Although customer demand for next-generation console platforms remains encouraging, sales of existing gaming consoles continue to be affected as these platforms mature.
AMD expects second-quarter 2026 total revenues to increase 9% sequentially, driven by double-digit growth in both Data Center and the Embedded segments and modest growth in the Client and Gaming segments. On a year-over-year basis, total revenues are expected to jump 46%. The Zacks Consensus Estimate for second-quarter 2026 revenues is pegged at $11.27 billion, suggesting 46.6% growth from the figure reported in the year-ago quarter. The consensus mark for 2026 revenues is pegged at $48.69 billion, indicating 40.5% growth from 2025.
AMD expects the gaming market to remain under pressure in the second half of 2026. The company said that rising memory and other component costs are making gaming products more expensive, similar to trends in the PC market. As a result, consumers may cut back on spending, which could hurt demand for gaming hardware and related products.
The company is adopting a cautious approach toward its gaming business in the second half of 2026. Notably, AMD is planning conservatively, given the current market environment. AMD expects gaming revenues in the second half of the year to be more than 20% lower than in the first half of 2026. Gaming revenues had already declined 15% sequentially in the first quarter, highlighting the continued slowdown in gaming demand.
Tough Competition Hurts AMD’s Prospects
AMD’s prospects suffer from stiff competition from the likes of NVIDIA NVDA and Intel INTC. Both NVIDIA and Intel are expanding their footprints in the gaming space.
NVIDIA’s Edge Computing market platform, which encompasses devices such as PCs, gaming consoles and workstations, generated $6.4 billion in revenues for the fiscal first quarter of 2027. This represents a 10% quarter-over-quarter increase and a 29% rise year over year. This robust growth highlights the continued demand for NVIDIA’s products in the gaming and edge device markets.
Intel’s expanding portfolio has been noteworthy. In May 2026, Intel announced the launch of Intel Arc G-Series processors, a new family of handheld gaming processors built on the Intel Core Ultra Series 3 (Panther Lake) architecture. The processors are designed to deliver higher gaming performance, improved power efficiency and longer battery life for next-generation handheld gaming devices. Intel highlighted upcoming systems from partners, including Acer, MSI and OneXPlayer.
AMD’s Share Price Performance, Valuation & Estimates
AMD shares have jumped 128.1% year to date, outperforming the broader Zacks Computer and Technology sector’s rise of 13.2%.
AMD Stock’s Price Performance
Image Source: Zacks Investment Research
AMD stock is overvalued, with a forward 12-month price/sales of 13.69X compared with the broader sector’s 6.39X. AMD has a Value Score of F.
AMD Valuation
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for second-quarter 2026 earnings is pegged at $1.60 per share, unchanged over the past 30 days, suggesting 233.3% year-over-year growth.
Advanced Micro Devices, Inc. Price and Consensus
AMD currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.