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- Why Intel Stock Popped Today
Intel shares (INTC) rose 4% on Monday after a bullish note from New Street Research analyst Pierre Ferragu and an acquisition announcement. Ferragu sees the stock rising 38% to $125, citing growing interest in agentic AI and persistent supply constraints for server CPUs. He expects Intel to increase server capacity by over 50% in 2027, with data center and AI revenue potentially exceeding Wall Street estimates, and projects server CPU sales reaching $50 billion by 2030 in a market above $220 billion. He estimates Intel could earn $7.10 per share by then, versus consensus of about $1.50 in 2026. After the market close, Intel also agreed to acquire quantum computing software developer Classiq to help scale its quantum computing platforms.
- Prediction: This Will Be the Best Pure-Play Quantum Computing Stock Over the Next 5 Years
The author believes quantum computing is advancing faster than most investors realize, with the timeline for commercially viable machines moved up from 2030 to 2029. The article names IonQ (IONQ) as the author's top quantum computing pick, citing its 256-qubit system, expected to start selling in early 2027, with some preorders already placed. IonQ has also acquired SkyWater for in-house chip manufacturing and bought cybersecurity provider Elisity for $1.3 billion. The author warns the company could fall to $0 and suggests investors could allocate about 1% of their portfolio so that a failure would not be a huge loss.
- What's behind the AI trade comeback — plus, our take on Intel's latest deal
Stocks rose again Tuesday as AI infrastructure names extended their rebound from last week's sell-off, with the Nasdaq up over 1% while the Dow was flat after Boeing fell over 9% following a statement that it won't significantly ramp up 737 Max production until late next year. The market grew more comfortable with AI funding concerns after Anthropic filed for an IPO, Meta upsized its common stock offering to $25 billion, and Broadcom secured $63 billion in financing for Anthropic to buy AI accelerators and networking solutions. Intel agreed to buy Classiq, a quantum computing software provider, reportedly for about $2.3 billion, and its shares rose 3.5%. The author says he would prefer Intel put its $20 billion stock offering proceeds toward expanding 14A foundry capacity, though he trusts CEO Lip Bu Tan's discipline. Hyperscale earnings from Alphabet, Microsoft and Amazon are the next catalyst, and Intel reports Thursday evening.
- Zohran Mamdani Says Quantum Is Poised to Become a ‘Multi-Trillion Dollar Industry’ and New Yorkers Should ‘Share in That Profit’
New York City Mayor Zohran Mamdani said the city will receive 15% of intellectual property proceeds from the Quantum Fabrication Facility (QFab) being built by New York University (NYU) in Manhattan, along with three seats on the project's Executive Advisory Board. NYU is contributing $255 million of the $284 million total, while the city will award $29.2 million, and the lab is expected to open in 2030. A city statement estimates quantum technology could generate up to $2.7 trillion in economic value by 2035. The article also notes the Trump administration has made government equity stakes a recurring tool, holding 9.9% of Intel Corp. and committing $2 billion to nine quantum computing companies in exchange for equity stakes.
- Is 50% Crash Risk For IonQ Stock Real?
IonQ stock fell at least 50% within the year in four of the last five calendar years, and is down 43.6% over the past year while the S&P 500 gained 15.1%. The company just priced a $2.0 billion share sale, which its CEO said will speed up commercialization of its full-stack quantum platform. Upcoming catalysts include the first revenue outlook combining IonQ with chipmaker SkyWater (acquired July 31, 2026), commissioning of 256-qubit customer systems starting in the first half of 2027, and the all-stock Elisity deal worth up to $1.3 billion, or about 11% of IonQ's $11.5 billion market value. The article notes shares remain 56.6% below their May 29, 2026 close of $72.07 after a 57.7% fall ending March 30, 2026.
- Is IonQ Stock A Buy Today, Down By Half In A Year?
IonQ (IONQ) stock fell 50.3% over the past year, while the S&P 500 returned 17.1%, even as management called the second quarter of 2026 its fifth consecutive record quarter. A buyer pays 46.6 times trailing sales, versus 3.1 times for the S&P 500, for revenue of $246 million in the twelve months to June 30, up 370.6%, with organic revenue up 132% in the second quarter. Remaining performance obligations rose to $485 million from $122 million a year earlier, while the operating loss equaled 408.2% of revenue. IonQ held $2.1 billion in cash and short-term investments, priced a $2.0 billion equity offering on October 14, and agreed to buy Elisity in an all-stock deal worth up to $1.3 billion, which will dilute existing shareholders when it closes. The next report, expected around November 11, 2026, will be the first to cover a quarter in which IonQ owned SkyWater, bought for $1.8 billion.
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- Robinhood quarterly revenue rises 12% as event contracts, options offset crypto slump
Robinhood's third-quarter revenue rose 12% year over year to $1.42 billion, in line with expectations, as growth in options, event contracts and other financial services offset a slump in crypto. Earnings per share were 51 cents. Transaction revenue grew 19% to $867 million, with event contracts revenue up more than 500%, options up 31% to $399 million and equities up 41% to $121 million. Cryptocurrency revenue fell 55% to $120 million, and shares dropped 3% in after-hours trading because total transaction revenue still fell short of StreetAccount estimates. Net deposits reached $15.7 billion in the quarter, equal to a 17% annualized growth rate.
- Robinhood Taps Ripple's Stablecoin, Treasury Software and Trading Loans
Ripple's RLUSD stablecoin went live on Robinhood Chain and the Bitstamp exchange and is expected to reach the main Robinhood app later this year. Robinhood will use Ripple Treasury to run its global cash operations and RLUSD on the XRP Ledger for institutional settlement at Bitstamp. Ripple Prime already provides Bitstamp with lending across roughly 20 digital assets, and Ripple paid $1.25 billion for the firm, formerly called Hidden Road. RLUSD launched in 2024 and has a market capitalization that tops $2.5 billion. Robinhood, with 28.6 million funded customers, pared back its crypto listings during the SEC crackdown on Ripple and other companies, and its crypto transaction revenue fell 34% in the first quarter to $134 million.
- Robinhood Taps Ripple's Stablecoin, Treasury Software and Trading Loans
Ripple's RLUSD stablecoin went live on Robinhood Chain and the Bitstamp exchange and is expected to reach the main Robinhood app later this year. Robinhood will use Ripple Treasury to run its global cash operations and RLUSD on the XRP Ledger for institutional settlement at Bitstamp. Ripple Prime already provides Bitstamp with lending across roughly 20 digital assets, and Ripple paid $1.25 billion for the firm, formerly called Hidden Road. RLUSD launched in 2024 and has a market capitalization that tops $2.5 billion. Robinhood, with 28.6 million funded customers, pared back its crypto listings during the SEC crackdown on Ripple and other companies, and its crypto transaction revenue fell 34% in the first quarter to $134 million.
- Generac (GNRC) Stock Could Be 36% Undervalued After Backup Power Deal
Generac Holdings (GNRC) shares were priced at US$189.23, and the stock has returned about 130.1% over the past 3 years. The article questions whether that price is supported by projected cash flows, especially after a long-term backup power agreement with Amazon with deliveries planned for 2027 and 2028. Using a two-stage free cash flow to equity DCF model, with latest free cash flow of about $386.3m and projections growing toward 2030, the article says intrinsic value is substantially above the current price, while the headline cites a 36% undervaluation. The stock trades at a 43.3x P/E.
- How Anthropic could be the 'biggest, baddest, most consequential IPO in history'
Ray Wang of Constellation Research discusses the AI landscape and Anthropic's (ANTH.PVT) IPO filing with Yahoo Finance. Broadcom is now Anthropic's main chip supplier, and a Wall Street Journal report says it spent two months trying to get banks to commit over 40 billion dollars to develop chips in time for the IPO. Wang argues chip demand still outstrips supply, benefiting Broadcom and AMD, and expects demand to last two to three years. Meta fell on news it plans to sell about 100 billion dollars of stock to fund its AI buildout, and Nvidia, Broadcom and AMD are reportedly interested in buying some of the shares, raising concerns about circular financing. Wang sees high concentration risk but is not worried over a 12 to 18 month horizon, and expects Anthropic's valuation to reach around 1.92 trillion dollars while raising about 100 billion, above SpaceX's 86 billion.
- PayPal Just Raised Its Profit Forecast, and the Stock Barely Moved. Here's Why
PayPal's third-quarter adjusted EPS rose 8% year over year, beating analyst estimates, and management raised full-year profit guidance, yet the stock was up only 1% at 2 p.m. ET on earnings day. Revenue grew 2% to $8.58 billion, below expectations, and branded checkout payment volume rose just 1% on a currency-neutral basis, the fourth straight quarter in the 1% to 2% range, while the take rate fell to 1.58% from 1.64%. Venmo payment volume grew 14%, BNPL volume 25%, and US PayPal and Venmo debit card volume more than 60%. Most earnings growth came from cost cuts, with over 2,000 roles eliminated and savings targeted at over $1.5 billion annually, plus $6 billion of buybacks over 12 months that cut the weighted share count by 11%. The article argues the market doubts the core business will grow again, noting the stock trades below 10 times expected 2026 earnings.
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