Tech Earnings Are the Market’s Biggest Story This Week: Here’s Why Microsoft, Amazon, Intel, SanDisk, and Alphabet Will Drive the Stock Market’s Next Move

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• Is Intel Stock a Buy Right Now?

  Intel shares are up about 150% year to date as of October 21 on its strongest revenue growth in more than 15 years, but have fallen about 36% from their June high. Revenue for the quarter ended June 27 rose 25% year over year to about $16.1 billion, with AI-related revenue up more than 70% and making up about 70% of sales. Adjusted gross margin rose to nearly 42% from about 30% a year earlier, and CFO David Zinsner targets 50% over the long term. The foundry unit still lost $2.1 billion in the second quarter, with management expecting breakeven by the end of 2027, possibly delayed to 2028. The stock trades at about 60 times this year's expected earnings and 43 times next year's, a valuation the article says can be supported by analysts' estimate of 69% annual earnings growth, ahead of the October 29 third-quarter report with revenue guidance of $15.8 billion to $16.8 billion.

  Yahoo Finance·25/10, 14:05Intelsemiconductorsearnings
• Intel Stock Still Trades at 84 Times Earnings After a 35% Drop. I'm Not Buying Yet.

  JPMorgan Chase upgraded Intel to neutral from underweight on Monday, Oct. 19, citing growing agentic AI workloads and tight supplies of advanced chips, and the stock ended at $92.03, about 35% below its June 22 record close of $140.94. Intel's second-quarter revenue rose 25% year over year to $16.1 billion, and adjusted EPS of $0.42 lifted the four-quarter total to $1.09, cutting the price-to-earnings ratio to about 84 from nearly 250 at the record. Management guides third-quarter adjusted EPS to $0.38 on revenue of $15.8 billion to $16.8 billion, implying slower growth. The author says the stock is not yet a buy and would want adjusted EPS to climb back above $0.42 before reconsidering; Intel reports third-quarter results on Oct. 29.

  Yahoo Finance·21/10, 13:01Intelsemiconductorsvaluation
• PC shipments dropped over 20 percent in Q3 due to RAM price hikes

  Counterpoint Research reported that global PC shipments fell 21% year over year in Q3 2026, in line with IDC and Omdia data, while smartphone shipments hit a 14-year low. The decline came after more than two years of PC growth through Q2 2026, as higher prices for RAM, SSDs, and chips from Intel, AMD, and Qualcomm led to price increases and fewer affordable options. Counterpoint said Q3 2025 had included purchases ahead of the Windows 10 support deadline and tariff-related inventory adjustments, which added to the sharp drop. It expects global shipments to plunge 27% in Q4 2026 and remain broadly flat in 2027, and warned that stabilization should not be mistaken for recovery.

  theverge.com·22/10, 23:15semiconductorstech stockssupply chain
• Intel Cratered Over The Last 90 Days: This Prominent Analyst Says It's Going to Double

  Intel shares trade at $95.37, about 33% below their 52-week high of $142.35, after a $20 billion common stock offering, upsized from $15 billion to fund factory buildouts, and a broad chip selloff. The average analyst target is $118.05, implying about 23.8% upside, with 15 of 49 analysts rating Buy or Strong Buy and 32 at Hold. Melius Research's Ben Reitzes sees a path to $200 within two years, contingent on foundry customers for 14A and advanced packaging, and his 12-month target is $165. Second-quarter revenue rose 25.4% to $16.13 billion and non-GAAP EPS of $0.42 beat the $0.2175 consensus, but external foundry revenue was only $293 million and Intel Foundry lost $2.1 billion. The author leans cautiously positive but says a doubling depends on external foundry wins that Intel has not yet shown.

  Yahoo Finance·16/10, 12:45Intelsemiconductorstech stocks
• Intel Server Sales Jump 78%, Q4 Outlook Dims: Rapid Earnings Reaction

  Intel reported quarterly revenue of $16.5 billion, up 21% from a year ago, with data center and AI revenue reaching $7.3 billion, up 78%, its strongest data center revenue growth in 15 years. GAAP gross margin rose to 43% from 38.2%, but GAAP EPS fell to $0.60 from $0.90, as last year's quarter included a $5.45 billion gain from selling most of its Altera stake and the diluted share count rose after heavy stock sales, including a $23 billion public offering this quarter. For the fourth quarter, Intel guided revenue to $15.0 billion to $16.0 billion, below this quarter, and GAAP gross margin to 37.1%; the article suggests lower sales spread across fixed costs could explain much of the margin drop, though the company did not explain it. Demand for server chips is outpacing Intel's production, but a PC slowdown is expected to last through the first half of next year. Shares fell about 18% in early after-hours trading.

  Yahoo Finance·29/10, 21:09Intelsemiconductorsdata centers
• Intel stock plunges after posting disappointing Q4 outlook

  Intel shares fell about 17% after the chipmaker guided fourth-quarter revenue to $15 billion to $16 billion, well below the $17 billion the street expected. Third-quarter revenue was $16.51 billion, slightly below the $16.54 billion estimate, while adjusted EPS of 52 cents beat the 41-cent estimate. Data center and AI revenue reached $7.3 billion versus $6.7 billion expected, and foundry revenue was $6.7 billion against $6.1 billion estimated. However, the company sees fourth-quarter adjusted gross margin of only 38%, compared with the almost 43% the street was looking for.

  Yahoo Finance·29/10, 20:07Intelsemiconductorsearnings

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  On 27/10/2026, Deputy Prime Minister Nguyễn Văn Thắng chaired a meeting on gasoline and electricity price management scenarios, attended by the Ministries of Finance and Industry and Trade, the Government Office, and the CEO of EVN. The Deputy PM directed EVN to review and cut costs to propose a reduction in the average retail electricity price, applicable from 01/11/2026 to 31/03/2027, with the Ministry of Industry and Trade to provide its opinion. The Ministry of Finance was tasked with reviewing a proposal to cut the special consumption tax on all gasoline types to 0% over the same period, with a report to the competent authority due before 01/11/2026.

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• Nvidia's web of AI bets: smart strategy or bubble risk?

  Nvidia's $3 billion investment in Meta's share sale adds to a growing portfolio of stakes, loans and guarantees that some analysts say has made it the central bank of the AI boom. Its stakes include OpenAI, Anthropic, xAI, neocloud providers CoreWeave and Nebius, and partners in Europe and Asia. Nvidia committed to buy up to $6.3 billion of unused CoreWeave computing capacity and, according to US media, holds about $36 billion in cloud backstops and a guarantee of up to $105 billion linked to an OpenAI data center. MIT's Michael Cusumano says its huge profits leave few better options, while Gil Luria of D.A. Davidson calls the approach unprecedented but says it "appears to be working." Some doubters still ask whether the deals are inflating an AI bubble.

  Yahoo Finance·30/10, 01:17• NVDANVDAartificial intelligenceAI investment
• Intel plunges on a major guidance miss. What went wrong — and how to proceed

  Intel's third-quarter revenue rose 21% year over year to 16.513 billion USD, slightly above the LSEG consensus of 16.496 billion USD, while non-GAAP EPS more than doubled to 52 cents against an estimate of 40 cents. However, its guidance showed heavy dependence on the struggling PC market, and the shares fell sharply after hours. PC sales fell 5% year over year but still account for more than half of the CCPG + DCAI products group's revenue and about 43% of Intel Products' operating income. Surging memory prices and limited manufacturing capacity are pressuring the PC market; CEO Lip-Bu Tan said demand for 2027 is significant, while CFO David Zinsner estimated a 300 million USD impact in the fourth quarter, likely similar in the first quarter. The article says analysts will need to revise estimates downward for several quarters, the rating is under review, and the price target is cut to 100 USD.

  CNBC·30/10, 01:06Intelearningssemiconductors
• The Humanoid Robot Market Could Be Worth More Than $7 Trillion. Here Are 3 Stocks to Own.

  The article argues humanoid robots are coming soon, citing Morgan Stanley's estimate of as many as 1 billion on the planet by 2050, when the market could be worth as much as $7.5 trillion. It highlights three stocks tied to the theme. Mobileye Global (MBLY) announced early this year a $900 million acquisition of humanoid developer Mentee, with mass production and commercialization expected to begin in 2028. Qualcomm (QCOM) unveiled its Dragonwing IQ10 chipset for general-purpose robots in January, which humanoid developer Figure is already using. Tesla (TSLA) is developing the Optimus humanoid robot, which CEO Elon Musk believes could become its best-selling product.

  Yahoo Finance·30/10, 01:05▲ NVDA▲ TSLAhumanoid robotsTSLAsemiconductors
• Interest rates on October 30 at Agribank, Vietcombank, BIDV, VietinBank, MB, VPBank, Techcombank, Sacombank, HDBank,...

  A survey of online deposit rates at 35 banks as of 30/10/2026 shows wide gaps between banks and terms. Most banks list 4.75% per year for 3-month deposits, while GPBank is at 3.7% per year and SeABank at 3.95%. For 12-month terms, MBV, PGBank, Sacombank, VCBNeo and VIB each list 7% per year, and VPBank leads the 18-month term at 7.4% per year. Notably, longer terms do not always pay more: Techcombank falls from 6.25% per year at 12 months to 5.35% at 18 months, and VIB from 7% to 5.9%. The rates shown are published online rates for individual customers and may vary by deposit amount and method.

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• Why Norwegian Cruise Line Stock Jumped Today

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  Yahoo Finance·30/10, 01:04NCLHearningsoil prices