Intel

US investors showed restraint ahead of the midterm elections, and technology stocks fell. Chipmakers were hit particularly hard: Intel extended its slide with a decline of 8.8 percent, and Marvell fell sharply after a takeover announcement. Oil prices fell after peace signals from Iran, and yields on longer-term US Treasuries eased. » More on n-tv.de

Intel's shares plunged 45% in October after the company cut its revenue outlook amid a weak PC market, intensifying pressure on its foundry ambitions. Management is reallocating some Oregon capacity from 18A to Intel 3 to meet surging data-center CPU demand, a move that could complicate efforts to attract outside foundry customers. Intel still expects server-processor demand to expand materially, but analysts warn that failing to secure large external clients within a year would strain the company's economics. » More on cnbc.com

Intel's disappointing guidance for the final quarter triggered significant share losses, sending the stock down almost 29% to April 2026 levels. The statement fueled investor doubts about the profitability of massive AI investments and pushed the Nasdaq 100 sharply into the red. Amazon also weighed on the sector with weaker AWS revenue and high AI spending; investors rotated more broadly out of tech names. » More on golem.de

Markets reversed after midweek strength as disappointing big-tech earnings and renewed rate-hike fears sparked a rotation out of AI and semiconductor stocks. Intel plunged more than 28% following a weak outlook, contributing to a Nasdaq pullback and losses for October. Defensive names outperformed, led by Eli Lilly and FedEx, while Microsoft, Alphabet and Amazon saw mixed reactions as investors emphasized financial discipline on AI spending. » More on cnbc.com

After the quarterly results, US markets fell, with the tech-heavy Nasdaq losing substantially. Intel reported production outages at an Israeli plant and expects revenue hits in the triple-digit millions; CFO David Zinsner also warned of negative cash flow for the year. The reports triggered a wave of selling and weighed on the entire tech sector, while Amazon also fell amid heavy investments. » More on n-tv.de