Intel

Ahead of the US market open, the Nasdaq points to a recovery after recent heavy losses. Intel posted premarket gains of up to 4.2 percent, as did rivals AMD and Micron, as investors stepped back in after the sell-off. Analysts warn the recovery remains fragile, given doubts about whether large investments in AI infrastructure will deliver sufficient returns. In the coming days, quarterly results from major tech firms will be in focus and could further sway sentiment. » Altro su deraktionaer.de

The U.S. Supreme Court heard Anderson v. Intel, a challenge to whether claims that a retirement plan underperformed by holding private funds require alleging a "meaningful benchmark." Several justices signaled skepticism about allowing underperformance claims based solely on imperfect comparisons, suggesting courts need an appropriate benchmark to assess fiduciary breaches. A ruling for Intel could reduce litigation risk and encourage more employers to include private investments in 401(k) menus, though large companies may still move cautiously amid ongoing Labor Department rulemaking. The case outcome will shape how plan sponsors evaluate and defend alternative investments in defined contribution plans. » Altro su cnbc.com

Intel has staged a major comeback under CEO Lip‑Bu Tan, with shares rising sharply as AI-driven demand lifts its data center business and Q2 revenue grew 25% year-over-year to $16.1 billion. Progress on advanced nodes — notably 18A in high-volume production and early 14A milestones — and strategic investments in inference efficiency underpin the rally, but foundry losses and the need for high-volume external customers remain key risks. Recent stock pullbacks reflect concerns about Terafab sourcing, AI spending sustainability and a rich valuation roughly 70x 2026 earnings; analysts largely remain cautious pending clearer foundry execution and revenue visibility. » Altro su forbes.com