Layer3.news

INTEL Q3 EARNINGS SET TO TEST STOCK'S RALLY AMID NVIDIA, US GOVERNMENT INVESTMENTS

https://s.yimg.com/ny/api/res/1.2/Z63Qz72t3FQ08GgcLJ08vA--/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyMDA7aD03NjE-/https://s.yimg.com/os/creatr-uploaded-images/2025-07/0449c3e0-6962-11f0-abf6-2a7c29ba60e7

✍️ Intel is set to report its third-quarter financial results, with analysts expecting lower revenue and a slight profit. The company's struggling manufacturing business, known as foundry, is a major concern.

👉 Analysts expect Intel to report $13.15 billion in quarterly revenue, lower than the $13.28 billion it reported last year. 👉 Intel's stock has surged over 60% since its last quarterly report. 👉 The company's foundry business has failed to attract substantial commitments from outside customers. 👉 Intel's manufacturing arm is expected to report an operating loss. 👉 The company's data center and AI segment is expected to see revenue jump to $634 million.

-- #Lip-BuTan #JoshuaBuchalter #CJMuse #StacyRasgon #DanielHowley #LauraBratton #business

WALL STREET RACES TO LIFT NVIDIA PRICE TARGETS AHEAD OF EARNINGS

https://s.yimg.com/ny/api/res/1.2/MHCBe2JEZ0gf_bJR.Tn58A--/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyMDA7aD04MDA-/https://media.zenfs.com/en/bloomberg_holding_pen_162/d412130adb2d06c71ddc72868200264d

✍️ Wall Street analysts are boosting their expectations for Nvidia Corp.'s stock ahead of its quarterly earnings release, with at least nine analysts raising their 12-month price targets.

👉 At least nine analysts have lifted their 12-month price targets on Nvidia this week, raising the average price by 3% to nearly $194. 👉 The boosted expectations come amid a selloff in megacap technology companies. 👉 Nvidia's shares have rallied 30% from its last earnings release. 👉 Analysts expect the company to report another quarter of double-digit revenue growth.

-- #BrianMulberry #JeromePowell #CJMuse #business

CHINA WILL BE A CORE STRENGTH FOR APPLIED MATERIALS, SAYS MUSE

https://s.yimg.com/ny/api/res/1.2/bw8M1FlqD9x8o84nPYY8gA--/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyMDA7aD02NzU-/https://media.zenfs.com/en/bloomberg_markets_video_2/48f715ca9fb510fd548860f3abec075c

✍️ CJ Muse, a semiconductor analyst, joins Open Interest to discuss chip-related stocks.

-- #CJMuse #technology

WHAT TO WATCH FOR IN INTEL'S EARNINGS

https://s.yimg.com/ny/api/res/1.2/OH9QgdZSYY.lcgKO4fQfeQ--/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyMDA7aD02NzU-/https://media.zenfs.com/en/bloomberg_markets_video_2/7d12ba08ad8517105588d4e83bd03c4a

✍️ Intel is planning to cut more than 20% of its staff this week, according to Bloomberg, in the first major restructuring under new CEO Lip-Bu Tan.

👉 Intel to cut more than 20% of its staff this week 👉 First major restructuring under new CEO Lip-Bu Tan 👉 CEO took the helm last month

-- #Lip-BuTan #CJMuse #business

BROADCOM UNVEILS AI-POWERED CYBERSECURITY TOOL TO DISRUPT HACKERS AND BOOST RESILIENCE

https://media.zenfs.com/en/Benzinga/faba6c165eecbdf32013e2defc64000e

✍️ Broadcom Inc. announces Incident Prediction, a security capability that uses AI to identify and disrupt cyber threats, and predicts attackers' behaviors to prevent attacks.

👉 Broadcom announces Incident Prediction, a new security capability that uses AI to identify and disrupt cyber threats 👉 Incident Prediction is trained on a catalog of over 500,000 real-world attack chains 👉 The capability predicts attackers' behaviors, preventing their next move in the attack chain 👉 Incident Prediction is expected to deliver cyber resilience against motivated adversaries

-- #HarlanSur #CJMuse #DonaldTrump #technology