AirJoule (NASDAQ: AIRJ) revealed a major milestone with the unveiling of its Prime system. The system, a commercial-scale device, is now locked into its initial design, cementing the company’s shift to commercialization. No longer a design-and-dreams company, AirJoule’s revenue timeline is clearer..... |
Good MorningStocks moved mostly higher Wednesday, but chip weakness kept the advance uneven. The central tension was AI spend versus profitability, with investors backing companies that can monetize demand while trimming exposure where expectations already looked stretched.
Trade uncertainty changed risk perception after reports that Trump declined a longer-term USMCA renewal. That kept pressure on cyclicals, retailers, and manufacturers, where tariff risk can squeeze margins, disrupt sourcing, and make demand signals harder to trust.
Meta surged on reports it may sell excess AI computing power, turning heavy capex into a possible cloud revenue story. Palantir rallied as AI-software sentiment improved and CEO commentary reinforced the value of enterprise-controlled AI. AMD retreated from a record high, while Broadcom and Oracle slid, showing investors are questioning how much infrastructure upside is already priced in. Walmart slipped as slowing comparable-sales worries raised doubts about consumer demand, and Ford fell after a major recall added cost and quality concerns. FMC rose after Tessenderlo agreed to buy a stake, easing debt concerns. Traders are watching earnings, trade headlines, and Fed speakers for the next read on breadth. Featured: Buffett’s favorite gauge just broke every record (Ad) 
| Industrials | |
AirJoule (NASDAQ: AIRJ) revealed a major milestone with the unveiling of its Prime system. The system, a commercial-scale device, is now locked into its initial design, cementing the company’s shift to commercialization. No longer a design-and-dreams company, AirJoule’s revenue timeline is clearer.... Read the Full Story |
| From Our Partners | | On July 28, AI chip stocks lost more than $1 trillion in a single session - Nvidia fell 5%, and memory stocks got hit hard.
Alexander Green, a 40-year investing veteran who bought Apple in 1996 and Amazon and Netflix under $3 a share, says the pattern echoes 1999 - right before Cisco's 86% collapse.
He believes millions of investors now hold AI stocks on the wrong side of what he calls The Great AI Divide. | | Watch Alexander Green's free presentation on the AI stock divide now |
| Materials | |
After months of a seemingly endless rally into new all-time highs, the price of gold has finally cracked in 2026, leaving opportunities for less flashy metals like copper to swoop in. Copper futures are up more than 8% year to date (YTD) against a 7% drop in the price of gold over the same period. ... Read the Full Story |
| Consumer Discretionary | |
Nike’s (NYSE: NKE) fiscal Q4 2026 revenue and earnings beat were much needed, suggesting its recovery has begun to take hold.
The news triggered a stock price increase the day after the release. However, the strength of the report was underpinned by one-offs that overshadowed core weakness.
While... Read the Full Story |
| From Our Partners | | Oracle, Meta, Cisco, Salesforce, and Block have cut 87,714 jobs this year as AI reshapes the workforce. Chief investment strategist Alexander Green says this marks the start of Phase 2 of the AI supercycle, when businesses use the technology to transform entire industries.
During the internet supercycle, Cisco rose 4,300% in five years before crashing, while Amazon, a Phase 2 winner, is up more than 257,000% since its 1997 IPO. Green has identified three companies he believes could dominate this next phase. | | Discover the three AI stocks Green says could dominate Phase 2 |
| Industrials | |
When headlines hit the wire that Alphabet (NASDAQ: GOOGL) subsidiary Waymo was removing its autonomous vehicles from the Uber app in Phoenix, the market reacted with predictable, reactionary selling. Shares of Uber Technologies (NYSE: UBER) slid more than 4% on June 29 after the news was released, ... Read the Full Story |
| Consumer Staples | |
After a sweet run-up in its stock back in February, Hershey (NYSE: HSY) is now trading 3.8% below its year-start price.
But while the share price is lingering, the company’s picture has changed. Having overcome soaring cocoa costs with remarkable pricing power, easing commodity pressures, and the p... Read the Full Story |
| From Our Partners | | Four years ago, Rolls-Royce traded for less than $1. Readers who acted saw gains of more than 11X in four years.
Now a defense contractor with a $47 billion backlog has been named lead delivery partner for Rolls-Royce's Energy Cube rollout, deploying the technology across data centers, military bases and industrial sites worldwide. With 127 microreactors in the global pipeline, the opportunity may still be early. | | Learn more about this overlooked Rolls-Royce delivery partner today |
| Communication Services | |
The legacy media conglomerate model is officially obsolete. For the better part of a decade, investors watched telecom sector giants attempt to marry high-margin broadband infrastructure with capital-intensive, lower-growth media production. The theory relied on building a closed ecosystem where th... Read the Full Story |
| Materials | |
The first half of the year is over, and it may surprise some investors that European stocks are nearly at parity with U.S. stocks. The tale of the tape as of June 30 tells the story:
The S&P 500 is up about 9.3%. It’s a solid number even if it’s not a record. However, the Euro Stoxx 50 index is... Read the Full Story |
| Technology | |
Robotics is quickly becoming one of the most talked-about and exciting frontiers in the entire market. As artificial intelligence moves out of the data center and into the physical world, a new class of companies is emerging to enable machines to see, navigate, and operate in real environments.
Thi... Read the Full Story |
| Communication Services | |
As Meta Platforms (NASDAQ: META) looks for new ways to drive growth and justify its artificial intelligence spending, the company is making a seemingly unlikely move.
The social media giant is investing $900 million in the Indian financial technology startup Cred.
However, generating a strong retur... Read the Full Story |
| Finance | |
Not long ago, the Federal Reserve completed its stress tests on the country’s largest banks, with many firms announcing large dividend increases afterward. The Fed’s stress tests look at how capable these large financial institutions are of weathering a recession. The tests were a reaction to the G... Read the Full Story |
| Thursday's Early Bird Stock Of The Day Intel Corporation designs, develops, manufactures, markets, and sells computing and related products and services worldwide. It operates through Client Computing Group, Data Center and AI, Network and Edge, Mobileye, and Intel Foundry Services segments. The company's products portfolio comprises central processing units and chipsets, system-on-chips (SoCs), and multichip packages; mobile and desktop processors; hardware products comprising graphics processing units (GPUs), domain-specific accelerators, and field programmable gate arrays (FPGAs); and memory and storage, connectivity and networking, and other semiconductor products. It also offers silicon devices and software products; and optimization solutions for workloads, such as AI, cryptography, security, storage, networking, and leverages various features supporting diverse compute environments. In addition, the company develops and deploys advanced driver assistance systems (ADAS), and autonomous driving technologies and solutions; and provides advanced process technologies backed by an ecosystem of IP, EDA, and design services, as well as systems of chips, including advanced packaging technologies, software and accelerate bring-up, and integration of chips and driving standards. Further, it delivers and deploys intelligent edge platforms that allow developers to achieve agility and drive automation using AI for efficient operations with data integrity, as well as provides hardware and software platforms, tools, and ecosystem partnerships for digital transformation from the cloud to edge. The company serves original equipment manufacturers, original design manufacturers, cloud service providers, and other manufacturers and service providers. It has a strategic agreement with Synopsys, Inc. to develop EDA and IP solutions; and ARM that enables chip designers to build optimized compute SoCs on the Intel 18A process. Intel Corporation was incorporated in 1968 and is headquartered in Santa Clara, California. | Should I Buy Intel Stock? INTC Bull and Bear Case Explained
These insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms. This analysis of Intel was last updated on Friday, August 14, 2026 at 6:05 PM.
Intel Bull Case -
Intel Co. is a leading global designer and manufacturer of semiconductor products, which positions it well in a growing technology market.
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The company has a strong product portfolio, including the latest high-performance Xeon processors designed for data centers and cloud infrastructure, catering to the increasing demand for cloud services.
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Equities analysts anticipate that Intel Co. will post earnings per share (EPS) of 1.01 for the current year, indicating potential profitability and growth.
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Recent advancements in Intel's technology and product offerings have strengthened its competitive edge, particularly in the client and mobile processor segments.
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The current stock price is around $30, which may present a buying opportunity for investors looking for value in the semiconductor sector.
Intel Bear Case -
Intel Co. faces intense competition from other semiconductor manufacturers, which could impact its market share and pricing power.
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The company has experienced fluctuations in its stock price, which may indicate volatility and uncertainty in its financial performance.
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Recent supply chain challenges in the semiconductor industry could affect Intel's ability to meet demand for its products.
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Investors may be concerned about the company's ability to innovate and keep pace with rapid technological advancements in the industry.
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Market analysts have expressed caution regarding the overall economic environment, which could impact consumer spending on technology products.
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