Intel investors on Thursday will focus on its efforts to sort out ‌supply chain issues that have limited the company's ‌ability to ramp up chip production to meet rising demand from businesses ​adopting AI-related services. Intel has warned that supply constraints for its server chips that are used alongside graphics processors made by companies such as Nvidia will be most acute in ‌the first quarter before ⁠easing in the second. • Intel is expected to report a 1.9% decline in first-quarter revenue ⁠to $12.42 billion and a near 90% drop in adjusted earnings per share, according to data compiled by LSEG.

Intel results to show if supply chain issues are dimming its AI ambitions Yahoo Finance

Image source: The Motley Fool. Wednesday, July 30, 2025 at 8:30 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

LPETTET President Donald Trump said on Tuesday that he will “remember” U.S. companies that do not seek refunds for the tariffs he unilaterally imposed, which the Supreme Court ruled were illegal in a 6-3 decision. “Brilliant if they don’t do that,” Trump told CNBC in an interview when asked about companies potentially avoiding refund requests to avoid offending him. The comments came a day after U.S. Customs and Border Protection opened a portal for importers to seek more than $160B in potential refunds for the so-called IEEPA tariffs. Major companies, including Apple ( AAPL ) and Amazon ( AMZN ) have not yet filed requests for refunds, prompting Trump to say he was “very honored” by the decision, adding, “If they don’t do that, they’ve got to know me very well.” Trump also expressed frustration with the Supreme Court ruling , complaining that it did not include language stating, “You don’t have to pay back tariffs that have already been received.” “So, I’m not happy with the Supreme Court, I’ll be honest with you,” he said. While some tech giants have held back, major retailers crushed by the trade war are actively pursuing refunds. Levi Strauss ( LEVI ) CFO Harmit Singh said the company expects around $80M in refunds, while Gap ( GAP ) CFO Katrina O’Connell said the company is “definitely working on gaining clarity on whether we can recognize a refund,” noting “the tariff impact has been significant to our performance.” Dear readers: We recognize that politics often intersects with the financial news of the day, so we invite you to click here to join the separate political discussion. More on tariffs U.S. Supreme Court strikes down Trump's global tariffs U.S. prepares to refund billions from Trump tariffs, starting next week - report Trump administration opens $166B tariff refund process after court loss Costco and FedEx face lawsuits as tariff refund portal opens today Trump tariffs could be reinstated by July, Treasury’s Bessent says

Earnings Call Insights: United Community Banks (UCB) Q1 2026 Management View "We had a great start to 2026." (President, Chairman & CEO Herbert Harton) said the company delivered net income "of a little over $84 million" and "EPS of $0.69," adding that "on an operating basis, our EPS was $0.70." Harton tied performance to "annualized loan growth of 4.5%" and "an expansion of our net interest margin of 3 basis points," while also pointing to credit metrics including "total charge-offs of 22 basis points, only 10 basis points, excluding Navitas." Harton highlighted capital actions, including "a $0.25 quarterly dividend" and "the repurchase of $37 million of our common stock," and added: "We also announced the intention to redeem our remaining $100 million in sub debt in the second quarter." He said tangible book value per share "grew at an annualized rate of nearly 6% for the quarter and by 10% year-over-year." "On an end-of-period basis, our customer deposits grew by $237 million or 4% annualized, mostly driven by DDA growth in the quarter." (Executive VP & CFO Jefferson Harralson) also said "our cost of deposits moved down 9 basis points to 1.67%" and that "our cumulative total deposit beta stands at 39% in this down cycle." On the Peach State Bank acquisition, Harralson said, "Peach State has approximately $800 million in assets" and "the deal value is about $100 million and will be a 50-50 cash stock mix." He added, "we are estimating 40% cost savings" and "we plan on repurchasing the $50 million in shares issued by year-end," with expected accretion: "$0.09 accretive in 2027" and "$0.12 accretive" with the planned buybacks. Outlook Management’s explicit forward-looking guidance in the prepared remarks centered on margin: "I would expect the margin to be up between 3 and 5 basis points in the second quarter." (Executive VP & CFO Harralson) In Q&A, Bradshaw framed loan growth expectations: "we remain optimistic. We think it will be in the 5% to 6% range, providing ...

After a tough past twelve months that at one point saw the stock down by more than half , UnitedHealth Group (NYSE: UNH) shareholders finally see a light at the end of the tunnel. That's the takeaway from the response to today's news anyway. As of 11:59 a.m. ET Tuesday, shares of the health insurer are up 8% following the release of the company's fiscal first-quarter numbers, which are not only better than expected, but suggest the organization is on the road to recovery. UnitedHealth turned $111.7 billion in revenue into an adjusted per-share profit of $7.23 for the three months ending in March. That's up 2% from its year-earlier top line of $109.6 billion, and three cents better than Q1-2025's bottom line of $7.20. And, both numbers topped analysts' expectations for sales of $109.6 billion and earnings of $6.57 per share. Continue reading

Apple has tapped John Ternus to become its new CEO.

Key PointsCook leaves Apple after a 15-year stint that saw the company's stock price explode higher.

AEye, Inc. (NASDAQ:LIDR) is among the best AI stocks to buy under $25. The stock has soared more than 170% over the past 12 months. Amid the growing demand for lidar technology, AEye, Inc. (NASDAQ:LIDR) is forging ties to validate its technology, strengthen its product portfolio, and expand its business opportunities. On March 17, AEye, […]

Experts share why you might sleep better with that special someone and how couples can find healthy sleep dynamics Tell us: do you use AI for fitness? I don’t live with my partner, but when we sleep in the same bed, I doze off almost instantly. When I’m alone in my own bed, I toss and turn throughout the night. Between talk of “sleep divorces ” being key to a healthy relationship and boyfriends being embarrassing , it’s been hard to admit that I sleep much better with my partner. Continue reading...

Microsoft has also reduced the price of its Xbox Game Pass video game subscription service, Microsoft Gaming boss Asha Sharma has announced Microsoft’s gaming subscription service Xbox Game Pass will be coming down in price from today, but future Call of Duty titles will no longer be available on the service at launch. Other games from Microsoft-owned studios will still be playable on Game Pass from the day of their release, and older Call of Duty games will remain available, the company has clarified. Last October, Microsoft increased the price of its top-tier Xbox Game Pass Ultimate subscription by almost 50%. From today the price will reduce from £22.99/month to £16.99/month in the UK, and from $29.99 to $22.99 a month in the US. PC Game Pass will also drop from $16.49 to $13.99/£13.49 to £10.99 a month. Continue reading...

【有線新聞】美國總統特朗普宣布延長與伊朗停火，直至伊朗提出談判方案。 特朗普在社交平台稱，由於伊朗政府內部嚴重分裂，美國應巴基斯坦陸軍參謀長穆尼爾及總理夏巴茲要求，同意延長停火，暫停攻擊伊朗，直至伊朗提出統一的談判方案並完成磋商。美軍將繼續封鎖伊朗港口，保持戰備狀態。 多間傳媒引述白宮消息，代表美國談判的副總統在白宮出席會議後擱置前往巴基斯坦的計劃。

Championship clubs have turned down the chance to introduce a challenge system of VAR for the 2026-27 season.

Democrats around the country are pushing forward on plans to tax the rich — moves that are supportive for the tax-exempt municipal-bond market . The state of Washington just instituted its first income tax in nearly a century with a levy on millionaires , while Maine lawmakers passed a 2% surcharge on income over $1 million, affecting an estimated 2,600 filers. Meanwhile, progressive lawmakers in Minnesota are proposing a tax on decamillionaires, those whose net worth tops $10 million, though the plan faces an uphill battle in the legislature. The momentum toward higher taxes on the wealthy bodes well for the muni market, which offers a tax shelter for residents in those states. Income from the interest on muni bonds is typically exempt from state levies, though Illinois, another state with a tax-the-rich effort underway, generally does tax the interest. The campaign to target the highest earners comes as concerns about affordability abound, and many states are seeking to ramp up revenue. New York City Mayor Zohran Mamdani has played a pivotal role in making that a Democratic talking point, and he’s united with Governor Kathy Hochul on an effort to tax second homes worth more than $5 million. Adam Stern , co-head of research at Breckinridge Capital Advisors, said proposals targeting the ultra-wealthy are driven by longstanding concerns around income inequality and the renewed political focus on affordability. “Taxing the very well-to-do is a politically salable thing,” he said. In theory, that’s good for muni bonds, and even supports the market at valuations that were previously thought of as expensive, he said. “Conceivably, it could be good for munis for pricing,” Stern said. For example, the Washington state muni market is expected to benefit from the new levy there. In March, Governor Bob Ferguson , a Democrat, signed a law instituting a 9.9% levy on about 30,000 taxpayers who make more than $1 million a year. Western Asset Management’s Sam Weitzman said in a no...

@media (max-width: 768px) { .image-container { width: 100% !important; float: none !important; margin: 0 0 1rem 0 !important; } } Image source: The Mo

Microsoft Corp . is lowering the price for the highest tier of its subscription gaming service, Xbox Game Pass, to $23 a month from $30, effective immediately. As a result, the company will no longer put new Call of Duty titles on the platform as soon as they are released. The shift in strategy arrives after two consecutive years of price increases for Xbox Game Pass, which allows users to pay monthly for unlimited access to a catalog of hundreds of games. Available titles include older games from a selection of publishers as well as brand-new games from Xbox’s internal studios, including Call of Duty maker Activision Blizzard. The 23% reduction in subscription costs for Game Pass Ultimate, announced in a blog post on Tuesday, is a sign that Xbox isn’t happy either with the growth trajectory of Game Pass or its effects on the revenue from Call of Duty , one of the most lucrative video-game franchises in the world. Game Pass, which launched in 2017, may have cost the company $300 million in lost revenue in 2024 from Call of Duty players who tapped into the subscription service instead of purchasing the game outright, Bloomberg reported last year. The biggest video game titles, which take years to develop, typically cost $70 and sometimes provide recurring revenue in the form of in-game purchases. Going forward, new Call of Duty games will be added to Game Pass roughly a year after they come out, Microsoft said. New entries in the military shooter series are released every fall. The Game Pass price drop is the first major move from new Xbox Chief Executive Officer Asha Sharma , who started in February. Last week, she wrote an email to staff lamenting that Game Pass had grown too expensive and signaling that she planned to test a more flexible system in the future. Sharma inherited a gaming division in crisis that has cut thousands of jobs and canceled dozens of projects over the last three years as it has faced increased scrutiny and pressure from Microsoft’s finance ...

In this article MSFT Follow your favorite stocks CREATE FREE ACCOUNT A Microsoft Xbox sign appears at the Gamescom conference in Cologne, Germany, on Aug. 21, 2025. Ying Tang | Nurphoto | Getty Images Microsoft said Tuesday that it will lower the cost of subscriptions that include access to hundreds of video games, after the company's new gaming leader promised to "recommit to our core Xbox fans and players." The flagship Game Pass Ultimate service, which allows gamers to download titles on PCs and Xbox consoles and stream games on mobile devices, has been cut to $22.99 per month from $29.99, Microsoft said in a blog post. The more limited PC Game Pass is now $13.99, down from $16.49. Forthcoming titles in the popular "Call of Duty" franchise will no longer be part of the two subscriptions immediately when they come out. Instead, gamers can buy the titles when they come out — the latest one goes for $69.99 — or wait until release the next holiday season and play older versions in the meantime. The change represents an attempt to rejigger the Xbox business from Asha Sharma, a former Meta executive who replaced Phil Spencer as Microsoft's gaming chief in February. Read more CNBC tech news Apple incoming CEO John Ternus faces a defining challenge: Fixing the company's AI strategy Tim Cook reactions: Trump, Altman, Buffett and more on the Apple CEO move Amazon to invest up to another $25 billion in Anthropic as part of AI infrastructure deal Amazon 'strong-armed' Levi's, Hanes to hike prices on rival sites, California DA says Gaming contributed 7% of Microsoft's total revenue in the fourth quarter . The unit's revenue was down around 10% year over year, while the Azure cloud, LinkedIn, Microsoft 365 productivity offerings and Dynamics business software all grew at least 10%. Hardware sales declined 32% after Microsoft canceled the development of the two games, "Everwild" and "Perfect Dark." Revenue from Xbox content and services, a metric that excludes hardware sales, c...

Extra, from a team of former Pinterest designers and engineers, reimagines email around your life instead of the traditional inbox.

Latitude's new AI-native platform, Voyage, aims to help gamers create their very own role-playing game.

格隆汇4月21日｜美联储主席提名人沃什：通胀的根源在于央行超量印钞。“那些没有资产的人不会受益于大规模资产负债表”大体上是正确的。

Microsoft (MSFT) on Tuesday said that it is reducing the price of two of its Xbox Game Pass tiers, a move that runs counter to broader industry trends.

AI "Circle Jerk" Returns: Anthropic To Spend $100 Billion On AWS In Amazon Deal Circular AI vendor financing is back and back in a big way... As we noted last fall, when we walked readers through the stunning math behind what we called the AI " circle jerk ," this latest iteration centers on Amazon and Anthropic, with the left-leaning AI company now committing to spend more than $100 billion over the next decade on AWS infrastructure. In the announcement on Monday evening, Anthropic committed to spending more than $100 billion over the next decade on AWS infrastructure, including multiple generations of Trainium chips and tens of millions of Graviton cores. Amazon plans to invest $5 billion in Anthropic and up to an additional $20 billion in the future. "Anthropic's commitment to run its large language models on AWS Trainium for the next decade reflects the progress we've made together on custom silicon, as we continue delivering the technology and infrastructure our customers need to build with generative AI," Amazon CEO Andy Jassy said in a statement. Anthropic's Claude Platform will be directly available in AWS accounts. Over 100,000 customers already run Claude models on AWS, and companies are continuing to collaborate on Project Rainier, a massive AI compute cluster built around nearly half a million Trainium2 chips. The bigger message here is that both companies are locking in long-term deals for chips, cloud infrastructure, and AI deployment. Anthropic noted that it will bring nearly 1 gigawatt total of Trainium2 and Trainium3 capacity by year's end. Anthropic noted that enterprise and developer demand for Claude has seen a "sharp rise" in usage, which has led to "inevitable strain" on its infrastructure, impacting reliability and performance. The company said the Amazon deal will quickly expand its available capacity. "Our users tell us Claude is increasingly essential to how they work, and we need to build the infrastructure to keep pace with rapidly growin...

Iren (NASDAQ: IREN) is down sharply, but the CEO's blunt comments may have revealed why the long-term setup still looks compelling. I break down the moat, the risk, and why this next earnings report could be a huge moment for the stock. Stock prices used were the market prices of April 11, 2026. The video was published on April 18, 2026. Continue reading

D-Wave Quantum (NYSE: QBTS) certainly had an extraordinary run over the past couple of years. For investors who didn't have the opportunity to invest when the stock traded below $1, the recent dip may offer another chance to enter the quantum computing race . D-Wave's financials are somewhat mixed. On the positive side, in 2025, D-Wave's revenue increased 179% and gross profit grew 265%. The company ended the year with the highest liquidity position in its history, with over $884 million on the balance sheet. The real bullish sign for D-Wave is in its bookings momentum. In 2025, D-Wave saw its bookings (or customer contracts) increase 471%. Already through the first quarter of 2026, bookings exceeded $32 million, which is nearly $8 million more than all of last year's revenue. Continue reading

Two of the most iconic stocks in the "Magnificent Seven" are Microsoft (NASDAQ: MSFT) and Apple (NASDAQ: AAPL) . They have been rivals for decades, and both have large and profitable operations. Apple is the larger of the two today, with a market cap of $4 trillion versus $3.1 trillion for Microsoft. Microsoft is a giant in the business world, known for its popular Windows operating system and Office products. Apple, meanwhile, has a devoted following of users and is often seen as a luxury brand. Over the past decade, Apple has been the far better buy with returns totaling 920%, compared with approximately 650% for Microsoft. Going with either one, however, would have been a far better move than tracking the S&P 500 , which has risen by roughly 240% over that time frame. But which of these tech stocks is the better buy today? Continue reading

股票代码 股票简称 报告名称 东财评级 评级变动 2026盈利预测 2027盈利预测 行业 收益 市盈率 收益 市盈率 001301 尚太科技 2025年报点评：Q4年终奖影响单位盈利，业绩符合预期 买入 维持 4.230 17.48 电池 null

股票代码 股票简称 报告名称 东财评级 评级变动 2026盈利预测 2027盈利预测 行业 收益 市盈率 收益 市盈率 002608 江苏国信 25年业绩同比增长7%，关注电价抬升改善盈利预期 增持 维持 0.749 10.40 电力 null

事件 国家统计局发布最新社零数据，3月份，社会消费品零售总额41616亿元，同比增长1.7%。其中，除汽车以外的消费品零售额37875亿元，增长3.2%。1—3月份，社会消费品零售总额127695亿元，同比增长2.4%。其中，除汽车以外的消费品零售额117727亿元，增长3.6%。 投资要点 基数较高+季节性因素，增速回落。3月社零数据增速1.7%，较上月放缓1.1pct，除汽车外的消费增速3.2%，较上月放缓0.5pct；1-3月社零数据增速2.4%，较上季度加快0.7pct。受上年同期基数较高、春节等季节性因素影响，增速环比降速。 （1）城乡拆分：乡村市场销售快于城镇。3月份，城镇同比增长1.5%，乡村增长2.7%，乡村市场销售依旧快于城镇1.2pct，去年下半年以来乡村持续快于城镇。县域商业体系建设稳步推进，县乡市场供给持续改善，市场活力不断激发。一季度，包含镇区和乡村的县乡消费品零售额占社会消费品零售总额的比重为40.3%，比上年同期提高0.1个百分点。 （2）线上线下：新业态新模式成长壮大。3月份，全国网上商品和服务零售额同比增长8.0%，其中，网上商品销售零售额增长7.5%，高于商品零售额1.5pct，网上服务零售额增长8.8%，增速比1-2月份加快1.5pct，高于服务零售额3.3pct。网上商品零售额占社会消费品零售总额的比重为24.8%，占比较上个月继续提升。直播行业技术持续赋能，促进供需双方更好对接，一季度直播电商零售额突破5000亿元，延续快速增长态势。 商品vs服务：餐饮好于商品，服务消费亮眼。我们将社零总额数据进行拆分为商品零售额（限额以上/以下）、餐饮收入（限额以上/以下），3月份商品零售额同比增长1.5%，环比上月放缓1.0pct，3月份餐饮收入同比增长2.9%，环比上月放缓1.9pct。此外，1-3月份，服务零售额同比增长5.5%，增速高于同期商品零售额3.3pct。 我们继续看限额以上数据，限额以上增速均低于总量，当下环境小微企业表现好于大企业，其中限额以上商品同比1.2%（较整体略低），限额以上餐饮同比2.0%（较整体略低）。 可选vs必选：必选有一定回暖，可选继续分化，升级类增长，以旧换新降速，部分受提价影响表现较好。我们将限额以上商品零售数据继续拆分： （1）必选：饮料表现亮眼，穿类表现较好，必选有一定回暖。3月份吃类商品如粮...

Token需求膨胀引致算力紧缺 Token需求膨胀性增长已成为算力紧缺的关键推动因素。国内来看，根据国家统计局，到今年3月，我国日均Token（词元）调用量超过140万亿，相比2024年初的1000亿增长了1000多倍，相比2025年底的100万亿，三个月时间又增长了40%多。海外来看，4月Anthropic由于用户空前需求，截至目前已出现7次系统性宕机；据官方最新披露，Anthropic年化营收已经突破300亿美元，比2025年底的约90亿翻了三倍多，显示用户对其强劲的需求。 算力租赁、云与大模型环节均步入涨价周期 算力紧缺叠加上游存储等成本上升，促使算力租赁步入卖方涨价市场。Ornn数据显示，近几个月来，英伟达全系列GPU在云端数据中心的现货租赁价格均大幅上涨。Ornn Compute价格指数显示，英伟达最先进的Blackwell系列芯片单小时租金已达4.08美元，较两个月前的2.75美元上涨48%；SemiAnalysis数据显示，H100的一年期租赁合约价格已由2025年10月的低点约1.70美元/小时/GPU提升至2026年3月的2.35美元/小时/GPU，涨幅近40%。 云与大模型方面，4月国内阿里云四天内三次调价，涉及大模型服务平台百炼（MU单元涨2%-5%）、DDoS高防（弹性95从100元涨至150元/Mbps/月）及DataWorks API（免费额度调整后超出部分按量付费）；海外Anthropic将Claude Enterprise从固定订阅转为按算力消耗计费，基础月费20美元，重度用户成本可能翻倍至三倍。在此之前，腾讯、百度等多家头部公司也已相继上调大模型价格。 投资建议 我们认为，随着AI应用深度渗透，Token消耗量持续爆发式增长，算力供给瓶颈日益突出，算力供需存在失衡，看好未来从算力租赁到云到大模型持续涨价。建议关注：1）算力租赁/IDC（算力需求增长迎来涨价预期）：宏景科技、盈峰环境、润建股份、协创数据、利通电子、大位科技、东阳光、东方国信、润泽科技、数据港、奥飞数据等；2）云服务（最直接的“卖铲人”，享受用户增长红利）：金山云优刻得、青云科技、网宿科技、首都在线、深信服、铜牛信息等；3大模型（受益于API调用激增）：MiniMax、智谱等；4）IM入口：阿里巴巴、腾讯等；5）算力硬件（底层算力支撑）：寒武纪、海光信息、天数智芯、壁仞...

报告要点： 2026年，人工智能（AI）仍是美国经济中的主线，对于通胀、就业和长期增长都有较重要影响。核心关注AI技术在各部门的扩散率，尤其是制造业部门。我们预计美国GDP增速将达到2.4%，主要由技术部门的投资（主要来自AI）、政府减税、实际工资增长和财富积累驱动，从长周期看仍属中高增速；通胀粘性“长尾难断”，预计微降至2.4%。主要受服务业通胀、稳步上升的时薪、下降缓慢的房屋租金以及外部的能源冲击拖累，需关注AI技术在生产部门的扩散速度，这将有效抑制通胀。失业率整体维持在4.4%左右的历史低位。劳动力供给边际减少，受移民净人数已从峰值减少至2025年的123万。就业市场还反映出“冷热不均”的趋势，高技能劳动力短缺与初级分析岗位被AI替代并存。考虑到地缘政治冲突、中期选举和贸易战的边际减弱等因素扰动，预计美联储全年降息1-2次。 2026年美国经济将在新政治周期影响下呈现“前低后高”态势 回顾2025年，美国经济受关税和停摆影响波动加大。从年初的关税冲击，到年末的政府停摆成为美国经济主要的波动来源。而内生的技术进步和消费韧性，尤其是私人部门的自我修复能力，有效对冲了外部风险和出口拖累。鉴于此，叠加美国中期选举以及中美关系阶段性缓和，预计2026年的经济呈现“前低后高”的态势。特朗普政府大概率会失去国会控制权，为挽回部分席位，激进政策概率大增。参考2006年小布什政府因伊拉克战争等因素支持率低迷，共和党失去参众两院。2026年中期选举压力提前释放，特朗普政府为挽回政治颓势，发起美以联合打击伊朗的“史诗愤怒行动”，导致霍尔木兹海峡航运锐减90%，全球原油约20%运输停摆，能源市场进入极端断供模式。值得注意的是，关税冲击对美国经济的影响在2026年将逐步减弱，消费和技术扩散是增长的主要动能。未来关税、对外制裁和潜在地区冲突等将成为激进政策选项。 劳动力市场处于高技能短缺与低技能冗余的新阶段 在新技术驱动下美国经济将与上一轮周期有所不同，更多将取决于AI带来的生产率提升和向全行业扩散的速度。劳动力市场或出现“高与低”的矛盾，将影响企业招聘预期，更理性的策略是保持谨慎，整体市场显得缺乏活跃度。美国私营企业与全球资本正在全力拥抱AI，推动创纪录的投资和使用量。2024年，美国私人部门AI投资增至1091亿美元。大量研究与历史经验证实，长期内技术进步（AI）能够提升劳动生产率，...