In this article META Follow your favorite stocks CREATE FREE ACCOUNT Meta CEO Mark Zuckerberg wears the Meta Ray-Ban Display glasses, as he delivers a speech presenting the new line of smart glasses, during the Meta Connect event at the company's headquarters in Menlo Park, California, U.S., Sept. 17, 2025. Carlos Barria | Reuters Meta's efforts to create the digital worlds known as the metaverse continue to be costly. The company reported fourth-quarter earnings on Wednesday, saying its Reality Labs unit recorded an operating loss of $6.02 billion on $955 million in sales. Analysts were expecting Reality Labs to record an operating loss of $5.67 billion on $940.8 million in fourth-quarter revenue. Reality Labs now has over $75 billion in total operating losses since late 2020. Meta laid off more than 1,000 Reality Labs employees earlier in January in an effort to shift resources from virtual reality to artificial intelligence and wearable devices. That includes the Ray-Ban Meta smart glasses developed in partnership with eyewear giant EssilorLuxottica. Meta shuttered several VR efforts including internal studios, leading to fears of a VR winter, CNBC reported . Tech chief Andrew Bosworth told media outlets last week that Meta is not killing its VR efforts, but he acknowledged the market was growing slower than executives hoped. Last fall, Meta did not debut a new Quest VR headset, but introduced the AI-powered Meta Ray-Ban Display glasses that cost $799 and come equipped with a digital screen on one of the lenses. WATCH : Meta and Google go to trial over child safety — here's what's at stake . watch now VIDEO 3:05 03:05 Meta, Google go to trial over child safety after TikTok and Snap settle Tech

美國聯邦儲備局一如市場預期維持利率不變。主席鮑威爾強調，會致力維持聯儲局的獨立性，並建議接任人要遠離政治。 聯儲局公開市場委員會舉行今年首次議息會議，以10票對2票議決，將聯邦基金利率目標範圍維持於3.5至3.75厘，連續三次減息後暫停。投反對票的包括由美國總統特朗普提名入局的米蘭，以及另一名理事沃勒，均主張再減息四分之一厘。 聯儲局會後聲明表示，經濟活動穩定擴張，就業增長依然緩慢，失業率有穩定的跡象，但通脹然略為偏高，經濟前景的不確定性仍然偏高。主席鮑威爾預期，關稅對通脹的影響將於下半年減退，預計美國經濟在未來一年將出現明顯改善。他並認為聯儲局沒有失去獨立性。 美國聯儲局主席鮑威爾說︰「如果失去了這一點，就很難再保留，而我們還沒有失去獨立性，我相信我們不會失去它。我當然希望我們不要失去它，但這非常重要。它之所以重要，是因為使得中央銀行通常無需做到完美，也能更好地服務大眾。是的。我的意思是我對此深信不疑，我的同事們也是如此。」 還有幾個月便離任的鮑威爾，對下任聯儲局主席作出忠告。 鮑威爾表示︰「遠離選舉政治、不要捲入選舉政治，千萬別這麼做。」 聯儲局下次貨幣政策會議將於3月17至18日舉行。市場目前估計，繼續維持利率不變的機會率約為八成八。

美國聯邦儲備局一如市場預期維持利率不變。主席鮑威爾強調，會致力維持聯儲局的獨立性，並建議接任人要遠離政治。 聯儲局公開市場委員會舉行今年首次議息會議，以10票對2票議決，將聯邦基金利率目標範圍維持於3.5至3.75厘，連續三次減息後暫停。投反對票的包括由美國總統特朗普提名入局的米蘭，以及另一名理事沃勒，均主張再減息四分之一厘。 聯儲局會後聲明表示，經濟活動穩定擴張，就業增長依然緩慢，失業率有穩定的跡象，但通脹然略為偏高，經濟前景的不確定性仍然偏高。主席鮑威爾預期，關稅對通脹的影響將於下半年減退，預計美國經濟在未來一年將出現明顯改善。他並認為聯儲局沒有失去獨立性。 美國聯儲局主席鮑威爾說︰「如果失去了這一點，就很難再保留，而我們還沒有失去獨立性，我相信我們不會失去它。我當然希望我們不要失去它，但這非常重要。它之所以重要，是因為使得中央銀行通常無需做到完美，也能更好地服務大眾。是的。我的意思是我對此深信不疑，我的同事們也是如此。」 還有幾個月便離任的鮑威爾，對下任聯儲局主席作出忠告。 鮑威爾表示︰「遠離選舉政治、不要捲入選舉政治，千萬別這麼做。」 聯儲局下次貨幣政策會議將於3月17至18日舉行。市場目前估計，繼續維持利率不變的機會率約為八成八。

格隆汇1月29日｜微软(MSFT.O)盘后下跌8.1%。

格隆汇1月29日｜特斯拉(TSLA.O)：我们计划在今年第一季度发布Optimus的第三代版本。

American “is not in a position of strength as a business” to weather the reputational hit, which may further weaken customer preference for the airline, at least in the short term.

DANBURY, CT, Jan. 28, 2026 (GLOBE NEWSWIRE) -- Ethan Allen Interiors Inc. (“Ethan Allen” or the “Company”) (NYSE: ETD), a leading interior design destination, today reported its results for the fiscal 2026 second quarter ended December 31, 2025. Farooq Kathwari, Ethan Allen’s Chairman, President and CEO commented, “We are pleased to report our second quarter financial and operating results, which include strong margins and a robust balance sheet despite a challenging environment, including the U.S. government shutdown. We continue to strengthen many areas of our vertically integrated enterprise, including our talent, product offerings, marketing, technology, retail network, manufacturing, logistics and social responsibility. As the interior design destination with a strong North American manufacturing presence, we are building on our reputation for handcrafted quality, our unique blend of personal service combined with technology and our vision of classic design from a modern perspective.” “For the second quarter ended December 31, 2025, we reported consolidated net sales of $149.9 million, gross margin of 60.9%, adjusted operating income of $13.5 million, adjusted operating margin of 9.0% and adjusted diluted EPS of $0.44. Written order growth was impacted by a difficult prior year comparison and macroeconomic challenges, including the government shutdown. Our adjusted operating margin of 9.0% reflects a strong gross margin of 60.9% combined with our focus on cost control and operational efficiencies while making incremental strategic marketing investments. Total cash and investments of $179.3 million at December 31, 2025 included the payment of $10.0 million in regular quarterly cash dividends and $2.9 million of capital expenditures as we return capital to shareholders and reinvest in our business. We are also pleased to announce that yesterday our Board approved a regular quarterly cash dividend of $0.39 per share, payable on February 25, 2026.” “As we enter the...

Business Highlights Net income hit a record $16.7 million for the twelve months ended December 31, 2025. Return on average common tangible equity (ROCTE) increased 364 basis points to 17.10%, compared to 13.46% in the fourth quarter of 2024. Net income increased for the fourth quarter by 53.9%, totaling $4.9 million, or $0.63 per common share, compared to $3.2 million, or $0.41 per common share, for the fourth quarter of 2024. Return on average assets (ROA) improved 42 basis points to 1.32%, compared to 0.90% in the fourth quarter of 2024. Deposit growth of $43.1 million, or 12.9% annualized, for the quarter ended December 31, 2025 Loan growth of $19.0 million, or 6.2% annualized, for the quarter ended December 31, 2025 Declared a cash dividend of $0.15 per share on January 9, 2026, representing a 7% increase, following strong quarterly operating results. WOOSTER, Ohio, Jan. 28, 2026 (GLOBE NEWSWIRE) -- Main Street Financial Services Corp. (OTCQX: MSWV), (the “Company”), the holding company parent of Main Street Bank Corp. reported net income (unaudited) of $4.9 million, or $0.63 per common share, for the three months ended December 31, 2025, an increase of $1.7 million, or 53.9%, when compared to $3.2 million, $0.41 per common share, for the quarter ended December 31, 2024. On a non-GAAP basis, which excludes nonrecurring items and represents the Company’s earnings from ongoing operations, return on average assets increased to 1.32% from 0.91%, and return on average equity rose to 16.41% from 11.78%. The Company’s efficiency ratio improved to 53.86%, compared to 67.32% in the fourth quarter of 2024, as revenue growth outpaced expense levels. “This was a truly outstanding year for our organization, highlighted by the achievement of record net income,” said Mark R. Witmer, Chairman, President, and CEO of Main Street Financial Services. Corp. “Our results were fueled by strong loan production, continued growth in our deposit base, and market expansion into St. Clairsv...

Financial and Operating Highlights Net loss attributable to common stockholders of $1.49 per share for the fourth quarter of 2025 and net loss attributable to common stockholders of $1.61 per share for the year ended December 31, 2025 , as compared to net income of $0.13 per share and $0.08 per share, respectively, for the same periods in 2024 . F unds from operations ("FFO") of $1.13 per share for the fourth quarter of 2025. The Company reported FFO of $1.81 per share for the same period in 2024, which included $26.0 million, or $0.36 per share, of gains on discounted debt extinguishments and $7.7 million, or $0.10 per share, of positive non-cash fair value adjustments on mark-to-market derivatives. FFO of $5.72 per share for the full year of 2025, inclusive of $57.2 million, or $0.75 per share, of gains on discounted debt extinguishments. The Company reported FFO of $8.11 for the full year of 2024, which included $216.1 million, or $3.08 per share, of gains on discounted debt extinguishments and $5.3 million, or $0.07 per share, of positive non-cash fair value adjustments on mark-to-market derivatives. Signed 56 Manhattan office leases totaling 766,783 square feet in the fourth quarter of 2025 and 199 Manhattan office leases totaling 2,568,551 square feet for the full year. The mark-to-market on signed Manhattan office leases was 6.4% higher for the fourth quarter and 1.2% higher for the full year than the previous fully escalated rents on the same spaces. Manhattan same-store office occupancy increased to 93.0% as of December 31, 2025, inclusive of leases signed but not yet commenced. Investing Highlights In January 2026, closed on the previously announced acquisition of Park Avenue Tower, located at 65 East 55th Street, for $730.0 million . The acquisition was financed with a new, five-year, fixed rate $480.0 million mortgage that carries a stated coupon of 5.30% , which the Company hedged to an effective rate of 5.25% . Closed on the sale of a 49.0% joint ventu...

JACKSONVILLE, Fla., Jan. 28, 2026 (GLOBE NEWSWIRE) -- Landstar System, Inc. (NASDAQ: LSTR) (“Landstar” or the “Company”) today confirmed its financial results for the 2025 fourth quarter. As previously disclosed in a Form 8-K filed with the U.S. Securities and Exchange Commission (the “SEC”) on January 21, 2026, the Company reported total revenue of $1,174 million in the 2025 fourth quarter, compared to $1,209 million in the 2024 fourth quarter. Landstar reported basic and diluted earnings per share (“EPS”) of $0.70 for the 2025 fourth quarter, compared to $1.31 in the 2024 fourth quarter. “The Landstar team of independent business owners and employees performed well during the 2025 fourth quarter despite continued tough macro demand conditions in the freight transportation market. In fact, fourth quarter truck transportation revenue was nearly flat year over year, as the decrease in total revenue was primarily attributable to decreased ocean revenue. Our services hauled by unsided/platform equipment, a real bright spot for Landstar throughout 2025, continued to demonstrate sustained strength in the fourth quarter,” said Landstar President and Chief Executive Officer Frank Lonegro. “Truck revenue per load was another positive development related to the top line. Landstar achieved sequential improvement in truck revenue per load in the fourth quarter that exceeded pre-pandemic normal seasonality, and December truck revenue per load was six percent above fiscal October’s truck revenue per load. Increased insurance and claims expense, however, had a significant adverse impact on our fourth quarter results, as the claim environment for freight transportation providers remains extremely challenging.” As previously disclosed in a Form 8-K filed with the SEC on January 21, 2026, 2025 fourth quarter EPS reflected highly elevated insurance and claims costs of $56 million, an increase from the approximately $30 million of insurance and claims costs reported during the 2024 fo...

Net Income of $53.4 million , EPS of $0.64 Operating Earnings (Non-GAAP) of $66.4 million, Operating EPS (Non-GAAP) of $0.79 BOSTON, Jan. 28, 2026 (GLOBE NEWSWIRE) -- Beacon Financial Corporation (NYSE: BBT) (the “Company”) today announced net income of $53.4 million, or $0.64 per basic and diluted share, for the fourth quarter of 2025. For the year ended December 31, 2025, the Company reported net income of $90.3 million, or $1.03 per basic and diluted share. For the year ended December 31, 2025, excluding $70.1 million of merger-related charges, operating earnings after tax (non-GAAP) was $142.3 million, or $1.63 per basic share and $1.62 per diluted share. “We’re beginning to build momentum as we closed 2025 with the strength of the combined Beacon organization and ongoing synergies created by our merger of equals,” commented Paul Perrault, the Company's President and Chief Executive Officer. “I’m proud of the hard work and dedication of our colleagues who provide exceptional service to support our clients and are working to drive meaningful performance improvements across the organization. Their leadership, resilience, and collaboration are integral to our ability to deliver an enhanced experience for those we serve while building the foundation for long-term success.” Presentation of Results - The Merger The Company’s merger of equals (the “Merger”) with Brookline Bancorp, Inc. (“Brookline”) was accounted for as a reverse acquisition using the acquisition method of accounting, with the Company treated as the legal acquirer and Brookline treated as the accounting acquirer for financial reporting purposes. The Company’s financial results for any periods ended on or prior to June 30, 2025 reflect Brookline’s results only on a standalone basis. As a result, the Company’s financial results for the fourth quarter of 2025 may not be directly comparable to prior reported periods. BALANCE SHEET Total assets at December 31, 2025 increased $352.9 million to $23.2 billion ...

REDMOND, Wash., Jan. 28, 2026 /PRNewswire/ -- Microsoft Corp. on Wednesday announced that fiscal year 2026 second-quarter financial results are available on its Investor Relations website. The direct link to the earnings press release is https://www.microsoft.com/en-us/Investor/earnings/FY-2026-Q2/press-release-webcast. Microsoft company logo. (PRNewsFoto/Microsoft Corp.) (PRNewsfoto/Microsoft Corp.) As previously announced, the company will host a conference call at 2:30 p.m. Pacific Time. A live webcast of the call can be accessed on Microsoft's Investor Relations website at https://www.microsoft.com/en-us/Investor/. Microsoft (Nasdaq "MSFT" @microsoft) creates platforms and tools powered by AI to deliver innovative solutions that meet the evolving needs of our customers. The technology company is committed to making AI available broadly and doing so responsibly, with a mission to empower every person and every organization on the planet to achieve more. Cision View original content to download multimedia:https://www.prnewswire.com/news-releases/microsoft-earnings-press-release-available-on-investor-relations-website-302673166.html

Thanks to their extremely low management fees, Vanguard's exchange-traded funds (ETFs) are consistently on the radars of investors keen on maximizing the returns on their investments -- and not losing money to fund managers. But which Vanguard ETFs represent compelling options for investors looking to invest $1,000 and keep their positions indefinitely? Fortunately, the Vanguard S&P 500 Growth ETF (NYSEMKT: VOOG), Vanguard Dividend Appreciation ETF (NYSEMKT: VIG), and Vanguard Mega Cap Growth ETF (NYSEMKT: MGK) all represent great opportunities that will appeal to a variety of interests. Start Your Mornings Smarter! Wake up with Breakfast news in your inbox every market day. Sign Up For Free » A market-beating ETF that provides growth investors with AI exposure... and more Even if you follow the market superficially, you know that artificial intelligence (AI) stocks have been all the rage. It's unsurprising, therefore, that the Vanguard S&P 500 Growth ETF has outpaced the S&P 500's 13.9% gain over the past year, climbing 17.2%. The ETF is composed of growth stocks in the S&P 500, and the top seven holdings are all "Magnificent Seven" stocks -- all of which provide AI exposure in their own ways. Semiconductor stalwart Nvidia represents the largest position with an 11.1% weighting, while Apple and Microsoft round out the top three positions with weightings of 6.2% and 6%, respectively. With 209 holdings, there are also many stocks not focused on AI, so if AI enthusiasm tapers off, there are plenty of other stocks that can pick up the reins and drive the ETF higher. Financials stocks, for example, figure prominently in the fund with a 12.4% weighting. Visa, MasterCard, and JPMorgan Chase are among the top 13 positions. The Vanguard S&P 500 Growth ETF has a 0.07% expense ratio and it makes distributions on a quarterly basis. Put more passive income in your portfolio with the Vanguard Dividend Appreciation ETF Looking to ramp up your dividend income? The Vanguard Dividen...

Robinhood has a ton of potential for its business to get much bigger in the future, and investors are valuing it as a top growth stock. Robinhood Markets (HOOD 1.75%) has been a scorching-hot stock to own in recent years. Since 2022, the stock has risen by more than 500%, dwarfing the S&P 500 index and its returns of just 46% over the same time frame. The company has become a top option for retail investors to add to their portfolios, and with tremendous growth prospects, it's little wonder why. However, with Robinhood's inflated valuation, some investors have been cashing out recently and thinking twice about the stock due to its high price. And in just the past three months, the stock has fallen by around 23%. It's now down 30% from its 52-week high of $153.86. Should you buy the dip? Robinhood has been growing at an impressive pace What's special about Robinhood's business is the growth it has been achieving, which can make paying a high premium for the stock justifiable. In its most recent quarter (which ended on Sept. 30, 2025), the company doubled its sales, as its growth rate has been accelerating. Not only has the company been achieving strong revenue growth, but its profits more than tripled in the most recent period, rising from $150 million to $556 million year over year. With strong growth and improving margins, the business is on an encouraging path forward, particularly as it expands its prediction markets business and looks to draw in even more customers in the future. The big question is simply whether it's too highly valued right now. Expand NASDAQ : HOOD Robinhood Markets Today's Change ( -1.75 %) $ -1.84 Current Price $ 103.40 Key Data Points Market Cap $95B Day's Range $ 103.00 - $ 107.25 52wk Range $ 29.66 - $ 153.86 Volume 22M Avg Vol 25M Gross Margin 89.78 % Is Robinhood's stock still too expensive? Robinhoood's recent slide in value means the stock is now trading around the levels it was at back in September. However, investors are still payi...

Earnings Flash (META) Meta Platforms, Inc. Reports Q4 Revenue $59.89B, vs. FactSet Est of $58.46B marketscreener.com

Meta Reports Fourth Quarter and Full Year 2025 Results Meta Investor Relations

Earnings Flash (META) Meta Platforms Posts Q4 EPS $8.88, vs. FactSet Est of $8.21 marketscreener.com

(META) Meta Platforms, Inc. Expects Q1 Revenue Range $53.50B - $56.50B marketscreener.com

格隆汇1月29日｜特斯拉(TSLA.O)Q4毛利率录得20.1%。

puhimec/iStock via Getty Images Amphenol Corporation ( APH ) had been defying those, myself included, who said that the stock was simply too expensive. In September, I argued that "AI upside was already priced in" for Amphenol. And in October, I reiterated my caution, noting that while Q3 earnings were tremendous, shares were overvalued . Regardless, APH stock continued rocketing higher up into this latest earnings report . Investors were willing to assign ever-higher multiples to the stock thanks to the seemingly unlimited demand for the company's electronics gear as it comes to producing data centers and AI-related infrastructure. However, it appears, valuation many finally be reasserting itself. As a Seeking Alpha news headline put it: Amphenol crashes despite strong Q4 results, guidance. And that's a fair summary. Despite a solid earnings beat and decent enough guidance, shares are trading down approximately 10% on Wednesday: Data by YCharts Let's walk through the earnings release and why the market may have reacted as it has. Q4 Earnings: Another Excellent Report Amphenol reported solid beats on both the top and bottom lines. Its Q4 GAAP earnings came in at 93 cents, skyrocketing from the 59 cents reported in the same period of the prior year. Meanwhile, adjusted earnings of 97 cents per share were up a stunning 76% year-over-year. It's worth noting that those adjusted earnings per share of 97 cents topped expectations by a fairly modest three-cent margin. Throughout 2025, Amphenol had been announcing EPS figures that came in way above consensus. Q4, while still a solid beat, didn't blow out the consensus numbers, and that is perhaps indicative as to why the market reaction has been so negative. It's hard to knock anything in terms of the company's execution, though. Margins remain robust while at the same time Amphenol is growing the top line at extraordinary speed. Management also deserves a ton of credit for being able to complete the Trexon acquisition in N...

格隆汇1月29日｜特斯拉(TSLA.O)2025年Q4营收249亿美元，市场预期为247.8亿美元，上年同期257.07亿美元。

People can’t contribute money to the tax-advantaged accounts for children until July, but they can start the process of opening one now

Jan 28 (Reuters) - Microsoft delivered a marginal beat on quarterly revenue expectations for its crucial cloud-computing business on Wednesday, amplifying investor doubts ​about the payoff from its hefty artificial intelligence spending and highlighting ‌growing competition in the industry. The company's shares plunged more than 7% in extended trading. The company said ‌revenue at its Azure cloud division grew 39% in the October-December period, its fiscal second quarter. That compares with a consensus estimate of 38.8%, according to Visible Alpha. Total revenue rose 17% to $81.3 billion in the second quarter, while analysts expected $80.27 billion, ⁠based on estimates compiled ‌by LSEG. The Windows maker has long enjoyed a first-mover advantage in Big Tech's AI race thanks to its early bet ‍on OpenAI, whose technology powers most of its offerings, including M365 Copilot. But a strong reception for Google's latest Gemini model and the launch of autonomous agents, such as Anthropic's ​Claude Cowork, have posed risks both to Microsoft's AI business and the ‌software offerings that have long been central to the company. That has weighed on Microsoft's stock as investor doubts persist over whether Big Tech will deliver enough returns to make up for the AI spending. Collectively, Microsoft, Alphabet, Meta and Amazon are expected to spend more than $500 billion on AI this year. Some ⁠analysts have said that mounting losses at OpenAI, ​in which Microsoft has a 27% stake, ​could drive up expenses as the company books its share of those losses. Late October's major OpenAI restructuring gave Microsoft that stake. And ‍while the overhaul ⁠included a commitment from OpenAI to buy $250 billion of Azure services, it also freed the ChatGPT creator to pursue cloud deals with other ⁠companies that could lower its reliance on Microsoft. OpenAI has agreed to a $38 billion cloud deal with ‌Amazon Web Services since then. (Reporting by Deborah Sophia and Aditya ‌Soni in Bengaluru; Editi...

Meta's revenue up 24% to $59.9B in Q4 breakingthenews.net

On Jan. 14, 2026, Lantz Financial LLC disclosed a buy of 270,586 shares of Invesco BulletShares 2027 Corporate Bond ETF (NASDAQ:BSCR) , an estimated $5.34 million trade based on quarterly average pricing. Lantz Financial LLC reported an increase of 270,586 shares in its position in Invesco BulletShares 2027 Corporate Bond ETF (NASDAQ:BSCR) , according to a filing with the Securities and Exchange Commission dated Jan. 14, 2026. The estimated value of the shares acquired is $5.34 million, based on the average quarterly closing price. The quarter-end value of the position increased by $5.34 million, reflecting both the share addition and market price movement. Invesco BulletShares 2027 Corporate Bond ETF provides institutional and individual investors with a defined maturity bond investment vehicle, combining the diversification of an ETF with the predictable cash flow of a bond ladder. The fund's strategy centers on investment grade corporate bonds maturing in 2027, offering exposure to credit markets with a focus on income generation and principal return at maturity. BSCR's transparent structure and targeted portfolio composition are designed to meet the needs of investors seeking efficient access to a specific segment of the corporate bond market. Continue reading

Source: Bloomberg, 27:41

Stocks barely budged on Wednesday after the latest Federal Reserve meeting offered no surprises for investors. The S&P 500 was essentially unchanged. The Nasdaq Composite rose 0.2% ahead of Big Tech earnings.

Meta press release ( META ): Q4 GAAP EPS of $8.88 beats by $0.66 . Revenue of $59.89B (+23.8% Y/Y) beats by $1.42B . Family daily active people (DAP) – DAP was 3.58 billion on average for December 2025, an increase of 7% year-over-year. Ad impressions – Ad impressions delivered across our Family of Apps increased by 18% and 12% year-over-year for the fourth quarter and full year 2025, respectively. Average price per ad – Average price per ad increased by 6% and 9% year-over-year for the fourth quarter and full year 2025, respectively. We expect first quarter 2026 total revenue to be in the range of $53.5-56.5 billion vs. $51.41B consensus. Our guidance assumes foreign currency is an approximately 4% tailwind to year-over-year total revenue growth, based on current exchange rates. We expect full year 2026 total expenses to be in the range of $162-169 billion. Shares -3.5% . More on Meta Meta: The Moneymaker Without Strong AI Capitalization Meta Pre-Earnings: Capex Fears Equal Buying Opportunity Meta's Q4 Setup: Strong Signals Across The Board What do bettors expect to hear on Meta's earnings call? Mag 7 earnings begin this week, with capex and AI returns in the spotlight

Intel's Stock Soars as Client Rumors Swirl: Could Nvidia and Apple Deals Be on the Way? Yahoo Finance

Key Takeaways Intel shares soared Wednesday, amid a broader rally for chip and AI-exposed stocks. Nvidia and Apple are planning to shift some 2028 chip production to Intel, DigiTimes reported Wednesday, adding to fuel to earlier rumors they could become clients. Could Intel be closer to winning new chipmaking contracts from Nvidia and Apple? On a day when chip stocks were rising broadly, helped by strong orders and a rosy outlook from semiconductor-equipment maker ASML (ASML), Intel (INTC) shares were among the biggest gainers. The stock jumped 11% Wednesday as a report suggested the struggling chipmaker could be set to win some new clients for its manufacturing business. Nvidia (NVDA) and Apple (AAPL) are planning to shift some 2028 chip production to Intel, while still maintaining their relationships with current supplier Taiwan Semiconductor Manufacturing Co. (TSM), according to a report from Taiwan-based DigiTimes. Intel declined to remark on the report. TSMC, Apple, and Nvidia did not respond to Investopedia's requests for comment in time for publication. Why This Is Significant Chipmaking deals with Nvidia and Apple would represent a major step forward for Intel, which has struggled to win new customers for its manufacturing business, and could boost confidence in its stock. During Intel's earnings call last week, CEO Lip-Bu Tan said the company has been engaging a few prospective customers that are in the process of evaluating its manufacturing processes, according to a transcript provided by AlphaSense. It's unclear whether they included Apple and Nvidia. The report from DigiTimes, which has added fuel to earlier rumors that Nvidia and Apple are considering new contracts with Intel, nodded to U.S. manufacturing mandates and tariff pressures as forces in Intel's favor. Some Wall Street analysts have also previously suggested a deal with Intel could be seen as a way to win some political goodwill, after President Donald Trump brokered a deal last year that saw...