Arista Networks vs. Intel: Which AI Stock Wins in 2026?
Arista Networks posts 39% net margins and zero debt while Intel burns cash on its foundry pivot. Here’s what the numbers mean for AI infrastructure investors.
Markets
S&P 500 Tops 7,800 as Cool Inflation and Intel’s $20 Billion Raise Fuel AI Rally
Cooler CPI and PPI data pushed the S&P 500 above 7,800 for the first time, while Intel upsized its stock offering to $20 billion and Nvidia gained as Fed rate-hold odds rose to 67%.
Nvidia’s $21B SpaceX Stake Becomes Its No. 2 Holding After Intel
Nvidia discloses a 122.8 million share stake in SpaceX worth $21 billion, its second-largest investment. Here’s what the filing reveals and what it means for investors.
Dow, S&P 500 Slip From Records as Retail Sales Unexpectedly Drop
US stocks pulled back from record highs after a surprise decline in retail sales and a jump in oil prices, even as Reddit surged 12.6% on S&P 500 inclusion news.
Wall Street Hovers Near Record Highs as Retail Sales Miss, Reddit Soars 14.7%
S&P 500 stays near record levels despite weak retail sales data. Reddit jumps 14.7% on S&P 500 inclusion news while Applied Materials falls 4% on high expectations.
Applied Materials Earnings: Can AMAT Reignite the Chip Rally?
AMAT is down 26% from its June peak ahead of earnings, with EPS seen up 36.3% to $3.38. See the numbers, price targets and what it means for chip investors.
Real Bond Yields Hit Decade Highs as AI Borrowing Binge Rattles Markets
US 30-year real yields near 3%, an 18-year high, as Alphabet, Amazon and Meta pile up almost $220 billion in bonds this year, raising fresh risks for stocks and global growth, Reuters reports.
Gold Trades Near $4,412 as Traders Eye a Return Above $5,000
Gold climbed $45 in a single session to $4,412, with strategists pointing to real yields near 2008 highs and renewed ETF demand as key drivers.
US Stocks Slip From Records as Oil Whipsaws on Iran War Uncertainty
S&P 500 falls 0.3% and oil swings between $87 and $90 a barrel as investors await US inflation data and weigh coin-flip odds of a September Fed rate hike.
S&P 500 Slips From Record as Oil Jumps 5% and Berkshire Beats Estimates
US stocks pulled back slightly from record highs as Brent crude rose 5% on Hormuz uncertainty, while Berkshire Hathaway, MarineMax, and Varex Imaging moved sharply on earnings and deal news.