Semiconductor giant Nvidia is making a massive strategic move into AI software development with a potential $1 billion investment in Poolside. This represents a significant expansion beyond Nvidia’s traditional hardware focus.
Supply constraints across multiple industries are creating unprecedented pricing power for companies, according to market analysis. The semiconductor sector appears particularly affected, with AI-driven demand overwhelming available capacity and boosting earnings performance for major chipmakers.
In a surprising twist for market watchers, being unable to meet customer demand has become a significant advantage for companies across multiple sectors. According to analysis from CNBC’s Jim Cramer, supply constraints are emerging as the dominant theme of this earnings season, creating what he describes as “the holy grail” for businesses: the ability to raise prices without losing customers.
Intel reported a robust third quarter with $13.7 billion in revenue and a significant net income turnaround. Despite these gains, executives cautioned about CPU shortages and foundry losses extending into 2026, emphasizing disciplined investment strategies.
Intel has delivered stronger-than-anticipated financial results for the third quarter, marking what sources describe as its fourth consecutive quarter of improved execution. According to the report, revenue reached $13.7 billion, reflecting a 3% year-over-year increase and 6% sequential growth. Net income reportedly swung to a profit of $4.1 billion, a substantial recovery from the $16.6 billion net loss recorded in the same period last year.
Intel and Ford are surging in premarket trading following better-than-expected earnings reports, sources indicate. Meanwhile, Deckers Outdoor shares tumble on revenue guidance miss and Applied Materials announces workforce reductions.
Technology and automotive companies are driving significant premarket activity following a wave of earnings reports and corporate announcements. According to market analysis, Intel shares surged more than 7% after the chipmaker reportedly exceeded revenue expectations, signaling a recovery in demand for its core x86 processors for personal computers.
Intel’s stock jumped following a positive earnings report that exceeded Wall Street expectations. The chipmaker reported $13.7 billion in Q3 revenue and provided encouraging guidance for the current quarter amid its costly US manufacturing expansion.
Intel shares reportedly jumped approximately 5% in after-hours trading following the company’s third-quarter earnings release, according to financial reports. The chipmaker posted revenue of $13.7 billion, representing a 3% year-over-year increase and beating Wall Street expectations of $13.1 billion, sources indicate.
Intel’s upcoming quarterly report is set to unveil whether high-profile investments have eased its financial pressures. Analysts are closely watching for strategic clarity amid ongoing market challenges.
Intel’s third-quarter results, due on Thursday, will reportedly demonstrate if a series of major investments have provided the necessary support for its strained finances. According to sources, the chipmaker secured multi-billion-dollar commitments from Nvidia and SoftBank, alongside an unprecedented stake by the U.S. government during the September quarter. These developments have contributed to Intel’s shares nearly doubling in value this year, outpacing gains by AI leader Nvidia. However, analysts suggest the company faces a high bar, with LSEG data indicating an anticipated 1% drop in quarterly sales to $13.14 billion.
Intel’s upcoming processor architectures are gaining crucial software support ahead of their market debut. The GCC 16 compiler now includes Nova Lake support, while firmware for Panther Lake laptops has been upstreamed, signaling continued progress in Intel’s development pipeline.
Support for Intel’s next-generation Nova Lake processors has been merged into the GCC 16 compiler, according to reports from Phoronix. This significant development in the open-source compiler ecosystem indicates that Intel is progressing with its future CPU architecture, with sources suggesting this represents one of the earliest public software support implementations for the upcoming processors.
The Next Generation of AI-Optimized Industrial Computing Intel’s upcoming Panther Lake processor represents a significant leap forward in computational architecture…
