Intel Stock (INTC)

Upside – $SMCI +12% (preliminary fiscal Q1 revenue outlook was raised well above expectations, with gross-margin upside) – $SPCX +8.2% (Q3 revenue and profit crushed expectations, marking its first quarterly profit since the IPO, while special committees evaluate a potential TSLA merger) – $CRDO +7.2%, $VRT +6.7%, $DELL +6.9%, $LITE +5.6%, $HPE +5.0%, $COHR +4.6% …

Upside – $IRON +52% (Phase 3 APOLLO trial met all primary and secondary endpoints in erythropoietic protoporphyria) – $AAME +41% (long-delayed 2025 annual report was filed, showing a return to annual profitability) – $XLAB +24% (extends rally after securing an $8.2M AI-server order) – $TCRT +20% (extends volatile rally tied to a proposed acquisition and …

Wolf Street howls about what Intel ($INTC) and Broadcom ($AVGO) say about AI ROIC. The CEO’s of Broadcom and Intel Say the Quiet Part out Loud about AI and ROI | Wolf Street Position: None

Upside – $GIXI +135.0% (autonomous robots begin delivering blood and bone marrow at a major hospital, expanding an existing chemotherapy-logistics deployment) – $CCC +10.5% (GTCR and Elliott are reportedly in advanced acquisition talks, with a deal potentially coming this week) – $MEDS +7.0% (Humana adds the ChemoFx gynecologic-cancer assay to a Medicaid coverage policy) – …

Upside – $ALEC +58% (global AL050 license brings $100M upfront, up to $1.17B in milestones and extends the cash runway into 2029) – $PCVX +55% (VAX-31 OPUS-1 pivotal Phase 3 trial met all prespecified primary endpoints with a safety profile comparable to existing vaccines) – $PTC +36% (agrees to a $205-a-share all-cash takeover valuing its …