Intel's Q1 Forecast Disappoints as Manufacturing Woes Limit Supply Growth
Intel (INTC) forecasts weak Q1 revenue of $11.7-12.7B due to manufacturing yield issues and supply shortages, missing analyst expectations despite strong customer demand.
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Elon Musk: Tesla Robotaxis Now Driving Without Humans
Tesla’s Robotaxis are running without safety drivers in Austin, boosting stock by 4% as Musk calls self-driving cars “essentially solved.”
Arista Networks Soars as Traders Buy Calls
Arista Networks jumps 8% on heavy call option buying, fueled by AI data center growth and bullish analyst outlooks.
Meta Stock Jumps as Analysts Call It a “Bargain” Among Big Tech
Meta shares rise over 5% after Jefferies says the stock is undervalued versus other Big Tech giants and highlights AI progress, cost cuts, and revenue growth.
USA Rare Earth Gains Momentum as Round Top Project Advances
USA Rare Earth moves closer to commercial production as key partners are selected, boosting confidence in the Round Top rare earth mine and its long-term value.
Celestica Stock Drops After Report on Google TPU Servers
Celestica shares fell nearly 7% after a report said Google may shift TPU server assembly to other suppliers, including Taiwanese manufacturers.