{"id":96014,"date":"2025-10-24T18:46:14","date_gmt":"2025-10-24T18:46:14","guid":{"rendered":"https:\/\/www.newsbeep.com\/il\/96014\/"},"modified":"2025-10-24T18:46:14","modified_gmt":"2025-10-24T18:46:14","slug":"chipmakers-nvidia-amd-intel-climb-following-strong-quarterly-tech-reports","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/il\/96014\/","title":{"rendered":"Chipmakers Nvidia, AMD, Intel Climb Following Strong Quarterly Tech Reports"},"content":{"rendered":"\n

This article first appeared on GuruFocus<\/a>.<\/p>\n

Oct 24 – Intel (NASDAQ:INTC<\/a>) led a rally in chip names after its third-quarter results and guidance came in ahead of expectations.<\/p>\n

Analysts said demand <\/a>in servers and an early PC-refresh cycle helped the beat. Jefferies’ Blayne Curtis said results and guidance looked a bit stronger after adjusting for moving parts, while Morgan Stanley’s Joseph Moore urged caution, suggesting some upside reflected conservative assumptions. Bank of America’s Vivek Arya flagged the foundry business as a potential weak spot.<\/p>\n

Investors pushed several chipmakers higher: Intel (NASDAQ:INTC<\/a>), Taiwan Semiconductor Manufacturing (NYSE:TSM<\/a>) and Marvell Technology (NASDAQ:MRVL<\/a>) each rose about 2%. Advanced Micro Devices (NASDAQ:AMD<\/a>) surged about 6%, while Nvidia (NASDAQ:NVDA<\/a>) gained about 1%. IBM (NYSE:IBM<\/a>) jumped about 4%.<\/p>\n

Some analog and legacy names were softer, Analog Devices (ADI), Texas Instruments (NASDAQ:TXN<\/a>) and STMicroelectronics (STM) each slipped about 1%. Broadcom (NASDAQ:AVGO<\/a>) climbed about 3%, while Qualcomm (QCOM) was largely flat.<\/p>\n

Chip-equipment makers saw gains, with Lam Research (NASDAQ:LRCX<\/a>) up about 3% and KLA (KLAC) up about 2%; ASML (ASML) and Applied Materials (AMAT) were slightly higher.<\/p>\n

The moves suggest investors are rewarding better-than-expected guidance but remain selective, balancing renewed demand hopes against persistent execution risks.<\/p>\n","protected":false},"excerpt":{"rendered":"This article first appeared on GuruFocus. Oct 24 – Intel (NASDAQ:INTC) led a rally in chip names after…\n","protected":false},"author":2,"featured_media":64499,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[6184,64177,114,64179,13345,85,9797,46,64176,64178,4106,61425,44560],"class_list":["post-96014","post","type-post","status-publish","format-standard","has-post-thumbnail","category-business","tag-bank-of-america","tag-blayne-curtis","tag-business","tag-conservative-assumptions","tag-gurufocus","tag-il","tag-intel","tag-israel","tag-joseph-moore","tag-marvell-technology","tag-morgan-stanley","tag-taiwan-semiconductor-manufacturing","tag-vivek-arya"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/96014","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/comments?post=96014"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/96014\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media\/64499"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media?parent=96014"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/categories?post=96014"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/tags?post=96014"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}