The one-page fundamentals report for every US stock

Impact 4 · 12 Oct, 3:29 PM

Intel’s AI turnaround is getting a boost from growing AI deployment, and it is expanding into GPUs with the D-Series for AI inference. Formerly Crescent Island, these GPUs are sold as PCIe cards rather than standalone server blades like Nvidia’s Blackwell. Intel says it’s working with OEMs/ODMs and partners such as ASUS, HPE, Dell and Supermicro to roll out D-Series systems. The move broadens Intel’s data-center footprint as CPU demand rises for AI agents and services. Competitive pressure remains from AMD in CPUs and from Nvidia plus ARM-based rivals, with Qualcomm also pushing into AI accelerators. Intel stock has jumped on AI optimism as the company leans on CPU demand and new GPU products to accelerate its turnaround.

Impact 4 · 12 Oct, 2:28 PM

eBay shares rose about 4% after Morgan Stanley named EBAY a top pick, arguing live commerce is taking off in the US. The model lets sellers host live video events to showcase items rather than rely on static listings. Analyst Nathan Feather said EBAY’s GMV growth has surprised investors and that a roughly $27 billion live-selling market appears to be driving more than 40% of EBAY’s growth, lifting his price target to $132 from $127 with an overweight rating. EBAY is up roughly 33% year-to-date and near its May high. The piece notes GameStop’s unsolicited bid for EBAY, and that GameStop’s stake in EBAY has supported recent profit gains, underscoring how live commerce and related dynamics are reshaping investor sentiment around legacy marketplaces.

Impact 4 · 12 Oct, 2:08 PM

Meta unveiled Muse Wonder and Muse Wonder Full, frontier-level AI models with Active Memory and Active Focus to power its Muse AI agent. Meta claims state-of-the-art performance against rivals like Anthropic, OpenAI, and Google in benchmarks. The rollout follows tens of billions in AI spending, including $14 billion in Scale AI to recruit Alexandr Wang as Meta's AI chief, and comes as Meta stock faced pressure though has nudged higher recently. Meta also teased Muse Charm, a device due later this year, signaling a broader AI push. Whether software advances translate into improved profitability remains to be seen.

Impact 4 · 12 Oct, 2:05 PM

Headlined “Not Sandisk, Not Intel. This Stock Will Lead the S&P 500 Next Year,” the piece argues Nvidia could lead the S&P 500 in 2027, not Sandisk or Intel. Nvidia trades around 25x forward earnings, far cheaper than AMD (~80x), while its AI-driven data-center growth remains robust. The market hasn’t priced in roughly 70% expected revenue growth next year, suggesting substantial upside versus the market’s ~10% pace. By contrast, Sandisk is viewed as cyclical and Intel as overvalued, limiting upside. The article frames Nvidia as a durable growth story with clear visibility, potentially shifting market leadership and sentiment next year, and it includes promotion of Motley Fool Stock Advisor with disclosures of positions in Nvidia, AMD, and Intel.