Intel Stock Jumps 25% on Bullish AI Market Outlook

Intel Corp. (INTL) reported earnings for their first fiscal quarter of 2026, and their extremely positive outlook for the remainder of the year drove their stock up 25%.

Intel stock is bullish thanks to a very good Q1 report.
Intel stock is bullish thanks to a very good Q1 report.

In premarket trading for Friday, Intel stock jumped 25%, hitting a price of $84 per share after the company reported their quarterly earnings. Their market value is now above $420 billion, and they reported a 7% increase in year-over-year revenue.

With $13.6 billion for the most recent quarter, their revenue is higher than Wall Street expected, and their impressive gains paved the way for a rosy outlook for the rest of the year. Intel anticipates second quarter revenue somewhere between $13.8 and $14.8 billion.

Intel Impresses and Expects the AI Market to Continue Booming

For the first quarter, Intel reported earnings per share of $0.29, although they only expected $0.01. They attribute their gains to simply listening to their customers and resetting their methods of operation. They stepped up their CPU and wafer packages to meet differentiated needs over the last quarter, and they were even able to sell chips that had been written off.

The company turned their business around in the last quarter, surpassing even the record setting performance from the early 2000s when the dotcom market was taking off. How much have they improved over the last couple years? They experienced revenue decline year over year for five out of the last seven quarters. This quarter marks a bold new direction and a major turning point for them, and the company is confident that their revenue will continue to climb through the next quarter.

Intel did not just beat Wall Street expectations; they placed themselves at the forefront of the AI chip market. Their rivals are performing well too, and Friday morning saw Advanced Micro Devices (AMD) stock climb 11% on Intel’s bullish momentum. Arm Holdings (ARM) added 10% as well on Friday, thanks to Intel lifting the tech market, but the biggest boost has been specifically for those companies that produce powerful chips needed in AI applications. 

 

Nasdaq Up 1.3% Despite Rising Oil Prices

The stock market was broadly bullish Friday morning, even with soaring oil prices this week, and tech stocks in particular performed well.

Stocks mostly high on Friday as tech niche soars.
Stocks mostly high on Friday as tech niche soars.

The Nasdaq gained 1.3% on the last day of trading for the week, while the Dow fell 0.1% and the S&P 500 gained 0.4%. Intel Corp. (INTC) was the big gainer, with a 25% jump in premarket trading. The company posted extremely high quarterly results, and the boom is attributed to surging demand for the company’s products in AI applications.

The market is recovering from Thursday dip, caused by rising oil prices. Those prices slipped somewhat by Friday morning but are still high. Brent crude oil is priced at $106 per barrel, while West Texas Intermediate futures are up to $95.80. Both benchmark oil prices have climbed tremendously this week due to problems with the ceasefire between Iran and the United States.

Tech Stocks Post Major Recovery

The Dow may be ticking down Friday and the S&P 500 barely holding onto recent gains, but the Nasdaq Composite is performing well. That tech-heavy index is supported by strong stocks like Intel, Nvidia (NVDA), and Advanced Micro Devices (AMD) that are benefitting from the rising demand for AI components. Intel’s outlook for the rest of the year is extremely positive as they expect the market to boom.

Stocks declined on Thursday, but their recovery Friday looks to be quite strong. ServiceNow (NOW) pulled the market down with a sharp drop off of more than 17% after posting decent Q1 results. It suffered the fate of many tech companies in recent months sharing their quarterly earnings, which is shareholder fears of slim margins and excessive capital expenditures.

Intel is leading the charge for the bull rally for tech stocks Friday, though. Several Magnificent Seven stocks have also performed well this week, and Amazon (AMZN) is up 2.09% already for the day. Taiwan Semiconductors is also propping up the market with 3.4% gains from the previous day, and investors should expect the tech market to remain bullish throughout the day.

The cryptocurrency market was in decline on Thursday but settled by Friday morning with minor gains for several leading coins. Bitcoin (BTC) added 0.76% Friday morning, and XRP (XRP) gained 1.64%. Across multiple markets, there is evidence of recovery today, but the strongest gains are coming from tech futures.

Solana Slows on Market Upset; New SOL Price Prediction

Cryptocurrency prices fell Thursday after Iran attacked multiple vessels off its coast, sending Solana (SOL) down 3.09% to $85.42 (SOL/USD).

Solana slipped as Bitcoin and other tokens fell Thursday.
Solana slipped as Bitcoin and other tokens fell Thursday.

Solana was unable to stay above $90 this week and felt the pressure of Middle East conflict and fear over rising oil prices. Crude oil jumped 3% Thursday, and Solana’s price fell by about the same percentage.

[[SOL/USD]]

Over the last week, Solana has averaged about $86 and is currently just below that price point. We anticipate that the coin will climb again before the week is over, especially since the coin has trended upward for most of the past month.

Solana May Be Preparing to Surge Upward

According to data from Kraken, Solana climbed sharply Thursday afternoon, moving from $84.69 to $85.42 in about 20 minutes. This could indicate a bullish surge that may sweep the crypto market. For much of the day, the market trended downward, with Bitcoin (BTC) losing 1.9% and Ethereum (ETH) dropping by 3.46% over a 24-hour period.

We are noticing similar drops across the market, and while some of it can be blamed on the fresh ship attacks in Iran, some of the decline has to be attributed to the market correcting after significant gains the previous day. The story is the same in the stock market, with stock indices dropping Thursday after significant gains Wednesday.

The Solana bulls may come to the coin’s rescue and defend it at the $85 price point. That will be partly dependent, though, on the conflict in the Middle East. If the attacks continue and the ceasefire is broken, we could see fresh lows for the crypto market. If peace resumes and the ceasefire is upheld, then Solana could push back toward $90 very quickly.

What is hurting Solana right now is its long-term performance. The coin lost 4.16% over the last month and is down by 31% since the start of the year. These numbers are weighing on investors who are hoping for the coin to break out and reach its previous highs. The slow but steady upward progress from the last few weeks is promising, but that could be a short-tail trend rather than the development of a protracted bullish movement.

Why Natural Gas Is Not Rising as Quickly As Gasoline

A massive drop for U.S. natural gas futures on Thursday was caused by higher than normal inventory injections, and yet gasoline at the pump has slightly increased from the previous day.

Natural gas production is high and inventory levels are elevated as well, keeping prices low
Natural gas production is high and inventory levels are elevated as well, keeping prices low

LNG rates in the United States dropped by 5.18% Thursday to hit $2.58 per MMBtu as oversupply reports came in. That is the lowest the price has been since October of 2024. Federal reported levels showed plenty of gas in storage and in injection of 103 billion cubic feet for the week of April 17th.

That is far more than anyone was expecting and well above the five-year average of 64 bcf. The same week last year, there was a 77 bcf injection, so production levels are way up. High production and high inventory are pushing prices down since inventories are still high from last year’s unseasonably warm middle months. The mostly mild winter throughout the United States for 2025-2026 has not helped the oversupply problem either, keeping prices subdued while global rates are much higher.

Gasoline and Natural Gas Factors Compared

The United States produces most of its own natural gas, having to import very little. All of those imports come from Western Hemisphere nations, specifically from South America and the Caribbean. That explains why the energy crisis in the Middle East is not affecting LNG rates much domestically.

As Iran and the United States fight it out over the Strait of Hormuz, oil prices globally are on the rise, with Brent crude oil jumping 3.79% over the last 24 hours. West Texas Intermediate oil, which serves as a benchmark price for global oil prices, is up by nearly 4% today.

Those rising global oil prices are why gasoline at the pump is so high for Americans. About 13% of the U.S. oil that is turned into gasoline comes from Persian Gulf countries, and when the supply is hindered by fighting over the Strait of Hormuz or by oil tankers being attacked, then prices rise at the pump. The oil brought into the US is put through a process called fractional distillation that turns it into gasoline suitable for combustion engines.

Over the last month, premium grade gasoline has climbed from $4.82 to $4.90 per gallon. That is the average price across the United States, and it may decrease if the U.S. and Iran can keep their current ceasefire.

Domestic LNG prices are more influenced by the weather and inventory levels than anything else. Because of the strong influence of these factors, LNG rates can move in a dramatically different way than gasoline. If the weather cools as it is supposed to in the coming weeks, the price of natural gas could rise, but high inventory levels will likely keep any price increases subdued.

Tesla Posts Strong Earnings, But Musk Hurts Momentum

Tesla’s (TSLA) ambitions plans for AI and robotaxi services have paid off with a better-than-expected first fiscal quarter for 2026, but CEO Elon Musk caused their stock to drop with his comments on capex spending.

Tesla beat earnings expectations this quarter.
Tesla beat earnings expectations this quarter.

Q1 earnings for Tesla came in at $22.39 billion, which is slightly better than the $22.19 billion that Wall Street predicted. Their gross margin was also better than anticipated, up 21.1% compared to the 17.7% that was expected. That would have helped Tesla stock soar, but Musk made untimely comments about capital expenditures.

Their stock fell 4% immediately following the earnings report and Musk’s comments but then recovered somewhat. After falling from $387 to $370, the stock climbed up to $378 on Thursday.

Tesla Impresses with Earnings, Yet Cannot Keep Its Price

The adjusted earnings per share for Tesla that they reported for the most recent quarter came in at $0.41. That is significantly higher than the $0.34 that analysts expected, and even though their gross margin was excellent as well, the company’s stock still fell.

Part of that fall can be attributed to Elon Musk promising that significant capex spending would be happening this year. He expects Tesla to invest heavily in research and development. According to Musk, the company will spend $25 billion in 2026 alone to invest in its future. Most of those costs will go to chips and AI software, which the company needs to power its robotaxi vehicles, Optimus robots, and self-driving electric vehicles (EVs).

In their latest earnings call, Tesla focused on autonomous driving services and AI products as their path forward. They spoke on several new investments as well as the Cybercab (Tesla’s two-seater robot taxi vehicle). The shift in focus could be good for them, but it comes with tremendous upfront costs to develop these products and then release them to the public.

Tesla performed well in the last quarter, particularly in the area of profitability, which has been a point of concern for shareholders and analysts for a while. However, they shot themselves in the foot with statements on upcoming capex spending, and while their venture may pay off, the multi-billion capex investment is not pleasing shareholders right now. The company is jumping right into the deep end of autonomous vehicles and artificial intelligence, but it will be some time before the market can determine if their risky move has paid off.

 

Bitcoin Slipped but Held onto Some Recent Gains

Bitcoin (BTC) fell 1.08% on Thursday as Iran attacked several ships off its coast and the stock market fell from recent highs.

Bitcoin retained much of its progress after a slip on Thursday.
Bitcoin retained much of its progress after a slip on Thursday.

The Bitcoin rate dropped to $77,526 (BTC/USD) Thursday morning following a stock market correction. On Wednesday, Bitcoin hit its highest point since January of this year, and it Is not surprising that the coin was unable to hold onto all of its progress. However, the slip today did not cause the coin to lose all of its recent progress.

[[BTC/USD]]

Market sentiment is still relatively high for Bitcoin and much improved from where it was throughout February and March. The Crypto Fear and Greed Index shows a move from Extreme Fear into Fear recently, and the coin is looking broadly bullish.

A Show of Strength for Bitcoin

Through the first half of the week, Bitcoin gained 7.5%, hitting a high of $79,449. It lost some of that between Wednesday and Thursday but is still well above its low level from the beginning of the week. That indicates that the coin is resilient and able to climb very high without losing a lot of progress once it starts to dip.

Bitcoin may be losing some of its volatility and finding a measure of stability thanks to strong market support. Much of that support is coming from institutional buyers, like Strategy, which just spent $2.5 billion on Bitcoin this week to build up their reserves. They anticipate a bullish trend for the coin in the coming months despite the impressive upward movement of the coin already throughout April.

That is the consensus of many crypto and market analysts. They believe that Bitcoin has used up most of its downtrend and is widely bearish, and expectation is that the coin will keep on climbing through 2026 as it is supported by positive market sentiment, improving economic factors, and the potential for a new regulatory framework to help extend the coin’s reach.

Bitcoin could take a hit this week if the station in Iran worsens. There is worry that the recent attacks on cargo ships could escalate into extended fighting once more and the ceasefire could be shattered. Bitcoin has been under selling pressure from investors concerned about rising oil prices due to the fighting in the Middle East, and if conflict there cannot be resolved and oil prices continue to climb, Bitcoin holders are likely to see their assets devalue. 

 

Stock Market Corrects after Reaching Fresh Highs, Falling on Musk Comments and New Iran Attacks

Iran attacked vessels near the Strait of Hormuz and Elon Musk hurt Tesla stock with comments about capex spending as U.S. stock indices slipped marginally Thursday morning.

Tesla and IBM posted earnings and lose stock value.
Tesla and IBM posted earnings and lose stock value.

The Nasdaq and Dow Jones indices fell 0.5% Thursday morning, and the S&P 500 dropped from a record high to lose 0.2%. Stocks are partially down due to market correction after fresh records for both the Nasdaq and S&P 500 but also because of renewed fighting in Iran around the Strait of Hormuz.

This week was supposed to be a big one for Tesla (TSLA) as they released their quarterly earnings. However, Tesla CEO Elon Musk commented about incoming major capex spending and sent the stock down by 3.32%.

Previous Highs Slightly Diminished

The stock market may be setting new records this week, but it also might not be able to hold onto them for long. Investors are likely to exercise caution after two vessels were attacked near the Iranian coast. These were a cargo vessel and a container ship, both hit by Iranian military according to reports from the British government.

The attacks may lead to further stock market decline, dropping the indices from their recent record highs. Several stocks fell sharply as the market experienced what looked like a correction. ServiceNow (NOW) fell 13% Thursday in early morning trading. The company just released Q1 earnings and announced a partnership with Google Cloud.

IBM (IBM) also fell dramatically Thursday, losing 7% after posting solid quarterly earnings but holding to its previous guidance. The company reported revenue growth of 9% from the previous year with net income of $1.22 billion. They expect their free cash flow to  climb to $1 billion and their revenue to grow 5% in 2026.

Tesla (TSLA) reported quarterly earnings after the closing bell on Wednesday. Their sales increased by 15.8% and hit $22.39 billion. They also beat Wall Street estimates by 15% with their earnings per share. However, CEO Musk said the company would substantially increase their capex spending. His comments took all the momentum out of the company’s stock, causing a loss of nearly 13 points during a time when capital expenditures are a sore spot for shareholders.

AI Data Storage Leader Sandisk Hits All-Time High

Sandisk (SNDK) stock swelled by 7.55% on Wednesday as it gained more traction among investors looking to ride the AI gravy train to massive gains.   

Sandisk stock is up as financial firms give it strong ratings.
Sandisk stock is up as financial firms give it strong ratings.

Sandisk broke from Western Digital back in February of 2025 and has since seen incredible success from the AI market as demand for its data storage services soared. The company’s stock price jumped from $901 per share to $971 on Wednesday as several positive factors gave it a boost.

The flash-memory storage products that Sandisk makes are incredibly important as AI technology spreads. They create solid-state drives (SSDs) that are used on smartphones, laptops, and tablets, and their technology is used not just in the tech industry but also in the automotive and industrial manufacturing sectors.

What Is Driving SNDK Higher This Week?

Sandisk recently joined the Nasdaq Composite index, dramatically driving up interest in its stock value. Their upcoming Q3 earnings report should be of special interest to tech investors. The company is also one of the market leaders in NAND data storage technology, and analysts are paying attention. Several investment firms raised their price targets for Sandisk over the last few days, expecting excellent growth.

Sandisk performed better on the S&P 500 than any other stock in 2025, and there is strong potential for the stock to have an excellent 2026. Financial firms are calling SNDK a must buy stock that is likely to have an excellent upside.

As tech companies continue to expand their use of AI programs, they need more and more storage, and Sandisk offers reliable, powerful storage options for them. AI infrastructure can create tremendous data storage issues for companies, but Sandisk’s elegant solutions have become the industry standard alongside products from competitor Micron Technology (MU).

One of the standout characteristics of SanDisk in 2026 is how it sidestepped many of the issues that plagued the tech sector. While numerous companies have posted excellent earnings and promising outlook for 2026, they have also been guilty of exorbitant spending on development and infrastructure. That is less of a problem for the well established Sandisk, and they are not experiencing the strong selling pressure that many other tech companies have noticed in 2026. 

 

Natural Gas Futures in United States Continue to Rise on Ceasefire Hopes

On Wednesday, U.S. gas futures jumped 1.54% to $2.74 per MMBtu thanks to an announcement out of the White House that an indefinite ceasefire has been reached with Iran.

Global gas and oil prices are higher this week after a measure of peace has been attained in Iran.
Global gas and oil prices are higher this week after a measure of peace has been attained in Iran.

LNG rates are higher today than they have been in weeks after President Trump posted that the ceasefire with Iran would be extended “until such time as their proposal is submitted and discussions are concluded.” That indefinite ceasefire also comes with a stipulation that the Strait of Hormuz will remain blockaded for now.

News of the ceasefire affected international oil and gas prices even more, and Brent crude oil rose by 3% while West Texas Intermediate (WTI) futures jumped by 2.88% Wednesday. Brent crude is now up to $101 per barrel, while WTI climbed to $92 per barrel.

Demand Expected to Increase for Domestic LNG

Monday saw the price of LNG hit a one-week high, and then Tuesday saw a climb to a two-week high. Now, with another increase for the domestic market price of natural gas, investors should be aware of the factors influencing the rate.

The weather forecasts for may are starting to come in and are showing temperatures that are cooler than anticipated. While previous forecasts called for climbing temperatures, it appears that there will be some cooler weather for a short period in May, causing demand to increase.

Currently, supplies of natural gas in the United States are above their five-year average thanks to recent large injections. Demand has plummeted after weeks of warm weather and high production, but we could see a temporary shift in the coming weeks.

The price of LNG ticked upward Wednesday as the market anticipated higher demand in the coming weeks. Output has dropped slightly but inflows for local export gas plants are close to their all-time high. Meanwhile, Middle East tensions remain high, and there is still the risk that oil fields and oil tankers could be destroyed if fighting breaks out again, creating a global demand that requires U.S. LNG inventories to meet the need.

These factors are pushing and pulling on LNG rates in the United States, creating a slightly higher price level than what we have seen over the last couple weeks. For now, we anticipate some stability in Iran thanks to the extended ceasefire and slightly higher LNG rates as cool weather forecasts set the tone for the market.

Bullish Bitcoin Charges Toward $80K on Positive Momentum

Bitcoin (BTC) surged Wednesday on bullish sentiment as it gained 3.18% after President Donald Trump announced an extended ceasefire with Iran.

Strategy made a $2.5 billion Bitcoin purchase this week.
Strategy made a $2.5 billion Bitcoin purchase this week.

Investors should beware of pullback from Bitcoin after it hit $79,003 (BTC/USD) today. The coin is enjoying tremendous upward momentum that could disappear quickly since it is still well below its all-time high. The coin spent months losing investors and has been slowly working its way back up.

[[BTC/USD]]

Bitcoin’s trade volume continues to rise, with a gain of nearly 20% today, recorded at $45.9 billion per 24 hours in trades. This is tremendous progress from where the coin has been recently, showing renewed investor interest. However, there is a severe risk that the coin will experience strong selling pressure as it continues to rise, with coin holders bowing out to enjoy their profits before the coin falls again.

Bitcoin Fear and Greed Index Still in Dangerous Zone

The cryptocurrency market is in a state of recovery after several coins fell from record highs last year and have spent much of 2026 attempting to make back lost gains. Even though Bitcoin is bullish for now, there is still a lot of underlying fear in the market. The Crypto Fear and Greed Index shows that the market has moved from Extreme Fear to just Fear. That is improvement, but the market is still in a precarious position.

What this means for Bitcoin is that if there is some pullback, it could be severe. Investors could sell off their coins quickly in a panic if they suspect that Bitcoin is losing support. We anticipate caution from investors and expect that they will not be likely to make big, bold moves.

The exception to that would be whale investors like Strategy, which recently purchased $2.5 billion in bitcoin. This purchase was made over the last week and marks the third largest Bitcoin purchase the company has ever made. Their investment helped move the needle on Bitcoin’s value and push the coin further into bullish territory, but the risk of retreat is still strong.

If Bitcoin can hit $80K and then hold that position, that will help the consumer sentiment tremendously. Market indicators point toward a bullish coin that is clearly out of bear territory. However, that move has been recent and could shift suddenly. The ceasefire in Iran is going to help the situation, keeping Bitcoin’s momentum high, but if conflict breaks out there again, the BTC rate may retreat.