The post Intel (INTC) Stock Plunges 6% Amid AI Chip Market Bubble Concerns appeared on BitcoinEthereumNews.com.
Key Takeaways Intel shares declined more than 4% during Friday’s premarket session, joining AMD and Arm in a semiconductor sector selloff following an extended rally. UBS analysts cautioned that AI semiconductor stocks may be experiencing bubble conditions, characterizing recent gains as a statistical outlier. First quarter data revealed Intel’s server CPU market share dropped to 54.9%, representing a 370 basis point quarterly decline. On an annual basis, Intel surrendered 950 basis points of server market share while AMD and Arm made substantial gains. Despite headwinds, UBS identified potential upside for Intel through its forthcoming Coral Rapids processors and AI-driven PC demand. Shares of Intel tumbled over 4% during Friday’s premarket session, trading at $111.27, as semiconductor stocks faced widespread selling pressure after an extraordinary bull run. Intel Corporatio
The Fed's hawkish shift could strain economic growth, impact crypto liquidity, and challenge inflation control, altering future rate strategies.
The post Federal Reserve faces hawkish shift in rate outlook as Iran war reshapes inflation expectations appeared first on Crypto Briefing.
Rising ECB rates amid geopolitical tensions could trigger inflation control challenges, impacting eurozone growth and financial market stability.
The post European Central Bank rate hikes increasingly likely due to Iran war, says Nagel appeared first on Crypto Briefing.
Suspending the federal gas tax could offer temporary consumer relief but risks significant funding shortfalls for essential infrastructure projects.
The post Trump proposes pausing federal gas tax to relieve consumers amid Iran war pressure appeared first on Crypto Briefing.
The post Bessent sees ‘substantial disinflation’ ahead as Warsh takes over the Fed appeared on BitcoinEthereumNews.com.
Even with recent inflation news universally bad, Treasury Secretary Scott Bessent expects price pressures to ease soon, just in time for the new Federal Reserve chair to take over. Speaking Thursday to CNBC, Bessent said the energy-fed inflation surge recently is likely to reverse as the U.S. is “going to keep pumping” oil, easing the supply shock from the Iran war. “I firmly believe that nothing is more transient than a supply shock, and we can, we can look through that, because before the Iranian conflict began, core inflation was coming down,” Bessent told CNBC’s Joe Kernen from the sidelines of President Donald Trump’s summit with his Chinese counterpart, Xi Jinping. “So I think core inflation will continue coming down.” That hasn’t been the recent trend, however. Separate readings this week showed that consumer prices jumped 0.6% in April — and still rose 0.4% ev
Suspending the gas tax may offer short-term relief but risks long-term infrastructure funding gaps, prompting debates on sustainable financing.
The post Trump proposes federal gasoline tax pause amid Iran war energy costs appeared first on Crypto Briefing.
The post BoJ’s Masu warns Iran war energy shock could hit Japan harder than 1973 oil crisis appeared on BitcoinEthereumNews.com.
Bank of Japan (BoJ) policy board member Kazuyuki Masu said on Thursday that the impact of Iran war-driven energy shock on Japan’s economy may be more severe than 1973 oil crisis, risk requires attention. Key quotes Impact of Iran war-driven energy shock on Japan’s economy could be more serious than the first oil sock in 1973, a risk that warrants attention. Rising personnel expenses, distribution costs and impact of weak yen are elements forming basis for Japan’s inflation. From a long-term perspective, the price of food in general is a key determinant of future inflation. Given Japan is no longer in deflationary period, negative real rates should be addressed as soon as possible. With policy rate near estimated neutral level, BOJ must more closely assess prices, employment and financial conditions for further moves. Market reaction As of writing, the USD/JPY
The post ECB Philip Lane: Oil shock to require rate hikes appeared on BitcoinEthereumNews.com.
The European Central Bank (ECB) Chief Economist Philip Lane crossed the wires, saying that the energy shock caused by the Iran war will require a restrictive policy at a conference in London. Lane said that “a mid-size but not-too-persistent overshoot could warrant some measured adjustment,” adding that the response has to be “appropriately forceful or persistent” on Lane reaffirmed the ECB’s line that “a mid-size but not-too-persistent overshoot could warrant some measured adjustment” while the response had to be “appropriately forceful or persistent” would require a firmer or longer-lasting policy reaction. EUR/USD reaction on the headline The EUR/USD bounced off around the 1.1700 figure, past the 100-day Simple Moving Average (SMA) of 1.1708, which could open the door for further gains. Up next is the 20-day SMA at 1.1730. ECB FAQs The European Central Bank (ECB) in Frankfurt, Germany, is
