Intel–Nvidia pact leaves these stocks behind
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StreetInsider.com Top Tickers, 11/2/2026
- US stocks set for higher open as AI trade steadies; midterms in focus
- Marvell agrees $115 billion all-stock deal to buy Lumentum
- Oil drops more than 4% on talks aimed at ending US-Iran war
- Why has the market become so unforgiving of AI earnings?
- EchoStar rises on report SpaceX in talks to buy Boost Mobile or tap its network
- Marvell agrees to acquire Lumentum in all-stock deal valued at $115B
- Cipher Digital posts Q3 revenue of $27M, logs first HPC lease income
- Binance sees spike in withdrawals as exchange returns online after $6.3 billion heist
- Marvell to buy Lumentum in $115 billion deal in AI data-center bet
- Iran, Qatari mediators hold third day of talks to end US-Iran war
- After-Hours Movers: AMZN, TWLO, INTC, SNDK, RDDT, RBLX, PINS, RIVN, SBUX, ILMN
- After-Hours Movers: GOOGL, MSFT, NOW, KLAC. CMG, CVNA, TDOC
- After-Hours Movers: STX, ENPH, HOOD, V, CSGP, BOOM, CAKE, PPG, OI, TER
- After-Hours Movers: CLS, AVGO, CDNS, AMKR, WHR
- After-Hours Movers: WDC, BE, DECK, FIX, RNG
Erste Group Upgrades Intel (INTC) to Hold
September 22, 2025 8:37 AM EDTErste Group analyst Hans Engel upgraded Intel (NASDAQ: INTC) from Sell to Hold.
The analyst comments "Intel is currently undergoing a period of transformation. Recently, Intel has achieved success with its own manufacturing technology, which has enabled it to increase production speed. NVIDIA... More
Morgan Stanley Upgrades ASML Inc. (ASML) to Overweight
September 22, 2025 4:43 AM EDTMorgan Stanley analyst Lee Simpson upgraded ASML Inc. (NASDAQ: ASML) from Equalweight to Overweight.
The analyst comments "Our upgrade reflects the potential for positive earnings revisions and cyclical recovery focus to shift to 2026-27 debate. FY27e EPS could approach 33 (8% ahead of... More



