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    Based on goog yahoo finance real-time feeds, Intel (INTC) jumped 3.2% to $39.48 amid optimistic AI server chip reviews. Earnings guidance revisions point toward improved margins in the second half of the year. Daniel Howley is the tech editor at Yahoo Finance. He's been covering the tech industry since 2011. You can follow him on Twitter @DanielHowley . Risks remain, including rising capital expenditures—guided at $85B in 2025—and potential share loss in search to competitors like OpenAI or Perplexity. Still, Alphabet has navigated technological shifts before, as during the mobile revolution, and appears positioned to lead the AI era. With shares around $240, Rebound Capital values the company at $300/share, reflecting a 25% upside and implying further re-rating potential toward peers like Microsoft and Amazon. From goog yahoo finance data, Microsoft (MSFT) closed at $432.11, up 0.8%, driven by strong cloud revenue growth. Hedge funds increased positions, signalling a medium-term bullish outlook despite broader tech-sector rotations.

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