-- 加拿大皇家银行资本市场（RBC Capital Markets）周一发布的一份报告指出，英特尔（INTC）对近期前景持乐观态度，预计全年中央处理器（CPU）的广泛需求将持续，产品销售组合的变化将推动平均售价上涨。 RBC分析师表示，整体CPU需求持续超过产能，其中云公司增长最为强劲，企业客户的表现也相当不错。分析师指出，产品组合已更多地转向采用更大芯片面积的CPU，这推高了平均售价，而英特尔也已上调价格以反映成本上涨和强劲的需求环境。 报告称，英特尔的CPU密度正在提升，与传统的AI训练工作负载相比，智能AI推动了更高的CPU/GPU比率。报告还指出，物理AI和边缘计算也在推高CPU需求，因为它们依赖于CPU进行实时推理。 分析师指出，英特尔似乎对其下半年的展望充满信心。 RBC维持对该公司股票评级为“与行业持平”，目标价为80美元。
Price: $98.23, Change: $-1.39, Percent Change: -1.39%
Kevin Christopher Siebert, Senior Vice President, General Counsel & Secretary, on May 04, 2026, sold 8,255 shares in Viavi Solutions (VIAV) for $445,935. Following the Form 4 filing with the SEC, Siebert has control over a total of 20,129 common shares of the company, with 20,129 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/912093/000091209326000040/xslF345X05/form4.xmlPrice: $53.38, Change: $-1.95, Percent Change: -3.52%
Consumer stocks were lower late Monday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) falling 1.1% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) decreasing 0.8%.In corporate news, Amazon.com (AMZN) has launched Amazon Supply Chain Services, opening its logistics network to businesses, the company said Monday. Amazon shares rose 1.2%, while FedEx (FDX) and United Parcel Service (UPS) each fell 9.8% and 10% respectively.
The US land rig count slides for a second consecutive week, pressured by a pullback in oil-directed drilling, RBC Capital Markets strategists said in a note on Sunday.Total US land rig count fell by six week-on-week to 525, RBC analysts said, citing Baker Hughes. The decline was driven by the oil-directed side of the business, which saw six units sidelined, bringing the total to 389. Gas-oriented activity held steady at 129 rigs.The Permian Basin, the largest US shale region, saw activity edge lower, with the rig count slipping by one to 241. RBC said that the Permian Basin continues to dominate US drilling, accounting for about 62% of oil-directed rigs in the Lower 48 and 47% of total land rigs.The most active drilling companies in the Permian are Helmerich & Payne (HP) with 88 rigs, Patterson-UTI Energy (PTEN) with 32 rigs, and Nabors Industries (NBR) with 29 rigs. Exxon Mobil (XOM) led the operators with 34 rigs, followed by Occidental (OXY) with 20 and ConocoPhillips (COP) with 17.Eagle Ford activity climbed one rig to 43, while the Williston Basin was unchanged at 28. Gas-focused regions showed modest strength, with the Haynesville Shale gaining two rigs to 58, while Appalachian Basin activity held flat at 37.RBC said that private operators continue to play a significant role in key basins, though their share of activity has declined in some areas. Private firms in the Permian accounted for 39% of active rigs, down from 43% a year earlier, while in the Eagle Ford their share fell to 37% from 46%.Private operators, by contrast, still dominate the Haynesville, accounting for about 72% of rigs, unchanged from last year.Price: $124.79, Change: $+1.60, Percent Change: +1.30%