Intel shares advanced roughly 9% to about $103.60 as DigiTimes and supply-chain sources reported that the company could raise personal-computer CPU prices by 10% in October, its third increase this year, and potentially discontinue its low-margin Small Core line. The move reflects higher memory, printed-circuit-board and other component costs, but also pricing power supported by tight server CPU supply and strong artificial-intelligence infrastructure demand. The gain came as U.S. stocks fell for a second consecutive session, oil approached $100 a barrel amid escalating Middle East tensions, September Federal Reserve rate-hike odds rose above 60%, and the 10-year Treasury yield remained near 4.8%. AI-related shares diverged from the broader market, with CoreWeave rising nearly 12%, Lumentum gaining 11% and Intel advancing 9%. Nvidia is reportedly preparing price increases exceeding 15% for selected Grace Blackwell and Vera Rubin chips and systems shipped early next year because of higher memory costs. Intel reported second-quarter revenue of $16.1 billion, up 25% year over year, while Intel Foundry revenue rose 31% to $5.8 billion. Its High-NA EUV systems have processed more than one million wafers, including selected 18A layers for Panther Lake, although rising HBM and DRAM prices remain a margin risk for chipmakers and PC manufacturers.