Intel
-
Bank of America lowers Intel price target to $145 from $160, citing dilution from recent $20 billion stock sale and lower AI-compute valuation multiples, while maintaining Buy rating.
Bank of America analyst Vivek Arya maintained a Buy rating on Intel but lowered his price target to $145 from $160. This adjustment accounts for the estimated 4% to 5% earnings-per-share dilution resu
-
Intel CEO Lip-Bu Tan purchased approximately $10 million worth of company stock at $95 per share in early August.
Intel CEO Lip-Bu Tan purchased 105,263 shares of the company's stock at $95 per share in early August, totaling approximately $10 million. This move was interpreted by the market as a sign of executiv
-
Intel shares surged 330% over the past year, driven by 59% Data Center/AI growth in Q2 2026, with analysts setting a consensus target of $114.88.
Intel's significant rally, which also saw shares up 177.78% year-to-date, is fueled by a successful foundry ramp and strong AI segment performance. However, Wall Street's consensus target of $114.88 s
-
Intel's Q2 13F filing shows it holds only two stocks, Mobileye and Joby Aviation, with a total value of $620 million.
Intel's Q2 13F filing revealed that as of June 30, 2026, the company held only two stocks: Mobileye ($484 million) and Joby Aviation ($137 million), with a total value of $620 million. These holdings
-
Global bond sell-off pressures stocks, with Nasdaq down 1% and chipmakers Nvidia (-2%) and Intel (-5%) falling, while oil prices rise above $90.
Global bond sell-off pressures stocks, with Nasdaq down 1% and chipmakers Nvidia (-2%) and Intel (-5%) falling, while oil prices rise above $90.
-
SoftBank Group disclosed its U.S. equity portfolio as of June 30, 2026, with Intel stock representing nearly 67% of the total, valued at over $12.14 billion.
SoftBank Group disclosed its U.S. equity portfolio as of June 30, 2026, with Intel stock representing nearly 67% of the total, valued at over $12.14 billion. This position, totaling 86,956,522 shares,
-
JPMorgan Chase: Global Chip Q2 Reports Show Strong Demand, TSMC Raises 2026 Capex by 15% to $60-64 Billion, Price Upside Spreading to Equipment and Materials
In an August 17 research report, JPMorgan Chase noted that the Q2 2026 earnings reports from major global chip manufacturers revealed that industry demand strength comprehensively exceeded expectation
-
Intel CEO Lip-Bu Tan purchased $10 million worth of Intel stock at $95 per share through a family trust.
Intel CEO Lip-Bu Tan purchased $10 million worth of Intel shares at $95 per share through a family trust, a price identical to the company's concurrent secondary offering of $20 billion. This purchase
-
Goldman Sachs is funding the AI infrastructure boom, with Nvidia and Intel recently tapping the bank to meet soaring compute demand.
Goldman Sachs is funding the AI infrastructure boom, with Nvidia and Intel recently tapping the bank to meet soaring compute demand.
-
MarketWatch analysis indicates that Wall Street market sentiment is re-experiencing the "euphoria" of the 1999 dot-com bubble, citing NVIDIA, Intel, and Google as examples.
MarketWatch analysis indicates that Wall Street market sentiment is re-experiencing the "euphoria" of the 1999 dot-com bubble, citing NVIDIA, Intel, and Google as examples.
-
Intel CEO Pat Gelsinger: Company is Exploring "Next-Gen Memory Architectures" and Has Poached Executive Talent from SK Hynix
Intel CEO Pat Gelsinger recently revealed that the company is exploring "next-generation memory architectures" and has brought in executive talent Shil Lee from SK Hynix for this purpose. Gelsinger st
-
Financial commentator Cramer said Intel may be prepared, and called NVIDIA's funding push "very positive."
Financial commentator Cramer said Intel may be prepared, and called NVIDIA's funding push "very positive."
-
Intel raises $20 billion through stock issuance to fund manufacturing expansion plans
Intel Corporation raised $20 billion through an oversubscribed stock offering, seeking additional capital to support its manufacturing expansion. The offering was priced at $95 per share, representing
-
Sands Capital Technology Innovators Fund Adds Intel (INTC) to Portfolio, Citing Growing CPU Demand from AI Inference Workloads
In its Q2 2026 investor letter, Sands Capital Technology Innovators Fund highlighted Intel Corporation (INTC) as a new holding. The fund believes that as AI workloads evolve towards inference, agentic
-
Intel announces proposed $15 billion stock offering
Intel announces proposed $15 billion stock offering
-
Analysis suggests Intel stock could fall significantly, even without a market crash, due to its own operational challenges
Analysis suggests that Intel's (Intel) stock price could fall significantly, even by nearly half, without waiting for a market crash. The analysis notes that Intel's stock is currently around $101, do
-
SoftBank Group Q2 Net Profit Down 18% YoY to $2.4 Billion, But Far Exceeds Expectations Due to $8.5 Billion Gain from Intel Stake; OpenAI IPO Delay Remains a Cloud
SoftBank Group on Wednesday announced its quarterly results, showing a net profit of 347.3 billion yen (approximately $2.4 billion), an 18% year-on-year decrease. However, this figure significantly ex
-
Intel's shares have quadrupled, but it has yet to prove itself a serious manufacturing competitor to Taiwan’s TSMC
Intel's shares have quadrupled, but it has yet to prove itself a serious manufacturing competitor to Taiwan’s TSMC
-
US government's recent equity stakes in companies like Intel signal a new industrial policy tool, shifting from emergency backstops to geopolitical strategy.
MarketWatch reports that the US government's recent deals to take stakes in companies, such as its investment in Intel last August, represent a new approach. Unlike the 2008 financial crisis where gov
-
Amid a resurgence in risk appetite driving up chip stocks, Intel surged 10% to $99.74, AMD soared 8% to $522, and Broadcom rose 6% to $416.
Intel's stock price rose primarily due to short covering, following a 24% decline in its share price over the past month. Meanwhile, AMD's stock price increased, benefiting from a 57% year-over-year g
-
Intel's stock price fell 35.4% last month due to a broad sell-off in chip stocks and investor concerns about its excessive capital expenditures.
Intel's stock price fell sharply in July, mainly due to a general sell-off in chip stocks and investor concerns about its excessive capital expenditure (capex). The company stated during its second-qu
-
TSMC Reportedly Developing Intel-Like Advanced Chip Packaging Technology, Potentially Challenging Intel's Edge
Taiwan Semiconductor Manufacturing Co. (TSMC) is reportedly developing an advanced chip packaging technology, internally dubbed "EMIB Like," which is similar to Intel Corp.'s Embedded Multi-die Interc
-
Analysts believe that Intel is expected to become profitable by 2028, primarily due to growth in non-GAAP earnings and accounting adjustments.
An analysis article notes that chip giant Intel (Intel) is expected to return to annual profitability by 2028, with 2027 projected to be its first year back in the black.Although Intel reported a net
-
Intel and AMD Soar 13%, Taiwan Semiconductor Rallies 7% as AI-Chip Stocks Bounce Hard
Intel and AMD stocks surged 13% each, while Taiwan Semiconductor (TSM) rallied 7%. The iShares Semiconductor ETF (SOXX) also jumped 8%. These gains in AI-chip stocks occurred as the NASDAQ 100 climbed
-
U.S. chip manufacturing faces a shortage of up to 157,000 workers by 2030, with Samsung, TSMC, and Intel struggling to find talent.
A new report from McKinsey and the SEMI Foundation indicates that only 3% of U.S. engineering graduates enter the semiconductor industry annually, and 73% of chip employers report significant difficul
-
Chinese tech giant Huawei on Thursday unveiled 11 AI-related chips, aiming to challenge the market dominance of NVIDIA, Intel, and AMD.
Huawei's latest chip release includes next-generation AI accelerators, CPUs, and high-speed interconnect chips, aiming to compete with NVIDIA in the artificial intelligence computing infrastructure se
-
Intel shares rise 4% on report of SK Hynix considering leasing its Ohio chip facility or forming a supply agreement
Intel's stock surged after a Reuters report indicated SK Hynix is in talks to manufacture memory chips on U.S. soil, potentially by leasing part of Intel's $28 billion Ohio chip manufacturing facility
-
Yahoo Finance Analysis: TSMC's Q2 revenue increased by 36% year-over-year, with a gross margin of 68%. August revenue grew by 53.3%, and the full-year guidance was raised to over 40% growth.
Yahoo Finance analysis indicates that TSMC (TSM) reported a 36% year-over-year increase in Q2 revenue, reaching $40.2 billion, with a gross margin of 67.7%. The company's August monthly revenue surged
-
Ahead of the Federal Reserve's decision, the US 10-year government bond yield fell below 5%; Intel rose over 1%, and SK Hynix gained 3%.
The market widely expects the Federal Reserve to raise interest rates by 25 basis points after its policy meeting on Wednesday. Brent crude futures fell to $107 per barrel, influenced by a pullback in
-
Intel is most actively traded in premarket on report of SK Hynix talks for US memory chip manufacturing; SK Hynix denies decision
Intel (INTC) is the most actively traded stock in the premarket after Reuters reported that SK Hynix is in talks with the chipmaker about a deal that would see it manufacture memory chips in the US fo
-
SK Hynix is reportedly in talks with Intel to build a memory chip plant in the US; SK Hynix denies any plans have been finalized.
SK Hynix, a South Korean memory chip giant, is in talks with Intel to produce RAM chips in the United States for the first time, Reuters reported, citing anonymous sources. Options under discussion in
-
Dow Rises Ahead Of Likely Fed Hike And Warsh Comments; Intel, SK Hynix Jump
Futures for the Dow Jones Industrial Average and other major stock indexes traded higher Wednesday as Wall Street braced for a likely Federal Reserve rate hike and Fed Chair Kevin Warsh's press confer
-
Intel's stock rises as investors hope memory chips can mark the next step in its turnaround
Intel's stock is rising as investors are optimistic that memory chips could be a key factor in the company's turnaround.
-
SK Hynix denies US production rumors linked to Intel
SK Hynix stated on Wednesday that no decisions have been made regarding potential cooperation with Intel or plans to produce memory chips in the United States. This statement refutes an earlier Reuter
-
SK Hynix: No Confirmed Plans for Talks with Intel on U.S. Memory Chip Production
SK Hynix: No Confirmed Plans for Talks with Intel on U.S. Memory Chip Production
-
SK hynix in talks with Intel over potential US memory production agreement
SK hynix is in talks with Intel over a potential agreement to manufacture memory chips in the US for the first time, Reuters reported Wednesday, citing multiple sources. One option involves SK hynix l
-
Intel CEO Pat Gelsinger: We are supporting new specialized chips that can deliver equivalent performance to GPUs at 1/10 to 1/15 the power consumption in specific AI inference scenarios.
Intel CEO Pat Gelsinger recently revealed at an industry summit that Intel is supporting new specialized chips (such as SambaNova, Cerebras) based on dataflow architecture and wafer-scale solutions. I
-
Intel CEO Pat Gelsinger: Intel 18A process is in full production, and 14A process will begin production in Q1 next year.
Intel CEO Pat Gelsinger recently confirmed at an industry summit that the company has made significant progress in its process technology, with Intel 18A process now in full mass production and Intel
-
Intel CEO Pat Gelsinger: AI Era CPU Demand Far Exceeds Supply, Currently Meeting Only About 50% of Demand from Frontier Customers
Intel CEO Pat Gelsinger recently stated at an industry summit that with the rapid expansion of AI agents, CPU demand has far exceeded Intel's current supply capacity, and the company can currently onl
-
Micron Technology has launched the world's first 512GB DDR5 RDIMM memory module, enabling single-server capacity to exceed 12TB and reducing power consumption by over 60%.
Micron Technology announced on September 15 that it has successfully completed the demonstration and validation of the world's first 512GB DDR5 RDIMM memory module, and has tested it on multiple serve
-
AMD's Q2 Data Center Revenue Surges 107% to $6.72B, Securing Multi-Gen AI Deals with OpenAI & Meta, While Intel's Foundry Posts $2.1B Loss
AMD's Data Center segment revenue reached $6.72 billion in Q2 2026, marking a 107% year-over-year increase, driven by strong demand for EPYC and Instinct products. The company also secured multi-gener
-
U.S. 10-year government bond yields surpassed 5%, reaching a new high for 2023. AI concerns dragged down U.S. equities, and Asian stock futures generally fell.
U.S. 10-year government bond yields briefly surpassed 5% for the first time since 2023, driven by inflation concerns. Meanwhile, ongoing worries about the pace of AI development led to a decline in U.
-
Yahoo Finance Analysis: Intel Stock Soars 318% in the Past Year, Analysts See Potential to Reach $150 by 2027, Becoming a Decade's Tech Stock Comeback Story
Yahoo Finance analysis indicates that Intel's stock price has surged by 318.29% over the past year to $102.94. Its second-quarter revenue reached $16.128 billion, with Data Center and AI revenue incre
-
Yahoo Finance analysis: Intel's market cap could reach $900 billion by 2030, up 65% from current levels, driven by 'high teens' annual revenue growth in server CPU market.
Investment bank Piper Sandler rates Intel 'neutral' with a $110 price target, but expects the company to achieve 'high teens' annual revenue growth through 2030. This growth is anticipated to be fuele
-
Nvidia's Vera Server CPU Enters Full Production, Expected to Hit $20 Billion Sales This Year and Double Next Year, Posing Threat to AMD and Intel
Nvidia's Vera server CPU, based on Arm architecture, is now in full production and shipping to key customers. The company expects Vera CPU sales to reach $20 billion this year and double in 2027. This
-
Intel Sinks 6% as Profit Taking Hits a Parabolic Run; NVIDIA and AMD Retreat 3%
Intel shares fell 6% on Thursday, giving back part of a 188% year-to-date gain, as profit-taking hit the semiconductor sector without a fresh company-specific catalyst. NVIDIA and AMD also retreated 3
-
Intel stock surged 17.98% last week on reports of a potential 10% chip price hike, but most analysts maintain a Hold rating citing foundry turnaround not expected until 2028.
Intel (NASDAQ:INTC) stock rose 17.98% last week, adding to its 187.91% year-to-date gain, after Investopedia reported the company might raise selected PC processor prices by approximately 10%. However
-
AMD CFO raises AI chip market forecast to $3 trillion, AMD stock rises 3%; Intel sees slight gain
AMD CFO Jean Hu stated that the potential market size for AI chips could reach $2 trillion to $3 trillion by 2030, an increase from the previous estimate of $2 trillion. Boosted by this news, AMD's st
- No data
Intel
24H Trending
-
1
SoftBank Group's record $6.45 billion retail bond sale on Thursday will boost its share of Japan's corporate retail bond market to nearly 50%
-
2
Ethereum founder Vitalik Buterin tweeted a comment on the ancient Chinese philosopher Mozi, calling his thought "proto d/acc."
-
3
Ethereum founder Vitalik Buterin: Qwen 3.8 Flash model's performance is impressive, local models are expected to handle a large number of tasks
-
4
Samsung's Rainbow Robotics halts US robot shipments due to new American restrictions, plans to seek approval and US production
-
5
New Zealand's sovereign wealth fund has achieved a 14.2% annual return, ranking first globally, but its CEO warns that high returns in US equities are unsustainable.
-
6
Japanese chip material makers Resonac Holdings and Nitto Denko will invest in a US fund to seek cooperation in AI hardware.
-
7
Federal Judge Orders X and SpaceXAI to Disclose Secret Apple Agreement by Thursday in Musk's Antitrust Case
-
8
Posco International acquires US shale gas asset for $550 million
-
9
AI boom tightens MLCC supply, giving Samsung Electro-Mechanics pricing power as it begins raising prices
-
10
Lookonchain monitoring shows Garrett Jin, the largest on-chain ZEC short, is now down over $26M, holding a $51.5M short position with a liquidation price of $2,631.53.
Markets Today
Recommended Reading
