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Intel
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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
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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
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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
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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.
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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
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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
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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
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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
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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
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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
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Intel shares are up almost 5% premarket
Intel shares are up almost 5% premarket
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Intel PC CPUs are expected to see another price increase of approximately 10% on October 5, 2026, and the company plans to discontinue low-margin product lines to improve profitability.
According to supply chain sources cited by Taiwan's Commercial Times, this will be Intel's third price hike since late 2025. Meanwhile, Intel CEO Pat Gelsinger is reviewing the low-margin Small Core p
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Yahoo Finance Analysis: NVIDIA's gains lag as AMD and Intel shares rise 4.7% and 4.5% respectively on September 4th. Analysts suggest AI investments may be expanding beyond NVIDIA.
Yahoo Finance analysis points out that on September 4, AMD's stock price rose by 4.7%, Intel's by 4.5%, while NVIDIA only increased by 0.8%. This single-day performance difference may indicate that in
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NVIDIA's Vera Rubin GPU Delivers 4,000 TFLOPS, Widening Lead as Huawei's Top Chip (Ascend 910C) Delivers Less Than Half of NVIDIA's 3-Year-Old H200; Q2 Revenue Jumps 105.85%
NVIDIA's latest Vera Rubin GPU is in full production, offering 4,000 TFLOPS of FP16 compute performance. This significantly outpaces Huawei's best AI chip, the Ascend 910C, which delivers approximatel
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Mizuho lowers Intel's price target from $109 to $92, but remains bullish on its AI business.
Mizuho lowered its price target for Intel (Intel) on September 3, but the firm's report was more bullish on Intel's business than the price target suggested. Mizuho noted that Intel benefits from mult
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Analysts predict Intel's EPS will grow tenfold to $20 by 2031, with the stock price doubling to $200, driving a more than 7% increase in its share price this week.
Intel's stock price rose over 7% this week after an analyst report highlighted the chipmaker's significant growth potential in the artificial intelligence (AI) sector. Trip Chowdhry, an analyst at Glo
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Intel shares rose 4% on Friday, with NVIDIA and AMD also moving higher, as chip stocks defied rising interest rate hike expectations.
Intel shares rose 4% to $95.41 in early Friday trading, NVIDIA gained 2% to $232.37, and AMD advanced 3% to $471.05. The iShares Semiconductor ETF (SOXX) climbed 3% overall to $517.91, outperforming t
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Elon Musk reposts Intel board member Lip-Bu Tan's tweet, stating Agentic AI is reshaping cybersecurity and highlighting Intel's and CrowdStrike's combined hardware and cloud-native security intelligence
Elon Musk reposts Intel board member Lip-Bu Tan's tweet, stating Agentic AI is reshaping cybersecurity and highlighting Intel's and CrowdStrike's combined hardware and cloud-native security intelligen
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Yahoo Finance analysis: If a market crash occurs, the author would buy Space Exploration Technologies and Intel, citing strong AI-related growth for both
A Yahoo Finance analysis suggests that in the event of a market downturn, the author would consider investing in Space Exploration Technologies (SpaceX) and Intel. The analysis highlights SpaceX's rob
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Analyst Favors Intel Over Palantir for Rest of 2026, Citing INTC's 142% YTD Gain and 32 Upward EPS Revisions
Despite Palantir's Q2 revenue jumping 92.8% year-over-year to $1.94 billion with adjusted EPS of $0.41, an analyst suggests Intel is a stronger pick for the remainder of 2026. Intel's stock has gained
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Intel CFO says Ohio fab construction to accelerate; CEO previously subscribed to $12 million in stock.
Intel CFO David Zinsner stated at the Deutsche Bank Technology Conference on August 26 that the company will accelerate the construction of its Ohio wafer fab, aiming for completion in 2028 or 2029, a
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SK Hynix is reportedly evaluating Intel Foundry's HBM base die solution, potentially starting with HBM4E to reduce costs; the company responded that some of the content is inconsistent with the facts.
According to the Korean newspaper The Herald Business, SK Hynix plans to diversify its supplier base by entrusting Intel with the production of the Base Die for its high-bandwidth memory (HBM) startin
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Taiwanese prosecutors are investigating Unimicron, a major supplier to giants like NVIDIA, for allegedly relabeling China-made parts.
Unimicron, a leading global manufacturer of chip substrates and printed circuit boards and a key supplier to NVIDIA, Intel, Google, and Amazon, is under investigation by Taiwanese prosecutors. The com
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NVIDIA projects its CPU sales to more than double by fiscal year 2028, challenging AMD and Intel.
NVIDIA CFO Colette Kress stated that the company expects CPU sales to reach $20 billion in fiscal year 2027 and anticipates this figure to more than double in fiscal year 2028. This forecast poses a c
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Bloomberg Markets: Buyers Face Steep Losses After Massive Stock Sales by Meta, Google, and Intel
Bloomberg Markets: Buyers Face Steep Losses After Massive Stock Sales by Meta, Google, and Intel
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Intel's (INTC) 5-year credit default swap widens to a record high of 123.5 bps, on track for its biggest one-day move since October 2022, according to Markit data.
Intel's (INTC) 5-year credit default swap widens to a record high of 123.5 bps, on track for its biggest one-day move since October 2022, according to Markit data.
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US tech firms' debt protection costs hit record highs amid profit concerns
Costs to protect the debt of numerous US technology heavyweights against default surged to fresh record highs on Friday. This was spurred by disappointing quarterly reports from Intel Corp. and Amazon
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Jim Cramer: Intel's Performance Dashes Hopes for a Quick Tech Rebound
Jim Cramer: Intel's Performance Dashes Hopes for a Quick Tech Rebound
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Alphabet, Amazon, and Intel shares plunge after Q3 results, raising AI spending concerns; Alphabet sees worst day on record
Alphabet (Google's parent company), Amazon, and Intel shares plunged following their latest quarterly results, which deepened investor jitters over mounting capital spending on AI and delayed returns.
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Amazon is down 7% in premarket trading, and Intel has plunged 25% after their earnings reports missed expectations and AI spending raised investor concerns.
Amazon and Intel shares fell sharply in premarket trading on Friday after both companies reported disappointing September quarter results. Amazon's third-quarter revenue and profit were below expectat
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CNBC analysis suggests that Intel's stock may continue to fall after its significant decline, but selling now would not recover losses.
CNBC analysis suggests that Intel's stock may continue to fall after its significant decline, but selling now would not recover losses.
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Intel shares fell over 15% in after-hours trading, as the slowdown in the PC market is expected to persist until 2027.
Intel shares fell over 15% in after-hours trading, as the slowdown in the PC market is expected to persist until 2027.
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Intel shares fell over 15% in after-hours trading, as the slowdown in the PC market is expected to persist until 2027.
Intel's stock price fell over 15% in after-hours trading on Thursday after the company released its third-quarter earnings report and warned investors that the slowdown in the PC market would continue
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Intel's stock plunged 20% in after-hours trading due to a weak fourth-quarter forecast driven by a slowdown in the PC market.
Intel shares plunged 20% in after-hours trading on Thursday after the company issued a weak fourth-quarter outlook, attributing it to the ongoing softness in the global PC market. Intel expects adjust
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Intel Corp.(INTC) Q3: EPS 0.52 USD (above forecast), Revenue 16.51B USD (below forecast)
Intel Corp.(INTC) Q3 EPS: 0.52 USD; Forecast 0.41 USD Revenue: 16.51B USD; Forecast 16.56B USD Reporting period: 2026 Q3 (period ended 2026-09-27) Release date: 2026-10-29
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Intel will acquire quantum startup Classiq for approximately $2.3 billion, Bloomberg reported.
Intel will acquire quantum startup Classiq for approximately $2.3 billion, Bloomberg reported.
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Intel announced a partnership with Classiq to jointly build a full-stack quantum computing platform.
Intel announced a partnership with Classiq to jointly build a full-stack quantum computing platform.
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NVIDIA, Intel, and AMD have prepaid over $5 billion to secure high-end IC substrate capacity.
According to Taiwan's Economic Daily, tech giants NVIDIA, Intel, and AMD have collectively prepaid over NT$100 billion (approximately US$5 billion) to high-end IC substrate manufacturers in Taiwan. Th
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Intel Executive: Chips to "Grow Taller" with 3D Stacking by 2045, But Equipment Bottlenecks Severe, Global Capacity Only Enough to Double
Intel's head of technology recently stated that by 2045, chips will continue to evolve towards three-dimensional stacking, with transistors, interconnects, and chip-to-chip connections all stacking up
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Malaysian chip design company SkyeChip joins SoftBank-backed Japanese AI memory project
Malaysian chip design company SkyeChip has joined a SoftBank-backed Japanese AI next-generation memory development project, which also involves Intel. SkyeChip will play a role in this project.
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Intel's first major structural truss has been installed at its Ohio chip factory, but the project is at least five years behind schedule, with completion expected in 2030 and no major external customers announced yet.
Intel's first major structural truss has been installed at its Ohio chip factory, but the project is at least five years behind schedule, with completion expected in 2030 and no major external custome
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NVIDIA GTC Berlin kicks off today, with Jensen Huang scheduled to deliver a keynote speech on October 21.
NVIDIA GTC Berlin will take place from October 20 to 22, with CEO Jensen Huang delivering a keynote speech at 11 AM local time on October 21. Amid ongoing debate about AI investment returns and market
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Intel CEO says contract chip business needs 'strong' government support
Intel's chief executive stated in an exclusive interview with Nikkei that while the Trump administration has no policy to interfere with Intel's business strategy via its minority stake, White House b
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Goldman Sachs warns the AI industry faces a funding bottleneck, with cloud giants potentially needing to issue $400 billion in debt next year.
Goldman Sachs' latest estimates, as reported by Wall Street News, indicate that hyperscale cloud giants' capital expenditure will reach $1.2 trillion by 2027, while operating cash flow for the same pe
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Europe's most valuable company, ASML, expects AI demand to outstrip supply for at least two more years.
ASML, Europe's most valuable company by market capitalization, stated that customers including TSMC and Intel are experiencing "very, very strong demand," and expects AI demand to continue to outstrip
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TSMC and Intel supplier Qnity adopts "local-for-local" strategy, sourcing over 70% of raw materials regionally
Qnity, a leading supplier of semiconductor chemicals and materials, is implementing a "local-for-local" strategy. This involves positioning manufacturing facilities closer to customers and sourcing mo
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Broadcom is seeking to raise over $50 billion from investors including Blackstone, while Intel raised approximately $20 billion in August.
Broadcom is seeking to raise over $50 billion from investors such as Apollo Global Management and Blackstone for custom AI chips for OpenAI, while warning of capital bottlenecks in the AI industry. In
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Intel and Broadcom CEOs Warn: Capital Crunch Could Be the Biggest Bottleneck for AI Development
CEOs of Intel and Broadcom warn that access to capital could become a major constraint on the AI boom, even as demand for computing infrastructure continues to outstrip supply. Broadcom CEO Hock Tan s
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Intel
24H Trending
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Meta rose 3.01% from its previous close, now trading at $630.935.
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ZachXBT: Axis Robotics insiders dumped approximately 42 million AXIS tokens, causing a 40% crash; project team attributes it to OTC counterparty default.
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Israel continues its attacks on Gaza, with the Gaza Ministry of Health stating that dozens have died while awaiting permission to leave, renewing calls to open the Rafah crossing.
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New ECB staff estimates show bond yield rise cutting 2027-28 growth by a cumulative 100 BPS and inflation by 90 BPS vs Sept baseline.
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Iranian President Pezeshkian stated that Iran is ready to expand cooperation with Turkey to serve common interests and enhance regional security.
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Event prediction platform Kalshi completes $1 billion funding round, reaching a valuation of $40 billion, with non-sports revenue run rate exceeding $1 billion.
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ECB's Cipollone: Europe to move to T+1 securities settlement on 11 October 2027; Eurosystem expands tokenised finance infrastructure
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Binance hacker finishes dumping UNI, ENA, PEPE, LINK, AAVE, ONDO, WLD for 70,480 ETH ($158.25M)
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DBS Hong Kong to launch DBS Vantage Card, Hong Kong's first Visa Infinite Privilege Card
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onXRP Team to Launch New Trading Method on XRP Ledger Next Week
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