Tag
Intel
15 articles
Intel's 220% Rally Hits Valuation Wall at $150 Target
Data center strength and the Apple foundry deal mask an 81x forward multiple that makes a year-end $150 price target a long shot.
Intel's $140 Target: Cramer's Bullish Case Built on CPU Pricing and Manufacturing Gains
Intel shares jumped 9 percent Tuesday on CPU price increase reports, High NA EUV manufacturing progress, and Trump administration signaling on government stake sales
Intel Bets on Price Over Volume: Cutting Low-Margin CPUs as Margins Trump Market Share
CEO Lip-Bu Tan is raising PC CPU prices 10 percent in October and reviewing product lines for profitability, signaling a fundamental shift away from volume-driven strategy.
Intel's 256-Core Diamond Rapids: Why 22 Chiplets and 1.28GB Cache Matter in 2027
Intel disclosed Diamond Rapids' full architecture at Hot Chips 2026, betting that 18A-P process density and 3D stacking will outpace AMD's TSMC-built EPYC Venice despite identical core counts.
Intel's Diamond Rapids: 256 Cores and a Bet on CPU Inference
Intel detailed its next-generation Xeon 7 at Hot Chips 2026, revealing a 16-chiplet design and centralizing memory I/O—a structural shift aimed at latency-sensitive AI workloads where GPUs don't pencil out.
AMD Hits 30% x86 Share Milestone as Desktop Market Crumbles
AMD's Q2 client CPU share reached 30.3%, driven by notebook gains, but desktop shipments fell more than 20% year-over-year, offsetting the win.
S&P 500 Slips From Record as Oil's 5% Jump Tightens the Rate Path
Brent crude settled at $87.72 Monday as Strait of Hormuz uncertainty returned, pulling the S&P 500 4.53 points below Friday's all-time high.
Cramer Backs Intel, Key Chip Stocks at Investing Club Review
Jim Cramer named Intel as a top holding and flagged a memory chip addition and a semiconductor breakout play at the Club's August monthly meeting.
Cramer's August Top Picks: Alphabet, Semi Equipment Stocks Lead AI Infrastructure Play
Jim Cramer named Alphabet his top stock to buy at his August Monthly Meeting, also favoring Lam Research, KLA Corp and Applied Materials on data center memory shortages.
Intel's $98B Wipeout: Weak Margins and a Dilutive Offering Deepen the Pain
Intel shares have fallen 18 percent over five consecutive sessions, erasing roughly $98 billion in market value as a $15 billion stock offering sharpens doubts about its turnaround.
Intel Drops 8% Despite Strong Guidance as AI Spending Fears Hit Nasdaq
Chip stocks led a Nasdaq selloff Friday as investors questioned the return on AI infrastructure spending, rotating into pharmaceuticals and other defensive sectors.
Intel Earnings Beat Fails to Move Nasdaq as Tech Stocks Diverge
Corporate results continue to beat expectations, but major indices show muted or negative performance as investors pick winners stock by stock.
Intel Falls on Weak Outlook; AMD, Deckers Gain After Hours
Intel dropped on a soft Q3 forecast and Boston Beer slid on a sales miss, while AMD and Deckers posted after-hours gains on strong results.
Intel Jumps 14% as AI Foundry Strategy Draws Wall Street Support
Semiconductor giant hits fourth straight intraday high as investors bet on Gaudi chips and contract manufacturing push
Intel's Pop Fuels Nasdaq Rally as Dow Slips; DOJ Clears Powell, Easing Fed Jitters
Technology shares propelled the Nasdaq Composite to a one percent gain today, fueled by a sharp rise in Intel, while the Dow Jones Industrial Average retreated amid broader market caution and key regulatory news.