Intel Corporation (INTC)
Intel: Be On The Safe Side And Trim (Rating Downgrade)
Intel Corporation has experienced a volatile five years, but recent government and Nvidia investments have driven a 60% stock price surge. NVDA's collaboration and equity stake offer optimism for INTC's turnaround, though the partnership excludes Intel's foundry manufacturing for Nvidia's core chips. Despite positive developments, INTC's current valuation exceeds the Nvidia deal price by 55%, prompting caution and profit-taking.
Intel's stock extends its gains on hopes AMD could go from rival to partner
Intel has been the beneficiary of recent financial investments, but a report indicates it's in talks to book AMD as a manufacturing customer.
Intel's Comeback Is Just Getting Started (Rating Upgrade)
Intel Corporation is upgraded to a Buy, reflecting renewed optimism after a 67% YTD rally and strategic progress. Recent CHIPS Act funding, SoftBank and Nvidia investments, and major partnerships provide critical capital and validation for INTC's turnaround. Intel's 18A and 14A foundry processes, plus collaborations with Nvidia, Microsoft, and Apple, position INTC as a Western semiconductor leader.
Qualcomm promises it can be an AI winner. But does it know what Nvidia and Intel do?
Qualcomm shares may have more growth potential than the market is currently pricing in —but some big hurdles lie ahead.
Intel is one of the hottest chip stocks this year. Here's where things stand now.
Intel's stock has rallied on growing enthusiasm for a turnaround, but there are still questions about how quickly that can manifest.
Why Would Anyone Bet Against Intel's Red-Hot Stock Right Now?
Not long ago, it was hard to find people who were excited about Intel's stock.
Yes, AI Is A Bubble - Why Nvidia Will Still Be The Last One Standing
Nvidia Corporation is poised to benefit massively from blockbuster deals with Intel and OpenAI, expanding its addressable market and recurring revenue streams. The INTC partnership enables NVDA to enter the x86 CPU market and offer integrated AI-optimized CPU-GPU solutions, boosting data center and PC revenues. NVDA's $100B investment with OpenAI introduces an infrastructure-as-a-service model, adding high-margin, predictable subscription revenue to its business.
Intel: The Smart Money Is Piling In, Buy On Pullbacks
Intel's business turnaround is still a work in progress, but raising $16B in equity capital and forming key strategic partnerships has shifted the narrative around INTC stock. As I see it, Intel's unique position as the only scaled semiconductor manufacturer in the Western Hemisphere is attracting pivotal investments and partnerships amid elevated geopolitical risks. The Nvidia partnership expands INTC's addressable market by $100B, with custom x86 CPUs for AI and integrated SOC solutions for the PC market now under co-development.
Intel has been left behind by the AI revolution, says Jim Cramer
CNBC's Jim Cramer discusses the day's market action after stocks closed lower for a third day in a row.
Intel Shares Jump 6% After Reportedly Approaching Apple For Possible Investment
Intel has reached out to other unspecified companies about potential investments and partnerships, according to Bloomberg.
Book Profits In Intel Stock After 25% Surge?
Intel (INTC) shares have increased by 6.4% in just one day. The stock also remains up by about 25% since mid-September.
Intel approaches Apple for investment, but its true salvation lies in going private
Intel Corp (NASDAQ: INTC) is pushing higher this morning following reports that the chipmaker has approached Apple Inc (NASDAQ: AAPL) – once a major customer – for a strategic investment. The embattled semiconductor firm believes an investment from the iPhone maker will help bolster its business.
