Intel Corporation (INTC)
Intel's Hiring Of Lip-Bu Tan: Time To Finish The Job
Intel's hiring of Lip-Bu Tan, an outsider, can bring in a new perspective and initiate drastic cultural changes that the company, especially the Foundry, needs to compete in the open. Michelle Holthaus's promotion to CEO of Intel Products is a sound decision. Expecting one person to manage two distinct businesses and win against their respective strong competitors is impossible. The hiring of Lip-Bu Tan and the promotion of Michelle Holthaus further confirm my belief that the Intel spin-off is inevitable; it's just a matter of when.
Intel's CEO Likely To Reject Foundry JV For Tougher Profits (Rating Upgrade)
Lip-Bu Tan's CEO role unites broad semiconductor ties with Intel Corporation's foundry ambition, aiming for Western advanced manufacturing leadership. Amid TSMC JV rumors, Intel's push to reclaim process dominance shifts away from divestment, leveraging Tan's track record in innovation. A moderate Buy for INTC stock targets $35 by FY26 (~23% annual return), contingent on cutting bureaucracy, reinvigorating culture, and executing strong foundry plans.
Intel: Poised For Turnaround With New CEO
Intel's new CEO, Lip-Bu Tan, is driving a disciplined turnaround focused on accountability, execution, and restoring Intel's tech leadership. Intel is executing an ambitious plan to regain semiconductor manufacturing supremacy with breakthroughs like the 18A node, new CPUs, and expanding its foundry business. Intel has ample cash, significant cost-cutting measures, and massive subsidies from governments and private partners, greatly reducing execution risk.
Why Intel Stock Is Soaring Today
Shares of Intel (INTC 8.36%) are surging on Monday. The company's stock had gained 6.8% at noon ET and was up as much as 8.7% earlier in the day.
Intel's new CEO Lip-Bu Tan wants to revamp chipmaking, cut jobs: report
Lip-Bu Tan, a former member of Intel's board and a vocal critic of former CEO Pat Gelsinger, will be taking the helm on Tuesday.
Intel's new CEO is putting his money where his mouth is
Lip-Bu Tan will purchase about $25 million in stock shortly after taking over as CEO, giving him immediate financial alignment with the moves he makes at Intel.
Massive News for Intel Stock Investors
Intel (INTC 1.48%) hired a new CEO, and the stock jumped by over 10% after the announcement.
INTC, NVDA and AMD Forecast – Chip Manufacturers Look to Bunce on Monday
The three microchip manufacturers in this analysis all share the same attitude: that they are looking to rise in the Monday session according to premarket trading.
Intel Stock Rises Amid Report of New CEO's Overhaul. 3 Things to Be Positive About.
The chip company's shares were gaining early Monday as more details emerge about new Chief Executive Lip-Bu Tan's plans.
Exclusive: Intel's new CEO plots overhaul of manufacturing and AI operations
Intel's incoming CEO Lip-Bu Tan has considered significant changes to its chip manufacturing methods and artificial intelligence strategies ahead of his return to the company on Tuesday, two people familiar with Tan's thinking told Reuters, in a sweeping bid to revive the ailing technology giant.
TSMC's reported pitch for an Intel foundry joint venture is a 'pipe dream,' says analyst
Ed Snyder of Charter Equity Research dismisses reports that TSMC has pitched an Intel foundry joint venture to Nvidia, AMD and Broadcom.
Opinion: Intel Made an Amazing Decision Appointing Its New CEO
In today's video, I discuss Intel (INTC 1.48%) and recent updates impacting the semiconductor market. To learn more, check out the short video, consider subscribing, and click the special offer link below.
