U.K. chip designer Arm is making an aggressive move into the personal computer (PC) market long dominated by Intel, as the rise of artificial intelligence (AI)-powered personal computing reshapes the industry and opens new opportunities for the company.
Intel's new CEO, Lip-Bu Tan, said on Monday that the company has a 55% share of the data centre market.
Intel Corporation NASDAQ: INTC and Shell plc NYSE: SHEL unveiled a technological collaboration on May 14, 2025, with Intel officially certifying Shell's immersion cooling fluids for use with its Xeon processors in data centers.
Intel Corporation, despite recent missteps, remains a significant player in the CPU industry with a market cap under $90 billion. The company has outperformed expectations, driven by a new CEO and strategic focus on correct decisions. Intel's strong domestic advantages and storied history present a unique investment opportunity.
Intel's struggles began in the mid-to-late 2010s due to issues with innovative production technologies, eventually impacting revenue and margins from 2021 to 2024. Despite challenges, I invested in INTC due to the potential of 18A but sold 35% of my stake after CEO Pat Gelsinger's departure. Recent business updates suggest 18A is even more promising than initially thought, prompting me to double down on my investment.
Intel (INTC) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Semiconductors, and Nvidia in particular, find themselves at the heart of the tension between the world's two biggest economies.
Intel's Q1 results were relatively weak. The rising macro risks might affect its sales and costs in the following quarters. Intel remains a SELL for us right now.
Intel reported better-than-expected Q1 earnings despite no revenue growth, with adjusted EPS of $0.13 and revenues of $12.7B, beating estimates. Intel's restructuring is ongoing: the chipmaker sold a majority stake in Altera and focuses on core processor manufacturing for consumer and Data Center markets. Generative AI spending trends heavily work in favor of the chip-making industry.
Despite solid traction in the AI PC market and portfolio expansion, INTC's growth prospects are affected by stiff competition, high debt levels and geopolitical volatility.
Trading near its 52-week low around $20, Intel NASDAQ: INTC presents a seemingly inexpensive investment in the semiconductor sector as we near the middle of 2025. This low valuation, however, clashes with Intel's analyst community's cautious consensus rating and a weak financial outlook following a better-than-expected first quarter.
Intel shareholders on Tuesday approved a company measure aimed at topping up share reserves to attract and retain new employees and compensation for new CEO Lip-Bu Tan.