Intel (INTC) stock decreased by 7.4% within a single day. This recent decline indicates renewed worries about Intel maintaining its networking and communications division, but such significant drops typically prompt a more challenging question: is this weakness fleeting, or does it signify deeper issues in the narrative?
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Taiwan Semiconductor Manufacturing remains a key player in the AI boom, with an extremely constrained supply, with Scott Bessent mentioning they can meet 7% of US chip demand. Moat remains wide, with growth rates continuing to exceed expectations following clarification of tariff fears, with their expected CAGR expected to come out in the next quarter. Following Softbank's and US investments in Intel, Intel is gaining momentum for its advanced nodes, despite still being behind in technology and forced to play catch-up.
The latest trading day saw Intel (INTC) settling at $41.41, representing a +2.25% change from its previous close.
One year ago, while Nvidia's (NASDAQ:NVDA) AI-driven ascent was in full swing, we recommended reducing positions in the GPU leader and shifting towards undervalued Intel (NASDAQ:INTC)—a contrarian investment based on potential rebounds in the semiconductor sector.
Intel Corp (NASDAQ:INTC, XETRA:INL) announced that it plans to retain its networking and communications unit, NEX, after evaluating strategic options for the business. The decision comes after a period in which Intel explored selling various assets to improve its financial position.
What an incredible comeback year it's been for fallen former chip darling Intel (NASDAQ:INTC), which added to its gains last week after whispers that the firm might have a deal with Apple (NASDAQ:AAPL) to make some of its Mac chips.
I believe the whole bull case on Intel Corporation hinges on Intel Foundry winning credible tier-one external customers. This segment is the core pillar of the bears on Intel. Apple deal rumors (still unconfirmed) sparked a sharp move. Even if real, fundamental upside wouldn't show up until 2027, with Kuo citing 18AP PDK timing into Q1 2026. The 118% rally since early August seems to be led by sentiment. This is a compliment for the company, considering its poor growth prospects over the next 12 months.
Intel Corporation (INTC) Presents at UBS Global Technology and AI Conference 2025 Transcript
Intel said on Wednesday it has opted to keep its networking and communications unit in the company following a review of strategic options for the unit.
INTC jumps 8.7% on buzz of a potential Apple chip deal, but margin pressure and fierce competition loom large.
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.