Micron Technology (NASDAQ: MU | MU Price Prediction) and Intel (NASDAQ: INTC) both delivered earnings that reframed how investors think about AI silicon.
Meta (NASDAQ: META | META Price Prediction) and Intel (NASDAQ: INTC) both reported Q1 2026 results that sharpened a debate about who actually earns money from the AI buildout.
Intel (NASDAQ:INTC | INTC Price Prediction) has done the unthinkable.
SIMO's cheaper valuation and strong growth potential make it a better investment option than INTC despite both firms' solid fundamentals.
This article was written by Doug Nathman, with research by his team at Trefis.
Mad Money host Jim Cramer has been a vocal fan of shares of Intel (NASDAQ:INTC | INTC Price Prediction).
Recently, Zacks.com users have been paying close attention to Intel (INTC). This makes it worthwhile to examine what the stock has in store.
Intel‘s (NASDAQ:INTC | INTC Price Prediction) historic breakout came fast and from out of nowhere, as the chip laggard made massive leaps to win back many investors amid the AI revolution.
Semiconductor have taken a hit this week — with indices such as the Philadelphia Semiconductor Index (SOX) down 10.8%, The VanEck Semiconductor Index (SMH) (-13% over ten sessions), and the iShares Semiconductor ETF (SOXX) down 8% in a single week. Meanwhile about $1.3 trillion in semiconductor stock market value was erased, per Reuters, with Intel (down 21%), Micron (-22%), AMD (-8%) and Samsung (-7%).
The retail market remains heavily fixated on pure-play artificial intelligence GPUs, pouring capital into the same crowded trades. Meanwhile, a supply shock is quietly unfolding in the traditional data center space, creating an opportunity for investors willing to look past the obvious headlines.
The end of the Iran cease-fire could give investors a good excuse to sell AI stocks, which surged over the first half of 2026.
Shares of Intel (NASDAQ:INTC | INTC Price Prediction) are down 10% in Tuesday morning trading to $110, while Advanced Micro Devices (NASDAQ:AMD) stock is off 8% to $508.