In the most recent trading session, Intel (INTC) closed at $37.17, indicating a +1.59% shift from the previous trading day.
Over the course of this year, the Trump administration has built a portfolio of strategic corporate holdings, with direct ownership stakes in several major companies.
Intel's 88% stock surge sparks debate as new AI chips, fresh funding and leadership shifts collide with margin and China headwinds.
Intel (INTC) is experiencing renewed investor interest due to rumors of AMD becoming a foundry customer and strong institutional support. INTC's transformation into a US-based foundry is backed by government and Nvidia investments, but fundamentals remain fragile and financials are weak. Valuation is stretched, with a forward P/E above 300x and negative free cash flow, making the stock a high-risk, news-driven bet.
When it comes to their top stories, Sam Vadas and Marley Kayden have in mind, they look ahead to the high probability that markets won't get Friday's important jobs report and discuss what it means for price action. As for today's session, Marley talks about the possibility of an Intel (INTC) and AMD Inc. (AMD) relationship while Sam turns to Tesla (TSLA) and Alibaba's (BABA) performance in China.
Intel (INTC) shares are trading at their highest level in 18 months, with the latest gains sparked by a report the company is in early-stage talks to manufacture chips through its foundry business for rival Advanced Micro Devices (AMD).
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 has been the beneficiary of recent financial investments, but a report indicates it's in talks to book AMD as a manufacturing customer.
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.
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Intel's stock has rallied on growing enthusiasm for a turnaround, but there are still questions about how quickly that can manifest.
Not long ago, it was hard to find people who were excited about Intel's stock.