Intel Corporation (INTC)
Yes, AI Is A Bubble - Why Nvidia Will Still Be The Last One Standing
Nvidia Corporation is poised to benefit massively from blockbuster deals with Intel and OpenAI, expanding its addressable market and recurring revenue streams. The INTC partnership enables NVDA to enter the x86 CPU market and offer integrated AI-optimized CPU-GPU solutions, boosting data center and PC revenues. NVDA's $100B investment with OpenAI introduces an infrastructure-as-a-service model, adding high-margin, predictable subscription revenue to its business.
Intel: The Smart Money Is Piling In, Buy On Pullbacks
Intel's business turnaround is still a work in progress, but raising $16B in equity capital and forming key strategic partnerships has shifted the narrative around INTC stock. As I see it, Intel's unique position as the only scaled semiconductor manufacturer in the Western Hemisphere is attracting pivotal investments and partnerships amid elevated geopolitical risks. The Nvidia partnership expands INTC's addressable market by $100B, with custom x86 CPUs for AI and integrated SOC solutions for the PC market now under co-development.
Intel has been left behind by the AI revolution, says Jim Cramer
CNBC's Jim Cramer discusses the day's market action after stocks closed lower for a third day in a row.
Intel Shares Jump 6% After Reportedly Approaching Apple For Possible Investment
Intel has reached out to other unspecified companies about potential investments and partnerships, according to Bloomberg.
Book Profits In Intel Stock After 25% Surge?
Intel (INTC) shares have increased by 6.4% in just one day. The stock also remains up by about 25% since mid-September.
Intel approaches Apple for investment, but its true salvation lies in going private
Intel Corp (NASDAQ: INTC) is pushing higher this morning following reports that the chipmaker has approached Apple Inc (NASDAQ: AAPL) – once a major customer – for a strategic investment. The embattled semiconductor firm believes an investment from the iPhone maker will help bolster its business.
Intel Said to Approach Apple About Securing Investment
Intel has approached Apple about securing an investment in the ailing chipmaker, according to people familiar with the matter. Ryan Gould has more on "Bloomberg The Close.
Trust Stamp stock surges on company focus in Intel AI brief
T Stamp Inc (NASDAQ:IDAI, EURONEXT:AIID), doing business as Trust Stamp, shares climbed more than 42% to $4.27 in early trading on Wednesday after the company announced the publication of a Partnership Brief by Intel Corporation focused on Trust Stamp's “Protect” artificial intelligence (AI)-powered identity platform. Trust Stamp said the platform utilizes quantized AI-models optimized using Intel's OpenVino, reducing model size and latency and allowing deployment on resource-constrained environments.
Intel: Nvidia's $5 Billion Bet Rerates The Entire Story
Intel (INTC) is receiving a transformative $5 billion investment and strategic partnership from Nvidia, validating its AI platform and reigniting its turnaround story. Nvidia's stake enables joint development of custom x86 CPUs and AI PC SoCs, positioning INTC to capture high-margin revenue in data center and consumer markets. The partnership is a product development alliance, not a foundry rescue, with Nvidia still relying on TSMC for leading-edge manufacturing.
Intel Stock Explodes 25% As AI Alliance With Nvidia Confirms Trump's Chip Strategy
Intel's 25% surge underscores its pivotal role in U.S. industrial strategy, AI infrastructure, and the geopolitical tech race with China. Market distortions from hedging have masked Intel's true value, but shifting dynamics and AI demand are forcing a major reappraisal. With peers trading at multiples of Intel's valuation, upside potential remains vast as government backing and AI partnerships transform its market perception.
4 Stocks Riding a Trillion-Dollar Government Spending Spree
Tom Yeung here with your Sunday Digest . Imagine the government came knocking at your door and offered you $10 billion.
How Much Should Investors Read Into the Nvidia-Intel Deal? Here's What Analysts Think
Some investors reacted strongly—and quickly—to Nvidia's $5 billion investment in Intel, fearing stiffer competition for Arm and Advanced Micro Devices. Those initial worries appear to have subsided, but questions about how much to read into the deal remain.
