Intel Corporation (INTC)
Intel vs. Advanced Micro: Which Chipmaker is the Better Buy Now?
AMD's expanding AI portfolio and strong 2025 growth outlook make it a stronger pick over INTC despite its higher valuation.
Intel Doesn't Need To Beat TSMC To Win - Nearing $20 Buy Signal
Intel Corporation is our swing trade safe haven: buy under $20, sell above $23, and hold for the 18A node catalyst into 2026. 18A node is a game-changer with GAA and backside power; it'll enable share gain on PC Client from AMD and put IFS on the map against TSMC. Valuation is attractive, with INTC stock trading at a significant discount to peers, and expectations are getting revised down making for an easier beat.
Intel Refocuses: NEX Sale and Foundry Pivot Signal New Era
Recent developments at Intel Corporation NASDAQ: INTC suggest a quickening pace in its strategic overhaul under new CEO Lip-Bu Tan. Reports emerging around May 20, 2025, indicate the semiconductor sector giant may be actively exploring a sale of its Networking and Edge (NEX) business unit.
Intel faces long road to recovery, Deutsche Bank says
Deutsche Bank has resumed coverage of Intel Corp (NASDAQ:INTC, ETR:INL) with a "Hold" rating and a $23 price target on Tuesday, citing confidence in new CEO Lip-Bu Tan's leadership but warning that the company faces a prolonged and difficult turnaround. Analysts said the chipmaker's path to re-accelerated growth under Tan will require “patience,” as execution challenges and ongoing macroeconomic and company-specific headwinds continue to weigh on performance.
Intel Is Having An Existential Crisis And Risks Losing More Market Share
Intel faces ongoing growth headwinds in client and AI data center markets, losing share to AMD and Nvidia despite new design efforts. Intel's data center market share by revenue has declined from 61% in 2021 to 11% in 2024. Recapture share may not be feasible. New CEO Lip-Bu Tan is streamlining operations, cutting costs, and refocusing on core businesses like client and data center chip design.
Intel reportedly exploring sale of networking and edge units to focus on core markets
Intel Corp (NASDAQ:INTC, ETR:INL) is considering selling its networking and edge businesses, previously grouped under its NEX division, as part of a strategic refocus under new CEO Lip-Bu Tan, according to a Reuters report. Per the report, which cited people with knowledge of the proposed sale, Intel has begun preliminary discussions with potential buyers and interviewed investment bankers to advise on the possible sale, but no formal sale process or solicitation of bids has yet been launched.
Intel: The Future Is Bright (Upgrade)
Intel's turnaround is gaining momentum under new leadership, focusing on aggressive cost-cutting, restructuring, and divestitures to streamline operations and boost profitability. Foundry growth and operating expense reduction are key catalysts for profit growth, with the U.S. chip manufacturing shift providing long-term opportunities despite current losses. Intel's cost-cutting measures, including significant layoffs, are already improving operating margins and could unlock substantial earnings power masked by restructuring efforts.
Arm Sets Sights on Intel's Turf With AI-Powered PC Push
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 says the company has 55% of the data centre market
Intel's new CEO, Lip-Bu Tan, said on Monday that the company has a 55% share of the data centre market.
Intel Makes a Cool Move With Shell, But Will Investors Warm Up?
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's Massive Layoffs Speak Opportunity
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.
With 18A, Intel Sets The Stage For A Turnaround Story
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.
