In the latest trading session, Intel (INTC) closed at $39.51, marking a -3.11% move from the previous day.
Intel has seen incredible rallies, with several occurrences of gains exceeding 30% within a two-month period. Significantly, the years 2011 and 2024 witnessed substantial surges, including two rallies that jumped more than 50% in short order.
Intel's AI-driven turnaround and strong funding edge out Pinterest's ad growth, making it the better portfolio pick for now.
Intel Corporation has more than doubled since my January 2025 upgrade, dramatically outperforming Nvidia and Advanced Micro Devices as its long-awaited turnaround finally shows up in the numbers. INTC's turnaround is driven by strong segment performance, margin improvement, and foundry business momentum, supporting sustained bullishness into next year. Massive cash inflows from U.S. government, SoftBank, Nvidia, Altera and Mobileye plus $4.3B of debt paydown have de‑risked the INTC balance sheet and eased leverage worries.
Intel Corporation (INTC) Presents at Barclays 23rd Annual Global Technology Conference Transcript
When the chairman of AI chip startup Rivos wanted Intel to bid for the company, he had no need to phone the chip giant. That's because the chairman of Rivos was also Intel's CEO: Lip-Bu Tan.
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?
These 12 tech companies are most vulnerable to having their business models upended by the AI revolution, according to Wedbush Securities
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.