Intel Corporation (INTC)
TCW Relative Value Large Cap Fund Q3 2025 Sectors And Securities
All sectors in the Russell 1000 Value were in the positive save for Consumer Staples. Portfolio stock selection was a positive (+240 bps) in the quarter led by Intel (INTC), Seagate Technology (STX), and Tapestry (TPR). Fiserv (FI), Intercontinental Exchange (ICE), and IBM (IBM) were the weakest performers in the quarter.
Intel comes under pressure to win foundry customers
CNBC's Deirdre Bosa reports on news regarding Intel.
Musk plans Tesla mega AI chip fab, mulls potential Intel partnership
CEO Elon Musk on Thursday said Tesla probably will have to build "a gigantic chip fab" to make artificial intelligence chips and publicly mused the EV maker could work with Intel.
What Could Spark Intel Stock's Next Big Move
Intel (INTC) has seen well documented struggles in recent years—ranging from manufacturing setbacks to market share losses in the CPU space and struggles with ramping up its foundry business.
Intel Stock: Is The Turnaround Finally Real?
Intel has improved its cash position with investments from the US Government, Nvidia, and SoftBank, but core profitability challenges persist. Q3 2025 results exceeded estimates, with revenue and EPS beats, though foundry losses remain and future profitability hinges on ramping 18A/14A technologies. Guidance for Q4 points to year-over-year declines in sales and margins, reflecting ongoing challenges despite recent operational improvements.
Intel's SambaNova Play Isn't an Acquisition, It's an Ambush
Recent reports that Intel Corporation NASDAQ: INTC is in early discussions to acquire artificial intelligence (AI) chip designer SambaNova Systems have ignited speculation across the market.
Did You Miss Intel's $100 Billion Gift?
Despite its well-documented struggles in recent years—ranging from manufacturing setbacks to market share losses in the CPU space—Intel has historically been a generous steward of shareholder capital.
Intel reportedly in talks to acquire AI chipmaker SambaNova Systems
Intel Corp (NASDAQ:INTC, ETR:INL) is in preliminary discussions to acquire SambaNova Systems, an AI chip startup focused on custom processors, systems, and clouds optimized for AI inference workloads, according to Bloomberg News, which cited sources familiar with the matter. SambaNova, founded in 2017 in California, has shifted its focus from training large AI models to inference optimization, a move that aligns with Intel's growing AI strategy.
Intel: Bullish As Fundamentals Are Finally Detached From Price Action
I see a clear disconnect between share price and fundamentals, with the stock up 75% since the US government took a stake in the company. Q3 2025 results beat expectations (as they did for the last 4 quarters), with revenue at $13.7B and gross margins up 400 bps. INTC's foundry progress, upcoming Panther Lake and Nova Lake CPUs, and AI-focused Crescent Island GPU offer long-term potential, but near-term catalysts are limited.
Gloo, with former Intel CEO Gelsinger as tech head, seeks nearly $900 million valuation in IPO
Gloo Holdings, a religious-oriented technology firm, is seeking a valuation of up to $873.4 million in its U.S. initial public offering, the company said in a filing on Thursday, underscoring a strong momentum for fresh offerings.
Surging Earnings Estimates Signal Upside for Intel (INTC) Stock
Intel (INTC) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Intel (INTC) is a Great Momentum Stock: Should You Buy?
Does Intel (INTC) have what it takes to be a top stock pick for momentum investors? Let's find out.
