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Intel has joined the AI infrastructure party, but that doesn't make its stock a buy.
China’s ChangXin Memory Technologies (CXMT) soared more than 500% in its Shanghai debut on Monday, becoming the country’s most valuable listed company by market capitalization. Asia’s Biggest IPO Delivers Massive Debut Gain CXMT raised 57.92 billion yuan ($8.55 billion) after pricing its IPO at 8.66 yuan ($1.28) per share, making it Asia’s biggest public offering so far this year. The stock surged more than 531% to around 54.60 yuan ($8.06), valuing the Hefei-based chipmaker at about 3.68 trilli
Intel (NasdaqGS:INTC) has signed a memorandum of understanding with Lens Technology focused on through glass via (TGV) advanced packaging. The collaboration targets next generation AI hardware, including AI PCs, data center chips, embodied AI robotics, and edge computing platforms. The agreement centers on potential joint work in TGV processes and high precision manufacturing to support Intel’s foundry and advanced packaging offerings. For investors tracking Intel, this development comes...
Weak handset revenue is masking a big opportunity in other markets.
Ethics filings cited by the report showed Trump’s personal accounts started buying Intel shares in March, after the stake announcement boosted the stock.
Intel's turnaround is gaining momentum after a blowout Q2, but its valuation leaves little room for error. AI leaders like Nvidia still offer a more attractive long-term risk-reward profile.
When struggling companies turn to Washington for help, the government typically offers loans or other financial assistance. President Donald Trump said he took a different approach with Intel Corp. (NASDAQ:INTC) — one he claims generated tens of billions of dollars...
Mobileye beat second-quarter expectations while raising full-year guidance, but shares plunged roughly 15% after founder and CEO Amnon Shashua announced he is stepping down once a successor is named.
Intel Corporation exceeded analysts' expectations for Q2 revenue and earnings on July 23. Not including one payment, FCF was positive. So, INTC looks cheap. Shorting out-of-the-money puts provides high yields.
As AMD expands its AI ecosystem through a strategic partnership with Anthropic, investors have another reason to keep the stock on their radar.
Intel Corp. is targeting a staggering $100 billion market for custom artificial intelligence silicon, leveraging its robust x86 computing franchise and advanced manufacturing network as global AI demand skyrockets. The Custom Silicon Push During Intel’s second-quarter 2026 earnings call, CEO...
The Trump administration's equity stakes—from Intel to quantum startups—appear in no budget document and are subject to no watchdog.
Intel Corporation (NASDAQ:INTC) had its best quarter in nearly 15 years. The firm made $16.1 billion in sales, up 25% from a year ago, way more than the $14.42 billion analysts expected. Adjusted profit came in at 42 cents a share, double the 21 cents Wall Street expected. The stock jumped about 4-5% after hours. […]
Intel Corp reported better-than-expected second-quarter results on Thursday, but warned that supply constraints across the AI ecosystem remain severe, with shortages expected to persist for the foreseeable future. AI Infrastructure Bottlenecks Persist Intel said the industry continues to face severe...
Nvidia dominated AI chips, AMD rewarded shareholders, and Intel's surprising rally came from an entirely different story.
I have covered Intel's turnaround story across multiple articles — the layoffs, the 18A yield progress, the management restructuring, the foundry ambitions, just to name a few. Each piece and story added to the mosaic. But nothing validated the thesis like July 23 evening's Q2 results. Intel ...
For much of the generative AI boom, GPUs have dominated discussions around AI infrastructure as companies raced to build large language models, with Nvidia Corp. emerging as the biggest beneficiary, while CPUs took a back seat. On Thursday, Intel Corp.’s...
Arm just scored a major AI server win, strengthening its long-term growth story and putting ARM stock back in focus.
Intel's revenue remains roughly flat over eight quarters, while IonQ's has grown more than fivefold since mid-2024.
ASML Holding’s share price has surged over the past few years and now sits in a zone where recent valuation checks suggest the stock no longer looks like a clear bargain, even as strong industry demand and high profile customer wins keep expectations elevated. ASML Holding has returned about 150% over the past 3 years, which puts extra focus on whether current buyers are paying a full price for that success. Progress in High NA EUV adoption at customers like Intel can support high...
It’s peak earnings season, and investors could be forgiven for wanting an escape hatch. Corporate America is delivering solid results, but it’s not helping stocks. Last night, chip maker Intel’s quarterly results blew past Wall Street estimates.
<body><p>STORY: U.S. stocks ended mixed on Friday, with the Dow gaining just under half a percent, the S&P 500 virtually flat and the tech-heavy Nasdaq sliding nearly two-thirds of a percent.</p><p>The S&P 500 technology index underperformed the broader market as chip stocks fell, with Intel dropping nearly 8% despite forecasting quarterly profit and revenue above Wall Street estimates.</p><p>Enthusiasm for the AI trade weakened after Alphabet's announcement earlier this week of a plan to hike capital spending even as it burns cash.</p><p>Richard Reyle, chief investment officer at Questar Capital Partners, said that as a result investors are rotating into what he called "safer parts of the market."</p><p>"Pharmaceuticals have been flying, and that's been, I think, where we see the rotation of the market right now. [FLASH] You look at the iShares, pharmaceutical fund, it's big components that are J&J and Eli Lilly, they're at all-time highs. And they're still relatively not super expensive stocks. So I think that's a place that can be bought and held. And of course, energy. Exxon's going to announce earnings next week. I bet they're going to be a blockbuster and they're going to continue to be because they make money at $60 a barrel. At $100 a barrel, forget about it. They do very well."</p><p>The S&P 500 real estate sector also outperformed during the session. Its leading gainer was Digital Realty Trust, which rallied 11% after it raised its full-year forecast for funds from operations.</p><p>Among other gainers, shares of SLB climbed 11% after the oilfield services firm beat expectations for second-quarter profit.</p><p>Investors now turn their attention to quarterly results next week from Magnificent 7 megacaps Microsoft, Amazon, Meta and Apple.</p></body>
Today, July 24, 2026, shares fell almost 8% as strong premarket momentum evaporated as investors refocused on increasing capex plans.
