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Intel’s AI Rackscale Push And Agentic Clouds Confront Valuation Risks
Simply Wall St.113d agoneutral
Intel’s AI Rackscale Push And Agentic Clouds Confront Valuation Risks

Intel (NasdaqGS:INTC) is expanding its AI focus toward full rackscale systems and infrastructure, working with partners such as Foxconn and SambaNova. The company is supporting disaggregated, agentic AI inference clouds, highlighted by a joint rackscale inference demo at Computex. New alliances with Siemens and Hitachi, plus PC collaborations and the Vector Core Compute platform, aim to address enterprise AI and inference workloads. Intel, traded as NasdaqGS:INTC, has long been known for...

AMD Is Up 55% in a Month and Trouncing Intel. Should Intel Stockholders Switch to AMD Now?
24/7 Wall St.113d agoneutral
AMD Is Up 55% in a Month and Trouncing Intel. Should Intel Stockholders Switch to AMD Now?

Shares of Advanced Micro Devices (NASDAQ:AMD) are pulling back slightly midday Thursday, but the stock’s run over the past month has been historic. AMD stock is up 55% over the past month, compared with just 17% for Intel (NASDAQ:INTC) stock. That kind of gap raises a fair question for Intel’s loyal shareholders. Should Intel stockholders ... AMD Is Up 55% in a Month and Trouncing Intel. Should Intel Stockholders Switch to AMD Now?