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Intel’s $9 Billion Regret: The Business Sale Haunting It Today
24/7 Wall St.116d agoneutral
Intel’s $9 Billion Regret: The Business Sale Haunting It Today

The semiconductor industry has a funny way of changing the rules just when companies think they’ve figured them out. A few years ago, the hottest chip businesses were processors and foundries. Memory was viewed as a cyclical commodity business that could swing from shortages to gluts in a matter of quarters. Fast forward to 2026, ... Intel’s $9 Billion Regret: The Business Sale Haunting It Today

Why Intel Just Got the Endorsement of a Lifetime From Two Trillion-Dollar Companies
24/7 Wall St.116d agoneutral
Why Intel Just Got the Endorsement of a Lifetime From Two Trillion-Dollar Companies

For most of the last decade, Intel (NASDAQ:INTC) was the stock you didn’t want to own. NVIDIA crushed it on AI accelerators, TSMC ate its foundry lunch, and AMD chipped away at its server franchise. I’ve been tracking this turnaround story since CEO Lip-Bu Tan took the helm, and what I’m seeing now is a ... Why Intel Just Got the Endorsement of a Lifetime From Two Trillion-Dollar Companies

Move Over, ‘Intel Inside’
The Wall Street Journal116d agoneutral
Move Over, ‘Intel Inside’

The “Intel Inside” marketing campaign made Intel a household name and a ubiquitous personal-computer chip supplier in the 1990s. These days, “Nvidia Inside” has a lot more selling power. Intel shares fell yesterday after Nvidia unveiled a new line of PC chips, and are down a further 2% in premarket trading.

Intel Expands AI Portfolio with New Infrastructure Solutions and Xeon 6+ Launch at Computex (INTC)
InvestorsHub116d agoneutral
Intel Expands AI Portfolio with New Infrastructure Solutions and Xeon 6+ Launch at Computex (INTC)

Intel Corporation (NASDAQ:INTC) introduced a range of new artificial intelligence infrastructure technologies and processor offerings at Computex 2026 in Taipei, showcasing its latest efforts to strengthen its position across AI, cloud computing and data center markets. The announcements included new rackscale AI systems, the commercial availability of Xeon 6+ processors and a series of strategic partnerships aimed at accelerating AI deployment across multiple industries.

Intel CEO Says He Wants to Capitalize on Full AI Ecosystem
The Wall Street Journal116d agoneutral
Intel CEO Says He Wants to Capitalize on Full AI Ecosystem

Intel laid out a strategy to capitalize on the latest shifts in artificial intelligence on Tuesday, reiterating its focus on the full-stack ecosystem as it looks to pull off a pivot to AI. Emphasizing value over single chips, Intel CEO Lip-Bu Tan outlined four pillars to meet modern software and hardware demands: PCs, edge and agentic AI, foundational data centers, and intelligence centers.

Even Nvidia Will Struggle to Save the PC
Barrons.com116d agoneutral
Even Nvidia Will Struggle to Save the PC

Chip stocks, led by Intel and Qualcomm fell sharply, while PC stocks, led by Dell Technologies and HP jumped. A new kind of PC, even one armed with an Nvidia chip, will be an uphill climb. Amid a memory shortage, it could hardly be a worse moment to be launching a new PC platform.

Super Micro Pushes Deeper Into AI Factories With Verda Europe Rollout
Simply Wall St.116d agoneutral
Super Micro Pushes Deeper Into AI Factories With Verda Europe Rollout

Super Micro Computer (NasdaqGS:SMCI) has introduced new AI data center solutions, including Data Center Building Block Solutions Blueprints for NVIDIA Vera Rubin. The company also released 12 new server platforms built on Intel Xeon 6+ processors, aimed at next generation AI workloads and high density deployments. Super Micro announced a large scale partnership with Verda to roll out its advanced AI systems across Europe, targeting sustainable, high performance cloud infrastructure. The new...