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Intel has staged one of the most dramatic stock reversals in recent memory, but our proprietary model says the rally has outrun reality. Here is what needs to happen for the thesis to actually work.
Intel has surged past its average analyst price target after one of its biggest monthly runs in years, and now bulls and bears are locked in a standoff over whether the turnaround still has teeth or the easy money is already gone.
Micron Technology (MU) has returned about 575% over the past twelve months, against 17% for the S&P 500. The past three months added about 4%, so the run has flattened. At a price near $1,100, you would be buying the record profit that boom produced, and contracts that will cap the price of much of Micron's memory once its planned deals are signed.
IonQ tested a quantum error-correction decoder on a standard CPU with as little as 0.02% execution overhead.
Move over Meta Platforms — SpaceX has a consumer AI agent, too. Bloomberg reported that SpaceX’s Grok Bot agent topped 400,000 weekly users a month after launch, citing a company presentation. SpaceX didn’t respond to a request for comment about the numbers.
SK Hynix is exploring something it has never done before: manufacturing memory chips in the United States. Reuters reported on September 16 that the Korean memory giant is discussing several possibilities with Intel Corporation (NASDAQ:INTC), including leasing part of Intel’s long-delayed Ohio complex or forming a venture involving Intel and large cloud customers. SK Hynix […]
Former Intel CEO Pat Gelsinger is backing a startup that thinks AI’s next bottleneck is not the accelerator. It is everything waiting for data to arrive. Delos Data announced on September 15 that it raised more than $100 million to develop networking chips and software for increasingly heterogeneous AI data centers. Playground Global, where Gelsinger […]
Intel sold control of Altera last year. Now the programmable-chip company is heading back toward the public market just as AI gives investors a new reason to care about FPGAs. Altera said on September 15 that it confidentially filed for a U.S. IPO. Reuters previously reported that the offering could raise more than $2 billion. […]
ASML commands a near-monopoly on essential chipmaking equipment with a 29% net margin and strong cash flow, while Intel navigates a turnaround with negative earnings and government ties.
A deep dive into the rivalry between Intel and Taiwan Semiconductor shows why chip foundries are AI's real bottleneck, how Intel's 18A/14A comeback stacks up, and which foundry stock fits your risk.
Intel (INTC) closed at $123.86 in the latest trading session, marking a +1.71% move from the prior day.
Marvell Technology (MRVL) raised its revenue outlook in late August. Yet its stock has fallen 16.4% over the past three months, before dividends. The S&P 500 returned 4.2% with dividends reinvested over the same stretch. After its late-August results, investors worried about when a key AI chip deal will pay off. Management placed the biggest gains from it in fiscal 2029 and beyond. Meanwhile, the shares already trade at a far higher multiple of profit than the S&P 500.
Intel just staged one of its fastest rallies in years, but the analyst who called the price target before the surge thinks the move is still missing its most important catalyst.
A stretched but firmly bullish Bitcoin chart is riding the same tailwind lifting stocks: falling oil, a record Nasdaq, and a Fed that hiked rates while quietly pumping liquidity into the system.
Persistent AI agents create orchestration work, but Meta has disclosed no Intel deployment.
If you hold NVIDIA (NVDA) stock, one number deserves your attention: roughly a quarter. That is the share of fiscal 2028 business management expects from AI labs it will back with its own balance sheet. NVIDIA's revenue more than doubled year over year in fiscal Q2 2027, so this number is easy to miss. An important thing to watch is how much future demand depends on NVIDIA backing its own customers.
INTC extends its Core Ultra platform to new Googlebook laptops, bringing Series 3 processors, AI capabilities and advanced connectivity.
Intel stock is up 25% on the last 5 days.
The chipmaker has come a long way from being a distant second to Nvidia.
Coretura just handed BlackBerry its first named design win for Alloy Kore, sending shares surging well past the broader software sector, but the deal comes with no contract value, no revenue timeline, and an earnings report less than 48 hours away.
Leading AI stocks ripped higher to kick off this trading week as investors pile back into Big Tech. The 8:30 Hosts Julie Hyman, Pras Subramanian, and Jake Conley weigh in on the market breadth of the equities participating in this latest rally.
Intel’s improving foundry prospects could provide a meaningful new source of value, according to Melius Research.
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