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Intel Gets AI Boost as Bank of America Sees Massive CPU Market Growth

Cerebras is getting crushed after earnings while nearly every other AI chip and infrastructure name surges to fresh highs. What one company's bad day reveals about where this trade is actually headed matters more than the headline loss.

AI used to mean GPUs. Today, it means CPUs as well.

The data-center opportunity is becoming much broader than GPUs

Nvidia and Intel are trying to solve two very different problems, though both are tied to the AI data-center boom.

Intel (INTC) priced a $20 billion stock offering this week, one of the largest equity raises in the history of the chip industry. Shares fell nearly 4% when the deal was first announced, the kind of sell-off dilution almost always produces, according to CNBC. But at Bank of America, longtime ...

Intel’s CEO said this week that the chip maker may return to the memory market, potentially making it a challenger to Micron and SK Hynix.

Intel just posted its strongest revenue growth in over 15 years, yet shares sit more than 30% below their recent peak after a massive stock offering rattled investors. Whether that gap is a buying opportunity or a warning sign depends entirely on one unresolved question about its foundry business.

Intel has staged one of the most dramatic stock revivals in recent memory, but two unresolved catalysts will either confirm the turnaround as real or expose this year's triple-digit rally as a trade that ran far ahead of the fundamentals.

Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% […]

Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% […]

While the S&P 500 (^GSPC) includes industry leaders, not every stock in the index is a winner. Some companies are past their prime, weighed down by poor execution, weak financials, or structural headwinds.

Intel stock rebounds after dilution fears. BofA sees foundry upside

Elon Musk wants to build a chip factory so large it dwarfs every structure humans have ever assembled, on a dried-up reservoir outside Houston, for a purpose that sounds more like science fiction than a construction permit.

South Korean memory stocks just posted their biggest surge in months while U.S. premarket tells a far more complicated story, with Coherent falling despite a beat and Micron moving in the opposite direction from its Asian peers.

Elon Musk wants to build a chip-making facility in rural Texas so enormous it dwarfs every building on Earth, but the legal fine print buried in SpaceX's own filings tells a very different story about how real this project actually is.

Agentic AI is quietly multiplying compute demands at a scale most investors have not priced in, and one company sits at the only viable toll booth on that road. Here is why the buy button keeps getting pressed.

The chess game between Iran and the U.S. hit another stalemate this week. In today’s issue I’m diving into a different geopolitical game: America’s bid to untangle its critical supply chains from China. The U.S. is taking a cue or two from China’s strategy, but it’s having some trouble executing.

Intel Corp (NASDAQ:INTC) CEO Lip-Bu Tan is investing $12 million of his own capital in the chipmaker’s newly upsized $20 billion stock offering, a move that Futurum Group CEO Daniel Newman sees as a strong vote of confidence. Lip-Bu Tan Invests $12 Million in Intel Stock Offering According to a prospectus supplement filed with the Securities and Exchange Commission Wednesday, Tan and one family member agreed to purchase a combined $12 million of Intel shares as part of the offering. Intel priced

One of these companies earned $160 billion during that stretch. It isn't the one with the bigger gain.

A blowout earnings report from deep inside the AI server supply chain sent shockwaves through the chip sector Wednesday, lifting three of the biggest names in logic silicon and raising the stakes for what could be an even bigger catalyst on the horizon.

Intel stock has delivered a very large 348.0% return over the past year, yet the valuation checks send a mixed message. The intrinsic value estimate based on a Discounted Cash Flow (DCF) model suggests the shares are roughly in line with fair value, while simple market multiples still screen Intel as undervalued. A 348.0% one year return puts Intel among the strongest movers in the Nasdaq this year. This can leave less room for error if expectations change. Heavy investment in AI focused...

Intel Corp (NASDAQ:INTC, XETRA:INL) priced roughly $20 billion in new equity this week, a move analysts at BofA Securities said reflects growing confidence in the chipmaker's foundry business rather than a defensive balance-sheet play. The bank estimates the offering, which includes a 15%...

The chipmaker announced a $15 billion secondary stock offering this week.

Intel's stunning 176% run has the semiconductor sector buzzing, but with AMD trading at a jaw-dropping 123x earnings and a fresh dilution event on the table, figuring out where to hold and where to fold across chip stocks has never been more consequential.

Jim Cramer just named Intel a major focus name and pointed directly at CEO Lip-Bu Tan, but Wall Street's cautious consensus tells a very different story about where this explosive turnaround actually stands.

Lip-Bu Tan takes $12 million at the $95 offer price

Intel’s equity offering could strengthen its balance sheet and fund AI and foundry investments, but the new shares create dilution for existing investors.

AMD and Intel both posted their strongest quarters in years, but the businesses underneath look nothing alike. One is riding an AI wave with premium margins, the other is burning billions to rebuild from the ground up.

Shares of computer processor maker Intel (NASDAQ:INTC) fell 3.7% in the morning session after the company announced a plan to issue $15 billion in common stock.