NASDAQ: INTC
Intel Corporation (Nasdaq: INTC) designs and manufactures advanced semiconductors that power computing across client, data center, and AI applications. The company operates through two primary product segments: the Client Computing and Physical AI Group (CCPG), which delivers processors for PCs, laptops, edge AI, and robotics; and the Data Center and AI (DCAI) group, which provides Xeon server processors and related silicon for cloud, enterprise, and AI infrastructure workloads. Intel also operates Intel Foundry, a semiconductor manufacturing services business that offers advanced process technologies and packaging capabilities to both internal and external customers, leveraging nodes including Intel 3 and Intel 18A. The company's product portfolio spans CPUs, ASICs, networking silicon, GPUs (Intel Arc), and purpose-built processors for partners like Fortinet. Intel divested a 51% stake in its Altera FPGA business in September 2025. The company also holds a majority stake in Mobileye, an autonomous driving technology subsidiary. Intel's manufacturing footprint includes fabs in the U.S., Europe, and Asia, and the company is a recipient of U.S. CHIPS Act funding to support domestic semiconductor production. Updated
Musk amplifying Lip-Bu Tan's Terafab commitment puts Intel's foundry ambitions back in front of 290,000 viewers, and anchor customers are the one thing that turns that business around.
RT @cb_doge: BREAKING: Intel CEO Lip-Bu Tan confirms the company will continue working with Elon Musk on Terafab. He made the comments in…
The tape spread nearly 12 points wide at the close: C3.ai finished up 6.43% at $11.01 while Moderna gave back 5.52%. Enterprise tech names took the top four gainer slots, and the losers skew toward high-beta momentum.
With breadth the narrowest since the dot-com unwind, Cramer's answer is to concentrate: energy for pricing power, CPU names for a product cycle that higher rates cannot dent. Owners of Intel get told the 7-point drop is an invitation, and Nvidia holders get the biggest buyback ever as the floor under the stock.
Arm closed up 17.19% at $323, topping a session where four other priority names each added more than 12%. Declines stayed shallow: Novo Nordisk's 7.94% drop was the only one past 4%, with Exxon Mobil and Chevron down under 3%.
A single $44 million bet on Micron calls expiring October 2 is the tell: someone is positioning for a violent upside move in memory and semis within two weeks.
"Someone" just bought a boatload of short data (October2) calls Intel 115 $3.8 m; Marvell 250sm $3.8 million; Sandisk 1600s $41 million, Micron $1000s $44 million. If i didn't know any better I would say Leopold is back!!!
Cramer is framing Intel's foundry as a national security asset, and points to demand for the recent secondary offering as evidence investors are finally crediting Lip-Bu Tan's turnaround.
Intel is now at last reacting to the work of Lip-Bu Tan post the destruction of its stock at the hands of Situational Unawareness. The stock lapped up the secondary. I think the foundry is key to American security
Clover Health closed up 9.45%, the single biggest move in the 111-name priority list today. Keep an eye on the stock.
NuScale Power closed 16.8% higher at $11.33, the widest single-name gain across our 111-stock priority list. At the other end, GoPro lost 15%, with Expedia, Shopify, Astera Labs and Baidu all down 7% or more.
As of Jun 30, 2026 · disclosed Aug 14, 2026 · ~45 days stale — long positions only.
96% of NVIDIA's disclosed equity book sits in five names, with a rival chipmaker as the single largest holding as of June 30. Only eight positions total, so every stake here is a deliberate strategic bet.
Intel has already left the S&P 500 in the dust, and Jim Cramer is doubling down on its CPU business just as analysts debate whether the market has gotten ahead of the…
AMD has surged past every analyst price target on the back of gigawatt-scale AI chip commitments, but the product that justifies this valuation has not yet shipped a single unit at scale.
Alex Sirois Two Wall Street price target raises built on separate arguments are lifting Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) stock, and the market is treating the bullish case as one that…
David Moadel After years of losses and stumbles, Intel has strung together seven consecutive quarters of beating its own expectations, and the gap between its bull and bear cases now spans nearly $40 per…
Early-stage, unconfirmed talks with Terafab, a chip-manufacturing venture planned for Texas, have sent Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) stock to a record. Taiwan Semiconductor stock is up 2% to…
The most popular AI ETF on the market buries the stock everyone associates with artificial intelligence near the bottom of its holdings, and the companies sitting at the top reveal a very…
A weekend comment about a Texas chip venture is testing the most visible outside endorsement of Intel‘s (NASDAQ:INTC | INTC Price Prediction) foundry turnaround. Intel stock is at $114.52, down 4% in…
Every time I rebalance my portfolio, one stock keeps winning the argument against NVIDIA and Intel combined. With October 15 earnings approaching, here is why I am loading up now instead of…
Every major AI chip runs through one company's fabs, and its stock still trades cheaper than the customers that depend on it. Here is why analysts keep raising their targets despite a…
AMD has surged dramatically over the past year, and its AI ambitions stretch into trillion-dollar markets by 2030, but the model scoring it a hold at near fair value tells a more…
Vandita Jadeja AMD's Data Center revenue just doubled and hyperscalers are signing gigawatt-scale deals, yet our model flags a specific risk hiding in plain sight that could send the stock sharply lower before those…
Ten of eleven S&P sectors dropped in September as oil and Treasury yields surged together, yet one corner of the market kept climbing and now sits at its highest concentration in years.
AMD sits near a trillion-dollar market cap with a valuation that would make most investors flinch, yet one investor keeps hitting the buy button every single month without checking the price first.…
Alex Sirois Wall Street has overwhelmingly parked Intel in hold territory, but the stock just posted a 212% gain this year while simultaneously losing billions in its foundry division. Something in those conflicting signals…
Intel (NASDAQ:INTC | INTC Price Prediction) stock rose 3% to $119.23 on Wednesday, capping a surprisingly strong September for the chip contender. NVIDIA (NASDAQ:NVDA) shares ticked up 1% to $230.48, while Advanced…
Intel Corporation (Nasdaq: INTC) designs and manufactures advanced semiconductors that power computing across client, data center, and AI applications.
24/7 Wall St.'s 12-month price target for INTC is $125.53, rated Buy. The Wall Street consensus target is $118.05. INTC price prediction →
