11:12am ET
Investing
If Lisa Su Is Right, AMD Could Be as Big as Nvidia
Lisa Su’s pitch on the Q1 call had a specific shape. She’s arguing that the ratio of CPUs to GPUs inside an AI data center is about to collapse. “…in the past,…
Companies
/Technology
Intel Corp
$127.39
▲ $4.79 (+3.91%) today
Markets closed · 1:01am ET
INTC Coverage
Page 21
6:28am ET
Investing
Elon Musk’s $119 Billion Gambit: The Real Reason He’s Building the World’s Largest Chip Plant
On March 21, 2026, at the Seaholm Power Plant in Austin, Elon Musk unveiled "the most epic chip-building exercise in history": Terafab, a joint venture between Tesla (NASDAQ:TSLA | TSLA Price Prediction),…
8:03pm ET
Investing
Wall Street Is Worried About a ‘Sizzling’ Semiconductor Trade. History Says Cooling Periods Like This Set Up the Next Leg Higher
Although the chip complex has spent the last six months looking unstoppable, Wall Street is starting to whisper that the heat may finally be coming out of the trade. A Reuters analysis…
2:25pm ET
Investing
Intel’s Run Has Gone From Strong to Surreal. Now, the Profit-Taking Debate Is Heating Up
Intel (NASDAQ:INTC | INTC Price Prediction) shares have gone vertical. The stock is up roughly 442% over the past year and 210% year to date, trading at $122.25 after touching a 52-week…
Joel South 11:02am ET
Investing
SanDisk Up 558% This Year as Chip Stocks Outpace the 1999 Dot-Com Bubble
The semiconductor sector has entered territory the Wall Street Journal is now calling “the great chip stock melt-up of 2026.” By every objective measure of raw price performance, this rally has surpassed…
9:34am ET
Investing
Forget Intel: Here Is the Chip Stock Wall Street Is Sleeping On
Intel (NASDAQ:INTC | INTC Price Prediction) is the stock of the moment, riding a 250.79% year-to-date melt-up and dominating every chip headline. But here is what you should actually be watching. The…
7:15am ET
Investing
Intel Has Tripled in 2026. The Sell in May Case for the Year’s Biggest Comeback Story
The old market saying tells investors to “Sell in May and go away,” parking proceeds until the historically stronger fall months. The seasonal calendar is rarely a good investment thesis on its…
Trey Thoelcke 4:28pm ET
Investing
Chip Stocks Are Bleeding Today. The 2018 and 2022 Selloffs Tell You Exactly What Comes Next
For much of 2026, the chip trade has been the only show on Wall Street. The iShares Semiconductor ETF (SOXX) is still up 77% year to date through May 11, Advanced Micro…
1:58pm ET
Investing
Intel Crashes 10%, AMD Slides 5% as Chip Trade Cools After Parabolic Run
Shares of Intel (NASDAQ:INTC | INTC Price Prediction) are down 10% in Tuesday trading, changing hands near $116 after closing at $129.44 on Monday. Advanced Micro Devices (NASDAQ:AMD) is sliding alongside, off…
1:50pm ET
Investing
AMD CEO Lisa Su Says CPUs Will Match GPUs 1-to-1 in AI’s Next Phase
On Bloomberg Businessweek Weekend’s May 8th segment, AMD chief Lisa Su delivered a forecast that should make GPU-only investors uncomfortable. The current ratio of 4 to 5 GPUs per CPU in AI…
12:35pm ET
Investing
MSFT, DELL And Intel: Which Is The Better Buy
At current prices, Microsoft (NASDAQ:MSFT | MSFT Price Prediction) at $413.96 screens as attractive, Dell Technologies (NYSE:DELL) at $238.80 looks fully valued, and Intel (NASDAQ:INTC) at $113.01 looks overextended. All three have…
11:47am ET
Investing
Mizuho Hikes Intel Price Target to $124 as Agentic AI Server Demand Validates the Turnaround
Mizuho raised its price target on Intel (NASDAQ:INTC | INTC Price Prediction) stock to $124 from $100 on May 12, keeping a Neutral rating as the firm cited agentic AI continuing to drive…
11:26am ET
Investing
Mizuho Hikes Dell Price Target to $300 as Agentic AI Server Demand Powers the Bull Case
Mizuho raised its price target on Dell Technologies (NYSE:DELL | DELL Price Prediction) to $300 from $260, maintaining an Outperform rating and pointing to agentic AI workloads as a durable driver of…
9:25am ET
Investing
The Biggest Mistake Beginner Investors Make, According to the Rich Habits Podcast
Picture a first-time investor who sinks $200 into Intel shares and watches the position climb to $850, a 280% gain. The instinct is to feel like a genius and let it ride.…
9:00am ET
Investing
ARM vs. INTC: Which AI-Era Semiconductor Stock Will Reward Patient Investors?
If you are a retirement-focused investor staring at Arm Holdings (NASDAQ:ARM | ARM Price Prediction) and Intel (NASDAQ:INTC) after both stocks have torn higher, the question is simple: Which one belongs in…