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Intc

All articles tagged with #intc

business1 month ago•18 min saved

Intel posts blowout Q2, but stock slides on capex push

Intel beat Q2 expectations with EPS of $0.38 on $16.1 billion in revenue and lifted Q3 guidance to $15.8–$16.8 billion, with data-center revenue beating estimates and client computing supporting results. The company also announced plans to spend more than $20 billion in 2026 to meet AI-driven demand and disclosed layoffs in the data-center group. After an after-hours rally, the stock fell about 8% on Friday as investors digested the larger-than-expected capex plan.

via Yahoo Finance|

#business #data-center #earnings

finance1 month ago•18 min saved

Intel tops Q2, raises Q3 outlook on AI-led demand

Intel beat Q2 estimates with EPS of $0.38 on $16.1 billion revenue, vs. $0.21 and $14.43B expected, and guided Q3 revenue to $15.8–$16.8B (above consensus). Data-center revenue reached about $6.3B and client computing about $8.9B; the company is boosting AI-focused investments and its foundry efforts. Intel also announced layoffs in its data-center unit as part of a broader restructuring. Shares jumped roughly 7% on the news.

via Yahoo Finance|

#ai #earnings #finance

technology1 month ago•20 min saved

Intel eyes Q2 turnout as AI demand helps chip stocks rebound

Intel is set to report Q2 earnings after the bell with consensus estimates around $0.21 per share on about $14.43 billion in revenue, led by strength in Data Center and AI, with Foundry and Client segments also contributing; the company is restructuring its DCG headcount while AI-driven demand helps sentiment despite a softer consumer PC outlook due to memory shortages.

via Yahoo Finance|

#ai #earnings #intc

markets1 month ago•86 min saved

Intel Faces Bearish Double-Top as Earnings Loom

Intel stock has fallen about 33% from its year-to-date high, slipping into a local bear market and forming a double-top pattern ahead of its second-quarter earnings. While AI-driven demand supports CPUs and recent results showed revenue around $13.6B with a gross margin near 39.4%, Benzinga forecast about $14.4B in revenue and Q3 guidance near $15.13B; technically, the double-top (top near $133.15 with a neckline near $98) suggests further downside could unfold toward the 50% retracement around $80 if the pattern resolves bearishly.

via Benzinga|

#earnings #equities #intc

business1 month ago•12 min saved

Intel’s Margin Squeeze Could Undercut AI-Fueled Rally

Intel has benefited from AI optimism, but the 18A manufacturing ramp poses near-term margin headwinds: higher production costs and potential PC demand weakness could weigh on gross margins even as revenue grows, making margin risk the main hurdle for its earnings in a richly valued stock.

via Trefis|

#ai #business #intc

business2 months ago•13 min saved

Chip Rally Ignites Overnight Markets as Iran Peace Deal Surfaces

Overnight trading showed Nvidia, Micron, Intel and AMD rising on news of a formal Iran peace deal, with MU and AMD leading gains around 7–9%, INTC up about 5–6%, and Nvidia up roughly 2%; broader semiconductor and memory ETFs also climbed as global markets advanced ahead of a Federal Reserve meeting.

via Yahoo Finance|

#amd #business #chip-stocks

market-news3 months ago•16 min saved

Trump Regrets Intel Deal as INTC Dips in AI-Chip Arms Race

President Trump says he should have asked for more from the U.S. government’s investment in Intel, a remark that followed INTC’s stock decline after the deal's announcement, though the move has boosted Intel’s cash flow and credibility. The piece notes Intel’s recent rally and Lip-Bu Tan’s comment that the CPU remains a foundational AI-era technology, and recalls how Omni-Path almost died but was saved by Cornelis Networks, giving Intel a foothold against Nvidia. Analysts’ consensus remains Hold with a target around $87, implying roughly 25% downside from current levels as investors weigh the investment’s strategic value amid the AI-chip race.

via TipRanks|

#intc #intel #market-news

business3 months ago•15 min saved

Chipmakers Slip as Trump-Xi Talks End Without Semiconductors Deal

U.S. chipmakers Nvidia, Intel, and AMD fell after President Trump wrapped up his visit with Xi Jinping without any agreement on semiconductor exports, even as Chinese peers reportedly gained ground in AI chip adoption and Nvidia’s H200 GPUs face export-control scrutiny; the talks did not place export controls on the agenda, and China is moving to cap imports while domestic players push to expand in its fast-growing AI market.

via TipRanks|

#amd #baba #business

market-news3 months ago•15 min saved

AMD’s Strong Forecast Triggers Rally Across Chip Makers and Equipment Stocks

AMD beat Q1 expectations and guided for Q2 revenue of $10.9–$11.5 billion (about 46% YoY at the midpoint), sparking a rally in chipmakers like INTC and QCOM as well as equipment names such as ASML and AMAT; Goldman Sachs and Bernstein upgraded AMD to Buy, with a consensus Strong Buy and an average target around $423.63 implying roughly 19% upside.

via TipRanks|

#amat #amd #asml

market-news3 months ago•15 min saved

Steam Survey Signals AMD and Nvidia Gain Momentum Against Intel in April 2026

Steam's April 2026 Hardware Survey shows Intel still leading CPUs with 55.81% but giving up ground to AMD at 44.18%; in GPUs Nvidia dominates with 73.21% while AMD holds 18.6% and Intel 7.81%. Both AMD and Nvidia gained share month over month. On the stock side, Nvidia shows strong momentum with Nvidia/AMD/Intel analyst ratings skewed toward Strong Buy / Moderate Buy / Hold, respectively, and upside potential of about 33.9% for NVDA, 24.6% for AMD, and 28.9% for INTC.

via TipRanks|

#amd #gpu-market-share #intc

market-news3 months ago•17 min saved

Intel’s AI-Fueled Rally Faces Valuation Skepticism, Says Investor

Intel shares rose about 3.5% in after‑hours trading as Alphabet’s AI/cloud spending and broader AI demand buoy sentiment, and Intel’s Q1 showed progress with revenue up 6.9% to $13.58B and growth in data center/foundry. But one investor warns the rally is priced too optimistically, pointing to aggressive multiples and lingering execution and competition risks, and has moved to Sell. The Street’s Hold stance and a ~$77.27 price target imply roughly 18% downside from current levels.

via TipRanks|

#ai #intc #intel

business4 months ago•17 min saved

Intel Stock Gains Steam With Street-High Target After Strong Q1

Intel beat Q1 revenue expectations and issued a stronger Q2 outlook, lifting INTC to all-time highs as Evercore’s Mark Lipacis upgrade to Outperform pushed his price target to a street-high $111. While the broader Street remains neutral, the bull case hinges on AI-CPU demand, improved execution, and strategic US partnerships, with long-term EPS and revenue upside framed around a potential AI-foundry business and a favorable CPU-to-GPU mix.

via TipRanks|

#ai #business #intc

market-news4 months ago•17 min saved

AMD Surges on 12th Straight Winning Day Fueled by AI Chips and Iran Ceasefire

AMD extended its 12-day winning streak to the longest since 2005, rising about 32% and adding roughly $101 billion to its market cap to around $420 billion as Iran’s ceasefire boosts risk-on sentiment for tech names; the rally is supported by strong TSM earnings and anticipation of AMD’s MI400 AI accelerators (2nm process with high memory bandwidth) with chatter of OpenAI/Microsoft data-center deals, while analysts lift 12-month targets toward about $284 and keep a Moderate Buy rating.

via TipRanks|

#amd #intc #market-news

market-news4 months ago•16 min saved

Intel’s Core Series 3 Debuts as INTC Stock Surges on AI-ready Promise

Intel launches the Core Series 3 mobile processors with AI-ready performance and longer battery life, signaling a push to win new foundry customers; the news sparks a roughly 4–5% rally in INTC stock as Tesla, Apple, Alphabet, AMD and Nvidia are reportedly close to deals, with buyers awaiting the 14A node; analysts remain cautious with a Hold rating and a mid‑$50 price target.

via TipRanks|

#ai #core-series-3 #intc

business4 months ago•29 min saved

Intel Hits Fresh 52-Week High on AI Deals and Capacity Push

Intel (INTC) climbed to a fresh 52-week high as investors welcomed strategic momentum from an Elon Musk-backed chip venture, an expanded AI-cloud partnership with Google, and a $14.2 billion repurchase of a stake in Ireland Fab 34, signaling renewed capacity expansion and lifting sentiment ahead of the April 23 earnings report; the stock sits well above its moving averages with strong momentum, though the RSI indicates it may be overbought in the near term.

via Benzinga|

#ai #business #earnings