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Intel

17 articles
The Motley FoolThe Motley Fool··Bram Berkowitz

U.S. Government Reaps $34B Windfall on Intel Turnaround as AI Demand Reshapes Chip Markets

U.S. government gains $34.5B on $11.1B Intel stake as stock surges amid AI chip demand and domestic manufacturing priorities.
NVDAAAPLINTCAI chipsmanufacturing
The Motley FoolThe Motley Fool··Eric Trie

Intel Stock Retreats After Historic Rally as AI PC Strategy Faces Valuation Test

Intel stock fell 3.94% after surging 166% year-to-date, raising questions about whether AI PC momentum and new leadership can sustain the rally.
NVDAAMDINTCsemiconductorstock rally
BenzingaBenzinga··Anusuya Lahiri

Intel Clears Antitrust Hurdle for SambaNova Deal, Doubles Down on AI Push

Intel gains antitrust clearance for SambaNova investment, advancing AI strategy. Stock near 52-week highs but analysts cite overvaluation, maintaining Hold rating.
INTCAI chipstechnical analysis
The Motley FoolThe Motley Fool··Geoffrey Seiler

Intel's AI Rally Masks Structural Challenges as Valuation Hits Stretched Levels

Intel stock surged 350% on AI demand, but 86x forward P/E and weak revenue growth raise profit-taking concerns amid intensifying competition.
NVDAAMDAMZNGOOGGOOGL+3AI infrastructurecompetition
The Motley FoolThe Motley Fool··Trevor Jennewine

JPMorgan Backs Nvidia Over Intel: Analyst Sees 32% Upside vs. 52% Intel Decline

JPMorgan recommends buying Nvidia at $265 (32% upside) while selling Intel at $45 (52% downside), citing AI leadership dominance versus turnaround challenges.
NVDATSMINTCAI chipsvaluation
The Motley FoolThe Motley Fool··Parkev Tatevosian, Cfa

Intel's Capacity Crunch: Can the Chipmaker Keep Pace With Surging Demand?

Intel faces capacity constraints despite surging AI and data center demand, risking market share losses to better-positioned competitors.
INTCdemandsemiconductor demand
The Motley FoolThe Motley Fool··Parkev Tatevosian, Cfa

Intel's Comeback Narrative Gains Traction as Investments Pay Strategic Dividends

Intel gains investor attention as multiyear capital investments begin yielding results, with management projecting continued momentum through next year.
NVDAAMDINTCsemiconductortechnology sector
The Motley FoolThe Motley Fool··Joe Tenebruso

AMD Stock Surges 13.85% on AI Chip Demand Tailwinds and Analyst Upgrade

AMD stock jumped 13.85% following an analyst upgrade to buy, as Intel's strong earnings signal robust AI chip demand that could boost AMD's pricing power and margins.
AMDINTCearningsAI chips
The Motley FoolThe Motley Fool··Keith Noonan

Intel Surges on Tesla Partnership and Earnings Beat Amid Market Downturn

Intel stock gains 2.3% on Tesla partnership worth $3B and Q1 earnings beat amid market declines.
TSLAINTCsemiconductorrevenue beat
BenzingaBenzinga··Erica Kollmann

Trump Administration's Intel Stake Soars 290% as AI Boom Lifts Chipmaker

Trump administration's $8.9B Intel investment surges to $35.4B as stock jumps 290% on AI demand and earnings beat.
NVDAINTCAI infrastructureearnings beat
The Motley FoolThe Motley Fool··Jose Najarro

Intel's Server CPU Investment Signals Booming Demand for Both Chipmakers

Intel's server CPU production investment signals robust demand benefiting both Intel and AMD amid sustained AI infrastructure buildout and enterprise spending.
AMDINTCAI stockssemiconductor
The Motley FoolThe Motley Fool··Emma Newbery

Intel Surges on Terafab Deal as Tan's Turnaround Strategy Gains Momentum

Intel rallied 4.13% after joining Elon Musk's Terafab AI chip project, signaling renewed confidence in CEO Lip-Bu Tan's strategic turnaround efforts.
NVDAAMDTSLAINTCAI chipssemiconductor
The Motley FoolThe Motley Fool··Parkev Tatevosian, Cfa

Intel Signals Financial Turnaround with $14.2B Fab 34 Stake Repurchase

Intel announces $14.2B Fab 34 stake repurchase, signaling strengthened financial position and renewed investor confidence in the chipmaker's recovery trajectory.
INTCsemiconductorstock repurchase
The Motley FoolThe Motley Fool··Eric Trie

Intel Surges on $14.2B Fab 34 Buyout, Reclaiming Irish Manufacturing Crown

Intel stock rises 4.85% after agreeing to buy back Apollo's 49% stake in Irish Fab 34 for $14.2 billion, securing full ownership of the critical manufacturing facility.
NVDAAMDINTCdata centerAI demand
BenzingaBenzinga··Anusuya Lahiri

Intel Reclaims Full Control of Ireland AI Chip Factory in $14.2B Buyout

Intel buys Apollo's 49% stake in Irish Fab 34 for $14.2B, securing full control of AI chip production facility using cash and new debt.
APOAPOSAPOpAINTCAI chipsdebt financing
The Motley FoolThe Motley Fool··Harsh Chauhan

Intel Positioned for Potential Stock Doubling by 2030 Amid AI Chip Boom

Intel stock could double to $85 by 2030 if the company achieves 25% earnings growth through improved data center chips, ASIC expansion, and manufacturing advances.
MSFTAMZNTSMINTCstock valuationearnings growth
The Motley FoolThe Motley Fool··Marc Guberti

Tesla and Intel Draw Investor Interest Despite Valuation Concerns

Tesla and Intel attract older investors despite valuation concerns. Tesla faces EV sales declines while betting on unproven AI initiatives; Intel struggles with manufacturing competitiveness despite government support.
TSLAINTCartificial intelligencevaluation concerns