One year ago, while Nvidia's (NASDAQ:NVDA) AI-driven ascent was in full swing, we recommended reducing positions in the GPU leader and shifting towards undervalued Intel (NASDAQ:INTC)—a contrarian investment based on potential rebounds in the semiconductor sector.
In this deep dive, I reveal whether AMD (AMD 0.84%) or Intel (INTC 7.45%) has the strongest upside going into 2026. With AI infrastructure momentum, quantum computing breakthroughs, and major partnerships accelerating rapid growth, one of these two may be at the start of a powerful long-term expansion cycle that investors should not ignore.
Shares of a dollar-store chain took off after its latest quarterly report revealed its offerings are attracting cost-conscious consumers across income groups. Meanwhile, an American chipmaker came under pressure after reports that it's not looking to sell its networking business.
Intel Corp (NASDAQ:INTC, XETRA:INL) announced that it plans to retain its networking and communications unit, NEX, after evaluating strategic options for the business. The decision comes after a period in which Intel explored selling various assets to improve its financial position.
What an incredible comeback year it's been for fallen former chip darling Intel (NASDAQ:INTC), which added to its gains last week after whispers that the firm might have a deal with Apple (NASDAQ:AAPL) to make some of its Mac chips.
I believe the whole bull case on Intel Corporation hinges on Intel Foundry winning credible tier-one external customers. This segment is the core pillar of the bears on Intel. Apple deal rumors (still unconfirmed) sparked a sharp move. Even if real, fundamental upside wouldn't show up until 2027, with Kuo citing 18AP PDK timing into Q1 2026. The 118% rally since early August seems to be led by ...
Intel said on Wednesday it has opted to keep its networking and communications unit in the company following a review of strategic options for the unit.
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