Intel Corporation has more than doubled since my January 2025 upgrade, dramatically outperforming Nvidia and Advanced Micro Devices as its long-awaited turnaround finally shows up in the numbers. INTC's turnaround is driven by strong segment performance, margin improvement, and foundry business momentum, supporting sustained bullishness into next year. Massive cash inflows from U.S. government,...
Shares of Intel surged in September after a big investment from chipmaker Nvidia. In addition, the Trump administration has taken a 10% stake in the business.
When the chairman of AI chip startup Rivos wanted Intel to bid for the company, he had no need to phone the chip giant. That's because the chairman of Rivos was also Intel's CEO: Lip-Bu Tan.
Analysts believe that Intel stock could dip in the coming year. However, there are signs that its turnaround will continue in 2026, and that could set the stock up for another strong year.
Shares of Palantir and Intel have more than doubled year to date, but certain Wall Street analysts think the stocks are extremely overvalued. Palantir is a recognized leader in artificial intelligence and machine learning platforms and AI decisioning platforms, but it's also the most expensive stock in the S&P 500 by a wide margin.
Europe's second-highest court on Wednesday rejected U.S. chipmaker Intel's challenge against a 376 million euros ($438 million) EU antitrust fine imposed two years ago for thwarting rivals, but cut the fine by 140 million euros.
Wall Street is closely monitoring the semiconductor sector today, after U.S. President Donald Trump announced Nvidia (NVDA) can ship its H200 AI chips to China, as long as the U.S. government receives 25% of sales.
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