Intel has recovered after splitting off a subsidiary and raising funding from the U.S. government and Nvidia. The company's next move may be to split up its semiconductor manufacturing from its computer chip design.
Intel Corp (NASDAQ:INTC, ETR:INL) is in preliminary discussions to acquire SambaNova Systems, an AI chip startup focused on custom processors, systems, and clouds optimized for AI inference workloads, according to Bloomberg News, which cited sources familiar with the matter. SambaNova, founded in 2017 in California, has shifted its focus from training large AI models to inference optimization, ...
I see a clear disconnect between share price and fundamentals, with the stock up 75% since the US government took a stake in the company. Q3 2025 results beat expectations (as they did for the last 4 quarters), with revenue at $13.7B and gross margins up 400 bps. INTC's foundry progress, upcoming Panther Lake and Nova Lake CPUs, and AI-focused Crescent Island GPU offer long-term potential, but ...
Intel Corporation showcases Panther Lake chips based on its 18A technology with significant power efficiency improvement. This could potentially change the cost structure for AI users and boost 18A's AI data center adoption. INTC's FQ3 earnings beat expectations, but margin uncertainty, foundry costs, and 18A ramp-up pose near-term risks.
Gloo Holdings, a religious-oriented technology firm, is seeking a valuation of up to $873.4 million in its U.S. initial public offering, the company said in a filing on Thursday, underscoring a strong momentum for fresh offerings.
Major U.S. stocks softened in pre-market trading on Thursday, with Nvidia, Intel, and AMD showing signs of short-term fatigue after strong rallies. Analysts see upcoming pullbacks as potential buying opportunities, with key support levels offering value ahead of earnings.
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