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.
Intel hired a new CEO earlier in 2025 who was able to help the company secure a much-needed financial victory in the third quarter. The company is trying to find new customers for its foundry business.
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