Intel Stock News

In an age of rising tariffs, earnings growth is one thing S&P 500 investors can lean on. But for some companies, you don't even have that to count on.

Advanced Micro Devices risks falling behind as competition in the server and PC markets ramps up, say analysts at KeyBanc.

Intel is undergoing a strategic overhaul to regain competitiveness, including splitting its foundry operations and revamping its chip design roadmap. The stock trades at a deep discount, reflecting skepticism that may overlook improving execution and long-term potential. Management is candid about past failures and is now aggressively investing in technology, manufacturing, and structural change.

Intel targets over 100 million AI PC shipments by end-CY25, leveraging Core Ultra chips and 400+ AI-optimized features from 200+ ISVs. Panther Lake, launching H2 CY25 on Intel 18A, is set to be the first high-volume AI CPU on Intel's next-gen node, anchoring future growth. Intel Foundry posted a $13B loss in CY24 despite $18B revenue; EUV wafer mix remains low at ~5%, breakeven expected by CY27.

Investors are taking a new look at Intel's (INTC -11.21%) stock after the appointment of Lip-Bu Tan as its new CEO. He takes over as Intel struggles to catch up to competitors and develop a foundry business that can compete with Taiwan Semiconductor Manufacturing and Samsung.

The U.S. equity market has been volatile over the past few weeks, with major indexes reflecting bearish market sentiment. Investors are concerned about the rising risk of stagflation (a combination of slower growth and higher prices), fueled mainly by increasing tariffs, rising costs, and policy uncertainties.

Intel (INTC -11.21%) stock investors have much to digest this week as tariffs increase economic uncertainty.

Shares of Intel (INTC -11.68%) are tumbling on Thursday. The chipmaker's stock lost 10.8% as of 1:40 p.m.