Intel company headlines, earnings, strategy, leadership, and market-moving business updates.
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A rare two-step rating change from Bank of America has renewed investor focus on Intel’s role in building AI infrastructure, with the firm pointing to a shift toward central processing units and continued interest in Intel’s foundry plans.
THE APEX TIMES
THE APEX TIMES
At the VLSI Symposium, Intel Foundry executives described progress toward its next-generation manufacturing nodes, including Intel 18A-P moving into risk production with performance, thermal and design-rule objectives aligned to Intel 18A.
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A market analysis argues that the next wave of artificial intelligence spending will reward companies that can supply compute for running models, not just building them, and sees Intel ultimately reaching a $5 trillion market value.
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In fresh Q1 2026 updates, Advanced Micro Devices and Intel both positioned their chips and platforms for the next leg of AI data-center buildouts. The question for investors is less about who can talk up the category, and more about which architecture and product cycle wins sustained share.
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In a segment carried by Yahoo Finance, CNBC host Jim Cramer said Intel could serve as a potential alternative to Taiwan Semiconductor Manufacturing Co., highlighting renewed attention on the U.S. chipmaker’s foundry ambitions.
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A new investing-focused report argues that the shift from AI model training to AI model “inference” in data centers is changing the near-term outlook for server chip demand, a market where AMD and Intel remain the dominant large-scale suppliers.
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A new market-focused roundup highlights that Intel (INTC) is trending among screeners, but it offers limited specifics on the underlying fundamentals in the preview view.
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A Yahoo Finance market piece looks back at Intel (INTC) over a 10-year horizon, framing the move as evidence that patient investors can benefit from long stretches in semiconductor equities. The post is presented as a hypothetical return calculation rather than new Intel guidance.
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The TV host’s remarks, aired via a market-news report, cast Intel as a potential substitute for Taiwan Semiconductor Manufacturing Co. as customers look for more sources of advanced chips.
