Intel company headlines, earnings, strategy, leadership, and market-moving business updates.
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A reported agreement would mark an unusual step for the chipmaker, which typically controls its processor designs tightly. The details of the startup, scope, and timelines were not disclosed in the material reviewed.
THE APEX TIMES
THE APEX TIMES
A report cited by Yahoo Finance says TSMC is developing an “EMIB-like” packaging approach that could further sharpen foundry competition with Intel. Intel’s shares, however, are holding up, reflecting investor focus on near-term execution and Intel’s own manufacturing and packaging roadmap.
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In its second-quarter 2026 letter to investors, Columbia Threadneedle’s Columbia Seligman Global Technology Fund drew attention to an Intel rally while acknowledging that it did not get its processor (CPU) thesis right in real time.
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A fresh wave of weakness in semiconductor memory has intensified pressure on Intel shares, even as one Wall Street analyst argues a major rebound is still possible for the memory complex’s leading suppliers.
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A sharp rally in Intel shares and an even steeper gain in AMD are complicating the usual narrative around artificial-intelligence chip winners, while valuations are raising questions about how much further the rebound can run.
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Intel reported a sharp jump in data center revenue, yet the stock came under pressure as Wall Street weighed the company’s capital and operating plans.
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A July 29 market commentary argued both Intel and Micron Technologies posted strong results, yet their shares fell sharply, and suggested one company has a clearer path to staying on track through 2026’s second half.
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In a turn that surprised many high-AI-inference watchers, the TV host said he liked a caller’s Cerebras argument, then moved his own money toward Intel instead, according to a report.
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A fresh valuation screen focused on discounted cash flow (DCF) and other comparisons argues that Intel’s share price may now be closer to estimated fair value than to an obvious bargain, despite a strong one-year gain.
