(INTC) News Today

Intel has staged one of the most dramatic reversals in semiconductor history, but the real question is whether the forces driving its comeback can hold long enough to justify where the stock sits today.

Intel is on track to clock healthy earnings growth through 2030, driven by its growing influence in AI chips. The chip giant is making solid progress in key areas that should help sustain its impressive growth rate.

On Sept. 1, 2026, higher Treasury yields weighed on Intel and peers, keeping focus on whether AI demand can offset valuation headwinds.

September has historically been a difficult month for stocks, making names with a track record of outperformance particularly noteworthy as Wall Street kicks off the final stretch of the third quarter.

Intel and AMD stocks fell on Tuesday as US equities started September on a weaker note, with semiconductor shares among those facing renewed pressure. The S&P 500 declined 0.4%, while the Nasdaq Composite fell 0.8%.

A machine learning model by Finbold's AI Agent forecasts that Intel (NASDAQ: INTC) stock could trade at an average price of $86.42 on September 30, 2026, implying a 0.51% decline from the current price of $86.87.

Semiconductor stocks are falling at Tuesday's open as a global bond selloff drives long-term yields higher and forces a rethink of the market's highest-multiple corners.

Palantir runs elite software margins while Intel bleeds billions building fabs, yet one of them looks like the smarter trade for the next four months and the answer is not the obvious one.

Picture a single building with 36 times the square footage of the Empire State Building. Elon Musk is putting one in Grimes County, Texas, an hour northwest of Houston, and filling it with chip-making equipment.

Insider buying is not a perfect signal, but it can be a useful one when executives or major shareholders step in after a stock has weakened. That is especially true when the buying comes from a CEO, a controlling shareholder, or insiders with deep knowledge of the company's long-term prospects.

This article was written by Doug Nathman, with research by his team at Trefis.

CEO Lip-Bu Tan Bought $12 million of Intel's $23 billion equity offering at $95 per share in early August. CFO David Zinsner just gave a glimpse into what that money will be used for.

Intel stock is rising but software names such as ServiceNow trade lower. Energy stocks are jumping as oil prices rises after U.S. strikes against Iran.

Nvidia is largely known for its graphics processing units (GPUs), which play a pivotal role in training large language models. However, the company also launched a newer chip product last quarter that is experiencing incredible growth.

Intel agreed in October 2020 to sell its NAND memory and storage business to SK Hynix for $9 billion, with the final closing completed in March 2025. SK Hynix's second-quarter revenue rose 257% year over year as AI demand pushed memory prices higher.

Intel (INTC) concluded the recent trading session at $89.47, signifying a -2.85% move from its prior day's close.

Intel‘s stock this morning trades at $93.05, as of 9:57 a.m. ET on August 28, 2026, below the $95.00 per share Chief Executive Lip-Bu Tan paid to buy roughly $10 million of the company's stock earlier this month.

Nvidia, AMD and Intel stocks fell in Friday premarket trading as investors took money off the table less than 24 hours after Nvidia's blockbuster earnings sparked a semiconductor rally. Nvidia and AMD were down about 1.5%, while Intel slipped more than 2%.

AMD and INTC have outperformed NVDA in 2026 as AI infrastructure expands, with strong data center growth and significant upside potential.

Both CVS and Intel delivered real turnaround results in 2026, then both stocks got punished for very different reasons. For a retiree drawing income from a portfolio, one of those reasons matters far more than the other.

Intel Corporation (INTC) Presents at Deutsche Bank 2026 Technology Conference Transcript

Intel NASDAQ: INTC Chief Financial Officer David Zinsner said the company's recent capital raise was intended to support higher capital expenditures, substrate investments and capacity commitments as it seeks to address demand for data-center CPUs, advanced packaging and future process technologies.

Intel Corporation INTC generated $8.1 billion in cash compared with $2.86 billion in the year-ago period, in the first six months of 2026. In the second quarter of 2026, Intel generated $7.01 billion of cash from operating activities compared with $2.05 billion in the year-ago quarter.

Broadcom and Intel both expect major revenue growth in 2027. Broadcom's stock looks like a screaming deal.

Semiconductor stocks bounced during the Tuesday, August 25, 2026 session, and the reason had less to do with the companies themselves than with a wire report about the Treasury Department's cash account.

NVDA awaits earnings near its 50-day EMA as Intel tests key technical support and SMCI remains range-bound between $35 and $40 resistance.

AMD and Intel stocks edged higher in Wednesday premarket trading as investors returned to semiconductor names ahead of Nvidia's earnings report. AMD gained 0.4% and Intel about 0.6%, while European chip stocks were mixed.

Intel has traded as low as $23.68 and as high as $142.35 over the past year, and shares now sit near the middle of that range. Intel's revenue grew 25% year over year last quarter, its fastest rate since 2011.

Enterprise AI infrastructure decisions should be centered on return on investment rather than hardware specifications alone, according to Anil Nanduri, vice president of AI Products and Go-To-Market for Intel NASDAQ: INTC Data Center.

SpaceX, Tesla, and Intel recently broke ground on the Terafab. It's a costly project, but it will provide SpaceX and Tesla with a steady supply of chips.

INTC expands its AI infrastructure portfolio with Diamond Rapids, Crescent Island and Wildcat Lake for data centers, enterprises and edge devices.

Intel and AMD shares moved higher on Tuesday as semiconductor stocks rebounded alongside a broader recovery in US equities, with falling Treasury yields helping ease pressure on growth and technology stocks. Investors were also looking ahead to Nvidia's upcoming earnings report, which could provide fresh signals on demand for artificial intelligence infrastructure and the broader health of the chip industry.

Shares of Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) and Intel (NASDAQ:INTC) are each up 3% early Tuesday on two unrelated, name-specific catalysts, while the broader chip group rides sector strength at roughly a third of that pace.

MSFT, ORCL and INTC show early rebound signs as Microsoft holds support, Oracle tests EMA resistance and Intel attempts to find a floor.

Stock futures were rising early Tuesday as the tech sector, and chip stocks in particular, looked set to rebound.

Intel (NASDAQ:INTC | INTC Price Prediction) currently trades at $87.26, while the Wall Street consensus price target sits at $114.88.

Intel Corporation completed a $20 billion share issuance to fund capex and working capital, which will strengthen the company's balance sheet and enable the company to pursue calculated bets. Strengthening the balance sheet enables INTC to pursue emerging technologies and long-term value creation, which more than offset the dilution effect of a share issuance. Intel having a more equity-heavy balance sheet is imperative given the semiconductor industry's dynamism, exacerbated by artificial intelligence, which needs a more risk-tolerant capital base.

Alibaba priced an 80 billion Hong Kong dollar placement of 710 million new shares, with all net proceeds going into its full-stack AI capabilities, including expanded AI infrastructure. The sale ranks as 2026's third-largest primary follow-on offering, behind Alphabet's $84.75 billion equity program and Intel's $20 billion sale.

"We still love Nvidia (NVDA)," says Jim Worden, who has expectations the stock will break out after the Mag 7 company reports earnings. He outlines his bullish case for the AI chipmaker ahead of Wednesday's report.

Intel and AMD shares fell on Monday as semiconductor stocks came under heavy selling ahead of Nvidia's closely watched quarterly results. The decline was concentrated in chip stocks, with the iShares Semiconductor ETF falling more sharply than broader technology funds.

Chip stocks are leading a narrow de-risking Monday morning, with the iShares Semiconductor ETF (NASDAQ:SOXX) down 4% to $501.17 while the iShares U.S.

Intel sold 210.5 million new shares at $95 each on Aug. 10, in an offering upsized from $15 billion to $20 billion within hours. With the underwriters' option exercised in full, the sale raised about $23 billion in total.

Stanley Druckenmiller ran Duquesne Capital for 30 years, generating phenomenal average annual returns in the process. Druckenmiller sold two big winners in the second quarter and piled into two companies viewed as leaders in robotics.

Nvidia and AMD have the most upside, according to analysts. Nvidia's stock looks like a bargain versus Intel's and AMD's.

Stanley Druckenmiller's Duquesne Family Office exited Micron, Intel, and Broadcom in the second quarter, according to the fund's Form 13F as of June 30, 2026, filed August 14, 2026.

The S&P 500 is up roughly 12% in 2026, but its best-performing components have delivered extraordinary, triple-digit gains, with artificial intelligence (AI) infrastructure and memory narratives driving a remarkable stock market rally.

Shares of Broadcom (NASDAQ:AVGO | AVGO Price Prediction) are slightly in the green at $364.14 in early Thursday trading, steadying after Wednesday's selloff tied to a custom-chip announcement from Alphabet‘s (NASDAQ:GOOGL) Google.

PLANO, Texas--(BUSINESS WIRE)-- #5G--The Cloud Enhanced Open Software Defined Mobile Wireless Testbed for City-Scale Deployment (COSMOS), a National Science Foundation PAWR (Platform for Advanced Wireless Research) platform led by Rutgers University/WINLAB together with Columbia University and New York University, has embarked on a collaboration with Intel and Airspan Networks to integrate, test, and evaluate the OCUDU (open source CU/DU) software stack in the context of end-to-to open source 5G depl.

SoftBank's latest 13F shows 86,956,522 Intel shares at both March 31 and June 30 -- the position's value rose from $3.8 billion to $12.1 billion on Intel's stock price alone. Intel was 67% of SoftBank's $18.2 billion in disclosed U.S.-listed holdings at the end of June, up from about a third of the portfolio three months earlier.

Micron could still have more upside with the current memory supercycle set to last longer than prior cycles. AMD looks like the better way than Intel to play the server CPU market.