(INTC) News Today

Intel (NASDAQ: INTC | INTC Price Prediction) and Taiwan Semiconductor Manufacturing (NYSE: TSM) both delivered Q2 2026 results that expose a widening gap between an incumbent and a challenger.

Intel delivered its strongest revenue growth in over 15 years as AI demand, manufacturing yields, and pricing materially improved profitability. Management raised capital expenditures because of long-term customer commitments, suggesting capacity expansion is demand-driven rather than speculative spending. Intel Foundry losses narrowed by approximately $350 million sequentially while 18A yields improved and external customer engagement reached an important inflection point.

The stock market has become remarkably efficient at turning every dip into a buying opportunity.

CNBC's Arjun Kharpal breaks down SoftBank's fiscal first-quarter earnings and what drove its results.

SoftBank Group posted a smaller-than-expected 18% drop in first-quarter profit ‌on Thursday, buoyed by a gain on its stake in chipmaker Intel , even as it recorded no valuation gain from its holdings in ChatGPT developer OpenAI.

Intel Corp (NASDAQ:INTC) stock fell more than 1% on Wednesday as investors reassessed the stock after a strong recent quarter lifted expectations across the semiconductor sector. The drop follows an 11% gain on Tuesday's close.

Intel Corporation  (NASDAQ:INTC) shares are trading lower on Wednesday after running into resistance around the $100 level on Tuesday. This is why the tech giant is Benzinga's Stock of the Day.

MRVL, AMD and MU rallied as AI optimism, earnings anticipation and strong memory demand powered a semiconductor surge that helped lift the S&P 500 to a record high.

AMD and Intel drop after SpaceX CEO Elon Musk says his company will exclusively use Nvidia chips.

Advanced Micro Devices is rapidly expanding its footprint in the artificial intelligence sector through major partnerships with OpenAI and Anthropic. Intel is currently navigating a significant business transformation focused on foundry services and specialized AI hardware despite recent financial challenges.

Semiconductor ETFs staged a violent rebound Tuesday as

Intel (INTC) shares have surged 10% on Tuesday. The semiconductor company's stock has staged a dramatic comeback in 2026 – currently trading at more than 2x its price at the start of this year.

Semiconductor stocks are ripping higher midday Tuesday as a broad risk-on tape lifts the entire chip complex.

Intel's capital expenditures will exceed $20 billion this year and rise further next year.  Even with its latest share price decline, Intel stock is still expensive.

Semiconductor stocks just had their toughest month in over a decade. Are they due for a rebound?

Intel (NASDAQ: INTC | INTC Price Prediction) and Taiwan Semiconductor Manufacturing (NYSE: TSM) both posted Q2 2026 results with striking contrast.

Microchips struggle as South Korea shows more weakness in the semiconductor area. As the AI trade continues to struggle, this will be felt in multiple places.

Nvidia is a great company with a cheap stock price. AMD should have massive growth in front of it as it rides two powerful trends.

Intel (NASDAQ:INTC | INTC Price Prediction) is my kind of comeback story right now.

Jim Cramer's favourite dip-buying rule starts with a margin decline, but it does not end there. Investors must decide whether profits are temporarily compressed by investment or permanently damaged by weak demand and competition.

Intel's trailing-12-month net loss of about $11.3 billion largely reflects mark-to-market losses on escrowed shares and a $3.9 billion non-cash goodwill impairment. Management's own third-quarter forecast calls for positive earnings per share.

The AI-based indices are volatile and richly priced. Even with a covered call wrapper, they can be dangerous for durable income investors. Yet there is still a merit of buying AI-linked covered call ETFs.

Chip stocks rallied this week on a wave of strong tech earnings, and investors rewarded semiconductor ETFs with a rush of new cash. Three funds tracking the chip sector ranked among those pulling in the most new money, according to FactSet flow data.

CNBC host Jim Cramer claims Intel Corp. (NASDAQ:INTC) stock is artificially depressed and “belongs at $110” following massive forced liquidations from Leopold Aschenbrenner's hedge fund, Situational Awareness.

Key Advisors Wealth Management co-founder and CEO Eddie Ghabour discusses the surge in semiconductor stocks, including NVIDIA, and Microsoft's strong cloud-driven earnings outlook on ‘The Claman Countdown.'

Astera Labs is a fast-growing leader in purpose-built connectivity solutions designed specifically for high-scale artificial intelligence infrastructure. Intel is undergoing a massive multi-year turnaround focused on regaining manufacturing leadership and expanding its third-party foundry services.

Intel Corporation earns a Buy rating, with long-term upside driven by advanced packaging leadership in EMIB-T and glass substrates for AI hardware. INTC's strategic shift positions it as a toll-road operator for next-gen AI ASICs, supporting terminal gross margin expansion and ecosystem lock-in. Short-term risks include backend supply chain chokepoints, Middle Eastern helium shocks, and elevated CapEx, which could impact capital turnover and margins.

Intel Corp. (NASDAQ:INTC) shares are surging Thursday as Microsoft's record cloud quarter validated the demand outlook for AI hardware across the semiconductor supply chain while Samsung's warning that the global chip shortage could extend into 2028 reinforced the case for sustained pricing power across the industry.

AMD and Intel shares rebounded sharply on Thursday, reversing losses from previous sessions as Microsoft's stronger-than-expected cloud results boosted confidence in artificial intelligence infrastructure spending and lifted the broader semiconductor sector. AMD and Intel shares both rose 13% each in the session.

Contact [email protected] for any questions or corrections.

The artificial intelligence boom has reshaped the semiconductor industry in an unexpected way.

Jim Cramer's latest market call gives dip buyers a framework: when margin compression punishes a stock, that's often the moment to lean in.

Nvidia has reportedly begun shipments of its Vera server CPUs to customers. Intel and AMD have been enjoying solid growth in the server CPU market lately, but they now face a major threat from Nvidia.

Intel Corporation is upgraded to Buy as its turnaround gains momentum, driven by robust AI demand and operational improvements. Q2 results exceeded guidance with revenue up 25.4% YoY, record Data Center & AI growth, and improving 18A yields, though free cash flow is delayed by higher CapEx. INTC's AI-driven businesses now represent ~70% of revenue; management expects data center revenue to grow well above a double-digit CAGR over the next several years.

Intel is at a profitability turning point, driven by AI infrastructure growth, improved manufacturing cost curves, and robust product demand. INTC's Q2 results confirmed product recovery, with 25% revenue growth, 41.8% non-GAAP gross margin, and strong operating leverage in Data Center and AI. 18A process ramp, cost reductions, and expanded AI-related product lines underpin the path to higher margins and potential foundry upside.

Intel has provided access to some of its processor technology to ‌a new startup, according to a source and documents reviewed by Reuters, in a rare move for the U.S. chipmaker.

Semiconductor stocks remained under pressure on Wednesday as investors continued to pull back from the sector, extending a multi-day sell-off driven by concerns over artificial intelligence spending and growing competition from China. Intel INTC shares fell 2.2%, marking their sixth consecutive session of losses, while Advanced Micro Devices (AMD) dropped 3.3%, extending its losing streak to five sessions.

Locking up the supply of high bandwidth memory gives Nvidia a key advantage. AMD is riding two powerful tailwinds and is set to see huge growth.

On Mad Money, a recent caller pressed Jim Cramer on Cerebras Systems (NASDAQ:CBRS) with a pointed setup: “Last week, CrowdStrike chose Cerebras to power their real-time Falcon AI detection.

Intel (NASDAQ:INTC | INTC Price Prediction) and Micron Technology (NASDAQ:MU) both delivered blockbuster quarters, yet their stocks are now sliding fast.

The NASDAQ 100 has slipped into correction mode, and the reaction inside semiconductors isn't what most market watchers expected.

A deepening sell-off gripped Wall Street midday Wednesday as crude oil spiked on a fresh U.S.-Iran escalation just hours before the Federal Reserve's rate verdict, dragging the S&P 500 to four-week lows and knocking the Nasdaq 100 down more than 10% from prior records.

Intel is steadily becoming a player in the data center race. Its Foundry segment is growing, and operating margins are rising.

Micron Technology (NASDAQ:MU | MU Price Prediction) currently trades at $820.53, well below the Wall Street average price target of $1,507.38.

INTC's DCAI segment shows accelerating, profitable growth prospects, given the narrower CPU:GPU ratio and growing server CPU market to $200B in 2030. The strategic hiring and focus on advanced packaging/ASICs underscore their nascent success in the foundry segment, albeit with sustained cash burn prospects. Despite the cooling AI sentiment, INTC remains expensive at P/E of 60.42x, outpacing sector/peer averages despite the tangible business transformation.

Intel's post-earnings pullback highlights tech ETFs with sizable exposure that can offer diversified access to its long-term potential.

Intel Corporation (NASDAQ: INTC) delivered its seventh consecutive quarter of exceeding guidance, with Q2 2026 revenue of $16.1 billion beating the midpoint by $1.8 billion and non-GAAP EPS of $0.42. The most significant risk is geopolitical: Intel's Israeli fabrication facility has no war or political violence insurance and was named near the top of Iran's published retaliation target list in. The investment horizon is 12 to 18 months, with the decisive catalyst being Intel 14A's PDK 0.9 release in October 2026 and a subsequent external foundry design win announcement that.

Shares of a number of chipmakers fell today, extending a rough stretch for the AI trade and dragging the Nasdaq lower.

Intel has shot higher amid manufacturing-related successes and accelerated revenue growth. Its forward P/E is now lower than that of AMD.

Intel is caught in a global chip-sector sell-off that has pushed semiconductor stocks more than 20% below recent highs. Growing doubts about whether massive AI infrastructure spending will generate real returns are fueling investor anxiety across the chip industry.