(INTC) News Today

A potential Apple-Intel chip agreement could boost Intel's foundry business. Central processing unit (CPU) chip demand will rise as AI inference grows, and that's good news for Intel.

Intel has made key manufacturing and chip advancements since Tan became CEO. Its advancements have only delivered modest improvements to Intel's financials so far.

A $10,000 investment in Intel on Jan. 2 is worth about $30,561 as of this writing. Intel's foundry revenue rose 16% year over year last quarter, and data center and AI revenue climbed 22%.

Intel faces asymmetric downside risk as AI infrastructure efficiency may outpace monetized demand, risking valuation multiple compression across semiconductors. INTC's foundry segment is especially vulnerable, with only $174M in external revenue and a $2.4B loss, amplifying downside if AI capex digestion occurs. Despite strong CPU, ASIC, and edge AI positioning, INTC's current valuation bakes in high sentiment and AI-era relevance, making the entry point unattractive.

Micron and Intel are benefitting from long-term AI tailwinds. Intel's AI chips, Foundry service, and CPUs are all gaining momentum and can scale quickly in the future.

While not the absolute best performer within the timeframe, Intel (NASDAQ: INTC) stock would have, nonetheless, resulted in stellar returns to any trader who estimated the chipmaker's long decline was nearing its end in the summer of 2025.

Shares of Broadcom (NASDAQ:AVGO | AVGO Price Prediction) have gone almost nowhere in 2026, up just 4.15% year to date (YTD) while the rest of the

As Intel Corp. (NASDAQ: INTC) signaled uptrend continuation in June, Frank Lee, a Wall Street analyst at HSBC Holdings plc (NYSE: HSBC), reiterated bullish sentiment for the next 12 months.

Thursday, July 2, proved a damaging day for some of the top chipmakers involved with the artificial intelligence (AI) boom in terms of their stock market performance and valuation.

Intel ended the first half of 2026 up about 270%, then fell 9% on Wednesday as chip stocks sold off broadly. The stock's surge has been driven by foundry momentum, including a reported preliminary agreement to make some Apple chips.

Intel (NASDAQ:INTC | INTC Price Prediction) shares are down 6% to $119.83 at midday Thursday, leading a sharp pullback across chip names.

Intel still has a long way to go before the foundry business is back. AMD doesn't have the growth that Nvidia does.

Intel shares (INTC) fell around 5% on Thursday as semiconductor stocks extended their pullback, even as analysts at HSBC raised their price target on the chipmaker. The decline came amid a broader selloff across the semiconductor sector.

Dom Rizzo runs T. Rowe Price's Global Technology Fund, and the numbers he brings to the table force even skeptics to sit up.

Each trading day, Benzinga Pro features hundreds of headlines and press releases, allowing traders to access the latest market news and individual stock information.

Intel (NASDAQ:INTC | INTC Price Prediction) at $127 looks like a wait-and-see.

Intel's AI PC, networking and foundry advances, plus rising earnings estimates and a lower valuation, are fueling its strong industry outperformance.

On CNBC's Closing Bell Overtime the evening of June 30, 2026, a guest said the quiet part out loud about AI hardware: “the AI memory hardware food chain is still trading as if there's no choice

AI chip stocks have pulled back from recent highs. Some Wall Street analysts are saying buy the dip.

Many of this year's hottest stocks are the biggest decliners in premarket trading Thursday after sharp drops in the previous session.

Semiconductor companies soared in the second quarter, but many of them tanked on the first day of the new quarter. The slide comes after chip space notched record gains in the quarter ending in June, with Micron, Intel and AMD adding $2 trillion in combined value.

For now, today's pullback serves as a reminder that even compelling long-term growth stories can experience meaningful volatility.

At $139.63, Intel (NASDAQ:INTC | INTC Price Prediction) is a hold.

Leveraged single-stock ETFs tied to chip and AI winners soared as Wall Street wrapped up a strong first half of 2026.

MU's AI-driven memory surge fuels a historic rally, making semiconductor ETFs a diversified way to tap the industry's broad-based momentum.

Intel Corp. (NASDAQ:INTC) stock fell nearly 2% in Wednesday's premarket session as investors turned cautious following a weaker overnight market backdrop.

CNBC's Jim Cramer said Wall Street is rewarding the companies supplying the artificial intelligence boom rather than the technology giants funding it. While Cramer continues to own several Magnificent Seven stocks, he believes AI suppliers such as Micron, Intel, Marvell, AMD and Sandisk are currently in the strongest position to benefit from the industry's massive spending cycle.

Chip stocks notched historic gains in the second quarter as investors widened their AI portfolio to include names other than Nvidia. Memory maker Micron led the way, jumping more than 240%, while Intel jumped 216% and Advanced Micro Devices climbed 186%.

SANTA CLARA, Calif.--(BUSINESS WIRE)--Intel to Report Second-Quarter 2026 Financial Results.

Intel INTC stock rallied 7% in trading on Tuesday as investors reacted to renewed optimism around artificial intelligence infrastructure spending and continued strength across the semiconductor sector. Other chip stocks also moved higher on Tuesday as chip stocks closed out a historic run in the second quarter.

Chip stocks are catching a strong risk-on bid at midday Tuesday, with mega-cap semiconductors leading the broader tape higher.

As with the AI industry, investors often push the quantum computing industry aside as a "bubble." In both cases, however, it's important to acknowledge what this might mean.

Wells Fargo analyst Aaron Rakers raised his price target on AMD stock to $615 per share today. Many of his feelings about AMD's prospects translate directly to Intel stock.

Intel Corp. (NASDAQ:INTC) stock edged higher in Tuesday's premarket session as semiconductor stocks traded modestly higher alongside a firmer broader market. Nasdaq futures gained 0.15%, while S&P 500 futures rose 0.06%.

Comcast's (NASDAQ: CMCSA | CMCSA Price Prediction) move to carve out its cable networks into the Versant spinoff marks a definitive turning point in the great conglomerate unbundling: the notorious “conglomerate discount” that has eroded shareholder value for over a decade is officially on the chopping block across the S&P 500.

All of these stocks have soared by triple digits during the first half of 2026.

The latest trading day saw Intel (INTC) settling at $131.72, representing a +2.65% change from its previous close.

Intel Corporation (NASDAQ:INTC) experienced a significant Power Inflow alert, a key bullish indicator that is closely tracked by traders who value order flow analytics, specifically institutional and retail order flow data.

SpaceX fades just as the data predicted

Bob Sloan, S3 Partners founder, joins 'Power Lunch' to discuss how investors should position in the memory trade.

Stephen Sopko and Bob Lang touch on breaking news surrounding Super Micro (SMCI) and reports that its Taiwan office was raided in connection to an Nvidia (NVDA) chip smuggling operation. The headline brought a black eye to the AI chip space today, but both guests see plenty of upside across the industry.

Intel, Palantir and Dell are positioned to benefit as Big Data and AI demand grows across finance, healthcare, retail and manufacturing.

Chip stocks including Intel (INTC), Advanced Micro Devices (AMD), and Arm Holdings (ARM) opened in the red this morning mostly due to technical quarter-end positioning.   Amidst a lack of fresh positive catalysts, lingering earnings pressure and macroeconomic caution are also adding to the weakness in these semiconductor names on Jun. 29.

The AI trade is trying to reassert itself on Monday, as the recent selloff may have been a bit overdone.

Although HP (NYSE: HPQ | HPQ Price Prediction), Intel (NASDAQ: INTC), and Xerox (NASDAQ: XRX) each defined an entire category of American hardware, Wall Street no longer prices them as peers.

Intel Corp. (NASDAQ:INTC) stock rose nearly 1% in Monday's premarket session as improving risk appetite lifted large-cap technology stocks. Nasdaq futures gained 1.12%, while S&P 500 futures advanced 1.01%, supporting a broader rally across semiconductor names.

The Nasdaq 100 index tracker, Invesco QQQ Trust ETF (NASDAQ:QQQ), collapsed to $706.52 on Friday, staging a sharp 4.60% five-day drop that leaves the index flashing critical technical warning signs. The rejection of its recent peak at $745.45 raises an urgent question for Wall Street: Is the tech rally running out of steam?

Intel (INTC 3.20%) could become a serious AI infrastructure turnaround if Intel Foundry becomes a credible alternative to TSMC. Reported interest from major AI players makes the story far more compelling, but the stock now depends on execution, customer wins, manufacturing quality, and valuation expectations that have risen fast.

Intel's rally is fueled by cost cuts, AI focus, and major partnerships. Foundry revenue is rising, but operating losses remain steep.

Intel is aggressively pivoting toward a foundry model to manufacture chips for other designers globally. Navitas Semiconductor is specializing in next-generation power materials designed for AI data centers and electric vehicles.