Intel stock has soared of late, and the question is whether it can continue.One of the cornerstones of President Donald Trump's campaign was a promise to bring more manufacturing jobs back to the U.S. from overseas. In particular, the new administration has been focused on bolstering domestic technology innovation as the artificial intelligence (AI) revolution intensifies.By now, it's clear that semiconductors are among the most important pieces of the AI puzzle. Suppliers such as Nvidia, Advanced Micro Dev ...

Core Insights - Intel's position in the AI chip market has been questioned, leading to a decision to divest from Intel shares approximately a year ago due to concerns about its competitiveness in the AI megatrend [1] Group 1 - Intel has been perceived as lagging in the AI chip race, prompting a strategic exit from its positions [1] - The rapid advancements in AI technology have intensified competition among chip manufacturers, impacting Intel's market standing [1]

NEWARK, Calif., Feb. 24, 2025 /PRNewswire/ -- MiTAC Computing Technology Corporation, a leading server platform design manufacturer and a subsidiary of MiTAC Holdings Corporation (TSE:3706), today announced the launch of its latest server systems and motherboards powered by the latest Intel Xeon 6 with P-core processors. These industry-leading processors are designed for compute-intensive workloads, providing up to twice the performance for the widest range of workloads including AI and HPC. MiTAC Compu ...

Despite a long list of issues plaguing chip giant Intel (INTC -4.68%), the company has made meaningful progress catching up to TSMC in semiconductor manufacturing. Intel was stuck on its heavily delayed 10 nanometer (nm) process for a long time, which caused all sorts of problems on the product side of the business. The Intel 4 and Intel 3 process nodes, which are used for Meteor Lake PC CPUs and the latest generation of Xeon server CPUs, respectively, were big upgrades for Intel.Intel previously canceled t ...

Core Insights - Intel (INTC) has experienced a significant surge in stock price, marking its longest winning streak since the 1980s, with an increase of over $200 billion in value in the past two weeks [1] Political Developments - U.S. Vice President J.D. Vance has emphasized the administration's commitment to enhancing domestic semiconductor production, particularly for AI chips, which has boosted investor confidence in Intel's future prospects [3] Strategic Moves - Intel is reportedly in discussions to sell a majority stake in its Altera programmable chip unit to Silver Lake Management, aligning with its strategy to streamline operations and focus on core competencies [5] - There are rumors of potential partnerships, with Taiwan Semiconductor Manufacturing Company (TSMC) considering a stake in Intel's manufacturing facilities and Broadcom showing interest in Intel's chip design and marketing divisions [4] Market Opportunities - Investors can consider ETFs with significant allocations to Intel, such as First Trust Nasdaq Semiconductor ETF (FTXL), REX FANG & Innovation Equity Premium Income ETF (FEPI), Xtrackers Semiconductor Select Equity ETF (CHPS), ProShares Nanotechnology ETF (TINY), and VanEck Vectors Semiconductor ETF (SMH) [2][7][9][11][12][13] ETF Details - First Trust Nasdaq Semiconductor ETF (FTXL) has $304.3 million in assets under management (AUM) and holds Intel at a 10% share [8] - REX FANG & Innovation Equity Premium Income ETF (FEPI) has Intel as the top holding at 6.8% [10] - Xtrackers Semiconductor Select Equity ETF (CHPS) lists Intel as the top firm with a 5.4% share [11] - ProShares Nanotechnology ETF (TINY) includes Intel at a 5.2% share [12] - VanEck Vectors Semiconductor ETF (SMH) has Intel at a 4.5% share [13]

Intel Stock Forecast Today12-Month Stock Price Forecast:$26.88-1.86% Downside ReduceBased on 32 Analyst RatingsHigh Forecast$62.00Average Forecast$26.88Low Forecast$20.00Intel Stock Forecast DetailsShares of the much-maligned semiconductor giant Intel NASDAQ: INTC have jumped over 30% in the past week as of the Feb. 18 close. This is primarily due to rumors that Intel could sell off large parts of its business to two semiconductor behemoths. President Trump reportedly planted the seed for this idea. So, is ...

Group 1: Market Overview - Stock futures are trending lower as investors assess new tariff proposals and await Federal Reserve meeting minutes, with S&P 500 futures slightly down after reaching an all-time high [3] - Oil and gold futures are up by nearly 1%, while Bitcoin is trading above $96,000, indicating mixed market sentiment [3] Group 2: Tariff Proposals - President Trump's latest tariff proposal could impose a 25% import tax on automobiles, semiconductors, and pharmaceuticals, with a potential phase-in period for U.S. companies [4] - The U.S. imported approximately 8 million passenger cars and light trucks last year, accounting for about half of the country's vehicle sales [4] Group 3: Intel - Intel shares fell nearly 3% following reports of a private equity firm nearing a deal to acquire its Altera programmable chips unit, despite a previous 16% increase in stock value [5] - Over the past 12 months, Intel's stock has lost more than a third of its value, although recent gains have mitigated some of those losses [5] Group 4: Super Micro Computer - Super Micro Computer shares rose approximately 6% in premarket trading, extending a winning streak to four days, driven by optimism around AI server demand [6] - The company projects revenue to reach $40 billion in 2026, a 60% increase from 2025, fueled by growing infrastructure needs for AI [6] Group 5: Apple - Apple shares remained stable ahead of the anticipated launch of a new low-cost iPhone model, expected to be priced at $499 [7] - The new iPhone SE4 is expected to feature Apple Intelligence, which is reportedly driving record upgrades for iPhones [8]

Key TakeawaysIntel is in advanced talks to sell a majority stake in its Altera programmable chips unit, Bloomberg reported Tuesday.The development comes after reporting over the weekend that Broadcom and TSMC are considering bids for parts of the storied chipmaker.Shares of Intel soared Tuesday, but have still lost more than a third of their value over the past 12 months. Private equity firm Silver Lake Management is nearing a deal to buy a majority stake in Intel’s (INTC) Altera programmable chips unit, ac ...

Market Overview - Major U.S. equities indexes experienced minor gains, with the S&P 500 achieving a record closing high of 0.2% [2][3] - The trading week is expected to provide insights into the Federal Reserve's policy inclinations, with upcoming minutes from the latest meeting and comments from officials [2] Company Highlights - Super Micro Computer (SMCI) shares surged over 16% following a positive business update and strong revenue growth forecast for fiscal 2026, while also expressing confidence in meeting the Feb. 25 deadline for its delayed annual report [4] - Intel (INTC) shares rose approximately 16% amid reports that Taiwan Semiconductor Manufacturing Co. (TSMC) and Broadcom (AVGO) are considering deals to split Intel's semiconductor design and manufacturing assets [5] - Walgreens Boots Alliance (WBA) saw a 14% increase in shares after reports suggested renewed interest in a potential sale to private equity firm Sycamore Partners [6] Earnings Reports and Guidance - Medtronic (MDT) shares fell over 7% after mixed fiscal third-quarter results, with adjusted earnings per share exceeding estimates but quarterly revenue missing expectations due to weak sales in specific product lines [7] - Conagra Brands (CAG) lowered its full-year sales guidance, leading to a 5.5% drop in shares, citing supply concerns and unexpected demand increases as contributing factors [8] - UnitedHealth Group (UNH) shares declined 4.4% following the Federal Trade Commission's decision to retain merger review guidelines, potentially impacting its planned acquisition of Amedisys (AMED) [9]

Needham analyst Charles Shi reiterated Taiwan Semiconductor Manufacturing Co TSM with a Buy and a $225 price target.In conjunction with Shi’s Taiwan Semiconductor note on a pro forma analysis of the contract chipmaker’s potential acquisition of Intel Corp’s INTC Intel Foundry, the analyst noted through the implications for Semiconductor Capital Equipment (Semicap) and Electronic Design Automation (EDA) and concluded that the takeover will inevitably lead to capital efficiency, which is a long-term negative ...