Core Insights - Intel has experienced significant stock rallies, with gains exceeding 30% in less than two months, and notable spikes of over 50% in 2011 and 2024, indicating potential for substantial upside for investors if similar catalysts arise [1][2]. Catalysts - **Catalyst 1: Foundry Break-even Pull-Forward** Intel is accelerating its path to profitability in the Foundry segment, aiming for a break-even point earlier than the 2027 target, which could unlock a higher valuation multiple [10]. - **Catalyst 2: AI-Driven Data Center Share Recapture** The company is focused on regaining market share in the data center sector, which is expected to enhance revenue projections for Data Center and AI (DCAI) by Q2 2026 [10]. - **Catalyst 3: Gross Margin Inflection from Advanced Node Yields** Intel anticipates increasing gross margins beyond consensus expectations, improving profitability in the Client Computing Group (CCG) with yield enhancements and reduced production costs [10]. Financial Performance - Revenue growth has been negative, with a -0.5% last twelve months (LTM) growth and a -5.5% average over the last three years [11]. - Free cash flow margin is nearly -9.4%, and the operating margin is -0.04% LTM [11]. - The stock currently trades at a P/E multiple of -825.4, indicating significant valuation challenges [11].

Exclusive: ASML says next-gen EUV tools ready to mass-produce chips, marking key shift for AI chip production | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]Logo of ASML is displayed at the company's booth at the 8th China International Import Expo (CIIE) in Shanghai, China, November 5, 2025. REUTERS/Maxim Shemetov/File Photo [Purchase Licensing Rights, opens new tab]- Companies- Summary- Full integration into manufacturing expect ...

DUBAI, United Arab Emirates--(BUSINESS WIRE)-- #AI--SambaNova today introduced their SN50 AI chip, which boasts a max speed that's 5X faster than competitive chips. The company also announced a planned collaboration with Intel to deliver highperformance, costefficient AI inference solutions, and more than $350M in investment from new and existing investors. Positioned as the most efficient chip for agentic AI, the SN50 chip offers enterprises a 3X lower total cost of ownership — a powerful foundati. ...

Last summer, the workstation I use for writing these articles felt sluggish. You know how it goes, right? I'm using the same web browsers and word processor as always, but every page comes with a dozen traffic trackers and a bunch of ads that weren't there five years ago, when I last upgraded my computer memory. It was time for a couple of new memory sticks in my Frankenbox with parts acquired and upgraded in waves between 2010 and 2022. Image source: Getty Images. Will AI create the world's first trillio ...

We're back on Morning Trade Live. Let's focus on semiconductors. Now, here's where the major players in that space are trading this morning after Nvidia reported earnings after the close on Wednesday.And is there there is one direction they are heading in and some pretty heavy selling pressure you could say here. Intel down 4.7%, Broadcom down almost 7, AMD down four, and Nvidia continues to lose altitude throughout the course of the morning session here. We're an hour into trade.We are down almost 5% on th ...

Key Takeaways Intel formed a multiyear partnership with SambaNova to deliver AI inference solutions on Xeon-based systems.Intel is expanding its portfolio to tap rising demand for real-time AI inference workloads.Intel faces stiff competition from NVDA and AMD in the AI inference domain.Intel Corporation (INTC) recently announced a multiyear strategic collaboration with SambaNova, a leading AI inference platform and hardware provider. The partnership is set to focus on delivering high-performance, cost-effi ...

Financial giants have made a conspicuous bearish move on Intel. Our analysis of options history for Intel (NASDAQ:INTC) revealed 22 unusual trades.Delving into the details, we found 40% of traders were bullish, while 59% showed bearish tendencies. Out of all the trades we spotted, 7 were puts, with a value of $326,302, and 15 were calls, valued at $1,342,343.Expected Price MovementsAnalyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a price window from $ ...

Jensen Huang, president/CEO of Nvidia, speaks during a Siemens keynote at CES 2026, an annual consumer electronics trade show, in Las Vegas, Nevada, U.S. January 6, 2026. REUTERS/Steve... Purchase Licensing Rights, opens new tab Read more SAN FRANCISCO, Feb 25 (Reuters) - Nvidia (NVDA.O), opens new tab may have made its immense fortune on the back of specialized graphics processing units (GPUs) used to power artificial intelligence servers, but CEO Jensen Huang is increasingly professing his love for the mo ...

Intel Is Up 90% in 12 Months. Can It Actually Sustain This Comeback in 2026? - 24/7 Wall St.[S&P 5006,945.30 +0.79%][Dow Jones49,476.00 +0.63%][Nasdaq 10025,309.80 +1.32%][Russell 20002,665.75 +0.53%][FTSE 10010,819.80 +0.99%][Nikkei 22559,655.30 +2.98%][Live Nasdaq Composite: Tech Tailwinds Boost Market Sentiment, Reclaiming Lost Ground][Investing]# Intel Is Up 90% in 12 Months. Can It Actually Sustain This Comeback in 2026?### Quick ReadIntel (INTC) rebounded 90% in the past year but trades at 112 times e ...

________________________________ 1 CPU and GPU specifications may vary depending on model, country, or region. 2 Intel Core Ultra Series 3 processors are compatible with Copilot+ PCs. 3 For more information on CPU speed and performance visit intel.com/performanceindex Intel, the Intel logo, and other Intel marks are trademarks of Intel Corporation or its subsidiaries. 4 Heat dissipation improvement of 35% compared to Galaxy Book5 Pro 16″ with Intel® Core™ Ultra 7 (Series 2) 258V processor. Results are based ...