Intel Corp NASDAQ:INTC Price, Chart, News & Insight

Intel (NASDAQ: INTC) edged 0.9% higher after Goldman Sachs upgraded its rating to Neutral from Sell, signaling a more balanced outlook on the chipmaker as it continues its turnaround efforts.

The rating change suggests Goldman sees a more favorable risk-reward profile following Intel's recent restructuring initiatives and progress in stabilizing its business. While the firm remains cautious about the company's competitive position and execution risks, the move away from a Sell rating indicates expectations for further downside have moderated.

Intel continues to invest heavily in expanding its manufacturing capabilities and advancing its foundry strategy, while working to regain competitiveness in the AI and data center markets. Investors are closely monitoring whether these long-term investments can translate into sustainable earnings growth.

💬 🔗

European Investor 06-25-26

Intel Surges 9% Premarket as Apple Foundry Reports and Analyst Support Boost Sentiment

Intel (NASDAQ: INTC) jumped 9% in premarket trading as investors reacted to news of a potential chip-manufacturing partnership with Apple and growing optimism surrounding the company's foundry and AI businesses.

Adding to the positive sentiment, Bernstein analyst Stacy Rasgon reiterated a Market Perform rating on the stock. While the analyst maintained a neutral stance, investors continue to focus on Intel's long-term turnaround strategy and efforts to become a major contract chip manufacturer.

President Donald Trump stated that Apple had agreed to work with Intel to design and manufacture certain chips in the United States (Stocktwits). While details remain limited and the companies have not provided comprehensive information about the reported arrangement, investors viewed the development as a potential validation of Intel's foundry strategy.

The broader semiconductor sector has remained one of the market's strongest performers in 2026, fueled by accelerating AI infrastructure spending and growing demand for advanced chips. Recent analyst upgrades and higher price targets across the industry have reinforced expectations that AI-related investment remains in the early stages of a multi-year expansion cycle.

For Intel, investor attention remains focused on execution of its manufacturing roadmap, foundry customer wins, and continued progress in AI and data-center markets. A successful expansion of its foundry business could diversify revenue streams and significantly strengthen the company's competitive position.

💬 🔗

WS Investor 06-18-26

Intel Climbs 5% After Double Analyst Upgrade Sparks Optimism

Intel (NASDAQ: INTC) shares rose about 5% on Thursday after receiving two major Wall Street upgrades, signaling growing confidence in the chipmaker's turnaround strategy and long-term AI opportunities.

Citigroup upgraded Intel to Buy, while Bank of America raised its rating from Underperform to Buy and increased its price target from $96 to $135. The rare combination of bullish analyst actions helped fuel strong investor interest in the stock.

The upgrades suggest that analysts increasingly believe Intel's restructuring efforts, manufacturing investments, and product roadmap are beginning to improve the company's competitive position. Investors have been closely watching Intel's progress as it works to regain market share in key processor markets while expanding its foundry business.

Analysts also appear more optimistic about Intel's ability to participate in the artificial intelligence boom. While competitors have captured much of the recent AI-related enthusiasm, Intel has been investing heavily in AI-capable processors, accelerators, and advanced manufacturing technologies that could support future growth.

The positive ratings come as sentiment toward the semiconductor sector remains strong, driven by expectations of continued AI infrastructure spending and rising demand for advanced chips. For Intel, the upgrades represent a notable shift in Wall Street's outlook after several years of operational challenges and market-share losses.

Thursday's rally suggests investors are increasingly willing to bet that Intel's turnaround is gaining traction and that the company could benefit from the next phase of semiconductor and AI industry growth.

💬 🔗

European Investor 06-11-26

Intel reported first-quarter 2026 revenue of $13.6 billion, up 7% year-over-year, as demand for AI-related computing and silicon products continued to grow. The company posted a GAAP loss per share of $0.73, while non-GAAP EPS came in at $0.29, reflecting ongoing investments and restructuring.

Intel highlighted strong momentum in AI-driven demand, particularly for its CPUs and advanced packaging technologies, alongside multiple product launches and expanded partnerships with companies including Google and NVIDIA.

Looking ahead, Intel expects second-quarter revenue between $13.8 billion and $14.8 billion, with modest earnings growth, as it continues to scale production and meet rising demand for AI infrastructure.

Source: Business Wire

💬 🔗

The Investor 04-24-26

Intel and Google Expand Partnership to Advance AI Infrastructure

Intel and Google announced a multiyear collaboration to enhance next-generation AI and cloud infrastructure.

The partnership will deepen the use of Intel Xeon processors across Google Cloud while expanding co-development of custom infrastructure processing units (IPUs), designed to improve efficiency, performance, and scalability in AI systems.

The companies emphasized the growing importance of CPUs alongside accelerators in managing complex AI workloads, with IPUs helping offload networking, storage, and security tasks to optimize overall system performance.

The collaboration aims to build more efficient, flexible, and scalable infrastructure to support rising global demand for AI-driven applications and services.
Business Wire

💬 🔗

WS Investor 04-09-26

Intel announced it will repurchase a 49% stake in its Ireland-based Fab 34 joint venture from Apollo for $14.2 billion.

The move reverses a 2024 transaction in which Apollo invested $11.2 billion for the stake, providing Intel with financial flexibility at the time. The buyback reflects Intel’s improved balance sheet and evolving strategy as demand for AI-driven computing continues to grow.

The transaction will be funded through a combination of cash and approximately $6.5 billion in new debt issuance. Intel expects the deal to be accretive to earnings per share and to strengthen its credit profile over the long term.

Fab 34 in Ireland remains a key part of Intel’s global manufacturing network, supporting advanced chip production for AI and next-generation processors.
Business Wire

💬 🔗

Global Finance News 04-03-26

CrowdStrike and Intel expand partnership to secure next-generation AI PCs

March 25, 2026 — CrowdStrike announced an expanded collaboration with Intel to enhance cybersecurity for AI-powered personal computers, as artificial intelligence workloads increasingly shift to endpoint devices.

The partnership integrates CrowdStrike’s Falcon platform with Intel’s AI hardware technologies, enabling real-time threat detection, data protection, and improved visibility across AI-driven workflows directly on devices.

The companies said the solution addresses new security risks created by AI PCs, where sensitive data is processed locally, expanding the attack surface. The combined platform leverages hardware-level telemetry and AI-driven threat intelligence to detect and stop advanced attacks more quickly.

CrowdStrike noted that the collaboration aims to close the gap between where AI operates and where security is applied, helping enterprises securely adopt AI-powered computing at scale.
Business Wire

💬 🔗

WS Investor 03-25-26

Intel unveiled its Core Ultra Series 3 processors at CES 2026, marking the company’s first compute platform built on its advanced Intel 18A manufacturing process. The new chips are designed to power the next generation of AI PCs, offering higher CPU and graphics performance, improved power efficiency, and extended battery life, with Intel saying the platform will support more than 200 PC designs globally.

Beyond consumer laptops, Intel said Core Ultra Series 3 is also certified for embedded and industrial edge use cases such as robotics, smart cities, automation, and healthcare. Pre-orders for consumer systems begin January 6, with broader availability later this month, while edge systems are expected in the second quarter of 2026.

Source: BusinessWire, via Intel press release, January 5, 2026.

💬 🔗

The Investor 01-06-26

Intel stock soared in 2025. But the chipmaker still has a long road ahead.

Intel's manufacturing business still needs to win a big customer.

(finance.yahoo.com)

💬 🔗

WS News 12-27-25

Intel Corporation (NASDAQ: INTC) reported third-quarter 2025 revenue of $13.7 billion, up 3% year-over-year, with GAAP EPS of $0.90 and non-GAAP EPS of $0.23. The company projects fourth-quarter revenue of $12.8–$13.8 billion, expecting GAAP EPS of -$0.14 and non-GAAP EPS of $0.08, excluding results from Altera after selling a majority stake during the quarter.

CEO Lip-Bu Tan said the results show “steady progress and improved execution,” highlighting growing AI-driven demand across Intel’s CPU, ASIC, and foundry businesses. CFO David Zinsner noted the company’s strengthened balance sheet following new investments from NVIDIA, SoftBank, and U.S. Government funding, adding that “demand is outpacing supply” and is expected to continue into 2026.

💬 🔗

The Investor 10-23-25

NASDAQ:INTCFollow

Intel stock soared in 2025. But the chipmaker still has a long road ahead.

NASDAQ:INTC