Intel shares dropped 4% ahead of its Q3 2026 earnings report, pressured by a setback in its foundry business and weak Big Tech results. Terafab's talks with Taiwan Semiconductor undermine Intel's foundry ambitions, which still operates at a loss despite revenue growth. Analysts are cautious due to a declining PC market and supply chain challenges. Intel's upcoming report will be closely watched for new foundry customer announcements amid ongoing AI spending concerns and a soft PC outlook.
Intel shares are trading at USD 91.93, down 3.77% on Pluang as of Oct 30, 2026 00:22 WIB, reflecting investor caution ahead of its Q3 earnings. Alphabet is down sharply by 12.69% at USD 283.66, while Microsoft has edged lower by 1.27% to USD 524.29. Despite the sell-offs, Pluang order activity shows a majority of buyers for Alphabet at 88%, contrasting with Intel's 62% sell orders, highlighting differing investor sentiment among Big Tech names.
Intel's stock fell 24% over the past month, dropping below $100 after a strong rally earlier in 2026. Despite a 154% gain year-to-date, concerns about AI spending and losses in its foundry business weighed on the stock. Intel's recent $2.3 billion ac...
Intel announced it will acquire Israeli quantum computing software firm Classiq for about $2.3 billion, aiming to combine Classiq's software with Intel's hardware expertise to build a comprehensive quantum computing business. This move supports Intel...
NVIDIA's Vera CPU is already shipping to major hyperscalers, with management expecting CPU revenue to more than double in fiscal 2028. This growth threatens AMD and Intel, who have long dominated the server and PC CPU markets. NVIDIA's Grace CPU has ...
Intel Corporation is rated a Buy at $85-86 due to improving fundamentals and a turnaround in its foundry business. The DCAI segment margins jumped from 16% to 39.5% year-over-year, driven by CPU shortages and strong pricing amid rising AI demand. Fou...
Intel's stock surged 5% following a Buy rating upgrade from New Street Research, which highlighted a persistent shortage of server CPUs driven by growing demand from AI applications. The analyst expects supply constraints to last for years, benefitin...
