Intel reported a strong Q2 with $16.1 billion revenue, up 25% year-over-year, driven by a 59% rise in Data Center and AI segments and a 31% increase in Foundry business. Talks with SK hynix for a potential partnership could increase external demand for Intel's U.S. manufacturing capacity, enhancing foundry utilization and AI supply chain relevance. While valuation limits immediate upside, successful execution and deal finalization are key for further growth and rerating.
Intel trades at USD 120.73, up 11.17% as of Sep 21, 2026 21:41 WIB on Pluang. SK hynix is priced at USD 187.13, down 0.39% at the same time. Intel's market cap stands at $574.07B, reflecting strong investor interest amid its growth and partnership talks.
Tech stocks dropped over $1 trillion in value in a single session, with major indexes like Nasdaq 100 and S&P 500 falling significantly amid rising oil prices and Treasury yields. Despite the selloff, Nvidia's CEO Jensen Huang expressed strong confid...
Nvidia shares fell nearly 6% recently due to worries over AI funding, but the company continues to dominate the AI chip market with strong revenue and profit growth. Nvidia offers a full AI stack and sees demand far exceeding supply, projecting 70% g...
Intel's stock has fallen 33% over the past 90 days, underperforming rivals AMD and NVIDIA, yet analyst Ben Reitzes of Melius Research forecasts a potential doubling to $200 within two years. This bullish outlook hinges on Intel's foundry business gro...
Taiwan Semiconductor posted its sixth consecutive quarter of record profits, driven by strong AI-related demand, but its stock fell 3% along with Intel and AMD shares. The company reported higher revenue and net income, beating estimates and raising ...
Intel and Qualcomm both rebranded around AI in their recent earnings, but investor reactions diverged. Intel reported strong revenue growth driven by AI-related Xeon server CPUs and data center demand, with supply constraints noted. Qualcomm, meanwhi...
