Intel's disclosed equity portfolio is unusually small for its $541.83 billion market cap, totaling just $620 million as of mid-2026. It holds two key positions: 50 million shares in Mobileye, an autonomous driving company spun out from Intel, and 15.3 million shares in Joby Aviation, an eVTOL developer. Mobileye showed modest revenue growth and profitability but faced a significant goodwill impairment charge, while Joby reported massive revenue growth from a low base but continued to burn cash and trade at high sales multiples. CEO Lip-Bu Tan views these investments as strategic bets on edge AI in physical mobility, signaling Intel's focus on AI-driven technologies beyond traditional semiconductors. Investors should watch for further Mobileye impairments and Joby's certification progress in late 2026.
Intel and Broadcom CEOs warn that access to capital could become the biggest constraint on the AI boom, even as demand for computing infrastructure outpaces supply. Rising borrowing costs and higher bond yields may make financing data centers and chi...
The U.S. Supreme Court heard arguments in a case involving Intel's 401(k) retirement plan, where a former employee claimed fiduciaries breached their duties by investing in underperforming hedge funds and private equity. The key issue is whether unde...
Intel's stock has surged over 200% in 2026, driven by strong revenue growth and strategic focus under CEO Lip-Bu Tan. The company reported a 25.4% revenue increase in Q2 and has beaten earnings estimates for seven consecutive quarters. Despite this, ...
Intel's market capitalization recently reached $562.65 billion, slightly surpassing the combined $552.80 billion valuation of Coca-Cola and PepsiCo. This is notable because Intel posted a $11.29 billion loss last year, while Coca-Cola and PepsiCo ear...
Intel's stock faced a dip after Elon Musk's comments on TSMC, but the company remains a strong buy due to management execution, improving gross margins, and ongoing price hikes. Intel's Q3 guidance projects $15.8–$16.8 billion in revenue, a 42% non-G...
