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.
Meta's AI agent Muse, topping the App Store in 10 days, highlights growing demand for CPUs alongside GPUs in AI workloads. Nvidia's new Vera CPU targets this shift, integrating tightly with its AI platforms to capture more server CPU revenue. While I...
Shares of Intel, AMD, and Arm Holdings rose sharply due to strong investor interest in AI-related stocks. AMD's market cap briefly topped $1 trillion, supported by a planned 10% price increase on key chips due to higher wafer costs. The rally reflect...
Intel's stock price surged from $24 to $109 in one year, driven by strong revenue growth and a $5 billion investment from NVIDIA. CEO Lip-Bu Tan highlighted Intel's best revenue growth in over 15 years, with Q2 revenue up 25.4% and AI-related sales r...
Shares of Arm, Intel, and AMD surged significantly after Meta Platforms' new Muse AI agent sparked renewed optimism about rising CPU demand. Arm's stock jumped 13%, Intel climbed 12%, and AMD rose 9%, as investors anticipate increased inference workl...
AMD shares surged to a new all-time high of $609.71, marking a 172.84% gain year-to-date in 2026. This rally was driven by a report that AMD is raising chip prices by 10%, alongside strong demand from the AI boom benefiting semiconductor firms. Intel...
