Intel reported its fastest growth in 15 years with Q2 revenue up 25%, driven by strong margin expansion in its Data Center and AI businesses. The company raised PC CPU prices three times in a year, focusing on profitability despite a shrinking PC market forecast for 2026. Its foundry segment remains mostly internal, with external revenue only 5% and no major external customer deals expected before 2028. Intel's demand conversion is strong, leading to an upgrade to Hold, but valuation remains high and key foundry catalysts are still awaited.
Intel's recent upgrade to Hold comes as its stock shows strong momentum on Pluang, rising 9.38% to USD 110.53 as of Sep 17, 2026, 22:03 WIB. Despite the fast growth and price hikes, the valuation remains high with a market cap of $534.16 billion. Investor interest leans slightly bullish with 59% of orders to buy, reflecting ongoing confidence in the company's profitability focus and growth prospects.
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...
Microsoft launched the Surface Laptop Ultra, its most powerful laptop ever, powered by Nvidia's new RTX Spark CPU instead of Intel processors. This marks a significant shift as Intel, which still dominates PC chips by volume, loses the top-tier marke...
Intel's stock has surged over 200% in 2026, driven by strong growth in its CPU business, especially in AI and data center markets. Jim Cramer supports this comeback, citing robust demand and improving factory output. However, challenges remain with s...
Intel CEO Lip-Bu Tan confirmed the company's continued involvement in Elon Musk's Terafab semiconductor venture after Musk revealed early talks with TSMC about a potential role. Musk clarified that Tesla and SpaceX will build and operate the Texas fa...
AMD shares rose 4% after Citi raised its price target to $800, citing a surge in server processor demand driven by AI developments, and Stifel increased its target to $700 ahead of AMD's Q3 2026 results. Citi sees AMD as the main beneficiary of a new...
