INTC Intel Corporation

Recent commentary around Intel (INTC) has focused on its AI-centered strategy, including agentic CPU demand and anticipated foundry contracts, as investors respond to fresh data center momentum along with new enterprise security and edge AI tools. Intel’s recent AI headlines are landing against a powerful share price move, with the stock up 34.3% over the past 30 days and a 205.3% year to date share price return. The 1 year total shareholder return of 234.5% signals that momentum has been...

AMD's Data Center revenue just doubled and hyperscalers are signing gigawatt-scale deals, yet our model flags a specific risk hiding in plain sight that could send the stock sharply lower before those wins fully materialize.

These 5 Stocks Crushed the Nasdaq in September

Investing.com -- In a note on Thursday, analysts at Bank of America named its top semiconductor picks for the fourth quarter.

Ten of eleven S&P sectors dropped in September as oil and Treasury yields surged together, yet one corner of the market kept climbing and now sits at its highest concentration in years.

AMD sits near a trillion-dollar market cap with a valuation that would make most investors flinch, yet one investor keeps hitting the buy button every single month without checking the price first. Here is the logic behind that discipline and the three numbers driving it.

Marvell Technology (MRVL) stock returned 201% in the past year, against 17.7% for the S&P 500. Investors value it as an AI data center chip company at 85.6 times earnings, versus 22.1 for the S&P 500. Investors paying that multiple are counting on data center growth staying fast. Management used to tell a second growth story too, and it no longer leads with that story. So what did Marvell's management stop leading with.

Cerebras Systems (CBRS) sells AI hardware and rents out computing power through its own cloud. The shares trade 37.3% below their 52-week high, even though management raised its 2026 revenue forecast in August. Cerebras still reports a loss. Anyone buying the shares today is paying for growth still to come. So how much of that growth has Cerebras already signed.

Qualcomm (QCOM) stock is up 46% over six months. It still trades about 26% below its high of the past year. At 21 times earnings, about the market's level, the price appears to assume Qualcomm keeps growing as Apple sales shrink. Qualcomm plans to fill that gap with car and data center chips, and is raising prices as memory costs climb. Both plans are under way. So is there a case for waiting before you buy Qualcomm.

The optional component protects credentials, files and network access while keeping enforcement outside the model.

Wall Street has overwhelmingly parked Intel in hold territory, but the stock just posted a 212% gain this year while simultaneously losing billions in its foundry division. Something in those conflicting signals deserves a closer look before you decide what to do with your shares.

Intel closed out September with a move that has investors debating whether the chip giant's turnaround is finally gaining real traction or whether the rally has already run ahead of the fundamentals.

Gabelli Investment Management Firm recently released its “Dividend Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund faced a second quarter in which a dramatic stock-market rebound was led by semiconductor and industrial shares, while the Fund’s more defensive positioning and limited exposure to the strongest AI […]

Marvell Technology (MRVL) stock, at $263.27 a share (September 29, 2026 close) and a market value of about $231 billion, trades at 80 times its past twelve months of adjusted earnings per share. That is steep for one year of profit, but Marvell's sales are growing fast, so the next two years matter more. What, then, is the real price of Marvell stock once you count the profit expected in those years.

On August 4, 2026, Advanced Micro Devices (AMD) guided third-quarter revenue to about $13 billion, above its $11.2 billion second-quarter guide. AMD stock has gained 25.4% since the August 3 close, the day before that release, against 0.9% for the S&P 500. Many rallies have no new company numbers behind them, so one backed by a higher forecast is worth a look. Below we look at AMD's new guidance, its share price trend, and what could lift the stock further.

Stock Market Today: The Dow Jones index rises Wednesday on surprise inflation data. Micron earnings are due after the close.

While the S&P 500 (^GSPC) includes industry leaders, not every stock in the index is a winner. Some companies are past their prime, weighed down by poor execution, weak financials, or structural headwinds.

By Shashwat Chauhan and Tharuniyaa Lakshmi Sept 30 (Reuters) - US stock index futures fell in choppy trading on Wednesday, as heavyweight technology stocks eased ahead of a key inflation report and

Jim Cramer called for a $500 billion buyback and named Nvidia the single best investment Jensen Huang can make. The math behind that argument is harder to argue with than you might expect.

Semiconductor stocks have shrugged off rising yields, higher oil prices and fresh AI doubts, and investors now look to Micron's results for the next read on demand.

Key Stats for INTC StockPast week performance: -5. 4%52-week range: $33 to $142Valuation model target price: $141Implied upside: 21.

AMD just crossed into the trillion-dollar club on the back of one market that management believes will grow to $1.4 trillion by 2030, but the stock already trades near a 52-week high and carries risks that could send shares tumbling toward $465.

TSMC keeps landing on my buy list quarter after quarter, and the more I study its financials the harder it gets to justify stopping. Here is why I keep adding to a position my friends think I already own enough of.

Advanced Micro Devices (AMD) stock returned 277% in the twelve months to September 28, 2026. That nearly quadrupled the value of a holding. The run turned out to be about data center chips: the server processors and AI accelerators AMD sells. A gain that size looks obvious afterward, but the fair way to judge it is by what was public beforehand. So what did AMD's management say before its stock ran.

By Stephen Nellis SAN FRANCISCO, Sept 29 (Reuters) - Efficient Computer, a chip startup spun out of Carnegie Mellon University, on Tuesday said it has raised $100 million in additional funding,

Key Stats for Intel StockCurrent Price: $116. 03Target Price (Mid): ~$460Street Target: ~$116Potential Total Return: ~296%Annualized IRR: ~38% / yearWhat Happened?Intel Corporation (INTC) fell 5.

AMD just hit a $1 trillion market cap, but the real story lives in the four moments before it got there. Each entry point produced a wildly different outcome, and the gaps reveal something most milestone headlines bury.

Intel (INTC) stock rose 12.1% on September 21, 2026. A $10,000 holding at the prior close was worth about $11,210 when that day ended. In the days before, reports said SK Hynix was in talks with Intel about making memory chips in the United States. That news was public before September 21, which means it cannot explain the jump. So why did Intel stock jump that day.

Earlier in September 2026, Advantech Co., Ltd. expanded its WEDA-powered Edge AI ecosystem and aligned it with Intel’s Open Edge platform to simplify development, deployment, and lifecycle management of edge AI workloads across industrial and enterprise environments. This push toward standardized, container-based edge AI pipelines highlights how Intel is tying its CPU and platform portfolio to emerging AI safety, scalability, and lifecycle tools at the network edge. We’ll now examine how...

NVIDIA (NVDA) stock trades at 28.6 times the last twelve months of profit, well below its three-year average P/E of 42.8. The shares are only 2.7% below their 52-week high, yet the stock's P/E is low by its own past. So is the market underpricing NVIDIA stock.

Micron Technology (MU) stock trades near $1,082. Options expiring in roughly a year price a likely range from about $597 to about $1,963, with roughly two-in-three odds of finishing inside it. That is a huge band. Yet options expect Micron to trade calmer than it has, and the supply contracts behind management's case for steadier results cover a minority of its memory volume.

Today, Sept. 28, 2026, Middle East tensions and surging crude prices are driving investors toward defensive sectors amid heightened volatility.

Nvidia optimized OpenShell for Vera yet left the open-source runtime extendable to Intel platforms.

Intel Stock Slumps as New AI Risks Put Chipmakers Under Pressure

SK Hynix's HBM leadership, surging cash generation and aggressive capacity expansion strengthen its position as AI-driven memory demand accelerates.

Gunnison Copper (GCU.TO) appointed Jennifer Hays as chief financial officer, effective Oct. 12, it s

Nvidia bucked the trend on Monday as the rest of the chip sector slipped, but semiconductors have still wildly outperformed the broader market this year.

Nvidia, AMD, Intel and Broadcom fell in Monday premarket trading after OpenAI paused some advanced AI model training and testing.

Oil prices are rattling rate expectations again, and the chip sector is cracking under the pressure in ways that reveal a sharp divide between two of its biggest names.

Intel soars as AI and data center growth fuel its rally, putting Intel-heavy ETFs in focus.

SK hynix could expand U.S. memory-chip production through a potential Intel partnership, supporting supply-chain resilience and its AI-memory growth strategy.

Key Takeaways: The rally rests on an agent-CPU thesis. Meta’s Muse AI agent has traders betting on much higher server CPU demand.

Micron Technology (MU) is likely to report strong fiscal fourth-quarter earnings amid favorable memo

Gunnison Copper Corp (TSX:GCU, OTCQB:GCUMF, FRA:3XS0) appointed Jennifer Hays, a finance executive with about 20 years of experience across the US defense industrial base and government contracting, as chief financial officer. Hays most recently served as CFO of PacSci EMC, a US defense and...

OpenAI said it has halted the training of its latest AI models. It follows more incidents of AI agents going rogue.

Solidigm IPO Buzz Sends SK Hynix Stock Tumbling

OpenAI said it has halted the training of its latest AI models. It follows more incidents of AI agents going rogue.

McLaren Racing is on track to become the first Formula One team to notch up $1bn in revenues this year, in the slipstream of Championship-winning performances which fuelled a record payout to its boss, Zak Brown. Sky News has learnt that the Woking-based outfit, which recently extended the contract of World Champion driver Lando Norris until 2030, will file accounts this week showing that its sporting revival has sparked an unprecedented commercial bonanza. The accounts, which cover the calendar year 2025, are also expected to reveal that Mr Brown, who has revitalised the team's performance since taking over as boss in 2016, was paid well over $100m (£75.4m) last year.

FEATURE Stock futures were dropping on Monday after talks between the U.S. and Iran failed to yield a peace deal, driving oil prices and bond yields higher. Artificial-intelligence stocks were struggling as investors opted to ditch risk assets.

↘️ Intel (INTC), Nvidia (NVDA), Micron Technology (MU): Chip stocks fell premarket and were the most actively traded shares before the opening bell. ↘️ Meta Platforms (META): The Facebook owner slipped around 3% premarket, after recent gains fueled by the popularity of its Muse AI agent.