Market context
Follow the story. See which markets it affects. Explore the context.
Intel shares have surged over 300% driven by 59% Data Center and AI growth, though a $2.1 billion quarterly Foundry operating loss and steep valuation present major headwinds toward reaching a $150 p…
Intel and ASML announced over one million wafers processed on High-NA EUV tools for Panther Lake processors, putting Intel Foundry years ahead of TSMC and Samsung. The technological milestone boosted…
Analysts raised AMD price targets (Argus $625, Rosenblatt $700, JPMorgan $550 neutral) amid AMD's AI stack focus and reported discussions on Intel foundry prepayments as Intel expands stock offering …
Sands Capital's Q2 2026 letter highlights Intel as a new holding, citing rising CPU demand from agentic AI workloads alongside AMD and Arm, while noting Intel's execution risk and foundry optionality.