Hold Intel And Strictly Follow These Binary Catalysts

At $100.95, Intel (NASDAQ:INTC | INTC Price Prediction) is a Hold, with the next leg of the trade riding on binary catalysts that will either validate this year's dramatic re-rating or expose it as premature.

24/7 Wall Street • 11 hours ago

Intel's Best Growth in 15 Years: 25% Revenue Surge and Our New Price Target

Intel (NASDAQ: INTC | INTC Price Prediction) posted 25.42% year-over-year revenue growth in Q2 2026, its strongest top-line result in more than 15 years, powered by a 59% surge in Data Center and AI revenue.

24/7 Wall Street • 11 hours ago

Why Intel Stock Popped Today

It took a lot of GPUs to train OpenAI and Anthropic, but now we need CPUs too, says Bank of America. CPU sales could grow 36% annually through 2030.

The Motley Fool • 8 hours ago

Why Intel Is Wise to Issue $20 Billion in Stock Right Now

The $20 billion share issuance increases the supply of shares by slightly more than 4%. Intel plans to use some of the funds to fund working capital and higher capital expenditures.

The Motley Fool • 5 hours ago

Cerebras Plummets 13% After Earnings. But Intel & AMD Barrel Ahead with Strong Gains.

Shares of Cerebras Systems (NASDAQ:CBRS) are down roughly 13% in midday trading on Thursday, changing hands near $225 after closing Wednesday at $262.

24/7 Wall Street • 7 hours ago

The Bull Market Is Almost Back for Chip Stocks

After a steep July sell-off, investors are chipping in again.

Investopedia • 4 hours ago

Déjà Vu. Why Intel Is Eyeing a Return to Memory.

Intel's CEO said this week that the chip maker may return to the memory market, potentially making it a challenger to Micron and SK Hynix.

Barrons • 9 hours ago

Everyone Is Chasing Nvidia: BofA Securities Sees $210 Billion CPU Boom for These 3 Stocks

NVIDIA Corp (NASDAQ:NVDA) has dominated the first leg of the AI chip boom. Now, BofA Securities sees a $210 billion opportunity in a different type of chip: CPUs.

Benzinga • 9 hours ago

Semiconductor Flows Stay ‘Sticky' in Leveraged Chip ETFs Like SOXL Despite Fidelity's Cycle-Peak Warning

Investors continue to pour billions into semiconductor ETFs, including speculative leveraged funds such as the Direxion Daily Semiconductor Bull 3X ETF (NYSE:SOXL), even as Fidelity Investments‘ Director of Global Macro Jurrien Timmer warns the semiconductor cycle could be nearing a peak.

Benzinga • 14 hours ago

What's Up With Tech?

Semiconductor stocks face further downside but potential remains. Memory names, especially Micron (MU), are high-risk in H2 due to supply increases, waning ASP leverage, and cyclical dynamics returning despite prior bullish narratives.

Seeking Alpha • 17 hours ago