Browsing Tag
Lip-Bu Tan
19 posts
Intel surges as agentic AI revives demand for the server CPUs everyone had written off
Intel jumped ~6% as agentic AI revives server CPU demand, with the GPU-to-CPU ratio shifting toward 1:1. The stock is up ~450% in a year, but analysts urge caution.
Intel investment in SambaNova clears US antitrust review as INTC trades near 52-week high
Intel chairs the startup it just invested in. Regulators looked, walked away, and cleared the path for a deeper bet against Nvidia's inference dominance.
Intel (INTC) crushes Q1 2026 earnings forecasts for sixth straight quarter as AI server CPU demand outpaces supply
Intel INTC beats Q1 2026 estimates by the widest margin in years. Revenue up 7%, DCAI surges 22%, 18A on track. Read what it means for Intel Foundry and the CPU race.
Intel (NASDAQ: INTC) CLO exit: why April Miller Boise’s June departure signals continued leadership reset
Intel’s CLO April Miller Boise will step down in June. Explore what this leadership change means for Intel’s turnaround strategy and investors.
Can Ericsson and Intel turn AI-native 6G into a deployable operator reality before rivals catch up?
Ericsson and Intel unveil AI-native 6G roadmap at MWC 2026. Discover what this means for operators, cloud RAN, and the future of network AI.
Intel’s AI pivot gains ground as foundry and x86 bets lift Q3 earnings beyond expectations
Intel’s AI strategy and foundry push lifted Q3 2025 earnings past expectations. Find out how it's regaining relevance in the age of accelerated computing.
Intel Corporation (NASDAQ: INTC) — Can its $13.7bn Q3 2025 profit surge and AI-foundry pivot power the next big semiconductor comeback?
Intel Corporation’s $13.7 billion Q3 2025 revenue beat sparks an 8 % stock jump as investors reassess its AI and foundry turnaround.
Why Intel’s $2bn share sale to SoftBank could reshape the U.S. chipmaker’s turnaround story
Intel sells $2B in stock to SoftBank, raising fresh capital at a turning point for its foundry and AI strategy. Find out what it means for investors.
Intel stock dips despite leadership overhaul: Can new executives reboot execution and regain data center dominance?
Intel names new leaders for data center, client, and engineering units—will this revamp finally deliver results for INTC stock? Read the full breakdown.
Can SoftBank’s $2bn stake give Intel the credibility boost it needs in the AI chip wars?
SoftBank’s $2B Intel stake raises a big question: is it enough to restore credibility in the AI chip wars against NVIDIA and TSMC?