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The Latest Breaking News from LipBu Tan

Why 1 Veteran Analyst Just Trimmed His Intel Stock Price Target

Mizuho cuts Intel’s price target to $92 as valuation concerns grow despite stronger server demand and improving execution.

Barchart

Nancy Pelosi Invests Heavily in Intel, Bloom Energy: Both Receive Major Trump Admin Support

Nancy Pelosi ramped up investments in red-hot Bloom Energy and Intel stocks, which are directly benefiting from the AI boom and continued support from the Trump Administration.

International Business Times UK

The Intel wager: Billionaire Masayoshi Son puts 67% of SoftBank’s US portfolio behind an AI revival

SoftBank has heavily invested in Intel, directing sixty-seven percent of its portfolio. This substantial stake reflects Masayoshi Son's confidence in Intel's artificial intelligence turnaround. Intel reported strong revenue growth and exceeded financial expectations for several quarters. The company recently raised twenty billion dollars to support its capital expenditure plans. Despite…

The Economic Times

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CEO Lip-Bu Tan Just Bought Another 105,000 Shares of Intel Stock

As CEO Lip-Bu Tan buys another 105,000 shares, his growing bet on Intel adds fresh confidence to the chipmaker’s turnaround story.

Barchart

Analysts see 'increasing foundry success conviction' as Intel CEO puts $12 million more of his own money in company — analysts point to accelerating foundry progress and capex expansion

Intel's Lip-Bu Ran reportedly buys $12 million worth of Intel stock as analysts believe that the management is increasingly convinced about landing external customers.

Tom’s Hardware

Quote of the day by NVIDIA CEO Jensen Huang: "Moore's law is dead. It's completely over" — Will GPUs ever be affordable again?

Prices climb as Moore's Law seemingly dies, and AI demand rises, all while NVIDIA dominates. PC builders are left wondering if affordable GPUs will ever return.

Windows Central

Intel CEO hints at return to the memory business — says market is ripe for innovation, hints at stacking memory and CPU

Lip-Bu Tan says he has a pet project related to a new memory architecture.

Tom’s Hardware

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Why is Intel sharing its Atom CPU technology with a start-up? The answer could be in low-power x86 design

Rosaic, a new Delaware startup with former Rivos staff and ties to Intel's CEO, gained unusual licensing access to Intel's Atom chip technology.

TechRadar

Intel licenses Atom-class x86 cores to startup — firm reportedly sharing RTL, enabling customer to build its own custom processors based on x86 general-purpose cores

Intel reportedly licenses Atom-class x86 cores to a startup led by Lip-Bu Tan's co-investor and incorporated in May.

Tom’s Hardware

Intel providing chip technology to startup led by co-investor of CEO Lip-Bu Tan in rare deal

Intel has provided access to some of its processor technology to a new startup, according to a source and documents reviewed by Reuters, in a rare move for the U.S. chipmaker.

The Economic Times

Intel Stock: AI Is Bringing Its Biggest Strength Back to Life

The CPU comeback could strengthen Intel's long-term story.

Barchart

Intel commits to 14A mass production in 2028 as its sales rise 25% year-over-year

Intel posts 25% higher year-over-year sales and above-the-guidance earnings, and confirms that its 14A technology is on-track to start high volume ramp in 2028.

Tom’s Hardware

Is Intel back? Company's latest earnings report remarkably different in tone to 12 months ago

"I'm confident that Intel is well positioned to help define the next era of computing," says CEO Tan.

PC Gamer

Intel CEO Lip-Bu Tan Warns AI Supply Crunch Won't Ease: Shortages Will 'Persist for the Foreseeable Future'

Intel Corp (NASDAQ:INTC) reported better-than-expected second-quarter results on Thursday, but warned that supply constraints across the AI ecosystem remain severe, with shortages expected to persist for the foreseeable future.

Benzinga

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The Economic Times

Intel forecast crushes estimates as AI boom boosts chip demand; shares jump

Intel expects third-quarter revenue between $15.8 billion and $16.8 billion, compared with analysts' average estimate of $15.1 billion, according to data compiled by LSEG. Adjusted profit is expected to be 38 cents per share, compared with analyst estimates of 27 cents.

Benzinga

Intel Earnings Prediction Market Preview: What Will Lip-Bu Tan Say?

Intel Corp. (NASDAQ:INTC) reports second-quarter earnings after the bell today, with the call at 5 p.m. ET.

Tom’s Hardware

Intel and AMD sign long-term server CPU deals with Chinese customers as prices jump over 40%, report claims — agreements purportedly guarantee purchase volumes for about a year without fixing prices

Some customers have discussed commitments running two years or longer, one source told Reuters.

International Business Times UK

Intel Layoffs Continue: Chipmaker Plans New Job Cuts After Eliminating 40,000 Roles

Intel is cutting jobs in its growing Data Centre and AI Group despite rising sales. Explore the company's restructuring strategy, workforce reduction, and competitive challenges in the AI chip market.

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TechRadar

Intel is laying off workers in its data center division despite strong recent performance

Intel reportedly gearing up to lay off data center workers in a bid for operational efficiency, despite strong performance.

Tom’s Hardware

Intel to co-develop and manufacture Fortinet's next-gen firewall ASIC on Intel 4 — node gets its first named external customer

SP6 will draw on what the companies described as Intel's expertise in disaggregated semiconductor design and advanced packaging.

Benzinga

Intel Launches Fresh Layoffs in Data Center and AI Unit Ahead of Earnings as Lip-Bu Tan Pushes Turnaround Strategy

Intel Corp. (NASDAQ:INTC) has launched another round of layoffs, this time affecting employees in its Data Center and AI Group, as CEO Lip-Bu Tan continues a sweeping restructuring effort just days before the chipmaker is set to report second-quarter earnings.

Barchart

Why KeyBanc Thinks Intel Stock Can Gain 45% from Here

KeyBanc lifted its Intel stock price target to $155 from $110, citing AI-driven server demand, better chip yields and new design wins from major tech names.

PC Gamer

Report suggests the US gov may have 'urged' Apple into Intel chipmaking deal to avoid tariffs, at almost the same time it took a $9 billion stake in blue team stock

Allegedly.

Barchart

HSBC Just Issued Wall Street’s Boldest Call on Intel Stock

HSBC's Street-high $200 price target highlights growing confidence that Intel's AI server CPUs and foundry business could drive earnings well beyond current consensus.

Barchart

Intel vs. AMD: Goldman Sachs Analyst Thinks the Answer Is Clear

Both chipmakers are riding the AI wave, but only one offers the risk/reward profile Goldman Sachs likes best.

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