Intel (INTC) Stock News

JP Morgan upgraded Intel to a Neutral rating from Underweight.

J.P. Morgan upgraded Intel from underweight to neutral, saying the stock's pullback from June peak offers better risk-reward. Analysts expect agentic AI to support chip demand and EPS revisions higher through 2027. CEO Lip-Bu Tan's execution improvements in data center compute cited. Shares rose 4.1% premarket.

Intel shares rose over 3% premarket after Friday's decline, with peers Nvidia and Micron also up. CXMT dropped 8% despite strong earnings guidance and a buyback plan. French banks Societe Generale, Credit Agricole, and BNP Paribas fell after violent weekend protests. Lindt declined on CEO departure. SoftBank fell 2% after WSJ reported early-stage talks to acquire Allied Universal.

JP Morgan updated its rating on Intel to Neutral.

J.P. Morgan upgrades Intel from underweight to neutral, citing improved risk-reward after pullback, agentic AI demand, and CEO execution. Shares rise 4.1% premarket.

JPMorgan upgraded its rating on Intel from Underweight to Neutral.

An explosion caused a fire at an electronic instrument factory linked to Intel, Mehr News reports. The incident's scale and effect on Intel's supply chain are unconfirmed.

An Israeli fire chief confirmed that an incident at an Intel plant is under control.

Intel unveiled new specs for its GPU D-series (Crescent Island) at OCP, emphasizing memory capacity and power efficiency for inference. Customer sampling has started.

Intel announced new rack designs built around its Xeon processors. The company did not provide specific details on specifications, availability, or performance targets.

Elon Musk and Intel CEO Lip-Bu Tan on Wednesday pushed back against speculation that TSMC would take a leading role in the Terafab AI chip project. Musk stated Intel will build and run the fab, with TSMC possibly subleasing space but nothing more. Tan confirmed Intel's continued involvement. Intel shares had fallen over 5% earlier this week after Musk acknowledged TSMC talks, but were flat to slightly higher in premarket Wednesday, outperforming a broader chip-sector decline. Intel remains up more than 200% year-to-date, driven partly by Terafab excitement, though analysts warn that any diminished role could cause investors to reassess the stock's valuation.

Intel (INTC) will release Q3 2026 financial results after market close on Thursday, October 29, 2026, followed by a conference call at 2 p.m. PDT. A live webcast will be available on Intel's investor relations website.

Applied Materials and Intel are teaming up to speed development of next-generation transistors, interconnects and advanced packaging for AI workloads. The work will be done at Applied's EPIC Center and Intel's R&D campus in Hillsboro, Oregon. Financial terms were not disclosed.

Applied Materials and Intel announced a collaboration to develop breakthroughs in next-generation transistors, interconnects, and advanced packaging technology for AI chips and systems. The partnership aims to advance semiconductor manufacturing for AI workloads.

Applied Materials and Intel collaborate on chipmaking innovations for AI computing.

Intel shares fell after Elon Musk confirmed discussions with TSMC about chip manufacturing for Terafab, raising competition concerns. TSMC shares hit an all-time high.

Intel dropped 2.6% to $116.19 after Elon Musk signaled TSMC is exploring helping his Terafab venture run Texas factories. Musk said TSMC could supplement Intel's role. TSMC shares rose 2.8%. The article argues Terafab is not the main thesis for Intel, citing other partnerships and earnings growth.

PTC jumped 35% premarket after Schneider Electric agreed to buy the industrial-software maker for $23 billion. Intel fell nearly 4% after Elon Musk confirmed his chip venture Teralab is in talks to work with TSMC. Nubank and XP rose as Brazilian stocks rallied on Flávio Bolsonaro's first-round election victory.

Intel is integrating Nvidia's OpenShell policy layer into its AI agent toolkit, according to post. No further details or official confirmation have been provided.

Intel fell 5.7% to $116.03, its second straight loss, closing 18.5% below its 52-week high. Peers were mixed: NVIDIA rose, Broadcom and Qualcomm fell. Volume was near average.

Rep. Jim Himes, expected to chair House Intelligence if Democrats win the majority, signaled he will investigate alleged corrupt dealings between the Trump administration and defense contractors, citing White House ballroom contributions as an example.

Chip stocks Intel, Nvidia, and Micron fell premarket and were the most actively traded shares. Meta slipped about 3% after recent gains from its Muse AI agent. Oracle extended losses from last week after cracks emerged in a debt-fueled data-center project in New Mexico. UK housebuilders Persimmon and Taylor Wimpey surged after the UK government announced a first-time buyer program.

post claims Intel shares rose 12% on the day. No catalyst or confirmation provided.

Intel CEO Lip-Bu Tan stated that memory prices have surged five to seven times and that the shortage will intensify through 2027.

Intel and SK Hynix US memory chip manufacturing report resurfaces via CNBC A CNBC segment, cited by a third-party aggregator, reiterates that Intel and SK Hynix are involved in US memory chip manufacturing. Earlier today, SK Hynix stated that no plans have been confirmed regarding reported talks with Intel on US memory chip production. The company said it is exploring various options to strengthen global competitiveness, with no specific plans or arrangements finalized.

Sources report SK Hynix and Intel are discussing a deal to make memory chips in the US. SK Hynix later stated no plans have been confirmed and no specific arrangements are finalized.

Verizon convened major tech partners including AWS, Cisco, Intel, and NVIDIA in its 6G Innovation Forum. The collaboration signals early industry alignment on next-generation wireless standards and could benefit semiconductor and networking suppliers.

Intel-backed Buildots lifts $130M for AI in construction.

U.S. Commerce Sec. Howard Lutnick: trump’s proposed $5,000 dividend checks could be funded by money the U.S. “earns,” not taxes, citing its Intel stake. For perspective: a 10%.

Intel is reportedly planning a 10% PC CPU price hike in October to improve gross margins. The company may also discontinue its low-margin Small Core lineup and cut 5-10% of its workforce. The report comes from DIGITIMES.

An unverified social media claim says Nancy Pelosi filed for purchases of Bloom Energy (BE) up to $12 million and Intel (INTC) up to $1.5 million. The filing has not been confirmed on official congressional disclosure channels.

Intel CEO Lip-Bu Tan hinted at a possible return to memory. He said memory has shifted from commodity to strategic, citing new architectures like stacking memory with CPUs. Intel also recently hired former SK Hynix CEO Seok-Hee Lee.

BofA analyst Vivek Arya reiterated a Buy on Intel with a $145 price target, citing foundry and packaging TAM share gains, record server ASPs, and margin expansion to 38-40% OpM with foundry breakeven by CY27.

Intel is seeking to raise the size of its stock offering from $15 billion to $20 billion after the sale drew more than $100 billion in demand, per Bloomberg. The company had previously announced a $15 billion common stock issuance to fund AI buildout and growth opportunities. The expanded offering would increase dilution for existing shareholders but signals strong investor appetite.

Intel filed a shelf registration for potential common stock sales. Reports indicate the offering could be $15B. The filing allows Intel to sell shares over time, which would dilute existing holders. The move signals a capital raise, likely to fund turnaround or debt reduction. Intel has not commented on timing or use of proceeds.