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Investing.com93d agoneutral
Citi lifts price targets on Intel and AMD, sees CPU TAM of $132B by 2030

Investing.com -- Citi lifted its price targets on Intel and AMD and introduced a new server CPU total addressable market (TAM) model that forecasts the segment could grow by 35% from $29.3 billion in 2025 to $131.5 billion by 2030, driven largely by surging demand for agentic AI applications.

Trump tells Fortune on Intel stake: 'should have asked for more'
Reuters94d agoneutral
Trump tells Fortune on Intel stake: 'should have asked for more'

U.S. ‌President ‌Donald Trump said ​he "should have asked for ‌more" ⁠of a stake ⁠in ​Intel ​on behalf ​of ‌the U.S. government, in an interview ‌with ​Fortune ​magazine ​published ‌on Monday. (Reporting ​by ​Ananya Palyekar ​in ‌Bengaluru; Editing ​by Alex ​Richardson)

Intel (INTC) Valuation Check After A Volatile Month And Mixed Fundamental Signals
Simply Wall St.94d agoneutral
Intel (INTC) Valuation Check After A Volatile Month And Mixed Fundamental Signals

Intel stock performance snapshot Intel (INTC) has been on many investors’ radar after a period of mixed share performance, with the stock down 6.2% over the past day but up 58.8% over the past month. See our latest analysis for Intel. Despite the recent 6.2% single day share price decline and a 12.9% drop over the past week, Intel’s 30 day share price return of 58.8% and very large 1 year total shareholder return suggest momentum has been strong, even if short term sentiment looks more...

Trump Personally Brokered the Apple-Intel Deal That Sent Intel from $20 to $125
24/7 Wall St.94d agoneutral
Trump Personally Brokered the Apple-Intel Deal That Sent Intel from $20 to $125

On a recent TBPN segment, host John Coogan walked listeners through what he framed as the most consequential industrial policy intervention in semiconductors since the CHIPS Act, namely Commerce Secretary Howard Lutnick meeting repeatedly with Tim Cook, Elon Musk, and Jensen Huang to push them to partner with Intel, with President Trump personally advocating for ... Trump Personally Brokered the Apple-Intel Deal That Sent Intel from $20 to $125

AMD buys $6.5 million of surging tech stock
TheStreet94d agobullish
AMD buys $6.5 million of surging tech stock

Advanced Micro Devices (AMD) has gained about 98% year to date, according to Yahoo Finance at the time of writing, Sunday morning, May 17. Meanwhile, the SPDR S&P 500 index (SPY) is up about 8.4% in the same period. The company has outpaced the S&P 500 by a huge margin. That is impressive, ...