LOL yes, a measly 35% increase away from $60/share after a 20% pump.
diablo1086 on
People like to complain about AI, but will not use it to answer these simple questions. From a simple Google Gemini search –
“Intel’s recent stock surge is driven by major strategic investments (US Gov, Nvidia, SoftBank), a strong push into the lucrative AI server market with advanced CPUs, potential new large customer wins like Apple, government incentives boosting domestic production, and overall market excitement for semiconductor growth, despite some analyst caution on execution risks. Key factors include significant government backing, partnerships with Nvidia for integrated CPUs, and high demand for its data center chips, say Nasdaq, Roic AI, and The Globe and Mail.”
Edit: Of course people will downvote this. Look at the top voted comment in this thread. Provides no actual answer to the question, just a grandma joke. Which, turns out, is the peak discussion level in this thread.
Classic-Passage-7169 on
Literally nothing. Nowadays stocks only drive because of Ai hype and whatever else Trump admin tweets. Investing based on fundamentals doesn’t really exist anymore.
TACO_Orange_3098 on
definitely blocking you
M_CLeite on
Grandma is proud
utleyduckling on
Nana has it cookin!
swamiOG on
It’s cause I sold last week
Dangerous-Mobile-587 on
Narrative. I don’t see it, but that don’t matter
TaikoG on
Chip bottelneck for datacenters
mbreaddit on
What AMD (former Advanced Money Destroyer) was in the past, intel is in the present.
The new CEO has started turning the company around 180 degrees,
is actively cutting on fabs when there´s no external foundry customer attraction
and restructures the company in what it was in former times, an engineering company.
Yesterday with the new Panther Lake mobile processor they, instead of cherry picking selective test scenarios like in the past, proudly showed what a single chip with iGPU is capable to perform. The press is pretty impressed with that too including OEM´s. And they start hell cheap.
—-
The irony is that too many people see intel only with personal lenses, with personal negative experience of a bad processor or poor product (which they had and still have here and there), but in terms of company cleanup and refocus, the CEO seems to do pretty well, especially because he´s well connected too.
Everybody that just can refer to the Nana story is not able to objectivly look at the company.
—
Don´t forget what AMD was in the past.
**DIsclaimer**: Invested since ~2 years and DCA´d down to ~26$ or so
jlp120145 on
For Nana
Bloated_Plaid on
18A is promising and Apple is likely to be a customer. It’s a massive reversal of fortune. Also Trump.
Zero to to do with AI because their products are fucking garbage but this is only due to their Fab promises and being a viable competitor to TSMC.
SokkaStyle92 on
Because Taiwan has been sold to China and Intel is USA’s hedge
ariphron on
Ai of course you know the magic word that sends everything to the moon!!!
Historical-Employer1 on
i’m convinced it’s a pump and dump thing
Oaker_at on
Something something someone knows something about China.
Their stocks drop, Intel goes up.
Im pretty sure Trump and Xi won’t be nice to each other much longer.
Just my personal interpretation
Average_TechSpec on
they are set to release another FAB in mesa arizona in late 2027 which will make their A18 chips which are on par with Nvidias firs tinitial ai chips. Its hope…
These will be 4mm if im not mistaken.
abradolphlincler420 on
Nana 👵
Best-Bowler6721 on
It’s not, because Intel is a government liability. It will be told to remain stable and not do anything stupid. Get out now.
Wiki-649 on
Bought 37.4 Sold 44.1. Profit in a week 18%.
Total-Confusion-9198 on
They are mass producing 18A chips 2 years ahead of TSMC
Salt_Bringer on
Intel did their presentation last night at CES in Las Vegas
Turbosuit on
The tile architecture of the core ultra chips handle the faster I/O from Nvidia Rubin which is also reported to be using in part Intel foundry for production.
I’m an Intel believer and computer nerd.
LordFaquaad on
I just bought. Now witness me as it falls off a cliff
tamreacct on
18A Panther Lake.
I’ve held on to my stock since it was $10 -$20 for years and continued to hold on to it.
27 Comments
hopes and dreams
Do you even stock market bro?
LOL yes, a measly 35% increase away from $60/share after a 20% pump.
People like to complain about AI, but will not use it to answer these simple questions. From a simple Google Gemini search –
“Intel’s recent stock surge is driven by major strategic investments (US Gov, Nvidia, SoftBank), a strong push into the lucrative AI server market with advanced CPUs, potential new large customer wins like Apple, government incentives boosting domestic production, and overall market excitement for semiconductor growth, despite some analyst caution on execution risks. Key factors include significant government backing, partnerships with Nvidia for integrated CPUs, and high demand for its data center chips, say Nasdaq, Roic AI, and The Globe and Mail.”
Edit: Of course people will downvote this. Look at the top voted comment in this thread. Provides no actual answer to the question, just a grandma joke. Which, turns out, is the peak discussion level in this thread.
Literally nothing. Nowadays stocks only drive because of Ai hype and whatever else Trump admin tweets. Investing based on fundamentals doesn’t really exist anymore.
definitely blocking you
Grandma is proud
Nana has it cookin!
It’s cause I sold last week
Narrative. I don’t see it, but that don’t matter
Chip bottelneck for datacenters
What AMD (former Advanced Money Destroyer) was in the past, intel is in the present.
The new CEO has started turning the company around 180 degrees,
is actively cutting on fabs when there´s no external foundry customer attraction
and restructures the company in what it was in former times, an engineering company.
Yesterday with the new Panther Lake mobile processor they, instead of cherry picking selective test scenarios like in the past, proudly showed what a single chip with iGPU is capable to perform. The press is pretty impressed with that too including OEM´s. And they start hell cheap.
—-
The irony is that too many people see intel only with personal lenses, with personal negative experience of a bad processor or poor product (which they had and still have here and there), but in terms of company cleanup and refocus, the CEO seems to do pretty well, especially because he´s well connected too.
Everybody that just can refer to the Nana story is not able to objectivly look at the company.
—
Don´t forget what AMD was in the past.
**DIsclaimer**: Invested since ~2 years and DCA´d down to ~26$ or so
For Nana
18A is promising and Apple is likely to be a customer. It’s a massive reversal of fortune. Also Trump.
Zero to to do with AI because their products are fucking garbage but this is only due to their Fab promises and being a viable competitor to TSMC.
Because Taiwan has been sold to China and Intel is USA’s hedge
Ai of course you know the magic word that sends everything to the moon!!!
i’m convinced it’s a pump and dump thing
Something something someone knows something about China.
Their stocks drop, Intel goes up.
Im pretty sure Trump and Xi won’t be nice to each other much longer.
Just my personal interpretation
they are set to release another FAB in mesa arizona in late 2027 which will make their A18 chips which are on par with Nvidias firs tinitial ai chips. Its hope…
These will be 4mm if im not mistaken.
Nana 👵
It’s not, because Intel is a government liability. It will be told to remain stable and not do anything stupid. Get out now.
Bought 37.4 Sold 44.1. Profit in a week 18%.
They are mass producing 18A chips 2 years ahead of TSMC
Intel did their presentation last night at CES in Las Vegas
The tile architecture of the core ultra chips handle the faster I/O from Nvidia Rubin which is also reported to be using in part Intel foundry for production.
I’m an Intel believer and computer nerd.
I just bought. Now witness me as it falls off a cliff
18A Panther Lake.
I’ve held on to my stock since it was $10 -$20 for years and continued to hold on to it.