Intel's Stock Soars 24% Friday, Its Biggest One-Day Gain Since 1987

The Hot Take: Good new as this should help stave off an Nvidia buy out but we'll have to see if it's enough.

Intel's stock price soared 24% Friday. It's the stock's largest single-day spike since since October 1987, reports CNBC, "as investors cheered signs of renewed growth due to mounting artificial intelligence demand." The stock closed at $82.57 and is now up 124% this year after jumping 84% in 2025. Friday's rally topped a 23% gain for the stock on Sept. 18, when Nvidia agreed to invest $5 billion in the company... "INTC's new CEO fixed the balance sheet, and is executing on a strategy that appears to have put INTC back on the competitive…

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Intel has reportedly killed discrete gaming GPUs for the upcoming Xe3P Arc "Celestial" family — Gaming GPU remains uncertain even for the next-gen Xe4 "Druid" lineup that lands in 2027

The Hot Take: Not good, but then again would need to happen if Nvidia is planning on buying intel. We all loose a third wheel market option and we're going to continue having high prices.

New leaks claim that Intel's upcoming Xe3P graphics architecture won't feature any discrete gaming GPUs, and even the next-gen Xe4 lineup isn't confirmed to. Intel is instead prioritizing the datacenter and workstation segments for new graphics IP, and is featuring them on mobile parts.

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Intel’s Diamond Rapids Xeon Slips to 2027 With 512 Cores and 16-Channel Memory, Coral Rapids Brings Back SMT in 2028

The Hot Take: It appears they definitely woke a sleeping giant....

Intel's next-gen Xeon "Diamond Rapids" CPUs will offer up to 512 cores, while Coral Rapids will bring back SMT on 8-channel platforms in 2028. Intel Diamond Rapids 16-Channel Slips Into 2027, Features Up To 512 Cores Intel Diamond Rapids "Xeon" CPUs were going to launch this year, but delays in plans have pushed it to 2027. The delay can be attributed to several reasons, such as yields and the fact that the 8-channel line was cancelled. Now, Intel plans to launch Diamond Rapids "Xeon" CPUs in 2027. As per Jaykihn, Intel's mid-2027 plans for…

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Intel Z970 Chipset for Nova Lake May Span Both High-End and Mainstream Markets

The Hot Take: This is just a very inserting move as it cannibalizes the range of SKUs for the lower end builds. Question is will they be charging same for the chipset but tweaking the firmware for USB ports, SATA and PCIe lane configurations for lower priced boards? Only time will tell. This does bring us back to the days where they didn't have several chipsets and board manufacturers has a bit more control of their boards features.

According to the latest leaks, Intel's next-gen Nova Lake desktop CPUs will see a bit of a shake-up in their motherboard chipset market segmentation strategy. The usual source for Intel leaks, Jaykihn, says that the next-gen Z970 chipset will "replace most of the market currently covered by the B860." However, a B960 chipset is still on the

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DDR5 RAM Prices Finally Crack In Japan As 64 GB Kits Dip Below $489 For First Time In Four Months

The Hot Take: Not hitting the states yet, everything still 800+ still. Hopefully soon, or they start pumping out CUDIMMs for the higher speed kits.

You will be extremely lucky if you can buy a 64 GB RAM kit for under $500 these days, but some retailers in Japan are indeed selling it for such a low price. Several DDR5 RAM Kits in Japan See a Sudden Price Decline of Up To 22% Compared to Previous Months Prices for several DDR5 RAM kits have dropped sharply in Japan mid-April, making them more affordable than they were in the previous months. We all have been waiting for such price drops, but every time we see some relief, the prices shoot up quickly in a few days. […]Read full article at…

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Qualcomm’s Datacenter CPU Rumor Comes Just In Time As Agentic AI Goes In Hyperdrive Mode

The Hot Take: Everyone is joining the ARM SoC Server party! To sad they don't know that Fujitsu has already been ruling that with a Top 500 server running them. Better late than not paid I guess?

Qualcomm is rumored to be preparing a brand new datacenter CPU, which will be just in time to power growing Agentic AI needs. Rumors that Qualcomm's New Datacenter CPU is just a few months away may not sound crazy, given the demand there is for agentic AI There's a rumor going around that Qualcomm is working on its very own "dedicated" Datacenter CPU based on the Arm architecture. Qualcomm making its own Datacenter CPU at some point was expected, but what the new rumor is suggesting is that we could see that chip being announced as early as…

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Intel stock jumps 28%, setting a record, after it posts strong Q1 with rising forecasts — Intel says yields are improving faster than expected with new nodes

The Hot Take: Great news as we need healthy competition for x86 in a world being crowded by ARM SoC chips. We'll see soon which architecture wins out but we still have RISC-V around the corner, where intel is a board member of that ISA. I feel this limiting ram on devices might be to push in ARM/RISC into acceptance...

Demand for Intel's products exceed expectations and supply, but Intel is still bleeding money.

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SoftBank subsidiary working with Intel to develop radical new ZAM memory is now receiving Japanese gov't subsidies — new memory designed as a lower-power HBM for AI workloads

The Hot Take: HBM competitor would be good bringing Ai accelerator competition for RAM. Intel bringing it should help Intel to catch up in the Ai game for sure.

Japan’s SaiMemory, a SoftBank subsidiary collaborating with Intel, has secured NEDO funding to develop Z-Angle Memory (ZAM), a next-gen DRAM architecture addressing HBM limitations

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