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 track," analysts at Evercore ISI wrote in a report after earnings, upgrading the shares to the equivalent of a buy rating.
First-quarter revenue topped estimates and rose 7.2% to $13.58 billion from $12.67 billion a year earlier. In five of the prior seven quarters, the company posted year-over-year declines in revenue...
The rally on Wall Street marks a stark turnaround for the U.S. chipmaker, which lost 60% of its value in 2024, leading to the ouster of Pat Gelsinger as CEO in December of that year... Intel's data center business is driving much of the current growth. Revenue jumped 22% from a year earlier to $5.1 billion, as AI fuels renewed demand for central processing units. Analysts at Citi upgraded the stock to a buy from a neutral rating, anticipating an uplift in CPU sales for all suppliers over the next few years.
Besides Tesla, Intel's CEO said Thursday that "multiple customers" are "actively evaluating the technology" their new 14A chip technology, according to CNBC, and that 14A development is happening faster than its 18A technology.
The sudden spike in Intel's stock price makes the stock chart look almost like a straigbht line up. Last August it was selling for less than $20 a share — so it's quadrupled in value less that nine months.
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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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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 Diamond Rapids include a volume launch […]Read full article at https://wccftech.com/intel-diamond-rapids-xeon-2027-512-cores-16-channel-memory-coral-rapids-smt-in-2028/
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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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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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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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The Hot Take: I find this to be VERY good news.
The chip maker reported a 7 percent rise to $13.6 billion in its latest quarter, more than $1 billion more than Wall Street expected.
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The Hot Take: Again the people out there are calling this cheating. I say if you optimized for your hardware how is it cheating????
While everyone wants faster hardware, Intel says the answer lies in software optimization, and the P and E cores are almost identical in gaming performance. Robert Hallock Says E-Cores Don't Degrade Gaming Performance and PC Enthusiasts are "Underestimating" the Importance of Software Intel might not have been able to deliver X3D-equivalent performance in gaming with its latest Core Ultra 200 series, but it has gotten closer with the Plus variants. While still noticeably behind when it comes to the leading gaming performance, Intel blames this regression more on the "software" optimization than the hardware itself. In an interview with PC […]Read full article at https://wccftech.com/intels-hallock-blames-software-not-silicon-for-gaming-gap-claims-30-performance-is-hiding-behind-poor-optimization/
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The Hot Take: Interesting move, consolidate down to a single chip set. Less time to develop, they going to do disabling features at the firmware level to get more skus at different price points?
Intel's upcoming Z970 motherboards for Nova Lake-S Desktop CPUs will replace both high-end Z890 and mainstream B860 options. Intel Z970 Motherboards To Cover An Extensive Market With Both High-End & Mainstream Options For Nova Lake Builders Intel's 900-series motherboards will have a wide range of options for PC builders. The flagship Z990 chipset will be the recommended choice for enthusiast Nova Lake Desktop CPUs, featuring a dual compute tile configuration, while the Z970 chipset will retain a primary focus on the high-end market. Based on a new post by Jaykihn at X, it looks like the Z970 chipset may not […]Read full article at https://wccftech.com/intel-z970-chipset-cover-both-z890-high-end-b860-mainstream-tiers-for-nova-lake/
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The Hot Take: In a bid to get the DYIers back onboard. I hope they're holding to this and keep supporting the DYI industry. It seems others out there don't want to continue that option to consumers.
Intel's Unlocked CPUs have been restricted to high-end desktop models, but that is about to change as the company plans overclocking support on more SKUs. Intel Changes Its Unlocked Desktop CPU Strategy: No Longer Limited To High-End SKUs, Also Coming To Budget & Mainstream Offerings The new Intel client division is making some drastic changes in the desktop segment. Recently, Robert Hallock revealed how Intel is planning to offer AMD-like socket longevity moving forward, while also keeping existing platforms fresh with new refreshes. For this matter, Intel has already launched Arrow Lake "Core Ultra 200S Plus" for LGA 1851, and […]Read full article at https://wccftech.com/intel-no-longer-limit-overclocking-to-high-end-skus-plans-more-unlocked-cpus/
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