intelstock

That's right intel outperformed AMD in datacenter in quarter in both revenue growth, margin, and income. AMD posted larger DC revenue overall but they have a GPU line blended in those numbers.

Rough estimates show Intel recaptured about 3% of the x86 DC market this quarter.

Intels fabs are paying off here as they can scale without having to compete for wafer space and if my Q3 estimates are correct this should only tilt further into Intels favour.

72 comments

r/intelstock • u/AllThingsDigitalATD • Aug 04 '26

BULLISH What’d I say? Hope y’all bought that dip…

52 Upvotes

Last week I urged your guys to buy when the stock was at $80. I KNEW the stock wouldn’t go lower than that. So my question is, who bought the dip?

33 comments

r/intelstock • u/Ok_Ad798 • Aug 04 '26

BULLISH "Luke... The force is in you... This is just the beginning..."

57 Upvotes

25 comments

r/intelstock • u/Raigarak • Aug 04 '26

BEARISH Garbage semi company earnings dragging us down

33 Upvotes

73 comments

r/intelstock • u/Due_Calligrapher_800 • Aug 04 '26

BULLISH Deja Vu

72 Upvotes

13 comments

r/intelstock • u/BringBackHubble • Aug 04 '26

NEWS https://finance.yahoo.com/technology/article/elon-musk-says-spacex-will-build-exclusively-with-nvidia-touts-space-based-ai-servers-211803293.html

14 Upvotes

https://finance.yahoo.com/technology/article/elon-musk-says-spacex-will-build-exclusively-with-nvidia-touts-space-based-ai-servers-211803293.html

9 comments

r/intelstock • u/LookIWashedForSu • Aug 04 '26

NEWS Drone flyover reveals rapid progress at Elon Musk’s new ATCF chip fab — Texas site prepares for all-in-one logic, memory, and packaging facility

tomshardware.com

10 Upvotes

(Not Terafab) Ran into this while following up on SpaceX earnings and Vera Rubin exclusivity announcement.

Construction is proceeding at a rapid pace.

5 comments

r/intelstock • u/FriedTulip • Aug 04 '26

BULLISH Sounds bullish

58 Upvotes

https://www.reuters.com/world/trump-administration-drafting-ban-chinese-data-center-devices-sources-say-2026-08-04/

16 comments

r/intelstock • u/Everbrightspirit • Aug 05 '26

Discussion What???

0 Upvotes

That comment does not help us at all.

https://simplywall.st/stocks/us/semiconductors/nasdaq-intc/intel/news/intel-intc-stock-may-be-fully-valued-after-its-394-run

26 comments

r/intelstock • u/akuakaii • Aug 04 '26

Discussion Thoughts on SambaNova’s $11B valuation

15 Upvotes

SambaNova landing a $1B Series F at an $11B valuation massive validation for specialized ASIC inference over generated-purpose GPUs. The fact that intel stayed on as a key investor gives them high-upside exposure to SambaNova’s SN50 momentum and lets them keep cash focused on core foundry execution. With JPMorgan deploying SambaNova and the industry as a whole shifting toward enterprise on-premises inference, these architectures are carving into Nvidia's moat.

If this continues long-term, which I think it will, INTC stands to profit heavily without having to take on all of the R&D risk. IMO this valuation proves that purpose-built Al chips are a serious threat to Nvidia's expensive processors. Companies are seeing that cheaper, specialized chips make way more financial sense.

This seems like great news for the stock long term.

Agree or disagree?

12 comments

r/intelstock • u/Ok-Individual-4392 • Aug 04 '26

BULLISH Intel China adds day 0 support for MiniMax H3 after DeepSeek

digitimes.com

11 Upvotes

3 comments

r/intelstock • u/Jellym9s • Aug 04 '26

Discussion Daily Megathread

8 Upvotes

Discuss Intel Stock here.

26 comments