What's Going On With AMD Stock Today?
AMD stock jumped over 30% in five days as Nvidia CEO Jensen Huang’s exit accelerated AI chip diversification. See why experts project $77B in AMD data-center sales by 2027.
Intel Corp. (INTC) Stock News
Follow the latest Intel Corp. (INTC) news and market headlines alongside the live INTC price. Stay informed on what's moving INTC.
Intel (INTC)
NASDAQ
$59.64
$1.54(-2.52%)
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What's Going on With Intel Stock?
Intel stock has declined more than 50% from its all-time highs. The article discusses Intel's recent stock performance struggles, including a 29% plunge, though the CEO purchased $9.7 million in stock following the decline. Intel shares showed some recovery as part of a broader chip rally driven by AI infrastructure demand.
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Stock Market Today, Nov. 12: AMD Jumps 5.9% on Bank of America Price Target Hike to $700
AMD surged 5.9% to $585.30 after Bank of America raised its price target to $700, citing strong chip demand. The rally was also fueled by investor rotation into semiconductor peers following Nvidia CEO Jensen Huang's resignation and William Blair's upgrade of AMD. AMD's data center segment showed 97% yearly revenue growth, with expectations for server revenue to double in 2027. However, AMD's valuation remains elevated with a P/E ratio of 127.
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Intel Collaborates With RadixArk To Optimize SGLang, Open-Source AI Inference Stack
Intel Corporation today announced a collaboration with RadixArk to optimize SGLang, an open-source AI inference stack, for Intel platforms that aims to help developers and enterprises deploy leading AI models and build
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Jensen Huang Scandal Widens: Former Nvidia CEO Linked to Second Employee
Reuters reports former Nvidia CEO Jensen Huang was involved in a relationship with a second Nvidia employee.
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B of A Securities Maintains Neutral on Intel, Lowers Price Target to $80
B of A Securities analyst Vivek Arya maintains Intel (NASDAQ:INTC) with a Neutral and lowers the price target from $100 to $80.
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AMD is Trading at a Premium at 38.39X P/E: Is the Stock Still a Buy?
AMD shares have surged 123% year-to-date, trading at a premium 38.39X forward P/E versus the sector's 17.48X. Despite valuation concerns, the company's strong data center momentum—with Q3 2026 revenues jumping 97% to $8.55 billion—and expected 80%+ revenue growth in 2027 driven by AI infrastructure demand justify the elevated price. AMD receives a Zacks Rank #2 (Buy) rating.
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What Is Going On With Intel Stock on Thursday?
Intel (INTC) stock fell over 4% Thursday after Nvidia CEO Jensen Huang resigned. See how NVIDIA’s leadership shakeup impacts Intel’s partnership and stock outlook.
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Why Micron Stock Dropped on Thursday
Nvidia CEO Jensen Huang resigned following reports of alleged affairs, causing Nvidia stock to plunge 5.9% and triggering a broader selloff in related semiconductor stocks. Micron stock fell 4.8% due to concerns that Nvidia's leadership crisis could slow AI chip demand, which would reduce demand for Micron's memory chips used in data centers paired with Nvidia GPUs. However, the author notes this is a risk rather than a certainty, as other AI chip makers could fill the gap.
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Can Intel's Altera Partnership Drive Growth in Edge and Physical AI?
Intel has announced a strategic partnership with Altera to advance edge and physical AI solutions by combining Intel's processors and software with Altera's FPGAs. The collaboration targets healthcare, aerospace, defense, and robotics sectors with modular sensor solutions and streamlined development tools. Intel's stock has gained 64.9% over the past year, though 2026-2027 earnings estimates have declined slightly.
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Wall Street's Next Blockbuster Stock Split Could Come From This Chip Equipment Giant
ASML, the world's only commercial supplier of extreme ultraviolet (EUV) lithography machines, reported record Q3 sales driven by AI demand. With customers already placing orders for 2029-2030 deliveries and its next-generation High NA EUV technology being adopted by major chipmakers like Intel, Samsung, SK Hynix, and TSMC, the company's rising stock price could trigger its first stock split in decades. However, risks include cyclical chip spending, China export controls, and supply chain dependencies.
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Nvidia Board Weighs CFO Colette Kress For Interim CEO Role Amid Uncertainty Over Jensen Huang’s Future: Report
Nvidia reportedly weighs CFO Colette Kress as interim CEO as scrutiny surrounding Jensen Huang raises questions about succession.
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NVIDIA Gears Up for Q3 Earnings: Should Investors Buy the Stock?
NVIDIA is expected to report Q3 fiscal 2027 results on November 17 with revenues projected to jump 91.2% to $108.99 billion and earnings rising 91.5%. Strong demand for GPUs, generative AI, hyperscale infrastructure, and networking products should drive growth, particularly in the Data Center segment. The stock trades at an attractive valuation with a forward P/E of 12.14X compared to the industry average of 21.86X, positioning NVIDIA as a compelling investment opportunity in the AI infrastructure space.
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Intel's CEO Bought $9.7 Million of Stock Right After It Plunged 29%. I'm Not Ready to Follow Him In.
Intel CEO Lip-Bu Tan purchased $9.7 million worth of Intel stock on November 2 at $64.73 per share, one day after the stock plunged 29%. However, historical analysis shows that CEO stock purchases at Intel over the past decade have been poor predictors of future stock performance, with the stock rising in only 50% of cases within 12 months. The author remains skeptical of following Tan's lead given Intel's expected profit decline and elevated valuation.
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Advanced Micro Devices vs. Marvell Technology: Which Artificial Intelligence Stock Is a Better Buy Going into 2027?
The article compares AMD and Marvell Technology as AI semiconductor investments through 2027. While AMD shows strong growth with major partnerships (Meta, OpenAI) and $34.6B revenue, Marvell is recommended as the better value due to lower valuation multiples, higher profit margins (32.6% vs 12.5%), and aggressive growth guidance ($20B revenue by FY2028, $70-90B by FY2031). Marvell's acquisition of Lumentum strengthens its optical components capabilities for AI infrastructure.
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Stock Market Today, Nov. 11: Intel Climbs on Broader Chip Rally as AI Infrastructure Demand Lifts Semiconductor Stocks
Intel shares rallied 7.52% on November 11, 2026, as CoreWeave's stronger-than-expected Q3 results reinforced AI infrastructure demand across the semiconductor sector. The gains reversed earlier losses following post-election concerns about potential AI regulation. However, Intel faces headwinds from a weakening PC market, which prompted a weak Q4 forecast in late October.
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Stock Market Today, Nov. 11: Advanced Micro Devices Jumps -- and Not Only Because of CoreWeave's Results
AMD surged 7.32% to $552.90 on November 11, 2026, driven by strong CoreWeave results signaling continued AI chip demand and Goldman Sachs naming it an attractive semiconductor stock. The company has gained 36.99% since November 6, supported by record Q3 revenue of $13.4 billion (up 45% YoY), Q4 guidance of $17 billion, and new partnerships including Google's cloud TPU deal. The broader semiconductor sector also rallied, with Nvidia up 2.92% and Intel up 7.52%.
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Why Advanced Micro Devices Stock Popped Today
AMD stock surged 8.43% following CoreWeave's strong Q3 earnings beat and raised guidance for 2026, signaling increased capital spending on semiconductor chips. Additionally, a UBS report highlighted that server CPU shipments jumped 31% year-over-year in Q3, with AMD maintaining steady market share at 28.4% while Intel declined. UBS projects CPU sales could reach $210 billion by 2030, potentially generating $60 billion in revenue for AMD alone.
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Amkor's Communications Business Weakens: Can a Recovery Take Hold?
Amkor Technology's Communications revenues declined 28% year-over-year in Q3 2026, driven by strategic SiP production migration from Korea to Vietnam and memory supply constraints. While Computing and Automotive segments grew 37%, Communications weakness is expected to persist into Q4. The company faces intensifying competition from GlobalFoundries and Intel in advanced packaging solutions.
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1 Unstoppable Stock-Split Stock to Buy Before It Joins the $1 Trillion Club
AMD's data center business is booming with nearly doubled revenue in Q3, driven by strong Instinct GPU and Epyc CPU sales. With a history of six stock splits and potential to reach $1 trillion market cap, AMD could see a stock split catalyst. The company benefits from diversified revenue streams across data centers, PCs, gaming, and embedded systems, with partnerships from major AI players like Meta, Microsoft, and OpenAI. However, competition from Nvidia and Intel, plus cyclical industry pressures, remain key risks.
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