Intel Corporation designs, develops, manufactures, markets, sells, and services computing and related end products and services in the United States, Ireland, Israel, and internationally. It operates through three segments: CCG, DCAI, and Intel Foundry. The company offers client computing group products, including client and commercial CPUs, discrete client GPUs, edge computing, and connectivity products; data center and AI products, such as server CPUs, discrete GPUs, and networking products; and semiconductors comprising wafer fabrication, substrates, and other related products and…
AMD $AMD reported Q3 revenue of $13.38 billion, up 45% YoY and 16% QoQ. Data Center revenue was $8.55 billion, up 97% YoY and 27% QoQ, accelerating from 16% QoQ in Q2 though YoY growth decelerated from 107%. $NVDA $INTC https://t.co/LtoFgyypwe
@epictrades1 $AMD $INTC ... Advanced Micro Devices says the opposite of Intel which took a flamethrower to the AI cohort... One is a real company and the other is a dog with fleas...
Wild to say this, and a lot of why this may happen is $INTC capacity, but $AMD likely does more server CPU revenue (not sure about share) than $INTC in 2027 which would be a first.
$CBRS Look at these neighbors. Start at NVIDIA, swing by Cerebras and Intel, and pull into AMD 20 minutes later. The whole drive is 5.7 miles. Market caps at today’s close, in driving order: NVIDIA ($NVDA) $4.99T Cerebras ($CBRS) $23.24B Intel ($INTC) $321.82B AMD ($AMD)…
Based on what we learned from $INTC last week, while they will still grow with server CPU TAM growth, it's a fair assumption now that $AMD is now the best positioned for server CPU growth in a market going to $80-$100b in 2027.
$AMD this is such an important report for the entire AI trade. $INTC has a PC problem, the AI trade doesn't care. https://t.co/HPcZMShZXn
49 analysts rate INTC Hold on consensus.
Consensus price target: $93.88 (+55.05% upside from $60.55)
| Insider | Date | Transaction | Shares | Value |
|---|---|---|---|---|
| TAN LIP BU director, CEO | Aug 11, 2026 | Purchase | 105,263 | $10M |
| Miller Boise April EVP and Chief Legal Officer | Feb 2, 2026 | Sale | 20,000 | $981K |
| Zinsner David EVP, CFO | Jan 26, 2026 | Purchase | 5,882 | $249.99K |
| Fiscal year | Revenue | Revenue YoY | Net income |
|---|---|---|---|
| 2025 | $52.85B | 0% | $-267M |
| 2025 | $52.85B | -0.47% | $-267M |
| 2024 | $53.1B | 0% | $-18.76B |
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