Chip Stocks Extend Pullback Amid AI Bubble Fears
Shares of a number of chipmakers fell today, extending a rough stretch for the AI trade and dragging the Nasdaq lower.
INTC - Intel Corp.
Price:
--
--
|
CONSENSUS:
Hold
DETAILS
|
PRICE TARGET:
$110.41
DETAILS
HIGH:
$200.00
LOW:
$60.00
MEDIAN:
$110.00
CONSENSUS:
$110.41
UPSIDE:
27.94%
Stock News
Intel Is Down By 39% Since June. Time to Buy?
Intel has shot higher amid manufacturing-related successes and accelerated revenue growth. Its forward P/E is now lower than that of AMD.
Why Intel Stock Just Fell Again
Intel is caught in a global chip-sector sell-off that has pushed semiconductor stocks more than 20% below recent highs. Growing doubts about whether massive AI infrastructure spending will generate real returns are fueling investor anxiety across the chip industry.
Intel: A Potential Winner Of AI Inference
The biggest AI winners so far have been companies that made AI model training possible. Think of Nvidia, for example. Today, there is strong evidence to suggest that AI technology is moving from model training to inference. Industry data from Grand View Research confirms this. According to several industry reports, inference spending will account for 80% to 90% of lifetime AI costs. According to Deloitte, inference accounted for just one-third of AI costs in 2023.
Can Intel's Advanced Packaging Tie-Up With Lens Technology Aid Shares?
INTC teams up with Lens Technology to advance glass substrate packaging, improving chip performance and power efficiency for AI and next-gen computing.
Chip stocks down: Micron, Sandisk, Intel shares get hammered as AI uncertainty infects global markets
Shares in major U.S. chip and memory companies, including Micron, Sandisk, and Intel, are sinking this morning in premarket trading after the stock prices of similar companies in Asia got hammered hard.
Dow Jumps 520 Points While Nasdaq Struggles Through Chip Stock Panic
The Dow jumped 520 points while the Nasdaq went nowhere. A global semiconductor panic is creating the strangest market split in months.
Is the AI Chip Trade Actually Cracking? $1 Trillion Wiped Out in Korea — And It's Spreading
Six weeks. Four separate chip-stock selloffs. A combined $1 trillion wiped off Korea's top four chipmakers.
AMD Sinks 8%, Marvell Sinks 7%, Intel Fall 6% as AI Chip Trade Narrows to NVIDIA
Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) stock is down 9% in midday Tuesday trading to $453.37, while Marvell Technology (NASDAQ:MRVL) shares are off 7% to $175.52 and Intel (NASDAQ:INTC) stock is down 6% to $85.82.
Why are Intel, AMD stocks tumbling today?
Intel and AMD shares came under heavy selling pressure on Tuesday as investors reassessed the outlook for the semiconductor industry amid China's rapid advances in memory chips and artificial intelligence infrastructure. Intel INTC stock fell about 6%, while AMD declined roughly 8%, extending a broader selloff across global semiconductor stocks.
AMD vs. Intel: Which Is the Better Artificial Intelligence Chip Stock to Own Until the End of 2027?
Both chipmakers have made investors significantly richer over the past year, and they can sustain their healthy growth rates owing to the improving demand for their chips.
3 AI Chip and Memory Behemoths to Buy Ahead of August for Big Upside
AI chip and memory leaders MU, INTC and TSM stand out for August as AI demand, growth and targets support upside.
Intel Just Broke a 15-Year-Old Company Record. Is the Comeback for Real?
The stock still sold off after a record-setting quarter. Intel's stock still has a lot of success built into it.
Investors Have Been Giving Tech Stocks a Hard Time Lately, Despite Strong Earnings
Tech companies are driving blowout results this earnings season. But investors aren't rewarding their stocks the way they usually do.
Ryan Kelly Talks INTC Foundry, Big Tech's Energy Needs & U.S.-Iran Outlook
Ryan Kelly discusses many of the key headlines moving markets in a new trading week. He believes AI memory names like Micron (MU) and SanDisk (SNDK) still have room to run despite muscling returns of several hundred to several thousand percent for investors.
Intel Just Secured a Huge Customer for Its Foundry Business
Intel's foundry has its first named customer in Fortinet. The foundry business has been doing well, but up until recently lacked a big-name customer.
Intel: The Pullback Creates A Stronger Entry Point After Q2 Earnings
I am reiterating my Buy rating on Intel Corporation and revising my price target from $176 to $151. The lower target still represents about 64% upside from the current share price of $92. INTC's Q2 2026 strengthened my thesis, with DCAI revenue reaching $6.3 billion, segment margin expanding to 39.5%, and purpose-built silicon revenue nearly tripling year-over-year.
mimik Brings Device-First Agentic AI Software Infrastructure to Intel-Powered AI PC Platforms
OAKLAND, Calif.--(BUSINESS WIRE)-- #AIAgents--mimik mimOE turns Intel-powered AI PCs into governed infrastructure nodes for Agentix-Native workloads, with no cloud tether or per-token costs.
China's $500B Memory Giant Isn't Chasing Nvidia. It's Betting on Intel and AMD
While Wall Street remains fixated on the high-bandwidth memory (HBM) boom powering Nvidia Corp.‘s (NASDAQ:NVDA) AI accelerators, China's newest semiconductor giant is making a very different bet.
Intel: 60x Earnings Is Too Much For An Unfinished Turnaround
Intel posted a strong quarter with 25% revenue growth and a 59% surge in Data Center and AI segment revenue. INTC's client and data center growth relied heavily on pricing and mix, not underlying volume recovery, raising sustainability concerns. External foundry revenue remains minimal, while capital expenditures are ramping up ahead of proven outside demand, delaying free-cash-flow recovery.
Price Targets
Intel (INTC) PT Raised to $110 at Bernstein SocGen Group
$110.00
(was $89.38)
Stacy Rasgon
·
Bernstein
Intel (INTC) PT Raised to $100 at DA Davidson Following Strong Q2 Results
$100.00
(was $97.20)
Gil Luria
·
D.A. Davidson
Intel price target lowered to $125 from $150 at Cantor Fitzgerald
$125.00
(was $96.89)
Cantor Fitzgerald
Intel price target raised to $98 from $60 at Wedbush
$98.00
(was $100.23)
Matt Bryson
·
Wedbush
Intel (INTC) PT Raised to $125 at Baird
$125.00
(was $100.23)
Tristan Gerra
·
Robert W. Baird
Intel price target lowered to $110 from $120 at Stifel
$110.00
(was $100.23)
Stifel Nicolaus
Intel (INTC) PT Raised to $80 at Rosenblatt
$80.00
(was $100.23)
Hans Mosesmann
·
Rosenblatt Securities
Intel price target raised to $84 from $75 at Morgan Stanley
$84.00
(was $100.23)
Joseph Moore
·
Morgan Stanley
Intel (INTC) PT Lowered to $125 at Cantor Fitzgerald on Cloudy Picture for Client, Shares Losses
$125.00
(was $100.23)
KeyBanc
Intel price target raised to $120 from $110 at Wells Fargo
$120.00
(was $100.23)
Aaron Rakers
·
Wells Fargo
Intel (INTC) PT Raised to $125 at Seaport Global Securities
$125.00
(was $100.23)
Jay Goldberg
·
Seaport Global
Intel (INTC) PT Lowered to $109 at Mizuho
$109.00
(was $100.23)
Siti Panigrahi
·
Mizuho Securities
Intel price target raised to $120 from $100 at Roth Capital
$120.00
(was $100.23)
Suji Desilva
·
Roth Capital
Intel price target raised to $75 from $73 at Morgan Stanley
$75.00
(was $97.93)
Morgan Stanley
Intel price target raised to $115 from $80 at Susquehanna
$115.00
(was $102.99)
UBS
Intel price target raised to $155 from $110 at KeyBanc
$155.00
(was $103.12)
KeyBanc
Intel price target raised to $121 from $83 at UBS
$121.00
(was $103.95)
UBS
Intel price target raised to $120 from $75 at Stifel
$120.00
(was $112.54)
Ruben Roy
·
Stifel Nicolaus
Intel price target raised to $200 from $100 at HSBC
$200.00
(was $123.84)
Frank Lee
·
HSBC
Intel (INTC) PT Raised to $150 at Cantor Fitzgerald: Outperforming in Accelerator Market
$150.00
(was $128.32)
H.C. Wainwright