INTC Intel Corporation Loading... : Bullish and Bearish Analyst Opinions
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07:35
Jun 04
Jun 04
Foxconn announced a partnership with Intel to jointly develop next-generation AI infrastructure and intelligent computing platforms to meet rising demand for AI computing systems.
05:52
Jun 04
Jun 04
Foxconn and Intel announce plans to jointly develop artificial intelligence infrastructure and advanced computing platforms.
05:35
Jun 04
Jun 04
Intel and Hon Hai Technology announce a strategic collaboration to jointly develop AI platforms.
02:34
Jun 04
Jun 04
Intel's Co-COO comments that its packaging technology faces challenges and TSMC is unafraid of competition, highlighting industry dynamics.
22:01
Jun 03
Jun 03
The tweet summarizes Broadcom's strong earnings and AI revenue growth, Europe's chip sovereignty push, and Intel 18A process updates without expressing a personal position.
14:54
Jun 03
Jun 03
Author passed on buying INTC because it was already 4% of their portfolio, criticizing the parent for claiming credit after the fact.
LOW
13:40
Jun 03
Jun 03
The author neutrally relays Ben Emons' "Parabolic 7" label for Sandisk, Marvell, Micron, Intel, Dell, AMD, and Broadcom without endorsing a position.
13:33
Jun 03
Jun 03
Intel shares rose 7.3% in the session after declining for the previous five consecutive trading days.
12:12
Jun 03
Jun 03
US pre-market movers report shows mixed futures with Palo Alto Networks giving up gains after strong results, GitLab falling on profit view disappointment, and Macy's beating estimates while Intel and Marvell surge on positive commentary.
10:44
Jun 03
Jun 03
The tweet reports a factual supply-chain development about Marvell designing a Google networking chip manufactured on Intel's 18A process with MediaTek, without expressing any personal position or forward call.
09:31
Jun 03
Jun 03
Intel is a clear loser.
Intel is a loser because competitors' products outperform on performance per watt and Intel's response is unconvincing.
HIGH
09:09
Jun 03
Jun 03
The author notes that even an Intel executive making the 1:1 ratio claim would be notable, but the fact that an NVIDIA executive said it underscores the broad CPU demand. Intel, as the largest CPU sup
The author notes that even an Intel executive making the 1:1 ratio claim would be notable, but the fact that an NVIDIA executive said it underscores the broad CPU demand. Intel, as the largest CPU supplier, stands to gain from the 'off the charts' demand.
Risk: Intel's execution challenges and market share losses to AMD could mute the benefit.
08:07
Jun 03
Jun 03
Watch INTC as an investor in Ayar Labs, adding to the photonic ecosystem map with potential supply chain implications.
MED
06:30
Jun 03
Jun 03
Intel could be Musk acquisition target
Intel's recent recovery and strategic importance make it a potential acquisition target for Musk's semiconductor ambitions, warranting monitoring. Musk's long-term plan to build his own chips could lead to an Intel deal.
MED
04:56
Jun 03
Jun 03
Intel short-term downside to $60
Intel, after being sold near $96-97 and rallying to $131, is now back around $100 and likely to fall to $60 in the near term before eventually recovering to $200. Government support is fading and the stock faces headwinds.
HIGH
02:05
Jun 03
Jun 03
Intel's BoA conference update reiterates prior growth targets but acknowledges past execution issues, making it a watch rather than a directional call.
23:20
Jun 02
Jun 02
Intel is speculated to become the next trillion-dollar company but no position or forward call is stated by the author.
23:01
Jun 02
Jun 02
The author speculates that private equity money is flowing into new AI data center development based on a SaaS investor's presence at Computex, but this is a research read-through basket, not a personal position.
LOW
22:01
Jun 02
Jun 02
Intel presented AI infrastructure roadmap at Computex featuring Xeon 6+ on 18A process, rack-scale inference blueprints, and new partnerships — no directional view from speaker.
MED
20:57
Jun 02
Jun 02
Author discloses INTC as one of their current top 5 holdings; no explicit catalyst stated beyond active ownership conviction.
MED
20:27
Jun 02
Jun 02
The author asks a rhetorical question about timing for buying Intel without expressing a personal position or forward-looking view.
19:13
Jun 02
Jun 02
Watch these AI compute and infrastructure companies as beneficiaries of the agentic GAI growth theme highlighted at Computex, but the author does not state a personal position.
MED
18:59
Jun 02
Jun 02
Watch as beneficiaries of agentic EDA verification acceleration lowering barriers to custom silicon.
MED
18:59
Jun 02
Jun 02
Watch INTC as the author assesses a directionally improved AI story but notes heavy execution risk and competing fronts.
MED
18:59
Jun 02
Jun 02
Watch Intel as a potential turnaround story in AI control-plane and custom silicon.
MED
18:42
Jun 02
Jun 02
Author expresses personal regret about missing Computex and excitement about Intel's keynote, but does not state a position or forward-looking trade idea.
LOW
18:42
Jun 02
Jun 02
Watch NVDA/AMD/INTC as identified AEHR customers or burn-in demand drivers; mentioned as supply-chain read-through context, not author-owned positions.
MED
17:02
Jun 02
Jun 02
Intel CEO explicitly confirms surging CPU demand driven by AI agents and that the company is supply-constrained, with CEOs calling for more supply. Additionally, 14A node progress and multiple potenti
Intel CEO explicitly confirms surging CPU demand driven by AI agents and that the company is supply-constrained, with CEOs calling for more supply. Additionally, 14A node progress and multiple potential foundry customers point to a potential turnaround in both core CPU and foundry businesses.
Risk: Intel has a history of execution missteps; 14A volume ramp and foundry customer wins are not guaranteed. Supply constraints could also mean lost revenue if competitors fill the gap.
15:01
Jun 02
Jun 02
Author includes Intel among direct beneficiaries, likely due to its position in server CPUs, foundry services, and AI accelerators that could see increased orders from Google's capacity expansion.
Author includes Intel among direct beneficiaries, likely due to its position in server CPUs, foundry services, and AI accelerators that could see increased orders from Google's capacity expansion.
Risk: Intel's own competitive position in AI vs. NVIDIA and AMD; execution risk on foundry roadmap.
14:54
Jun 02
Jun 02
Watch INTC as its design-win scale, AI PC catalyst, and heterogeneous strategy support x86 relevance across client, edge, and data center.
MED
About INTC Analyst Coverage
Buzzberg tracks INTC (Intel Corporation) across 81 sources. 181 bullish vs 20 bearish calls from 130 analysts. Sentiment: predominantly bullish (29%). 547 total trade ideas tracked.