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Intel is undergoing a major transformation, shifting from a CPU-centric model to a multi-platform foundry and AI silicon leader, yet remains deeply undervalued. Recent financials show business stabilization, positive cash flow, and strong foundry momentum, with external orders exceeding $15 billion and government subsidies de-risking capex. AI PC and datacenter accelerator launches position INTC for secular growth, while U.S. policy support creates a unique strategic advantage over global peers.
Intel's new chief executive is exploring a big change to its contract manufacturing business to win major customers, two people familiar with the matter told Reuters, in a potentially expensive shift from his predecessor's plans.
My July 2025 watchlist focuses on high-yield, attractively valued stocks, aiming for a 12% long-term CAGR and outperforming benchmarks. Since its inception, my watchlist has a CAGR of 15.11%, performing in-line with SPY and VYM, while providing a superior dividend yield. The June 2025 watchlist includes 10 stocks with an average forward dividend yield of 3.54% and an expected return of 13.62%.
The month of June saw a fresh wave of layoffs across the technology sector, with companies both large and small making significant workforce reductions as they adapt to shifting market demands and the growing influence of artificial intelligence.
INTC teams with Exostellar to scale AI faster using Gaudi accelerators and orchestration tech for hybrid cloud agility.
Key Points Nvidia (NASDAQ: NVDA) has reclaimed its position as the world’s most valuable company, with its stock up over 65% from April lows amid explosive AI infrastructure investment. Demand for AI server chips remains robust as tech giants like Microsoft (NASDAQ: MSFT), Meta (NASDAQ: META), and OpenAI are expected to invest upwards of $600 billion in data center infrastructure. Despite past concerns over China restrictions, Nvidia’s dominant 92% market share in AI GPUs and upward revenue guidance ($44B for the quarter) continue to sustain bullish momentum. Are you ahead, or behind on retirement? SmartAsset’s free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted, and must act in your best interests. Don’t waste another minute; get started by clicking here.(Sponsor) Watch the Video document.createElement('video'); https://videos.247wallst.com/247wallst.com/2025/06/1-Nvidia-Doesnt-Care-About
BILLERICA, Mass., July 01, 2025 (GLOBE NEWSWIRE) -- E Ink (8069.TWO), the originator, pioneer, and global commercial leader in ePaper technology, announced the launch of a groundbreaking ePaper touchpad solution for laptops, developed through the integration of Intel® Smart Base, Intel® Innovation Platform Framework (Intel® IPF), and Intel® AI Assistant Builder technologies. This innovative solution combines color ePaper with traditional laptop touchpads, creating a visual, AI-assisted human-machine interface (HMI) that enhances user interaction and brings a whole new dimension of functionality to Intel-based AI PCs.
Supermicro's BigTwin® Multi-Node Server with 5th Gen Intel® Xeon® Scalable Processors is now certified by Intel Server system design supports OCP immersion guidelines that enables industry-wide compatibility SAN JOSE, Calif. , June 30, 2025 /PRNewswire/ -- Super Micro Computer, Inc. (SMCI), a Total IT Solution Provider for AI/ML, HPC, Cloud, Storage, and 5G/Edge, is announcing an industry immersion cooling certification for Supermicro's BigTwin Server with 4th and 5th Gen Intel Xeon Scalable Processors from Intel.
INTC slashes up to 20% of its workforce, exiting auto chips to cut costs and refocus on core PC and data center segments.
SANTA CLARA, Calif.--(BUSINESS WIRE)--Exostellar, a self-managed AI infrastructure orchestration company, today announced a strategic collaboration with Intel to help enterprises deploy, manage, and scale AI workloads more efficiently by combining Intel® Gaudi® AI accelerators with Exostellar's advanced Kubernetes-Native AI Orchestration, Multi-Cluster Operator. As AI and machine learning applications evolve, organizations are demanding greater compute power and smarter orchestration to train a.