INTC News
10 R40 articles on Intel Corporation (INTC). Latest, Sep 22, 2026: The US Stake in Intel Is Up $29 Billion, Not $43.3 Billion. The Rest Sits in Escrow.
R40 Coverage
The US Stake in Intel Is Up $29 Billion, Not $43.3 Billion. The Rest Sits in Escrow.
Intel's filings leave 143 million of the government's 433.3 million shares undelivered. On the 290 million Commerce holds, Monday's gain is $29.4 billion.
Meta Sized the Muse VM With the Word 'Enough'. X Posts Made It 1.58 Million Chips.
Meta promised every Muse user a dedicated VM and never published its size. The 2 vCPU / 8 GB / 100 GB behind 1.58 million AMD chips came from users.
Intel's CEO Says Memory Prices Rose Five to Seven Times. The Quarterly Rate Is 8-18%.
Intel's CEO said memory prices rose five to seven times, with no basis given. 3Q26 contract prices move 13-18% a quarter on server DRAM, 8-13% on mobile.
Intel Sold Control of Altera and Booked $2.1 Billion on the Half It Kept. An IPO Would Mark Only New Shares.
Intel sold 51% of Altera in September 2025 and kept the rest. The $2.1bn gain is already booked and the $3.2bn carrying value has not moved in four quarters.
Northland Hung a $120 Target on Terafab, Which Intel's Own Latest Filing Does Not Mention Once
Northland upgraded Intel to Outperform with a $120 target, citing Terafab. Intel Foundry's outside customers paid $293M last quarter, mostly Altera.
Intel's CFO Said It Will Still Be Behind in Q4. A Price Rise Into That Is Rationing, Not Margin Defence.
A note has Intel raising PC CPU prices ~10% in October. Its CFO said in July Intel cannot catch up, and guided PC demand down low double digits.
Intel's CFO Said It Will Be Behind in Q4. The Reported October Price Rise Lands Inside It.
A supply-chain note has Intel raising PC CPU prices about 10% in early October. Intel guided PC consumption down low double digits and said it cannot catch up.
Nvidia's Disclosed Stock Portfolio Grew $45 Billion Last Quarter. It Bought One Thing.
Nvidia's Q2 13F shows eight positions worth $63.4B, up $45B in a quarter. Seven share counts are unchanged: the move is one new position and Intel tripling.
Intel Q2 2026: Best Revenue Quarter in 15 Years — and an $11 Billion GAAP Loss
Intel beat non-GAAP EPS estimates by 2x and grew revenue 25%, its fastest pace since 2011, then reported an $11 billion net loss driven almost entirely by a mark-to-market charge tied to the U.S. government's CHIPS Act equity stake. We unpack the accounting and the real business underneath it.
Intel's Supply Paradox: Record CPU Demand Meets Empty Shelves Under Lip-Bu Tan
Intel CEO Lip-Bu Tan says every CEO is calling for more chips. Buffer inventory is depleted, 18A is shipping, and server CPU prices are rising 10%. The supply problem might be Intel's best problem in a decade.