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UNCOVERED: David zinsner - Caught on Camera

Analysts Are Turning Bullish on Intel Stock Ahead of Earnings. Here’s Why You Should Follow Their Lead.

Server strength is likely to help the company report a strong quarter even though PC weakness continues to persist.

Why KeyBanc Thinks Intel Stock Can Gain 45% from Here

Why KeyBanc Thinks Intel Stock Can Gain 45% from Here

KeyBanc lifted its Intel stock price target to $155 from $110, citing AI-driven server demand, better chip yields and new design wins from major tech names.

Intel Future Price Hikes Send Huge Demand Signal to Wall Street

Intel Future Price Hikes Send Huge Demand Signal to Wall Street

Intel is raising chip prices as server CPU demand outpaces supply, and Wall Street sees the move as proof of a much bigger AI-driven boom ahead.

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Intel Advances Next Generation 18A-P Chip to Risk Production. This Is a Big Deal for INTC Stock.

Intel just cleared a major milestone in its race to reclaim manufacturing leadership. Here is what it means for the company and for the future of AI computing.

Intel's new CEO cut management layers in half. The stock is up nearly 500%

When Lip-Bu Tan took over, Intel was drowning in debt and losing the AI game. In just 13 months, the new CEO has attracted capital infusions from Nvidia and SoftBank, and is closing in on a next-generation chip process.

Intel tells PC makers to adopt 18A CPUs or lose their supply, report claims — Intel 7 supply dries up, pressuring notebook and PC manufacturers in the US, China, and Taiwan

Intel has redirected its constrained Intel 7 capacity toward server and industrial customers.

Tom’s Hardware

CPU requirements for AI workloads are multiplying, driving intensifying shortages and price hikes — Intel already shifting production from consumer chips to Xeon as inference workloads drive server CPU ratios back toward parity with GPUs

As workloads continue migrating towards inference and agentic AI, CPU-GPU ratios could converge to 1:1 or even tilt further in favor of CPUs.

Tom’s Hardware

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Intel stock jumps 28%, setting a record, after it posts strong Q1 with rising forecasts — Intel says yields are improving faster than expected with new nodes

Intel stock jumps 28%, setting a record, after it posts strong Q1 with rising forecasts — Intel says yields are improving faster than expected with new nodes

Demand for Intel's products exceed expectations and supply, but Intel is still bleeding money.

Tom’s Hardware

Intel CEO embraces its 18A node for external customers as 18A-P gets 'inbound interest' — company cites increasing yields

Intel CEO embraces its 18A node for external customers as 18A-P gets 'inbound interest' — company cites increasing yields

Intel sees 'inbound interest' for 18A-P process technology despite 18A process variability.

Tom’s Hardware

CFO David Zinsner Is Buying Intel Stock. Should You?

CFO David Zinsner Is Buying Intel Stock. Should You?

Intel stock fell 17% after the chipmaker provided a less-than-impressive guidance for Q1 of 2026.

Nvidia might be doing what was once unthinkable: asking Intel to make some of its future AI chips

Nvidia might be doing what was once unthinkable: asking Intel to make some of its future AI chips

Nvidia isn't going all-in on Intel, according to the report, but it's better than nothing for the struggling foundry.

Intel has the memory chips it needs to keep shipping Lunar Lake: 'we were relatively aggressive in terms of getting the memory early'

Intel has the memory chips it needs to keep shipping Lunar Lake: 'we were relatively aggressive in terms of getting the memory early'

On-package memory would've put Intel in a tough spot if not.

Why Intel Stock Is Crashing Following CEO's 'Alleged Conflict' and Trump Outcry

Why Intel Stock Is Crashing Following CEO's 'Alleged Conflict' and Trump Outcry

Intel CEO Lip-Bu Tan faces scrutiny over a conflict of interest regarding AI startup investments, as Trump demands his resignation, adding pressure to a chipmaker already reeling from a 60% stock collapse.

International Business Times UK

Intel has cut 35,500 jobs in less than two years — more than 20,000 let go in in recent months as Lip-Bu Tan continues drastic recovery journey

Intel has cut 35,500 jobs in less than two years — more than 20,000 let go in in recent months as Lip-Bu Tan continues drastic recovery journey

Intel cut 20,500 jobs under new CEO Lip-Bu Tan — totaling 35,500 in two years — and reduced R&D spending by over $800 million per quarter as it streamlines operations, cancels lower-priority projects, and concentrates investment on strategic projects.

Tom’s Hardware

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Tom’s Hardware

Intel hamstrung by supply shortages across its business, including production capacity — says it will prioritize data center CPUs over consumer chips, warns of price hikes

Intel's third-quarter results were constrained by production and substrate shortages, forcing the company to prioritize data center CPUs over client chips, which will likely make Raptor Lake CPUs more expensive going forward.

Tom’s Hardware

Intel posts return to growth and profitability in Q3 2025, but significant challenges remain — achieves $13.7 billion revenue with $4.1 billion operating profit

Intel returned to profitability in Q3 2025 with $13.7 billion in revenue and $4.1 billion profit, driven mainly by one-time gains, as client and data-center sales improved despite ongoing capacity shortages.

Lip-Bu Tan Was Really 'Upset' About The Balance Sheet: Intel CFO Reveals Plan For Liquidity From Trump, Nvidia Investments

On Thursday, Intel Corp (NASDAQ:INTC) executives detailed how the company plans to deploy its improved cash position and liquidity following major investments from the Donald Trump administration, Nvidia Corp (NASDAQ:NVDA), SoftBank Group (OTC:SFTBF) (OTC:SFTBY) and others.

Windows Central

AI bust — Intel plans to hike 13th Gen CPU prices years after launch as interest for new Core Ultra chips fails to ignite

Are 13th Gen Core i CPUs too good a deal? Intel seems to think so, as reports suggest that a 10% or higher price hike is headed to certain hardware. Here's what you need to know.

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Tom’s Hardware

Intel CFO confirms that 14A will be more expensive than 18A due to High-NA EUV tool — Intel expects 14A process to offer 15-20% better performance-per-watt or 25-35% lower power consumption than 18A

Intel's 14A process, designed for both internal and foundry use, will be significantly more expensive than 18A due to its reliance on ASML's $380 million High-NA EUV tools.

Windows Central

Intel admits missteps with Arrow Lake CPUs: can Nova Lake restore confidence?

Intel CFO David Zinsner admitted Arrow Lake CPUs fell short in pricing and performance, but says Nova Lake will bring a stronger high-end desktop lineup to challenge AMD.

Windows Central

Intel just got $5.7B from the US government — but Trump could block foundry spinoff

The US now owns 9.9% of Intel and wants the chipmaker to retain control of its foundry business.

Tom’s Hardware

Intel admits its high-end desktop PC chips 'fumbled the football,' disusses 18A yield challenges and performance, Panther Lake ramp

Intel sees performance of Panther Lake processors as competitive, but it admits lower-than-desired 18A yields and weak offerings on desktop and data center markets.

Intel says it has already received billions from the US government as part of upcoming deal

Intel’s deal with the US Government may have just hit the road rolling with a $5.7 billion payout.

Intel Warns Of Potential Backlash After Securing $5.7 Billion US Bailout

In a dramatic intervention to rescue America’s faltering chip manufacturing ambitions, the Trump administration has converted billions in CHIPS Act grants into a $5.7 billion equity stake in Intel (NASDAQ:INTC), giving the U.S. government a 10% ownership and significant leverage over the struggling company’s future.

Intel receives $5.7bn as Trump administration buys 10 percent stake

CFO David Zinsner has also downplayed concerns that Intel’s manufacturing arm could fall under outside control.

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