Intel — Company · TLDRocket

Signals

2 stories (-60%)

Media momentum

As of 17 Sep 2026 · Visible stories in the last 30 days, compared with the 30 days before.

9 sources

Source diversity

As of 17 Sep 2026 · Distinct publications behind this entity's visible coverage.

1 event

Release activity

As of 17 Sep 2026 · Model, product and open-source release events in the last 90 days whose coverage involves this entity.

1 event

Funding signals

As of 17 Sep 2026 · Funding and acquisition events in the last 90 days whose coverage involves this entity.

Nov 2021 → Sep 2026

Coverage span

As of 17 Sep 2026 · First to most recent month of TLDRocket coverage of this entity.

Market context

INTC · NASDAQ · last close $101.05 (16 Sep 2026)

+12.0% over this window · S&P 500 +0.9% (dashed line)

Price moves around recent events

27 Aug Nvidia agreed to acquire Hugging Face for about $12.9 billion Acquisition

-2.9% next day, -2.6% vs S&P 500 · -0.5% over 5 trading days, -0.7% vs S&P 500
27 Jul Multiple organizations publish research and tools for enterprise agentic AI deployment and optimization Research publication

— insufficient price data
20 Jul AMD launches Helios rack-scale AI system and commits $5 billion to Anthropic partnership; NVIDIA releases Vera Rubin platform with Spectrum-6 networking Product launch

— insufficient price data
3 May AI inference workloads create new hardware and infrastructure optimization challenges as industry shifts from training to inference phase Feature update

— insufficient price data

Correlation does not establish causation. Market moves have many simultaneous causes — macro news, sector rotation, earnings and unrelated company events — and the timing of our daily closes may not align with when an event actually reached the market (pre-announcements, leaks, after-hours trading). Moves are shown next to the S&P 500 (SPY) over the same window so market-wide swings are visible, not hidden. None of this is investment advice.

Price history

INTC · daily closes

$101.05 +299.9% · 12 months 52-week high $142.35 · low $24.45

12-month span · monthly close · 16 Sep 2025–16 Sep 2026

Sep ’25

Oct

Nov

Dec

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep ’26

Daily · last 90 trading days

Previous 24 hours · 5-minute close +9.47%

Candlestick · last 30 trading days

Read INTC is up 299.9% over twelve months, trading -29.0% from its 52-week high ($142.35, 30 Jun) — the strongest month was April at +114.1%.

Not investment advice. TLDRocket's market and earnings analysis is automated editorial commentary on public information. It can be wrong or out of date, it is never a recommendation to buy, sell or hold any security, and it should not be relied on for investment decisions.

Latest earnings

INTC · quarterly EPS

Next report Wed 21 Oct · after market close Q3 FY2026 est EPS 0.39 est revenue $16.7B 1 month from now

Q2 2026 latest

0.42 EPS

est 0.22 +92.9%

Q1 2026

0.29 EPS

est 0.01 +1971.4%

Q4 2025

0.15 EPS

est 0.08 +80.9%

Q3 2025

0.23 EPS

est 0.01 +2200.0%

The TLDRocket take Q2 2026 · written 5 Aug 2026

Four quarters in a row Intel has blown past estimates - Q2 2026 came in at 0.42 versus a 0.22 forecast, and the quarter before that beat by nearly 2000%. Worth pausing on that last number: when the estimate is a penny, a 3-cent beat looks like a moonshot on paper even though the dollar amounts are still modest by Intel's historical standards. The pattern here isn't explosive growth so much as analysts consistently lowballing a company that's still finding its footing - which is its own kind of signal about how little confidence Wall Street has priced in.

On the product side, Intel's story right now is about carving out a place in inference, the cheaper, faster stage of AI where a trained model actually answers queries, as opposed to training, the expensive process of building the model in the first place. Gaudi accelerators are showing up in Dell's Enterprise Hub and IBM's Db2 Genius Hub, and the company has been shipping quantization work - compressing large models so they run cheaper - through Optimum Intel and its Hugging Face partnership. That's a sensible lane to compete in since Nvidia's newly detailed Vera CPU is explicitly aimed at the data-center training market where Intel has struggled to keep pace, and startups like Groq and Cerebras are also circling inference specifically. Mobileye's Stellantis deal for hands-free driving, meanwhile, is a separate and slower-moving bet that has nothing to do with the AI chip fight but does show Intel diversifying its revenue base.

What's still unclear from what we have here: no revenue or margin figures, no guidance, and no sense of how much of Gaudi's traction is paid deployment versus pilot programs with partners like Dell and IBM. The EPS beats are real and repeated, but repeated beats against very low bars aren't the same as evidence the core AI chip business is turning a corner against Nvidia.

Read alongside: PyTorch Mobileye BERT Hugging Face Optimum Intel

Not investment advice. TLDRocket's market and earnings analysis is automated editorial commentary on public information. It can be wrong or out of date, it is never a recommendation to buy, sell or hold any security, and it should not be relied on for investment decisions.

Management

updated 2 Sep 2026

Lip-Bu Tan CEO
Naga Chandrasekaran EVP– Chief Technology and Operations Officer – General Manager, Intel Foundry Technology and Manufacturing
Alex Katouzian EVP & GM, Client Computing & Physical AI
Benjamin R. Ostapuk Vice President, Director of Intellectual Property Legal Group
David Zinsner CFO
Safroadu Yeboah-Amankwah SVP & Chief Strategy Officer
Victoria Holroyd-Fogg Interim Chief People Officer
Carina Sandoval Executive Assistant to EVP, Chief Legal and People Officer
Alexios Zavras Chief Open Source Compliance Officer
Carolann Cervetti Bullock Vice President and Senior Director, Employment and Labor Legal
Evangelina Almirantearena Vice President, Associate General Counsel
James A. Murray VP; former Associate General Counsel & Director Competition Policy

+ 21 more tracked

Recent changes

2 Sep April Miller Boise left (was EVP & Chief Legal Officer)
2 Sep James A. Murray joined as VP; former Associate General Counsel & Director Competition Policy
2 Sep Evangelina Almirantearena joined as Vice President, Associate General Counsel
2 Sep Carolann Cervetti Bullock joined as Vice President and Senior Director, Employment and Labor Legal
2 Sep Alexios Zavras joined as Chief Open Source Compliance Officer
2 Sep Carina Sandoval joined as Executive Assistant to EVP, Chief Legal and People Officer