Intel — Company · TLDRocket

Signals

8 stories (+60%)

Media momentum

As of 1 Nov 2026 · Visible stories in the last 30 days, compared with the 30 days before.

13 sources

Source diversity

As of 1 Nov 2026 · Distinct publications behind this entity's visible coverage.

—

Release activity

As of 1 Nov 2026 · Model, product and open-source release events in the last 90 days whose coverage involves this entity.

1 event

Funding signals

As of 1 Nov 2026 · Funding and acquisition events in the last 90 days whose coverage involves this entity.

Nov 2021 → Oct 2026

Coverage span

As of 1 Nov 2026 · First to most recent month of TLDRocket coverage of this entity.

Market context

INTC · NASDAQ · last close $65.76 (30 Oct 2026)

-35.3% over this window · S&P 500 -2.3% (dashed line)

Price moves around recent events

28 Oct Feature update: Alphabet & Amazon Feature update

-3.6% next day, -3.2% vs S&P 500
14 Oct Partnership: Applied Materials & Intel Partnership

-2.8% next day, -3.1% vs S&P 500 · -5.3% over 5 trading days, -5.7% vs S&P 500
13 Oct Deployment: Microsoft & NVIDIA Deployment

-4.6% next day, -3.5% vs S&P 500 · -10.8% over 5 trading days, -9.7% vs S&P 500
12 Oct Policy change: Alphabet & Anthropic Policy change

+1.4% next day, +1.5% vs S&P 500 · -9.2% over 5 trading days, -7.7% vs S&P 500
28 Sep Policy change: Anthropic & GovAI Policy change

-0.1% next day, +0.1% vs S&P 500 · +0.1% over 5 trading days, -1.1% vs S&P 500

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

$65.76 +63.7% · 12 months 52-week high $142.35 · low $32.89

12-month span · monthly close · 30 Oct 2025–30 Oct 2026

Oct ’25

Nov

Dec

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct ’26

Daily · last 90 trading days

Candlestick · last 30 trading days

Read INTC is up 63.7% over twelve months, trading -53.8% 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 It can be wrong or out of date, it is never a recommendation to buy, sell or hold any security, and it should not be relied on for investment decisions.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 20 Jan · after market close Q4 FY2026 est EPS 0.44 est revenue $17.4B 2 months from now

Q3 2026 latest

0.52 EPS

est 0.40 +30.1%

Q2 2026

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%

The TLDRocket take Q3 2026 · written 29 Oct 2026

Intel’s EPS run is cleanly better than expected: four straight beats, from $0.15 vs $0.08 in Q4 2025 to $0.29 vs $0.01 in Q1 2026, $0.42 vs $0.22 in Q2, and now $0.52 vs $0.40 in Q3. The pattern matters more than the eye-popping Q1 surprise, which was flattered by a near-zero estimate. What the numbers say, plainly, is that Intel has been outperforming expectations for a year, and doing it with improving absolute EPS each quarter.

That lines up with what Intel has been shipping and talking about: more AI infrastructure exposure, especially inference gear like the memory-heavy Intel GPU D270, plus software work such as Optimum Intel and integrations around PyTorch, Hugging Face, BERT, and StarCoder that try to make Intel hardware easier to use for real model workloads. The recurring theme in coverage is not “beat Nvidia tomorrow”; it is “make enterprise AI cheaper and more deployable,” including hybrid setups that split work between local and cloud systems, and techniques like BITCOS that squeeze more decoding throughput from CPUs and GPUs.

The catch is that the operating picture still looks constrained and a bit messy. Intel has said it could meet only about 50% of orders for AI-related CPU demand, which is good evidence of demand but also proof that supply is not fully keeping up. Coverage also ties Intel to the broader capacity buildout around companies like Applied Materials, and to a market where Nvidia is still the obvious comparison point in GPU infrastructure. So the quarter reads as better execution against expectations, but the data here is thin on whether Intel is translating that into durable AI share gains rather than just playing useful catch-up.

Read alongside: PyTorch Mobileye Nasdaq BERT Hugging Face

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 records

updated 2 Oct 2026

Observed in public listings; this is not a verified current management roster.

Lip-Bu Tan LinkedIn CEO
Dean Jarnac Executive Vice President and Chief Sales Officer
Naga Chandrasekaran EVP– Chief Technology and Operations Officer – General Manager, Intel Foundry Technology and Manufacturing
Kevork Kechichian LinkedIn Executive Vice President — General Manager, Data Center Group
Aparna Bawa LinkedIn Executive Vice President, Chief Legal & People Officer
David Zinsner CFO
Jason Grebe Senior Vice President – General Manager, Corporate Planning
Cynthia Stoddard LinkedIn Senior Vice President - Chief Information Officer
Alex Katouzian EVP & GM, Client Computing & Physical AI
Seok-Hee Lee Executive Vice President, Intel Foundry
Srinivasan (Srini) Iyengar Senior Vice President – General Manager, Central Engineering Group – Intel Fellow
Robin Colwell Senior Vice President of Government Affairs

+ 16 more tracked

View 12-month management history

Recent source observations

2 Oct Unverified observation Victoria Holroyd-Fogg Not found in a partial source snapshot (previously listed as Interim Chief People Officer); departure unconfirmed.
2 Oct Unverified observation Safroadu Yeboah-Amankwah Not found in a partial source snapshot (previously listed as SVP & Chief Strategy Officer); departure unconfirmed.
2 Oct Unverified observation Navin Shenoy Not found in a partial source snapshot (previously listed as Executive Vice President, Data Platforms Group); departure unconfirmed.
2 Oct Unverified observation James A. Murray Not found in a partial source snapshot (previously listed as VP; former Associate General Counsel & Director Competition Policy); departure unconfirmed.
2 Oct Unverified observation Evangelina Almirantearena Not found in a partial source snapshot (previously listed as Vice President, Associate General Counsel); departure unconfirmed.
2 Oct Unverified observation Eran Vilensky Not found in a partial source snapshot (previously listed as Chief Operating Officer, Intel Wireless Communication Solutions); departure unconfirmed.

Latest developments

Feature update: Google & Intel Trending Topics · 2 days ago · 0 Feature update: Intel & Amazon BBC News · 2 days ago · 0 Feature update: Binance & Nasdaq Fortune · 0 Market development: Intel Product Hunt · 1 week ago · 0 Deployment: NVIDIA & Microsoft The Verge · 2 weeks ago · 0 Market development: Applied Materials & Intel Fortune · 0 Policy change: Intel & Broadcom SiliconANGLE · 2 weeks ago · 0 Policy change: Dell & Intel SiliconANGLE · 2 weeks ago · 0

Timeline

Month Quarter Year

Relationships

Products & technology

Integrated with Terminal-Bench · 1 source
Integrated with PyTorch · 1 source
Deploys Nasdaq · 1 source
Integrated with BERT · 1 source
Develops Optimum Intel · 1 source
Integrated with StarCoder · 1 source
Develops Gaudi 2 · 1 source
Integrated with Llama 2 · 1 source
Develops Intel Gaudi 2 · 1 source
Develops Intel Xeon · 1 source

Investment & ownership

Owns Mobileye · 1 source

Partnerships

Partnered with Hugging Face · 1 source