INTC news sentiment

Aug 13 2026

finance.yahoo.comArchivedPositive tone

Lip-Bu Tan Investing $12 Million of His Own Money into Intel Raise: Daniel Newman Calls It a ‘Strong Sign of Confidence’ in Chipmaker’s Future

Intel Corp (NASDAQ:INTC) CEO Lip-Bu Tan is investing $12 million of his own capital in the chipmaker's newly upsized $20 billion stock offering, a move that Futurum Group CEO Daniel Newman sees as a strong vote of confidence. Lip-Bu Tan Invests $12 Million in Intel Stock Offering According to a prospectus supplement filed with the Securities and Exchange Commission Wednesday, Tan and one family member agreed to purchase a combined $12 million of Intel shares as part of the offering. Intel priced 210,526,315 shares at $95 each on Tuesday, increasing the offering to $20 billion from the $15 bill

AIEarningsRevenue GrowthSemiconductorsStock Offering

Published

13 Aug 2026 04:21

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Aug 12 2026

finance.yahoo.comArchivedPositive tone

Lip-Bu Tan Puts $12 Million Into Intel's $20 Billion Raise

This article first appeared on GuruFocus. Intel (NASDAQ:INTC) rose 3.54% intraday after a prospectus supplement disclosed that Chief Executive Lip-Bu Tan and a family member will purchase $12 million of shares in the company's common stock offering at the public offering price. The offering closes today. Intel priced 210,526,315 shares at $95 on Tuesday, upsizing the deal to $20 billion from the $15 billion announced a day earlier, with underwriters holding a 30-day option on a further 31,578,947 shares. Net proceeds run to roughly $19.7 billion, earmarked for capital expenditure and general c

Capital ExpenditureEarningsShare Buyback

Published

12 Aug 2026 18:27

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Aug 12 2026

finance.yahoo.comArchivedPositive tone

AMD Rises 3% as AI Server Demand Stays Strong

This article first appeared on GuruFocus. Shares of chipmaker Advanced Micro Devices Inc. (AMD, Financials), a rival to Nvidia in artificial intelligence, gained nearly 2.6% after good earnings and forecast from Super Micro Computer Inc. fueled hopes for ongoing demand for AI servers.Super Micro announced adjusted earnings of $1.70 a share. That was significantly ahead of Wall Street's estimate of $0.96. Its prospects were even better.The company forecast quarterly revenue of $14.5 billion to $15.5 billion, well above the roughly $12.9 billion analysts had projected. It also anticipated revenu

AIEarningsSemiconductorsTech

Published

12 Aug 2026 18:05

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Aug 12 2026

finance.yahoo.comArchivedPositive tone

SK Hynix and SanDisk Climb 8%, Western Digital Gains 4% as Memory Shortage Deepens

Quick Read SK Hynix (SKHY) and SanDisk (SNDK) each surged 8% Wednesday after Temasek announced direct investments and Micron's CBO warned 2027 supply will be even tighter. Micron (MU) jumped 6% and the Roundhill Memory ETF (DRAM) rose 8%, yet both trade below 21x earnings despite revenue surging over 345% year over year. Micron Chief Business Officer Sumit Sadana's "even tighter" 2027 outlook suggests today's move could mark a genuine sector re-rating rather than a one-day reaction to fresh catalysts. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Western

AIEarningsMemorySemiconductors

Published

12 Aug 2026 16:01

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Aug 12 2026

finance.yahoo.comArchivedNeutral tone

Why Intel’s $20 Billion Stock Offering Is Actually a Great Sign for the Company

Shares of Intel have been under pressure this week since the chip maker announced a $20 billion stock offering. UBS analyst Timothy Arcuri wrote Wednesday that Intel’s $20 billion stock offering will “remove an overhang” for the stock as it will allow the chip maker to fund its foundry buildout. The stock offering will provide “bridge” funding through 2027 and 2028 for Intel, Arcuri wrote. Continue Reading

FundingSemiconductorsStock Offering

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12 Aug 2026 16:00

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Aug 12 2026

finance.yahoo.comArchivedPositive tone

Nvidia Will Be The World’s First $10 Trillion Company

AI is the most important tech advance in human history, and perhaps the greatest investment of all time. One only has to talk to the hundreds of millions of people who use it (or perhaps billions) and the army of companies around the world that say it will transform the way their employees work and pave a golden road to profits. It has also made untold numbers of people richer via ownership of its stock and the constellation of AI-related companies that surround it. Many of these have been helped by investments from Nvidia (NASDAQ: NVDA), or loans that will make them grow faster. If AI is the

AIData CentersDebt FinancingGrowthGrowth RateInvestment Banking

Published

12 Aug 2026 14:37

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Aug 12 2026

finance.yahoo.comArchivedPositive tone

Private 5G Network Deployment Tracker & Forecasts 2026-2030 | Covers 9,300 Engagements Across 130 Countries

Company Logo Dublin, Aug. 12, 2026 (GLOBE NEWSWIRE) -- The "Private 5G Network Deployment Tracker & Forecasts 2026-2030" has been added to ResearchAndMarkets.com's offering. Private cellular networks remained a specialist segment during the 2G and 3G eras, with deployments such as GSM-R supporting railway communications. The arrival of private LTE in the early 2010s marked a turning point, led by projects including Rio Tinto's mining network in Western Australia, Tampnet's offshore infrastructure and iNET's 700 MHz network in the Permian Basin. Today, private 5G networks are increasingly repla

5g NetworksAIGrowth RateIndustrial AutomationInfrastructureMarket Research Reports

Published

12 Aug 2026 14:34

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Aug 12 2026

finance.yahoo.comArchivedNeutral tone

Global Hedge Funds Rotate from AI Infrastructure to AI Monetization in July, Finds Data Insights

Investors trimmed leveraged semiconductor exposure while increasing long fund participation in Amazon and Tesla; short fund participation strengthened in Apple, Meta and Nvidia NEW YORK & LONDON, August 12, 2026--(BUSINESS WIRE)--While July reflected a shift in market strength for stocks across the S&P 500 and technology-heavy indices, the overarching theme was investors moving away from AI infrastructure spending toward AI monetization. This signified investor scrutiny as to whether the massive spending on AI is starting to pay off. In leveraged semiconductor bets, a similar unwind took shape

AI InvestmentHedge FundsLong PositionsRevenue GrowthSemiconductorsShort Selling

Published

12 Aug 2026 14:00

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Aug 12 2026

finance.yahoo.comArchivedPositive tone

4 Outperforming Stocks That Could Keep Rewarding Investors

The S&P 500 Index (SPX) is up about 13% on the year, and a surprising number of stocks have already doubled in value. Investors tend to get drawn to these high-flying stocks, which made me curious whether these stocks tend to keep going higher for the rest of the year or if they tend to give back some of their gains. In the article below, I dig into the historical data to determine if we can buy in now, or if it's too late. Stocks that Doubled vs. the Others For this study, I went back 10 years using the list of current S&P 500 stocks and found the stock's year-to-date return around this time

Analyst RatingsRatingsSp500Stock Performance

Published

12 Aug 2026 13:00

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Aug 12 2026

finance.yahoo.comArchivedPositive tone

Intel (INTC) Now Has The U.S. Government As Its Largest Shareholder

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. The U.S. government has acquired roughly a 10% equity stake in Intel (NasdaqGS: INTC), becoming the chipmaker's largest shareholder. The stake is part of a wider program in which the government is taking positions in 30 publicly traded companies across sectors. The move raises questions for Intel investors about corporate governance, government influence, and potential policy trade offs. The unusual ownership structure is drawing scrutiny over possible i

AIGovernment OwnershipInfrastructureSemiconductorsShareholder

Published

12 Aug 2026 11:10

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Aug 12 2026

finance.yahoo.comArchivedPositive tone

Forget big tech: the real AI money is in plumbing

Host Kenny Polcari joins Yahoo Finance's Jared Blikre and Founder ETFs' Michael Monaghan to explore the data showing why founder-led companies significantly outperform the market. The panel also breaks down the flawless execution of the SpaceX IPO, the overlooked opportunities in AI infrastructure, and why the next major productivity boom will mirror the historical shift from steam to electricity. Video Transcript 0:04 spk_0 Welcome to Trader Talk. I'm Kenny Pilcari, your host, and today I am joined by Jared Blicky, who's the Yahoo Finance markets and data editor, along with Michael Monahan, w

AIBalance SheetData CentersETFFounder Led CompaniesIPO

Published

12 Aug 2026 11:00

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Aug 12 2026

finance.yahoo.comArchivedPositive tone

Global Artificial Intelligence (AI) Patent Landscape Report 2026: Analyzing Key Patent Holdings, R&D Filings, and IP Strategies of Industry Leaders

Company Logo Amid rapid 2026 breakthroughs, highlighted by Microsoft's and Google's expansion into autonomous AI agents, Nvidia's next-gen chip IP, and IBM's enterprise patent growth this detailed study provides an in-depth mapping of international patent filings, key assignee portfolios, technological clusters, and emerging licensing trends across the global AI ecosystem. Dublin, Aug. 12, 2026 (GLOBE NEWSWIRE) -- The "Artificial Intelligence AI" has been added to ResearchAndMarkets.com's offering. Artificial Intelligence Patent Landscape Report 2010-2024: Global Market, Technology and Competi

Artificial IntelligenceGrowth RateInnovationMachine LearningMarket Research ReportsPatents

Published

12 Aug 2026 09:23

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Aug 12 2026

finance.yahoo.comArchivedPositive tone

MiTAC Computing Showcases Diversified Infra for Agentic Workloads at OCP APAC Summit

TAIPEI, Aug. 12, 2026 /PRNewswire/ -- MiTAC Computing Technology Corporation, a global leader in high-performance, energy-efficient server solutions and a subsidiary of MiTAC Holdings Corporation (TSE:3706), today showcased its diversified rack-scale infrastructure engineered for Agentic AI workloads at the OCP APAC Summit. Highlighting the event is the world premiere of MiTAC's latest OCP-compliant HPC servers—the C2810Z6 and C2610Z6—developed in collaboration with AMD to harness the all-new 6th Gen AMD EPYC™ Server CPUs on the advanced SP7/SP8 platforms with PCIe Gen 6 connectivity. To meet

AICloudData CentersHpcServers

Published

12 Aug 2026 08:33

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Aug 11 2026

finance.yahoo.comArchivedNeutral tone

Nvidia Stock Wavers As Chipmaker Rounds Up Funding For AI Buildout

Nvidia stock wavered on news that the company has rounded up more than $500 billion in third-party capital for AI projects. Continue Reading

AI Projects

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11 Aug 2026 21:48

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Aug 11 2026

finance.yahoo.comArchivedPositive tone

Sector Update: Tech Stocks Mixed Late Afternoon

Tech stocks were mixed late Tuesday afternoon with the State Street Technology Select Sector SPDR ETF (XLK) easing 0.1% and the State Street SPDR S&P Semiconductor ETF (XSD) adding 0.7%.The Philadelphia Semiconductor Index rose 0.6%.In corporate news, AppLovin (APP) shares fell Silver Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade now

SemiconductorsTech

Published

11 Aug 2026 20:45

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Aug 11 2026

finance.yahoo.comArchivedPositive tone

Micron, SpaceX, Rocket Lab, Fermi, AppLovin, and More Stocks That Explain Today’s Market

The latest consumer price index numbers come out Wednesday. Micron Technology dropped 0.8% to $854.05. The stock has declined 12% over the past month and well short of its peak of more than $1,200 reached in late June on concerns about the sustainability of sky-high margins in a typically cyclical business. Continue Reading

EarningsInflationTech

Published

11 Aug 2026 19:16

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Aug 11 2026

finance.yahoo.comArchivedPositive tone

Sector Update: Tech Stocks Mixed Tuesday Afternoon

Tech stocks were mixed Tuesday afternoon, with the State Street Technology Select Sector SPDR ETF (X PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in

Published

11 Aug 2026 18:37

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Aug 11 2026

finance.yahoo.comArchivedPositive tone

Nvidia Taps Wall Street for $500 Billion Funding Commitment

US investment giants including Apollo Global Management Inc., Blackstone Inc., BlackRock Inc. and Brookfield Asset Management are partnering with Nvidia Corp. to source $500 billion in financing for artificial intelligence infrastructure. Bloomberg's Ed Ludlow joins to discuss this as well as Intel raised $20 billion in an upsized share sale, a third more than it was targeting when it announced the deal Monday morning. View Comments

AI-INFRASTRUCTURESHARE-SALETECH

Published

11 Aug 2026 18:03

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Aug 11 2026

finance.yahoo.comArchivedPositive tone

Intel's huge rally is helping pay for its AI comeback

In today's Chart of the Day, Yahoo Finance Markets & Data Editor Jared Blikre dives into Intel's (INTC) rally and how the chipmaker's surging stock price saved the company millions as it prepares to issue $20 billion in new common stock. Video Transcript 00:00 Brooke Break this down for us, what exactly is the reason behind all of this? 00:03 Jared All right. So I've got a two-day stock chart here. You can see over these last two days, Intel stock is down over 4%. Not a big drop, but why is that? Well, as you said, Intel was offering 15 billion yesterday, they actually upsized it overnight because they had enough demand to do that. So all in all, they sold 20 billion dollars worth of new shares. That means for existing shareholders, they own a smaller piece of the pie and that's why the share price is coming down. It's almost mechanical and almost any time that you see that, uh a company that's issuing more shares, you will see the stock price drop. So that's pretty common. But I want to highlight, and this is what I'm writing about in my chart of the day, uh this is just a one-year chart of Intel. and it was only last September that we were looking at strategic investments from the US government, then Nvidia, then Softbank. All of that was happening in here at about $20 to $23 per share, a little bit underneath, uh the current share price back then. So pretty cheap share price when you compare it today. Uh right now it's 96 94. at the peak here, it was $140. Now, when Intel is looking to buy to uh raise $20 billion, guess what? At a higher share price, they don't have to issue as many shares. And I've actually done the math here. Let me just show you how that works out. So, Intel's rally made new stock cheaper to issue. That's my thesis there. So at the stock price used, $95, that's what they were using overnight for the $20 billion. Uh that's 211 million shares or thereabout. Now, if they had tried to raise $20 billion last September, uh in that 20 to 23 range or actually $20.47, which is what Uncle Sam got, that would take 977 million shares, almost a billion. So they basically saved 80% fewer shares by that 165% rally that Intel has enjoyed year to date. So that's how the math works out. And yeah, they could have uh they could have issued even fewer shares if they had been able to sell at the very top. But this is a really good example of Intel using its share price as a means to uh take in more money. And this is something that we actually saw in the uh 2021 GameStop episode. It was AMC that was able to use their surging stock price to issue more stock. And I would say the difference between AMC then and Intel now is that Intel is building chip factories. Uh they have uh a very strong balance sheet and all of this money or most of it is probably going to go into the AI buildout. So, by no means are they probably done raising money, but this is a great example of using a share price rally to uh fund its operations. Back to you, Brooke. 02:21 Brooke Jared, such momentum when it comes to that stock. We've been watching it all year long, since last year, too, and definitely, we'll keep a close eye on it. Thanks so much for bringing that all down. 02:34 Brooke And we also just showed you Yahoo Finance's Alpha Space platform. It's a new professional grade financial platform featuring advanced charts, real-time news, customizable investment research and much more. You can access all of those tools by using the QR code right there on your screen. View Comments

BALANCE SHEETEQUITIESSEMICONDUCTORSSHARE PRICESHARE-BUYBACK

Published

11 Aug 2026 17:11

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Aug 11 2026

finance.yahoo.comArchivedNeutral tone

Top Midday Stories: Nvidia Developing Ambitious Open-Source AI Model; Intel Upsizes Share Offering to $20 Billion

Stocks were down in late-morning trading Tuesday, as investors continued to look for signs of progre PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in

Published

11 Aug 2026 16:50

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Aug 11 2026

finance.yahoo.comArchivedPositive tone

Does Intel's Revenue Growth Signal a Turnaround in Its Fortunes?

Intel Corporation INTC appears to be gaining momentum, with improving revenues highlighting a significant turnaround in the chipmaker's fortunes. Strength across the data center and client computing businesses, growing AI-related demand and improving manufacturing execution are helping revive the company's growth trajectory. The company reported second-quarter 2026 revenues of $16.1 billion, up 25% year over year. The solid top-line improvement reflects strengthening demand across Intel's product portfolio and indicates that its restructuring and technology investments are beginning to bear fruit.Zacks Investment Research Image Source: Zacks Investment Research Data Center Growth Remains a Key Catalyst Intel's Data Center and AI (DCAI) business is emerging as a major growth driver. DCAI revenues surged 59% year over year to $6.3 billion in the second quarter, benefiting from healthy hyperscale and enterprise demand. The proliferation of generative AI applications is driving significant investments in data center infrastructure. Although GPUs remain at the center of AI computing, CPUs continue to play an important role in supporting AI workloads. This is creating incremental opportunities for Intel's Xeon portfolio. The momentum is encouraging as AI-related infrastructure spending is likely to remain healthy, providing Intel with an opportunity to capitalize on rising compute requirements. Client Computing Business Gains Momentum Intel is also witnessing improving trends in its client computing business. Client Computing and Physical AI Group revenues totaled $8.9 billion in the second quarter, increasing 15% sequentially. The rising adoption of AI-enabled PCs represents an important growth opportunity. AI PC revenues increased 26% sequentially and accounted for roughly two-thirds of Intel's client revenues during the quarter. Intel is ramping Panther Lake and Wildcat Lake products based on its advanced 18A process technology. Increasing adoption of these products, coupled with an eventual enterprise PC refresh cycle, should support the client business over the long run. The company is also expanding its presence in edge computing and physical AI applications, including robotics. These emerging markets could broaden Intel's addressable opportunity beyond traditional PCs. Improving Manufacturing Execution Bodes Well Improving manufacturing execution is another positive for Intel. Demand for its products remains strong, with supply constraints limiting the company's ability to fully satisfy customer requirements. The company is increasing wafer output across Intel 7, Intel 3 and Intel 18A to address the demand. Improving yields and cycle times are helping boost production while lowering manufacturing costs. The progress of Intel 18A is particularly encouraging. Output from the process exceeded the company's internal target during the second quarter and increased sharply on a sequential basis. Intel's ability to consistently execute on advanced process nodes remains crucial to its turnaround. Better manufacturing execution should strengthen the competitiveness of its product portfolio while supporting gross-margin expansion over time. Story Continues Price Performance Intel has gained a stellar 347.1% over the past year compared with the industry's growth of 29.1%, outperforming peers like Advanced Micro Devices, Inc. AMD and NVIDIA Corporation NVDA. While NVIDIA stock is up 18.8%, Advanced Micro has gained 168.4% over this period. Zacks Investment Research Image Source: Zacks Investment Research Estimate Revision Earnings estimates for Intel for 2026 have moved up 116.2% to $1.47 over the past year, and the same for 2027 has increased 38.3% to $1.95. The positive estimate revision depicts bullish sentiments for the stock.Zacks Investment Research Image Source: Zacks Investment Research INTC Growth Hurt by Operating Risks Despite the uptrend, Intel has been facing challenges due to the disruptive rise of over-the-top service provi

AICHINAEARNINGSMANUFACTURINGSEMICONDUCTORSTOTAL REVENUE

Published

11 Aug 2026 16:46

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Aug 11 2026

finance.yahoo.comArchivedPositive tone

Intel Just Increased Its Stock Offering to $20B. Why That’s Good News for ASML.

Intel stock was down after it said it plans to issue 210.5 million shares at a price of $95 a share but ASML was gaining. Continue Reading

SECONDARY-OFFERING

Published

11 Aug 2026 15:55

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Aug 11 2026

finance.yahoo.comArchivedPositive tone

Nvidia, Micron, DJT, SpaceX, Rocket Lab, Plug Power, Fermi, and More Stocks That Explain Today’s Market

The chip maker’s plan to line up $500 billion in financing for its customers is getting a tentative thumbs-up from shareholders, including Cathie Wood’s ARK Invest which is scooping up shares. Micron Technology gained 0.6% to $865.94. The stock has declined 12% over the past month and well short of its peak of more than $1,200 reached in late June on concerns about the sustainability of sky-high margins in a typically cyclical business. Continue Reading

SEMICONDUCTORS

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11 Aug 2026 15:09

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Aug 11 2026

finance.yahoo.comArchivedPositive tone

Can NVIDIA's Vera CPU Challenge Intel and AMD's Market Dominance?

NVIDIA Corporation NVDA is taking a bigger step into the CPU (Central Processing Unit) market with its Vera processor, designed specifically for agentic artificial intelligence (AI) workloads. The move could give NVIDIA another growth engine while increasing pressure on established server CPU leaders Intel Corporation INTC and Advanced Micro Devices, Inc. AMD. NVIDIA's Vera CPU is up to 1.8 times faster than x86 processors on workloads. The Vera CPU is designed to work closely with NVIDIA GPUs (graphics processing units), networking and software, allowing customers to build complete AI systems rather than relying on separate CPU and accelerator platforms. This integrated approach could be particularly attractive as AI agents require more computing power for reasoning, planning and data processing. Vera CPU is also gaining support from major technology companies. Anthropic, OpenAI and SpaceX are among the AI organizations planning to adopt the platform, while Dell Technologies, Hewlett Packard Enterprise Company, Lenovo and Super Micro Computers are preparing Vera-based systems. NVIDIA's AI ecosystem gives Vera CPU an additional advantage and could help it gain meaningful server CPU share. The traction of Vera CPU will further boost NVIDIA's data center end-market business. The company's data center revenues reached a record $75.25 billion in the first quarter of fiscal 2027, rising 92% year over year. Analysts' projections suggest that the growth momentum in the data center business will continue. The Zacks Consensus Estimate for NVIDIA's data center revenues is pegged at $363.78 billion, indicating year-over-year growth of approximately 88%. NVIDIA's Rivals Have Deep CPU Expertise to Defend Their Lead NVIDIA's Vera CPU enters a market where Advanced Micro Devices and Intel have established customer relationships and large server CPU businesses. AMD is the more direct growth challenger. Its data center revenues surged 107% year over year to $6.72 billion in the second quarter of 2026, driven by strong demand for EPYC processors and Instinct GPUs. Advanced Micro Devices is also seeing rising demand from AI workloads, including agentic AI, which directly overlaps with Vera's target market. Its broad CPU-and-GPU portfolio gives customers an alternative to NVIDIA's integrated platform. Intel remains a major force in server CPUs through its Xeon portfolio. Its data center and AI business generated $6.26 billion in the second quarter of 2026, up 59% year over year. Intel's latest Xeon processors are also designed to handle AI workloads, helping the company defend its position as AI increases demand for high-performance CPUs. Story Continues NVIDIA has an important advantage because Vera is designed to work closely with its GPUs, networking and software. However, AMD's rapid growth and Intel's large installed base mean NVIDIA will need to prove that Vera can deliver clear performance and efficiency benefits before it can seriously disrupt the CPU market. NVIDIA's Price Performance, Valuation and Estimates Shares of NVIDIA have risen around 16.6% year to date, underperforming the Zacks Computer and Technology sector's gain of 18.1%. NVIDIA YTD Price Return PerformanceZacks Investment Research Image Source: Zacks Investment Research From a valuation standpoint, NVDA trades at a forward price-to-earnings ratio of 19.93, below the sector's average of 21.59. NVIDIA Forward 12-Month P/E RatioZacks Investment Research Image Source: Zacks Investment Research The Zacks Consensus Estimate for NVIDIA's fiscal 2027 and 2028 earnings implies a year-over-year increase of approximately 90.6% and 38.3%, respectively. Estimates for fiscal 2027 and 2028 have been revised upward over the past 30 days.Zacks Investment Research Image Source: Zacks Investment Research NVIDIA currently carries a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Researc

AIDATA-CENTERSSEMICONDUCTORS

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11 Aug 2026 14:00

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Aug 11 2026

finance.yahoo.comArchivedPositive tone

Intel's Stock Sale Just Grew to $20 Billion

This article first appeared on GuruFocus. Intel Corp. (INTC, Financials), the semiconductor manufacturer that's striving to reestablish its position in advanced manufacturing and AI, has made its already-massive stock sale even bigger.Intel priced a $20 billion public equity offering at $95 a share, up from the $15 billion deal disclosed a day earlier.The corporation is selling more than 210 million shares and anticipates net proceeds of almost $19.7 billion. The underwriters also have the right to buy additional 31.6 million shares, which might lead to even further dilution.Timing is interesting. Intel shares are up nearly three times this year as investors become more bullish about its foundry turnaround, advanced packaging business and potential AI customers.The surge gives Intel a chance to raise a big amount of capital at a greater valuation. But for stockholders, the tradeoff is clear:The increased cash will help Intel fund fabs and compete with TSMC, but hundreds of millions of new shares will dilute future earnings on a much larger share count.The next question is whether Intel can capitalize on that $20 billion to generate sufficient growth to warrant the dilution. View Comments

AIEQUITY-OFFERINGSEMICONDUCTORS

Published

11 Aug 2026 13:52

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Aug 11 2026

finance.yahoo.comArchivedPositive tone

Intel investors are banking on a comeback — and then some

When is a good time for a company to raise equity? When its shares are expensive, according to financial lore. Intel, which said on Monday PREMIUM Upgrade to read this Financial Times article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in

Published

11 Aug 2026 12:00

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Aug 11 2026

finance.yahoo.comArchivedNeutral tone

How Nvidia’s Huang and Meta’s Zuckerberg Are Combating the AI Backlash

Intel increases stock offering to $20 billion, SpaceX stock rises after first lockup ends, Archer Aviation to absorb Boeing’s air taxi business, and more news to start your day. Continue Reading

Published

11 Aug 2026 11:57

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Aug 11 2026

finance.yahoo.comArchivedPositive tone

‘This isn’t a socialist takeover’: White House says Trump gets final call on how long they keep Intel stake

Cheng Chia Huang and Jim Watson / Getty Images Don't expect the U.S. government to quit Intel anytime soon. White House National Economic Council Director Kevin Hassett said that it'll be up to President Donald Trump to decide the timeline for the administration to sell its 10% equity stake that it took a year ago. Must Read Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake. Here's what it is and 3 simple steps to fix it ASAP Millionaires under 43 hold only 25% of their wealth in stocks. Here's where their money is actually going "I think that in the end, President Trump, who has an incredible track record of when to buy and sell things, is going to make that call," Hassett told CNBC on August 10. "I don't think that this is going to be sort of a socialist takeover." The arrangement caught many Wall Street investors by surprise since government intervention is rare outside an economic crisis. Now, the Trump administration has taken stakes in 37 private companies in deals totaling $27.6 billion, according to the Council on Foreign Relations. Many of the deals involve companies entrenched in the production of semiconductors or critical minerals. The Trump administration has suggested that its actions with Japan were an effort to help a friend "in need," Hassett said, referring to the recent lifeline started to prop up a faltering Japanese yen and prevent broader tumult in financial markets. A spokesperson for Intel didn't immediately respond to a request for comment. Intel is spotting its next three opportunities Intel was trading at about $100 per share on August 10. Its shares have soared 153% since the start of the year due to the appetite among hyperscalers for the chips, semiconductors and related components powering the AI race. Intel has specialized its business around manufacturing the central processing units (CPUs) that help AI agents complete their assigned tasks. There's a staggering demand for them to correspond with the rapid data center buildout underway. On August 10, Intel announced it was offering $15 billion in new stock in an effort to take advantage of its dramatic turnaround. "Customers continue to signal a strong and sustainable demand environment, driven by unprecedented investment in AI compute," Intel said in a statement. The chipmaker identified "significant growth areas" around physical AI, external wafers, specialized silicon and advanced packaging. Story Continues Intel CEO Lip Bu-Tan took over the company last year and has overseen a period of remarkable revenue growth. Intel has sought to refashion itself as a foundry, or a firm that produces chips for clients. It did secure a win earlier this year when Apple agreed to employ Intel-made chips for some of its products. Intel reported $16.1 billion in sales in its latest earnings report, a 25% increase compared to the same quarter last year. The company also raised its capital expenditure forecast to $20 billion this year, up from $18 billion. Read More: Vanguard reveals what's coming for U.S. stocks — and it could be bad news for this group of investors 'I should have asked for more' Intel forms a key piece in the administration's effort to restore the U.S.'s domestic manufacturing capacity. Earlier this year, the President said that he should have asked for a bigger stake in Intel given its newfound success. "I said, 'Give the country 10% ownership for free in Intel,'" Trump told Fortune Magazine in a May interview. "(Tan) said, 'You have a deal.' I said, 'S—, I should have asked for more.'" Republicans have held off from criticizing Trump's stake in Intel, with most saying they simply prefer the government to minimize its role in the economy to avoid playing favorites. In June, Republican Sen. Jon Husted of Ohio introduced a bill that would establish "an orde

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11 Aug 2026 11:45

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finance.yahoo.comArchivedPositive tone

Hiltzik: The Trump administration's investments in corporate stocks raise fears of 'crony capitalism'

It was about one year ago that the Trump administration announced a truly eye-opening transaction: In return for an $8.9-billion investment in the chipmaker already authorized under the Biden-era CHIPS Act, the government would take a roughly 10% stake in Intel shares — making the government Intel's largest shareholder. Was this a good deal? For the U.S. taxpayer, the answer is yes — from the standpoint of paper profits. The 443.3 million Intel shares the government acquired for $8.9 billion are currently worth nearly $44 billion on the open market. The Trump administration's 'strategic stakes' policy is a deliberate attempt to shape corporate behavior and obtain leverage under the guise of bolstering domestic capacity in semiconductors, critical minerals, and other industries. Tad DeHaven, Cato Institute But that comes with a host of drawbacks. One is the possibility that Trump will interfere with management decisions at Intel — as he attempted to do even before this deal closed. More important, the transaction poses questions about Trump's industrial policy, as indecisive and obscure as it is. The administration's portfolio of direct and indirect investments now numbers 30 public companies and is valued at about $27 billion. That's an unprecedented level of government participation in the operations of U.S. corporations, placed in the hands of a single person whose business judgment is, to say the least, dubious. "We have a golden share, which I control," Trump proclaimed in describing his authority over the operations of U.S. Steel, which he acquired after approving the company's acquisition by Nippon Steel in June 2025. The scale of this program makes even conservatives uneasy. The libertarian Cato Institute has been outspoken about how the government's taking ownership stakes has become worrisomely "routine." Cato policy scholar Tad DeHaven doesn't buy the White House assertion that the program is aimed at protecting such strategic industries as semiconductors, minerals and quantum computing. Read more:Hiltzik: Trump's transgender-based attack on the CHIPS Act is his most unhinged yet Rather, he wrote, "The Trump administration's 'strategic stakes' policy is a deliberate attempt to shape corporate behavior and obtain leverage under the guise of bolstering domestic capacity in semiconductors, critical minerals, and other industries." Nor are voters especially jazzed. According to a survey by CNBC published last month, some 49% of U.S. voters consider it inappropriate for the government to own pieces of U.S. companies; only 19% thought it all right. Story Continues Not all of Trump's deals have involved outright grants of equity. His first deal, announced June 12, 2025, was triggered by a plan for Japan's Nippon Steel to acquire U.S. Steel. The merger was blocked by the Biden administration, but Trump revived it with a key condition: He was given what Scott Lincicome of the Cato Institute labeled "decisive control" —i n effect, a veto — over many management decisions. These included any decision to relocate U.S. Steel's headquarters out of Pittsburgh, to close one plant earlier than mid-2027 or any other plants before mid-2035, or to cut prices below a given point. The government also got the right to appoint one independent director and mandated that a majority of the board would be U.S. citizens. Lincicome judged these strictures to be tantamount to the "nationalization" of U.S. Steel. "U.S. Steel will have to obtain Uncle Sam's permission to do a lot of stuff," he wrote. Then there are the deals Trump cut with chipmakers Nvidia and AMD. Rather than take an equity stake in the companies, Trump demanded a 15% share of any revenues the companies collected from the sale of artificial intelligence chips to China as the price for his approving the sales. Some have questioned whether those arrangements are legal or even constitutional; they could be regarded as export taxes or duties, which are specifically prohibited by the Co

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11 Aug 2026 11:00

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finance.yahoo.comArchivedPositive tone

Intel's huge rally is helping pay for its AI comeback: Chart of the Day

Intel's (INTC) AI ambitions are getting more expensive. Its 165% rally this year is helping foot the bill. The chipmaker said Monday it plans to raise $15 billion by selling new shares to investors, giving it fresh cash for factories, equipment, day-to-day operations, and other needs. That comes with a cost for existing shareholders. Selling new stock causes dilution, meaning each share represents a slightly smaller piece of the company. Intel's rally has dramatically reduced that cost. At Monday's close of roughly $98, Intel would need to sell about 153 million shares to raise $15 billion. At the $20.47 per share price the US government paid for its Intel stake last year, raising the same amount would have required roughly 733 million shares. In other words, the same $15 billion now requires nearly 80% fewer shares. Intel, SEC filings, Yahoo Finance The stock's comeback has been remarkable even by the standards of the AI trade. Intel is up about 165% this year, compared with nearly 120% for AMD (AMD) and 17% for Nvidia (NVDA). And Intel is hardly selling stock at the top. Shares have fallen about 31% from their June 22 record, erasing over $200 billion in market value. Still, the rally has left Intel with something it badly needs — a much easier way to raise money. Intel recently lifted its planned spending on factories, equipment, and other long-term investments this year to about $20 billion. The proposed stock sale alone equals three-quarters of that amount, though Intel has not said all the money will go toward construction or AI. "Customers continue to signal a strong and sustainable demand environment, driven by unprecedented investment in AI compute," Intel said in announcing the offering. Intel sits in a different part of the AI boom than Nvidia and AMD. Along with selling CPUs used in AI systems, Intel is spending heavily on ways to combine increasingly complex chips and on manufacturing chips designed by outside companies. (INTC ) Go deeper with AlphaSpace 97.52 -4.13 (-4.06%) At close: August 10 at 4:00:02 PM EDT INTCAMD NVDA That makes Intel another piece of the AI financing story. Big Tech companies have increasingly borrowed to fund their AI build-outs. Intel is tapping shareholders to help build the factories underneath that boom. Washington adds an unusual wrinkle. The US government bought $8.9 billion of Intel stock last year at $20.47 a share as part of its push to preserve advanced chip manufacturing in the US. SoftBank and Nvidia also invested around that period, near $20 to $23 a share. Those investments were negotiated at fixed prices rather than Intel's market price when the deals were announced. Story Continues That backing does not shield Intel investors from dilution. Intel itself warns in its SEC filings that more stock sales can reduce existing shareholders' ownership. But Washington clearly has an interest in keeping Intel's factories running and competitive. That makes Intel's funding challenge different from that of a company left entirely to the mercy of public markets. A year ago, raising enough money was one of Intel's biggest challenges. After its monster rally, cash is easier to find. Spending it well is the harder part now. Jared Blikre is the global markets and data editor for Yahoo Finance. Follow him on X at @SPYJared or email him at jaredblikre@yahooinc.com. Click here for in-depth analysis of the latest stock market news and events moving stock prices Read the latest financial and business news from Yahoo Finance View Comments

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