Intel Corp (INTC)

A rare moment of shortsightedness on the Oracle of Omaha's part cost Berkshire Hathaway a small fortune.

Anthropic's revenue is expected to grow faster than initially anticipated.

Intel still needs time to capitalize on the AI chip market's growth, but its rival is already making solid progress in this space.

As of January 29, 2026, the equity markets are witnessing a significant transformation in leadership. For years, the Information Technology sector acted as the undisputed engine of market growth, fueled by a relentless pursuit of artificial intelligence (AI) dominance. However, today’s market action reveals a stark divergence. While major

Nvidia tested Intel's 18A process, but decided not to use it.

Intel could be close to a major foundry win.

Intel can’t meet demand, and that’s the bullish part.

Shares of chip designer Allegro MicroSystems (NASDAQ:ALGM) jumped 8.1% in the afternoon session after the company reported fourth-quarter 2025 results that featured a notable revenue beat and a robust outlook for the upcoming quarter. 

The Dutch semiconductor equipment maker has a bright future.

Intel’s post-earnings selloff highlights supply challenges that could shift market share in the server CPU market toward AMD, creating a buying opportunity in the stock.

Intel (INTC) benefits from AI-driven chip shortage as Apple (AAPL) & Nvidia (NVDA) redirect orders from Taiwan Semiconductor.

Nvidia’s 2028 foundry interest boosts Intel’s long-term case, but near-term execution risks and supply limits still cloud the stock’s path.

Its business has proven that it's here to stay for the long haul.

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

The stock sank after Intel issued lackluster Q1 guidance.

The sizeable spending on AI infrastructure this year could be a massive tailwind for the two companies discussed in this article.

Intel stock has been surging of late, but the business is still well behind this manufacturing leader.

Megacap stocks are behemoths that set the tone for their industries, and their massive scale typically leads to wide moats. However, the downside is that most have already exploited their existing market opportunities and must invest heavily to expand further, a risky proposition.

Intel has a lot of proving to do after issuing disappointing guidance.

As of January 28, 2026, the U.S. financial markets are basking in a rare "risk-on" atmosphere, driven by a simultaneous easing of major international conflicts that have haunted global trade for years. With the S&P 500 (INDEXSP:.INX) breaching the 7,200 level for the first time, investors

The American technology sector has reached a historic turning point as a record-breaking number of Information Technology companies have issued positive earnings-per-share (EPS) guidance for the first quarter of 2026. Following a transformative 2025 dominated by heavy infrastructure investment, the current earnings season signals a shift from the "build-out" phase