#ai-and-data-center

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#semiconductors #intel #amd #portfolio-rebalancing #intel-turnaround #foundry-manufacturing
Tech industry
from24/7 Wall St.
1 week ago

Intel Has Doubled AMD's 2026 Gains. Is It Time to Rebalance Your Chip Stocks?

Intel has sharply outperformed AMD in 2026, driven by strong earnings, AI/data-center growth, and foundry momentum, prompting portfolio rebalancing questions.
Business
from24/7 Wall St.
1 week ago

Buy, Hold or Sell Intel at Over $100?

Intel’s turnaround is driven by revenue growth, margin expansion, and AI/data-center demand, but valuation and ongoing losses limit fresh upside.
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