INTC

Intel just started shipping chips on its most advanced manufacturing process yet, and the billions the U.S. government, Nvidia, and SoftBank bet on it last year suggest the comeback might be real.

Intel’s updated fair value estimate has been reduced from US$116.37 to US$107.21, a cut of about 7.9% that reflects a more cautious pricing anchor in current models.

Cramer fears investors could get hurt buying too much too soon.

Computer processor maker Intel (NASDAQ:INTC) reported Q3 2026 results topping the market’s revenue expectations, with sales up 20.9% year on year to $16.51 billion.

Intel's tepid guidance has negatively impacted AMD stock.

Shares of computer processor maker Intel (NASDAQ:INTC) fell 28.9% in the morning session after the company issued a downbeat fourth-quarter profit outlook and warned of persistent weakness in the personal computer market.

TSMC’s reported price hike could signal strong AI chip demand while raising concerns that Intel’s technology is not yet exerting enough competitive pressure on TSMC.

Key TakeawaysAMD shares fell 10. 9% Friday to $505 after Intel’s weak PC outlook triggered a chip rout, leaving the stock 23% below its 52-week high.

Alphabet's Class A shares slid more than 12% on Thursday in their worst ever trading day as it reported weaker growth for the summer than analysts expected.

Investors are nervous about the massive AI spending from the tech giants and whether that will pay off.

Nasdaq drops over 2% as another set of disappointing results stokes fears around AI trade

Intel slides 21% after hours; Alphabet stock suffers worst day on record, shaving $500 billion off market value