Detail akcie Intel diskuze

všici mají Intel tak honem prodat :o) NVIDIA disclosed 214,776,632 Intel shares valued at $29,989,261,126, representing 47.27% of its disclosed equity portfolio. SoftBank disclosed 86,956,522 Intel shares valued at $12,141,739,167, representing 66.81% of its disclosed U.S. equity portfolio. This builds on SoftBank's $2 billion strategic investment in Intel that closed in the third quarter of 2025, and SoftBank reported first-quarter fiscal 2026 net income of 347.3 billion yen, driven by a 1.3 trillion yen gain on Intel stock. Coatue Management disclosed a new Intel position of 12,084,027 shares valued at $1,687,292,689, representing 3.47% of its portfolio.

tak uvidíme " 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."

ach jo libutane libutane to se uplně nepovedlo (Reuters) - Intel on Monday said it is planning to raise $15 billion through a share sale,

a výhled také super, škoda toho bláznění na bl.východě, bez válčení už bychom šli přes 150

připravit si pozice před výsledky a poslat o 30% dolů, takovou korekci jsem uplně nečekal, přitom data chodí fajn, vyprodáno skoro na 2 roky, tak uvidíme příští týden co přinese hlásání, že by opět +40% zpět na ath :o)

protože samsung zvýšil zisk 19x !!!! tak je obava, že ten megatrend může ochabnout a proto intel dolů a ostatní semi také :o)))

Kontron AG, a leading provider of rugged embedded computing and IoT solutions, has entered a strategic partnership with Intel to bring its Core Ultra Series 3 (Panther Lake) processors into industrial and edge AI systems

Intel said the 18A-P process delivers a 9% performance improvement over the original 18A node at equivalent power levels, or an 18% reduction in power consumption at the same processing speeds. The new node is also said to offer improvements to thermal management and design flexibility

dnes BofA upgrade na buy a 135

jeden by řekl, že korekce na trhu a von to spustil us komouš Sanders "progressive Senator Bernie Sanders said he would introduce legislation imposing a one-time 50% tax on AI labs’ stock, with proceeds flowing into a U.S. sovereign wealth fund" je zajímavé jak jsou komouši všude stejní, někomu kdo něco vybuduje to ukradneme a "rozdáme" to všem

https://www.intel.com/content/www/us/en/events/computex.html

líbí se mi tři věci, rozsah kam se všude snaží dostat, slušný focus na bezpečnost a snaha o max.efektivitu a snižování spotřeby, na rozdíl od nenažraných GPU dává AI takhle větší smysl, takže dál držíme https://finance.yahoo.com/sectors/technology/articles/intel-bets-18a-xeon-6-070403655.html

Super Micro Launches New Intel-Powered Servers Built for AI, Cloud and Data Centers. This deal is huge....This translates to about 350,000 to 450,000 Xeon 6+ processors per month.

bude mít prezentaci LBT tak by to snad mohl zase otočit a očekávám, že se možná i otře o NVDA, ta dnes představila jirtnici co svět neviděl, všici z toho paf a ono to bude něco jako Vertu od Nokie, btw kdo že to byl první loni kdo integroval AI do pc, že by nějaký Intel :o)

Intel’s SuperClaw Hybrid Agentic AI Another Intel AI advance Intel’s SuperClaw is a hybrid agentic AI platform designed to run intelligent agents — autonomous AI systems that manage goals, actions, and tool use — across local hardware and cloud infrastructure Phemex+1. It’s aimed at enterprise AI PCs, agent computers, and edge devices, offering a way to scale agentic AI workloads while balancing privacy, cost, and efficiency. Key Features and Capabilities Hybrid Execution: Sensitive data (e.g., documents, private files) is processed locally on the device, while non-sensitive or complex tasks are handled in the cloud when needed Crypto Briefing+1. This reduces cloud token consumption by up to 70% in tested enterprise workloads Crypto Briefing. Privacy-Focused: Keeps sensitive context on-device, complying with regulatory requirements and reducing data exposure Phemex+1. Efficiency: Optimizes for low latency and reduced cloud dependency, making it suitable for real-time, privacy-sensitive workflows letsdatascience.com. OpenClaw Integration: Built on Intel’s OpenClaw — an open-sourced, autonomous AI assistant — but enhanced with hybrid execution for security and cost control Intel Newsroom. Model Context Protocol (MCP): Enables seamless communication between AI agents across devices in a distributed environment Phemex. Super Builder: Integrates local and cloud processing for a unified agent experience Phemex

two scenarios: Intel manufacturing Apple’s iPad and Mac processors, worth 24,000 wafer starts per month, or the more expansive scenario covering iPhone processors and 5G modems at 64,000 wafer starts per month.

Intel (INTC) stock rose on Monday, a day after CEO Lip-Bu Tan posted on X that the company and Nvidia (NVDA) are working to “develop exciting new products.”

jizda může pokračovat https://www.techpowerup.com/348926/sk-hynix-eyes-intel-emib-2-5d-packaging-for-hbm-memory

Nahodny leak o spojeni NVDA s INTC https://pctuning.cz/article/unikla-roadmapa-intelu-odhaluje-cipy-nova-lake-a-razor-lake?utm_source=www.seznam.cz&utm_medium=sekce-z-internetu#dop_ab_variant=1667450&dop_source_zone_name=hpfeed.sznhp.box