Detail akcie Intel diskuze

INTC is also expanding further into the graphics processing unit (GPU) market with the debut of its Intel GPU D-Series processors. Formerly codenamed Crescent Island, the D-Series chips are designed for AI inferencing, running AI models and services. Rather than individual chips that slot into server blades like Nvidia's (NVDA) Blackwell processors, Intel's D-Series GPUs are deployed via PCIe cards, similar in appearance to the graphics cards gamers install in desktop computers. Intel said it's working with a number of OEMs, ODMs, neoclouds, and others to roll out D-Series systems, including ASUS (2357.TW), HPE (HPE), Dell (DELL), Supermicro, and others.

Teším se na výsledky Intelu TSMC Revenue totaled NT$1.49 trillion ($46.7 billion) over the three-months ended in September, based on Bloomberg News's own calculations. Analysts on average were looking for NT$1.46 trillion. The Taiwanese chipmaker's strong sales growth reinforced the outlook for AI demand at a time investors are grappling with rising debt levels and regulatory setbacks, as well as calls by OpenAI and Anthropic PBC to pace the development of the emerging technology. Advanced Micro Devices Inc. boss Lisa Su said this week the company expects chip demand to remain sharply higher over the next few years, while Samsung Electronics Co. reported an almost nine-fold jump in operating profit.

na cestě ke kapitalizaci 1 Trillion tak snad těch aktuálních 666 mld tam nebude dlouho a pohneme se nahoru :o)

35 to nikdo nechtěl :-) jak s MU , když jsem ho doporučoval za 90....

a MA 20 nám zase leze přes MA 50

To byla vlnka, aby pozde prichozi stihli dokoupit. INTC bude opet zdrazovat. Budou mit strasne moc skvary a poptava supr. Docela se dari novym litografickym procesum. Mimochodem, dival jsem se na ceny PC komponent. Zas to zdrazuje. Pry se dockame opravdoveho sucha, ze nektere komponenty budou nedostupne. Ted dochazeji grafarny. Traba Asrock 9060XT challenger 16GB skocil s 11 na 13k a tuto cenu drzi jen jeden prodece - smarty.

To je zase co za sjezdovku?

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