# Intel
Latest news and articles about Intel
Total: 10 articles found
AI Compute Deal Propels Tech Stocks — Nasdaq Leads as Meta Agrees $27bn Capacity Purchase
U.S. markets opened higher as technology stocks rallied after Meta agreed to buy about $27 billion of AI compute capacity from Nebius, boosting chip and memory shares. The deal and the start of Nvidia’s GTC conference underpin optimism about sustained data‑centre spending, even as macro risks could trigger intermittent corrections.
Intel Sees a Server-CPU Boom in 2026 — but Warns of a Supply Crunch by 2027
Intel’s CFO warned that the server-CPU market will grow markedly in 2026 as large-scale server purchases gather pace, while warning that supply will become a bigger constraint by 2027. The outlook underscores robust datacentre demand driven by AI workloads, but also highlights near-term manufacturing and logistics bottlenecks that could shape pricing and vendor strategies.
AI Demand Frays CPU Market: Stable Consumer Prices, Fragmented Server Tightness in Shenzhen’s Huaqiangbei
A Shenzhen market survey finds consumer CPU prices largely unchanged while server CPUs show fragmented pricing moves tied to AI demand and model-specific tightness. Traders are shifting attention to memory amid dramatic DRAM and NAND price increases, and analysts expect continued structural divergence between consumer stability and server-side episodic volatility.
Trump Raises Tariffs on South Korean Imports as U.S. Markets Digest Tech Wins and Intel Weakness
President Trump announced an increase in U.S. tariffs on South Korean autos, timber and pharmaceuticals from 15% to 25%, blaming Seoul for not ratifying a bilateral trade deal. U.S. markets closed higher as investors focused on upcoming tech earnings and Microsoft’s launch of a new AI chip, while Intel slumped on weak guidance.
Trump Slaps 25% Tariffs on South Korea as Markets Rally and Microsoft Unveils New AI Chip
President Trump announced a unilateral increase in tariffs on South Korean cars, lumber and pharmaceuticals from 15% to 25%, citing Seoul’s failure to ratify a bilateral trade deal, while U.S. markets rose as investors focused on tech earnings and Microsoft’s unveiling of its Maia 200 AI chip. The tariff move risks straining a strategic alliance and creating supply‑chain uncertainty even as competition among cloud providers intensifies over in‑house AI hardware.
Gold and Silver Surge as US Markets Split; Intel’s Weak Guidance Sends Chips Reeling
On January 23, risk assets split: US major indices finished mixed while gold and silver surged to record nominal highs and oil rallied. Intel’s disappointing guidance triggered a sharp sell-off in its shares and weighed on semiconductor sentiment, even as select big-tech names gained. Commodity strength, driven by safe-haven flows and supply concerns, prompted Goldman to lift its 2026 gold target to $5,400 an ounce.
Trump’s Greenland Gambit and a European Exodus from U.S. Debt Raise Global Political and Market Stakes
Trump’s public manoeuvres over Greenland and a vague NATO “agreement framework” have prompted European pension funds to reduce U.S. Treasury holdings, exposing how geopolitical unpredictability can transmit into markets. The episode sits alongside fresh military tensions with Iran, commodity rallies and corporate guidance shocks, underlining a fragile intersection of politics, finance and strategic resources.
Intel’s CEO Concedes Yield Shortfalls as AI Demand Outpaces Supply
Intel CEO Chen Liwu admitted on the Q4 2025 earnings call that the company has not fully met skyrocketing AI-driven demand because product yields are below his expectations. Intel has pledged to make yield improvements a top priority in 2026, but the admission triggered a sharp market reaction and raises competitive and supply-chain risks.
Musk’s Surprise Davos Appearance and a Winter-Driven Energy Shock Roil Markets
A severe US winter storm has sent natural gas futures sharply higher, complicating an otherwise positive session for US equity futures. Elon Musk’s unexpected Davos appearance adds a volatility vector for technology and AI-focused stocks, while chip supply constraints and corporate moves in semiconductors, crypto custody and fusion power frame a broader market narrative.
China Stocks Open Higher as Chip and Storage Names Lead a Tech-Heavy Rally
Chinese stock markets opened higher as semiconductor and storage‑chip stocks outperformed, buoyed by company profit forecasts and plans to expand wafer‑level packaging capacity. Broader market moves were uneven, with commodity and precious‑metals names lagging and speculative small‑caps showing continued volatility.